According to @StockMKTNewz, investment firm Cantor Fitzgerald has issued a research note suggesting that Bitcoin (BTC) miner Core Scientific (CORZ) could be valued at over $30 per share in a potential acquisition by cloud compute firm CoreWeave. This valuation is based on a significant 12-year, $3.5 billion infrastructure lease for CoreWeave to use 200 megawatts of AI capacity, 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 highlights a broader trend analyzed by Rittenhouse Research, where crypto mining companies are pivoting their infrastructure to the high-demand AI compute market for more stable, long-term cash flows compared to the volatile BTC mining industry. Concurrently, Senator Cynthia Lummis has introduced the RISE Act of 2025, a bill that would require AI developers to disclose technical details and limitations to avoid civil liability, promoting transparency in the same AI sector that crypto miners are now entering. However, the report also notes that such pivots are not always successful, citing the stock declines of Bit Digital and Canaan after their strategic shifts away from BTC mining.

According to @MilkRoadDaily, Bitcoin miner Bitdeer (BTDR) has successfully raised $330 million from a private placement of convertible senior notes, with the funds earmarked for datacenter expansion and the development of new, more efficient ASIC chips. The source notes that the notes feature a conversion price of $15.87 per share, representing a 44% premium over BTDR's current trading price of approximately $11. In separate industry news cited from the Wall Street Journal, AI cloud company CoreWeave is reportedly back in talks to acquire Bitcoin miner Core Scientific (CORZ). This development has caused CORZ shares to surge by 25% to over $15, and has also positively impacted other mining stocks such as Hut 8 (HUT), IREN (IREN), and Cipher Mining (CIFR).