Galaxy Digital announced that Chief Accounting Officer Robert Rico will resign from his position effective September 30, 2026, noting that the departure is not due to any disagreements and that Rico will remain in his role until a successor is appointed. $GLXY

https://www.sec.gov/Archives/edgar/data/1859392/000185939226000086/glxy-20260805.htm

CoreWeave secured a partnership with IMC, which is scaling its use of the CoreWeave AI cloud platform and CKS to deepen research investment, building on production clusters in use since 2025. 🤖🤝 $CRWV

https://www.businesswire.com/news/home/20260806308924/en/IMC-Selects-CoreWeave-As-Firm-Deepens-Research-Investment/?feedref=JjAwJuNHiystnCoBq_hl-c7lKvA7JBe8vFJsJeKh-uz6ETw5EeTeIfo5EF1SjUaNnkvYMqDDYxFrLs-oQ2BHQ60gZGCES_PH538e20m6l7MMAQjA1BPjLiRY4AHvKLse85mKl9fT46bVvfOgDdqKag==

📊 BTIG lowered the price target for $GLXY to $45 from $50.

📋 Morgan Stanley analyst updates: $CIFR update PT $43.5, $APLD update PT $37.5.

CleanSpark reports Q3 2026 results and signs 20-year $6.6B triple-net AI infrastructure lease at Sandersville 📊

- Signed 20-year $6.6B triple-net lease at Sandersville with investment-grade tenant
- Pre-paid long-lead items; Sandersville equity fully funded
- Q3 revenue $138M, down 30.5% YoY
- Net loss $239.8M; adj. EBITDA -$113M
- Cash $202.6M and BTC treasury $814.9M $CLSK

https://www.prnewswire.com/news-releases/cleanspark-reports-third-fiscal-quarter-2026-results-302845377.html

MARA announced preliminary unaudited Q2 2026 financial results 📊 in a shareholder letter. $MARA

https://www.globenewswire.com/news-release/2026/08/06/3340738/0/en/MARA-Announces-Second-Quarter-2026-Results.html

Bloom Energy is expanding its partnership with MiTAC to deploy a new fuel cell microgrid ⚡ to power an AI server manufacturing campus in Fremont, increasing contracted capacity across two California sites to reach a total AI segment of approximately 250 MW for nearly two dozen customers 🤖. $BE

https://investor.bloomenergy.com/press-releases/press-release-details/2026/Bloom-Energy-Continues-to-Set-the-Standard-for-AI-Onsite-Power-with-Expanded-MiTAC-Partnership/default.aspx

Governor Abbott ordered an ERCOT audit that could have huge impacts on data centers in Texas. Learn the basics of the order and understand how it may affect your AI infrastructure bets such as $IREN $NUAI $CIFR $RIOT.

https://ziven.io/blog/ercot-hits-pause-on-texas-data-center-queue-how-worried-should-ai-infrastructure-investor-be/

⚖️ Cantor Fitzgerald lowered the price target on $MARA to $12 from $14.

Your weekly edge on AI infrastructure and crypto stocks - performance, updates, and insights.

https://ziven.io/blog/ziven-weekly-brief-w32-26/

Bitdeer reported Q2 2026 financial results 📊

- Revenue increased to $228.8M from $155.6M YoY
- Adjusted EBITDA grew to $31.1M from $4.6M
- Net loss of $92.3M compared to $62.9M
- Managed hashrate rose to 86.1 EH/s from 30.6 EH/s
- BTC mined totaled 2,694 vs 565
- Cash position of $496.3M with $196.9M in digital assets $BTDR

https://www.globenewswire.com/news-release/2026/08/10/3341671/0/en/bitdeer-reports-unaudited-financial-results-for-the-second-quarter-of-2026.html

Keel Infrastructure reports Q2 2026 results 📊

- Revenue: $30M, down 50% YoY
- Operating loss: $141M
- Loss from continuing operations: $64M ($0.11/sh)
- Adj EBITDA: -$24M
- Liquidity: $819M, including 1,861 BTC
- Capital raise: $458M via convertible notes
- Operational update: Sold 1,085 BTC for $75M and decommissioned all U.S. BTC mining operations $KEEL

https://www.globenewswire.com/news-release/2026/08/10/3341696/0/en/keel-infrastructure-reports-second-quarter-2026-results.html

📊 Mizuho Securities lowered the price target for $MSTR to $165 from $213.

CoreWeave closed a $2.6 billion delayed draw term loan facility 💵 to support the expansion of its AI cloud platform, committed customer deployments, and the broadening of eligible customer contracts for publicly syndicated infrastructure financing. $CRWV

https://www.businesswire.com/news/home/20260810690198/en/CoreWeave-Closes-2.6-Billion-Loan-Facility-Expanding-Financing-Flexibility-for-AI-Infrastructure/?feedref=JjAwJuNHiystnCoBq_hl-c7lKvA7JBe8vFJsJeKh-uz6ETw5EeTeIfo5EF1SjUaNnkvYMqDDYxFrLs-oQ2BHQ60gZGCES_PH538e20m6l7MMAQjA1BPjLiRY4AHvKLse85mKl9fT46bVvfOgDdqKag==

Cantor Fitzgerald raised the price target for $RIOT to $30. ⚖️

WhiteFiber Q2 2026 results 📊

- Revenue $28.8M (+54% YoY)
- Cloud services $23.8M (+43%), colocation $4.7M (+173%)
- Gross profit excl. D&A $17.1M (59.4% margin)
- Net loss $15.0M ($0.39/share); Adj. EBITDA $5.5M (+69%)
- Signed >$540M in new multi-year cloud agreements
- NC-1 initial billing started; 40MW full run-rate expected this month $WYFI

https://www.prnewswire.com/news-releases/whitefiber-inc-reports-second-quarter-2026-results-302848971.html

Nebius Group reports second quarter 2026 financial results 📊

- Reports unaudited financial results for the three and six months ended June 30, 2026
- Earnings webcast scheduled for 8:00 a.m. Eastern Time $NBIS

https://nebius.com/newsroom/nebius-reports-second-quarter-2026-financial-results

• Cantor Fitzgerald raised the price target for $CRWV to $176 from $167.

WhiteFiber has partnered with Krambu to bring 100MW of high-density GPU infrastructure capacity to market by 2027, with Krambu serving as the exclusive operator for liquid-cooled deployments designed to support AI clusters at up to 250 kW per rack. 🤖🤝 $WYFI

https://www.prnewswire.com/news-releases/whitefiber-and-krambu-partner-to-bring-100mw-of-high-density-gpu-infrastructure-capacity-to-market-in-2027-302849939.html

Cerebras Systems Q2 2026 earnings results 📊

- Cloud revenue grew 287% YoY to $127.7M
- GAAP total revenue $180.1M, up 74% YoY
- Core gross margin 41%, up 940 bps
- 600 MW data center capacity under contract
- $6.4B raised in IPO
- $25.4B in remaining performance obligations $CBRS

https://www.globenewswire.com/news-release/2026/08/12/3344077/0/en/cerebras-systems-fast-inference-cloud-business-nearly-quadruples-in-second-quarter-2026.html