According to @StockMKTNewz, investment firm Cantor Fitzgerald projects that Core Scientific (CORZ) stock could surpass $30 per share in a potential acquisition by AI cloud firm CoreWeave, nearly doubling its recent trading price. This bullish valuation is reportedly driven by a 12-year, $3.5 billion AI infrastructure lease signed with CoreWeave and the high replacement value of Core Scientific's 570MW of power infrastructure. The potential deal highlights a significant trend where Bitcoin (BTC) miners are pivoting their operations to support the AI industry for more stable, long-term cash flows, a move accelerated by reduced profitability following the latest BTC halving. Investor Kevin O’Leary notes that the infrastructure and energy strategies pioneered by BTC miners are now critical for the AI sector's growth, attracting institutional capital. While some miners have struggled with this transition, Core Scientific's strategy of leveraging its existing footprint for the AI boom appears to be a successful model for the crypto mining sector.

According to @StockMKTNewz, investment firm Cantor Fitzgerald projects that Bitcoin miner Core Scientific (CORZ) could be valued at over $30 per share in a potential buyout by cloud firm CoreWeave, nearly double its recent price. This optimistic valuation, cited by Cantor, stems from a 12-year, $3.5 billion AI infrastructure contract with CoreWeave, which promises stable, long-term cash flows. This move aligns with a trend identified by Rittenhouse Research, where crypto miners pivot their infrastructure from mining Bitcoin (BTC) to supporting AI, which is seen as a more stable revenue source than the volatile and halving-dependent crypto mining industry. In sharp contrast, mining machine manufacturer Canaan (CAN) is shutting down its unprofitable AI chip division to refocus entirely on its core Bitcoin mining operations. The firm's CEO, Nangeng Zhang, stated the move was to double down on core strengths after the AI unit accounted for 15% of operating expenses but generated minimal revenue. The market has reacted strongly to these divergent strategies, with CORZ shares surging while CAN stock has declined nearly 75% in the last six months, highlighting the high stakes of strategic pivots between AI and crypto.

According to Kevin O’Leary, the convergence of Bitcoin (BTC) mining and AI is creating significant investment opportunities as miners diversify their operations to survive post-halving profit squeezes. O'Leary states that the massive power infrastructure built for bitcoin mining is now being repurposed for AI data centers, a move attracting institutional investors. He highlights that companies like Core Scientific (CORZ), Hive Digital (HIVE), and Hut 8 (HUT) are already pivoting their data centers to include AI services. O'Leary emphasizes that access to power is the critical factor, pointing to energy-rich regions like West Virginia, Texas, and Alberta, Canada as prime locations for these dual-purpose facilities. This strategic shift is framed as essential for North America to compete in the global 'AI wars,' particularly against China.

According to @stocktalkweekly, AI cloud provider CoreWeave is set to acquire Bitcoin mining firm Core Scientific in an all-stock transaction valued at approximately $9 billion. The deal values Core Scientific (CORZ) shares at $20.40, which represents a significant 66% premium over its price late last month. Under the terms of the agreement, each share of Core Scientific will be exchanged for 0.1235 shares of CoreWeave. This acquisition highlights the increasing convergence between high-performance computing demand for AI and the infrastructure of the cryptocurrency mining sector, presenting a notable event for traders monitoring both the AI and crypto markets.

According to @Andre_Dragosch, a potential acquisition of Bitcoin miner Core Scientific (CORZ) by AI cloud firm CoreWeave could drive the stock price to over $30 per share, a significant increase from its current levels. This analysis is supported by a research note from Cantor Fitzgerald, which values the company based on two key factors. First, a 12-year, $3.5 billion infrastructure lease that Core Scientific signed with CoreWeave is valued at $24 per share. Second, the replacement value of CORZ’s 570MW of power infrastructure adds another $11.70 per share. The report highlights a strategic pivot seen across the crypto mining industry, as noted by Rittenhouse Research, where infrastructure once used for volatile Bitcoin (BTC) mining is being repurposed for more stable, long-term cash flows from AI computing. While this pivot has been successful for some, others like Bit Digital (BTBT) and Canaan (CAN) have struggled, indicating that Core Scientific's model of leveraging its existing footprint for the AI boom could become a new blueprint for the sector.

According to @FoxNews, financial services firm Stripe's recent acquisitions of Privy and Bridge signal a major shift towards integrated, full-stack crypto-native platforms, suggesting the future of finance belongs to companies that build comprehensive ecosystems from the ground up rather than traditional firms adding crypto features. In a related trend of convergence between crypto and AI, investment bank Cantor Fitzgerald has set a price target of over $30 per share for Bitcoin (BTC) miner Core Scientific (CORZ) amid reports from The Wall Street Journal of a potential acquisition by AI cloud provider CoreWeave. This valuation, nearly double its recent price, is based on a 12-year, $3.5 billion AI infrastructure deal with CoreWeave and the replacement value of its data centers. The analysis supports a thesis from Rittenhouse Research that the most successful crypto firms are pivoting from volatile BTC mining to providing AI infrastructure, which offers more stable, long-term cash flows. This strategy contrasts with less successful pivots, such as Bit Digital's move to Ethereum staking and Canaan's failed AI hardware unit.

