Bitcoin miners are suddenly being thrust into the spotlight as the AI infrastructure boom takes off. And I've found a basket of names to capitalize on this shift that no one's watching yet...
Listen to the audio version of this article (generated by AI).
The other morning on my daily livestream, I put up a chart that made everyone watching think I’d made a mistake.
On one side was Bitcoin. Down nearly 30% this year, and below $60,000 for the first time since 2024.
On the other side were Bitcoin miners. Their stocks were up around 56% so far in 2026.
At first glance, it doesn’t make any sense.
Bernstein is bullish on Bitcoin miners as they increasingly power the AI boom, assigning “Outperform” ratings to TeraWulf and…
Bernstein remains bullish on Bitcoin mining firms like IREN, Riot, and CleanSpark, who are all riding the wave of AI compute…
VanEck says investors are shifting focus from contract announcements to execution risk as miners chase AI revenue.
IREN climbed within 10% of a fresh all-time high after unveiling another major AI infrastructure expansion tied to Dell.
Bitcoin is down, but miners are up. The reason may be AI data-center demand, power access, and long-term hosting contracts.
Bitcoin miners embrace AI infrastructure as Nvidia eyes a $20 billion bond sale, tokenized RWAs hit $43 billion, Ripple expands…
