Core Scientific, Inc. - Common Stock (CORZ)

As of January 5, 2026, the artificial intelligence gold rush has entered a sobering new phase. No longer is the market satisfied with the mere promise of "limitless compute." Instead, investors have shifted their focus to the grueling, physical reality of building the world’s most advanced data centers. At

One investor has leaned into Core Scientific’s infrastructure pivot, seemingly betting the market is missing what comes next.

A deal collapse rewrote the stock’s near-term narrative, so the story has changed quite a bit since quarter-end.

As the final trading days of 2025 approach, the landscape for digital asset infrastructure has undergone a seismic transformation. What were once considered "pure-play" cryptocurrency mining firms have effectively rebranded into high-performance computing (HPC) and artificial intelligence (AI) data center giants. This strategic pivot, accelerated by the 2024 Bitcoin halving

One fund's move highlights a willingness to concentrate capital where optionality looks largest, even when the stock’s recovery is far from complete.

The move signals a shift toward scale, contracted revenue, and balance sheet strength as crypto infrastructure begins to look a little more like energy and data center investing.

As crypto-linked equities heat up again, this concentrated bet shows how some funds are diving into digital infrastructure plays with contracted cash flows.

The timing looks bold, but the fundamentals suggest this investor may be underwriting something much bigger than Bitcoin price swings.

The stock sold off hard after quarter-end, but the timing of this buy suggests a longer-term infrastructure bet rather than a short-term crypto trade.

A battered REIT with steady rents, real liquidity, and a liquidation is suddenly back on one fund’s radar.

Strong operating results did not stop one fund from walking away entirely, raising questions about how much patience volatile healthcare names really command.

December 5, 2025 – The cryptocurrency mining industry is in the midst of a profound and strategic transformation, with a growing number of prominent players actively pivoting their operations towards Artificial Intelligence (AI) and High-Performance Computing (HPC). This seismic shift, gaining significant momentum throughout 2025, is driven by a convergence of economic pressures within the [...]

A merger-driven scale jump may be the catalyst Synovus investors have been waiting for—but only if the bank can execute.

A new utility bet from a hedge fund known for concentrated positions might hint at how pros are positioning for 2026.

One hedge fund’s newest bet may depend more on data centers than on bitcoin.

Core Scientific is reinventing itself—fast—and one major investor just made a bold bet on where that pivot leads.

In a dramatic turn of events in late November and early December 2025, MicroStrategy (NASDAQ: MSTR), a company that has famously transformed its corporate strategy to become a de facto Bitcoin investment vehicle, saw its market capitalization plummet below the value of its substantial Bitcoin holdings. This unprecedented scenario, triggered

The cryptocurrency market has been gripped by a significant and sharp selloff in late November and early December 2025, sending shockwaves through digital asset valuations and contributing to a pervasive "risk-off sentiment" across global financial markets. Bitcoin (BTC), the bellwether of the crypto world, plummeted from an all-time high of

November 26, 2025 – Bitcoin (BTC) has once again captured the financial world's attention, recently pushing back above the crucial $90,000 threshold during U.S. trading hours. This rebound comes after a week-long slump that saw the flagship cryptocurrency dip to a panic low near $80,000, following a significant

November 21, 2025 – Bitcoin (BTC) is currently navigating a period of significant price decline, plummeting to its lowest levels since April 2025 and erasing all of its 2025 gains. This sharp downturn is not an isolated event, but rather a complex interplay of macroeconomic pressures, a pervasive "risk-off" sentiment across

The global cryptocurrency market is currently navigating a period of profound weakness and intense volatility as of November 2025. Characterized by significant market value erosion, a prevailing sentiment of "extreme fear" among investors, and a substantial retreat from risk assets, the digital asset landscape is undergoing a critical re-evaluation. Over

Citizens analysts assume coverage and rate IREN, Cipher, Nebius, Riot and WhiteFiber as Market Outperform.

Shares of CoreWeave and Core Scientific climb after Nvidia's blockbuster Q3 earnings report set off a "pick-and-shovel" rally.

The cloud-based AI infrastructure company is still growing like a weed.