Core Scientific Aktie News

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San Francisco-based Valiant Capital Management increased its position in Core Scientific by 1.68 million shares in the third quarter. The move contributed to a net value change of $34.34 million.

Zurich-based PSquared Asset Management initiated a 405,800-share stake in Core Scientific during the third quarter. The position was worth about $7.28 million as of September 30.

Bitcoin miner, HPC infrastructure provider Core Scientific received a major upgrade Thursday. Shares jumped on the news.

New York City-based DSC Meridian Capital added nearly 1.4 million shares of Core Scientific in the third quarter. The net position change from the previous period was about $25.4 million.

Core Scientific is undergoing a strategic pivot from BTC mining to AI and HPC infrastructure, targeting higher-margin colocation revenue. The terminated CoreWeave acquisition leaves CORZ with a lucrative 12-year, $10B+ contract, providing high revenue visibility and strong margins. Despite high customer concentration and legacy digital asset exposure, I am bullish on CORZ given its aggressive g...

Core Scientific's transition from Bitcoin mining to High Performance Computing has been extremely strategic, allowing them to capitalize on the AI-driven data center boom. Its Colocation Services now deliver higher gross margins of 26% compared to its mining operations and are expected to reach up to ~80% on new CRWV contracts. CORZ-CRWV's partnership notably reduces CORZ's capital/balance shee...

New York City-based Kintayl Capital bought 570,054 shares of Core Scientific worth an estimated $10.2 million during the third quarter. The position accounts for 6.3% of Kintayl's 13F-reportable assets.