AI’s Energy Crunch May Be A Blessing For Energy-Rich Miners

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For years, the market treated bitcoin miners as little more than leveraged proxies on the price of BTC. But that’s changing, because these companies do not simply mine bitcoin. They control large amounts of electrical capacity—an increasingly important input for energy-intensive computing.

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Stocks mixed and oil bid on mixed geopolitical reports - Newsquawk US Market Wrap

Stocks mixed and oil bid on mixed geopolitical reports - Newsquawk US Market Wrap
Trump says can say this is a change in the Iranian regime, Iran gave the US significant gift related to the Strait of Hormuz; Gas facilities on Isfahan in Iran said to be hit in strikes; US and mediators are discussing the possibility of holding high-level peace talks with Iran as soon as Thursday, Iran response awaits; US to order 3,000 82nd airborne soldiers to the Middle East; Dismal US 2yr note auction; Mixed Flash S&P Global readings; Hot US Unit Labor Cost revisions; APO & ARES reportedly capped withdrawals from private credit funds.


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