Market Update
Over the last week, both the AI infrastructure and Bitcoin mining sectors posted gains. Leopold Aschenbrenner鈥檚 investment fund reflected this trend. Here are his top 6 best performers among all holdings:
Major Company Updates
- IREN signs $2.8bn in new customer contracts with leading AI developers, raises 2026 ARR target to over $4bn (link)
- Hut 8 fully commercializes 1 GW Beacon Point AI data center campus with second 352 MW IT lease, bringing campus-level base-term contract value to $19.6 billion (link)
- AMD and Anthropic announce strategic partnership to deploy up to 2 gigawatts of AMD Instinct MI450 series GPUs (link)
- Galaxy Digital Inc. announces pricing of $3.507 billion of senior secured notes (link)
- Cango Inc. announces effectiveness of 10-for-1 share consolidation (link)
Earnings call season is here again, and this week brings a full lineup of companies scheduled. Get confirmed dates and times converted to your local timezone as soon as they are announced, along with access to transcripts and summaries for deeper analysis.--> Earnings Calls
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Cindy & the Ziven Team 馃挏