According to @StockMKTNewz, more than 30 equities set new 52-week highs today, including HOOD, INTC, SHOP, MU, JNJ, PANW, CAT, RKLB, LRCX, AZN, ASTS, KTOS, CEG, IBKR, GLXY, ETSY, MDT, BE, QS, IREN, RIOT, CIFR, RGTI, QBTS, CRSP, MNST, IVZ, PSTG, NVS, APTV, TSEM, VEEV, and NSC (source: @StockMKTNewz on X, Oct 3, 2025). According to @StockMKTNewz, crypto-linked names within the list include HOOD, GLXY, IREN, RIOT, and CIFR, highlighting the inclusion of several crypto-adjacent equities among today’s 52-week highs (source: @StockMKTNewz on X, Oct 3, 2025).

According to @stocktalkweekly, JPMorgan downgraded IREN to Underweight from Neutral with a 24 price target, stating shares appear to price in an over 1 GW colocation deal that would require record-scale capital expenditure exceeding 10 billion dollars and creates more downside risk than upside near term, source: JPMorgan research note via @stocktalkweekly. JPMorgan notes IREN remains a leading BTC mining operator with attractive power contracts and fleet efficiency, and outlines milestones including a Cloud Services unit with about 23,300 GPUs targeted to be fully energized by Q1 2026, a 1.4 GW site expected online in April 2026, and energization of the first 75MW HPC data center, Horizon 1, source: JPMorgan research note via @stocktalkweekly. For traders, the rating and target frame valuation headwinds versus capacity catalysts across BTC mining and AI/HPC colocation, making execution on GPUs, the 1.4 GW site, and Horizon 1 the key near-term checkpoints, source: JPMorgan research note via @stocktalkweekly.

According to @StockMKTNewz, the following stocks printed new 52-week highs intraday today: INTC, LEU, BKR, COR, EVRG, IREN, LHX, MPC, SBSW, TRP, ULTA, VLO, VRNA, and WBD (source: @StockMKTNewz). According to @StockMKTNewz, these fresh highs place the tickers on momentum breakout watchlists for potential continuation and relative strength tracking into upcoming sessions (source: @StockMKTNewz). According to @StockMKTNewz, crypto-focused traders may note IREN on the list as a BTC-correlated equity proxy to monitor alongside miners for correlation trades and risk sentiment reads (source: @StockMKTNewz).

According to @StockMKTNewz, 23 tickers printed new 52-week highs intraday today, including BABA, HOOD, JPM, BKR, CCJ, CVS, GE, GLW, GLXY, HWM, IREN, LHX, MCK, MPC, NSC, OKLO, QBTS, RGTI, RIOT, RTX, TPR, VLO, and WELL, source: @StockMKTNewz on X. From a crypto-market perspective, the list features Galaxy Digital (GLXY), Riot Platforms (RIOT), and Iris Energy (IREN), which operate in digital-asset businesses and Bitcoin mining, and Robinhood (HOOD), which offers retail crypto trading, providing listed exposure to digital assets; these business descriptions are based on company disclosures, sources: Galaxy Digital, Riot Platforms, Iris Energy, and Robinhood company disclosures. These 52-week-high prints mark relative strength versus each name’s past-year range today, which traders use to track momentum in crypto-exposed equities, source: @StockMKTNewz on X.

According to @StockMKTNewz, a broad list of U.S. equities printed new 52-week highs at some point today, including GOOGL, TSM, UBER, JPM, SOFI, C, ASML, BABA, ALAB, GE, ALLY, APP, BE, BIDU, BN, CLS, CMI, CPNG, GLW, GRAB, IONQ, IREN, KLAC, KTOS, LHX, LITE, LRCX, PSTG, RDDT, RIOT, STX, TTWO, and U, source: @StockMKTNewz. According to @StockMKTNewz, crypto-linked equities of interest for traders include Riot Platforms (RIOT) and Iris Energy (IREN) being among today’s 52-week-high names, alongside major tech and semiconductor leaders, source: @StockMKTNewz.

