Markets Updates
Over the last week, both the AI infrastructure and Bitcoin mining sectors posted meaningful gains. Leopold Aschenbrenner鈥檚 investment fund reflected these gains. Here are his top 6 gainers among all holdings:
Major Company Updates
- IREN completes acquisition of Nostrum Group expanding AI cloud platform to Europe (link)
- GE Vernova Hitachi and Velan expand collaboration to support BWRX-300 small modular reactor deployment in Europe (link)
- Cipher Digital announces appointment of Bill Blevins as head of grid strategies (link)
- Nebius completes acquisition of Eigen AI (link)
- CoreWeave sets new AI training records in MLPerf Training v6.0, training DeepSeek-V3 in approximately two minutes (link)
- HIVE's BUZZ HPC closes USD $220 million sovereign AI GPU contract with Bell AI Fabric for Cohere Inc. (link)
What We're Watching
CoreWeave (CRWV) and Nebius (NBIS) will join the NASDAQ-100 index, effective prior to market open on Monday, June 22, 2026.
As always, feel free to drop us a message for any suggestions, feedback, or just to say hi.
Thanks for being part of our journey - see you next week!
Cindy & the Ziven Team 馃挏