According to @ai_9684xtpa, financial analysts are highlighting divergent strategies in the crypto mining sector, with significant implications for traders. Cantor Fitzgerald projects that Core Scientific (CORZ) stock could surpass $30 per share in a potential acquisition by AI cloud firm CoreWeave, representing a near-doubling of its recent price. This bullish valuation is supported by a 12-year, $3.5 billion AI infrastructure lease signed with CoreWeave, which Cantor values at $24 per share, plus an additional $11.70 per share for the replacement value of its power infrastructure. The pivot from volatile Bitcoin (BTC) mining to stable, long-term AI cash flows is seen as a major value driver. In stark contrast, mining machine manufacturer Canaan (CAN) is shutting down its AI semiconductor business to refocus on its core Bitcoin mining operations. Canaan's CEO, Nangeng Zhang, confirmed the move, noting the AI unit was unprofitable, generating only $900,000 in 2024 revenue while accounting for 15% of operating expenses. This strategic retreat has contributed to Canaan's stock falling nearly 75% over the last six months, showcasing the high risks and rewards of miners' strategic pivots between AI and crypto.

According to @DeepLearningAI, financial services firm Cantor Fitzgerald has issued a research note suggesting that Bitcoin (BTC) miner Core Scientific's (CORZ) stock could surpass $30 per share in a potential acquisition by AI cloud provider CoreWeave. This valuation represents a near-doubling of its current price, which recently surged 33% following a report from The Wall Street Journal about advanced buyout talks. Cantor Fitzgerald's bullish case is built on two key factors: valuing the 12-year, $3.5 billion AI infrastructure lease between the two companies at $24 per share, and adding $11.70 per share for the replacement value of CORZ's power infrastructure. This move is part of a broader trend where crypto miners like HIVE Digital (HIVE), which is purchasing a 7.2 MW data center in Toronto for AI, are pivoting their infrastructure towards more stable, long-term AI-related revenue streams. However, the report also notes that not all pivots are successful, citing the negative market reaction to Bit Digital's shift to Ethereum staking and Canaan's failed AI chip unit.

According to @MilkRoadDaily, the broader cryptocurrency market is showing signs of profit-taking, with majors like Dogecoin (DOGE), Solana (SOL), and Ether (ETH) experiencing pullbacks even as Bitcoin (BTC) holds firm. Despite the short-term cooling, analysts like Augustine Fan of SignalPlus and Jeffrey Ding of HashKey Group note that the underlying macro conditions remain constructive, supported by institutional adoption and improving economic data. A major focus for traders is the potential acquisition of Bitcoin mining firm Core Scientific (CORZ) by AI cloud company CoreWeave. A research note from Cantor Fitzgerald suggests CORZ stock could reach over $30 per share, nearly double its current price, based on the value of its long-term AI infrastructure lease. This highlights a growing trend, noted by Rittenhouse Research, where crypto miners pivot their infrastructure towards more stable, long-term revenue from AI, contrasting with the volatility of BTC mining.

According to @DeepLearningAI, investment firm Cantor Fitzgerald has issued a research note projecting that crypto miner Core Scientific (CORZ) could reach over $30 per share in a potential acquisition by AI cloud provider CoreWeave. This optimistic forecast is based on valuing a 12-year, $3.5 billion AI infrastructure lease at $24 per share and the replacement value of its 570MW of power infrastructure at an additional $11.70 per share. The move represents a strategic pivot from volatile Bitcoin (BTC) mining towards more stable, long-term cash flows from AI, a trend also highlighted by Rittenhouse Research. This contrasts with other miners like Bit Digital and Canaan, whose pivots have been less successful, with their stock prices falling significantly. Separately, U.S. Senator Cynthia Lummis has introduced the RISE Act, which would require AI developers to disclose technical specifications to limit liability, a development with significant implications for crypto and tech firms expanding into the AI sector.

According to @nic__carter, Elon Musk's X platform is set to introduce investment and trading services, a development reported by the Financial Times. Given Musk's advocacy for Dogecoin (DOGE) and Tesla's substantial Bitcoin (BTC) holdings, these new financial services are widely expected to incorporate cryptocurrencies. In a separate but related trend, a research note from Cantor Fitzgerald projects that Bitcoin miner Core Scientific's (CORZ) stock could surge to over $30 per share following a potential acquisition by AI cloud firm CoreWeave. This valuation is based on the lucrative long-term cash flows from AI contracts, highlighting a strategic pivot from volatile BTC mining to stable AI infrastructure. Rittenhouse Research supports this view, noting that the infrastructure for mining digital assets is increasingly seen as more valuable for processing AI algorithms. While this AI pivot has driven CORZ shares up significantly, other firms attempting similar moves, such as Bit Digital and Canaan, have seen their stock prices decline, indicating the high risks involved.