According to @rovercrc, U.S.-listed Bitcoin (BTC) mining companies experienced one of their best quarters on record in Q1 2025, with JPMorgan reporting an aggregate gross profit of approximately $2.0 billion and 53% margins. Despite this success, TheMinerMag highlights mounting pressure from a record network hashrate and difficulty, with production costs projected to exceed $70,000 per BTC. This has created a significant performance divergence among miners. For instance, JPMorgan noted that IREN (IREN) achieved the lowest all-in cash cost per coin at around $36,400, while Marathon Digital (MARA) posted the highest at approximately $72,600. In response to rising competition, miners like MARA and CleanSpark (CLSK) are aggressively expanding their hashrate. This operational divergence is reflected in the market, as TheMinerMag notes that mining equities are decoupling from Bitcoin's price, with investors focusing more on individual business models and efficiency, leading to varied stock performance among companies like IREN, Core Scientific (CORZ), and Bitfarms (BITF).

According to @rovercrc, Marathon Digital (MARA) is approaching a significant milestone, holding nearly 49,940 Bitcoin (BTC), valued at approximately $5.3 billion, making it the second-largest publicly traded BTC holder. The company reported a 25% decline in blocks won in June due to weather-related issues but aims to increase its hash rate to 75 exahash by year-end. In parallel, a JPMorgan report highlights that the first quarter of 2025 was one of the most profitable periods for U.S.-listed Bitcoin miners, with an aggregate gross profit of $2.0 billion and 53% margins. The report noted that while MARA mined the most Bitcoin for the ninth consecutive quarter, it also had the highest production cost at around $72,600 per coin. Conversely, IREN achieved the highest gross profit and the lowest cost per coin at about $36,400. JPMorgan maintains an overweight rating on CleanSpark (CLSK), IREN, and Riot Platforms (RIOT), with a neutral rating on MARA.

According to @GreeksLive, Australian Bitcoin (BTC) miner IREN has successfully reached its midyear hashrate goal of 50 exahashes per second (EH/s), a significant increase from 31 EH/s at the end of last year. The source states this growth is primarily due to its 750MW facility in Texas. Following this mining milestone, IREN is now shifting focus to its 'Horizon 1' project, a 50MW AI data center, signaling a strategic expansion into high-growth computing markets. In separate news impacting the digital asset space, crypto exchange Gemini has started offering tokenized stocks to its European Union customers, beginning with shares of the major Bitcoin holder, MicroStrategy (MSTR). The source reports this initiative is a partnership with Dinari, a firm specializing in tokenizing real-world assets, reflecting a growing trend of bridging traditional finance with blockchain technology.

According to @bubblemaps, a JPMorgan research report indicates that U.S.-listed Bitcoin (BTC) mining companies experienced one of their best quarters on record in Q1 2025, achieving an aggregate gross profit of approximately $2.0 billion with 53% margins. The report, by analysts Reginald Smith and Charles Pearce, highlights IREN (IREN) as earning the most gross profit for the first time and having the lowest all-in cash cost per coin at around $36,400. In contrast, Marathon Digital (MARA) had the highest cost per coin at about $72,600, despite mining the most bitcoin. JPMorgan issued an overweight rating on CleanSpark (CLSK), IREN, and Riot Platforms (RIOT), while maintaining a neutral rating for Cipher Mining (CIFR) and MARA. This strong performance occurred despite a broader market downturn, with the CoinDesk 20 Index falling 4.1%.

According to @StockMKTNewz, Bitcoin mining machine manufacturer Canaan Inc. (CAN) is winding down its artificial intelligence (AI) chip business to refocus on its core crypto operations. The AI unit, which generated minimal revenue ($900,000) but accounted for 15% of operating expenses, was deemed strategically misaligned. This move comes as Canaan's stock has fallen 71% year-to-date. In contrast, a JPMorgan report highlights that Q1 2025 was one of the best quarters on record for U.S.-listed Bitcoin miners, who collectively earned about $2.0 billion in gross profit. The report noted that IREN (IREN) achieved the highest gross profit and the lowest all-in cash cost per coin at approximately $36,400, while Marathon Digital (MARA) mined the most bitcoin but had the highest cost per coin at around $72,600. JPMorgan maintains an overweight rating on CleanSpark (CLSK), IREN, and Riot Platforms (RIOT), with a neutral rating on Cipher Mining (CIFR) and MARA.

According to Farside Investors, CleanSpark (CLSK) has achieved the largest market share gain among major listed Bitcoin miners, with a 7.3% increase in production market share. Following CLSK, Riot Platforms (RIOT) and Iris Energy (IREN) saw gains of 5.2% and 5.0%, respectively. These figures highlight CLSK's strong performance in expanding its mining capacity relative to competitors.

According to Farside Investors, Iris Energy (IREN) reported a production of 222 Bitcoin for July 2024. This update provides key insights into the company's mining performance for the month.