The AI buildout has a power problem.
Megacap tech is wobbling, and money is looking for somewhere cheaper to land.
With megacap AI software names trading at triple-digit cash-flow multiples, value-oriented investors are quietly rotating into the physical layer of the buildout: power, land, and data center capacity.
There's another set of artificial intelligence plays hidden in plain sight. And their roots are in crypto.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
CIFR posts a wider Q1 loss as revenues fall 28.5% Y/Y, while the company advances mining upgrades and data center buildouts.
Cipher Digital surged 36% since my last bullish call, outperforming benchmarks and validating my thesis. I maintain a Buy rating as CIFR's pivot to the AI niche is a multi-year tailwind, with several favorable catalysts developing. Forward P/S remains attractive given expectations for 270% revenue growth next year, supporting potential for multiple expansion.
Cipher Digital Inc. (CIFR) Q1 2026 Earnings Call Transcript
Cipher Digital Inc. (CIFR) came out with a quarterly loss of $0.28 per share versus the Zacks Consensus Estimate of a loss of $0.27. This compares to a loss of $0.11 per share a year ago.
Cipher Digital Inc. (CIFR) concluded the recent trading session at $16.92, signifying a -1.97% move from its prior day's close.
Cipher Digital Inc. (CIFR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
In the most recent trading session, Cipher Digital Inc. (CIFR) closed at $18.69, indicating a -3.86% shift from the previous trading day.