Market Pulse
Featured Story
TEM Explainer Series: Behind the AI Power Rush–One Electricity Bill, Two Competing Narratives
AI data centers could help lower household electricity bills—or push them higher. The final part of our series explores both outcomes and the safeguards needed ...
Ionic Digital Revenue Rises 32% as AI Leasing Income Outpaces Cash Rent
Ionic Digital (NASDAQ: IOND) reported a 32% increase in third-quarter revenue to $49 million as its transition from bitcoin mining to AI data center leasing continued, although cash rent collected during the period remained substantially below recognized leasing revenue.
59 min ago
American Bitcoin Corp. Reports $702.9 Million Bitcoin Reserve in Q3 2026 Financials
American Bitcoin Corp. disclosed a total asset base of $1.42 billion as of September 30, 2026. The company's primary asset is a strategic Bitcoin reserve consisting of 8,427 Bitcoin. At the period-end fair market value of approximately $83,415 per Bitcoin, the total value of these holdings reached $702.9 million. Of the total reserve, 3,090 Bitcoin were pledged as collateral for miner purchases, according to the filing.
1h ago
Cipher, Hut 8 Plunge as Texas Election Raises Data Center Risks
Shares of data center developers with major Texas projects tumbled on November 4 after Democrat Gina Hinojosa won the governor’s race, bringing the prospect of a prolonged halt to new approvals in a key market for artificial intelligence infrastructure.
7h ago
TeraWulf Secures Google Credit Backstop for $19 Billion Anthropic AI Lease
TeraWulf has secured Google credit support for planned debt financing of a Kentucky data-center campus leased to Anthropic, advancing funding arrangements for a project expected to generate about $19 billion in revenue over 20 years.
9h agoTEM Explainer Series
Most Read
- 1
Ionic Digital Revenue Rises 32% as AI Leasing Income Outpaces Cash Rent
- 2
American Bitcoin Corp. Reports $702.9 Million Bitcoin Reserve in Q3 2026 Financials
- 3
TeraWulf Secures Google Credit Backstop for $19 Billion Anthropic AI Lease
- 4
OpenAI Plans ‘Compute Campus’ Rebrand as Data Center Opposition Grows
- 5
Bloom Energy Reports Q3 2026 Revenue of $1.24 Billion
Nexus Pillars
Comprehensive Company Coverage
From Vistra and Constellation to CoreWeave and NVIDIA. We track the entire supply chain from fuel to floating-point operations.