According to @DeepLearningAI, financial services firm Cantor Fitzgerald has issued a research note suggesting Core Scientific's (CORZ) stock could exceed $30 per share in a potential acquisition by AI cloud firm CoreWeave. This valuation is based on the long-term cash flows from a 12-year, $3.5 billion AI infrastructure deal with CoreWeave and the replacement value of Core Scientific's data centers, representing a potential doubling from its recent price. The analysis aligns with a broader industry trend, highlighted by Rittenhouse Research, where Bitcoin (BTC) miners are pivoting to AI infrastructure for more stable revenue streams compared to the volatile crypto mining market. This strategic shift is further evidenced by HIVE Digital Technologies (HIVE), which is acquiring a 7.2-megawatt data center in Toronto to establish a sovereign AI hub. However, not all pivots are successful, as seen with Bit Digital's stock drop after shifting to Ethereum (ETH) staking and Canaan's shuttered AI chip unit.

According to @timnitGebru, financial analysts are highlighting a significant trading opportunity in the convergence of AI and crypto infrastructure. Cantor Fitzgerald projects that Core Scientific (CORZ) stock could surge to over $30 per share following a potential acquisition by AI cloud firm CoreWeave, a near-double from its recent price of over $16, as reported by The Wall Street Journal. This bullish valuation is based on a 12-year, $3.5 billion infrastructure deal between the two companies, which Cantor values at $24 per share, plus an additional $11.70 per share for the replacement value of CORZ’s power infrastructure. This move aligns with a broader trend identified by Rittenhouse Research, where crypto companies pivot from volatile Bitcoin (BTC) mining to providing stable, long-term cash flow from AI infrastructure. However, this strategy is not without risk, as seen with Bit Digital's 15% stock drop after shifting to Ethereum (ETH) staking and Canaan's stock falling to 63 cents after its AI chip unit shuttered. The successful convergence of AI and blockchain is also exemplified by firms like Daniela Amodei's Anthropic, valued at $61.5 billion, and Nkiru Uwaje's MANSA, which leverages stablecoins for fintech solutions.

According to @QCompounding, AI cloud firm CoreWeave has re-entered acquisition talks with Bitcoin miner Core Scientific (CORZ), one year after a previous attempt, as reported by the WSJ. This news caused CORZ stock to surge 25% to over $15 per share, also lifting other mining stocks like Hut 8 (HUT) and Cipher Mining (CIFR). For traders, this signals strong interest in the convergence of AI and crypto mining infrastructure. In separate news, Semler Scientific (SMLR) is now trading at a premium to its Bitcoin (BTC) holdings for the first time since June 5, with its multiple net asset value (mNAV) at 1.149. The source indicates this is a key bullish signal, as historically Semler has only added to its BTC position when trading at a premium. This suggests the company, which holds 4,449 BTC, may soon resume purchases to meet its year-end target of 10,000 BTC.

According to Stock Talk (@stocktalkweekly), Needham has raised its price target for Core Scientific ($CORZ) from $16 to $18 while maintaining a 'Buy' rating. The update highlights increasing market confidence in CoreWeave as a counterparty and notes that strong demand for Core Scientific's services is expected to exceed available supply (Source: Stock Talk, June 10, 2025). For traders, this revised target reflects optimism about Core Scientific’s growth potential, driven by robust demand for crypto mining infrastructure. The news underscores continued positive sentiment toward crypto mining equities and could influence broader cryptocurrency market momentum.

According to Stock Talk (@stocktalkweekly), Core Scientific ($CORZ) is attempting to confirm a breakout above its 200-day moving average, displaying clean daily candles indicative of strong price action. Notably, there has been aggressive out-of-the-money (OTM) call option flow, signaling bullish sentiment among institutional traders. However, Stock Talk notes that the volume profile could be stronger for a more convincing breakout confirmation (Source: Stock Talk on Twitter, June 9, 2025). This price action and options activity in $CORZ are significant for cryptocurrency market participants, as Core Scientific is a major bitcoin mining stock. A sustained breakout could signal renewed bullish momentum for mining-related crypto assets.

According to Farside Investors, the latest Bitcoin miner production figures for July 2024 have been released. CleanSpark (CLSK) produced 494 BTC, Riot Platforms (RIOT) mined 370 BTC, Core Scientific (CORZ) generated 411 BTC, Cipher Mining (CIFR) produced 178 BTC, Bitfarms (BITF) mined 253 BTC, HIVE Blockchain (HIVE) generated 116 BTC, TeraWulf (WULF) produced 195 BTC, and Bitdeer (BTDR) mined 181 BTC. The production figures for Marathon Digital (MARA), Iris Energy (IREN), and Hut 8 Mining (HUT) are yet to be reported.