The AI Pivot Is Getting Real for Miners

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Nearly every publicly traded Bitcoin miner has announced some version of the same plan: redirect some of the power toward AI and HPC. The logic is hard to argue with.

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Tech rout continues into quarter/month end - Newsquawk US Market Wrap

Trump said Iran's shooting at ship on Thursday is a foolish violation of the ceasefire agreement; UAE sends false missile warning alert; Trump remarked any country that imposes a Digital Services Tax will be hit with 100% tariffs; Oman reportedly warned European allies that they may need to pay ship fees to go through the Hormuz; Fed's Kashkhari sees one rate hike in 2026, hold through 2027; Mixed UoM final revisions; OpenAI reportedly leaning towards delaying its IPO until 2027; US, Israel, and Lebanon sign trilateral framework agreement

The China Washout

Alibaba has never been this oversold. RSI just hit 16.6. The question is no longer whether sentiment is bad. It's whether it's too bad.

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