Core Scientific’s & AMD Deal Decoded, APLD Earnings, GLXY & HIVE News!

We break down why AI colocation revenue is starting to matter more than pure Bitcoin mining for public miners, even while the whole sector trades deep red. We dig into Applied Digital’s earnings surprise, Core Scientific’s earnings details, and the new AMD deal that pushes contracted capacity into gigawatt territory.

• Bitcoin price weakness versus miner stock drawdowns
• Clarity Act timing and why market structure matters
• Heat map view of miners and where value is showing up
• Upcoming earnings calendar and what questions to ask management teams
• Hive price target upgrade and why Paraguay matters
• Applied Digital’s HPC AI revenue ramp and why energisation timing drives quarterly results
• Core Scientific revenue mix, adjusted EBITDA, and how noncash warrant charges distort net income
• Core Scientific buildout progress and how billing scales with megawatts
• AMD 530MW partnership details and what 1.1GW contracted capacity means
• Data center cost breakdown per megawatt and the labour plus equipment bottlenecks
• Galaxy’s second Texas data center site and the multi-campus strategy trend

Let us know in the comment section below what you thought of today's announcement from Core Scientific and your top pick in the space currently!

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