Core Scientific, Inc.

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StockMarket.NewsNov 3, 2026 at 06:55 PM
Bitcoin miners are ripping today, with 9 big names up between 10% and 17%
$Hut 8 Mining(HUT.US) +16.7%
$Cipher Digital(CIFR.US) +16.7%
$Riot Platforms(RIOT.US) +16.3%
$Terawulf(WULF.US) +14.2%
$CleanSpark(CLSK.US) +13.5%
$Galaxy Digital(GLXY.US) +13.1%
$Core Scientific, Inc.(CORZ.US) +10.8%
$IREN(IREN.US) +10.6%
$Mara(MARA.US) +10.3%
Bitcoin itself is only up about 1%, and the S&P 500 is up 0.6%
The bounce comes after a brutal month. $Cipher Digital(CIFR.US) fell 56% and $IREN(IREN.US) fell 47% in the 21 trading days into Monday's close, and most of the group lost 30% to 45%
Keefe Bruyette warned Monday of a "lease catalyst drought" for AI data center hosting deals, while JPMorgan called $Cipher Digital(CIFR.US) "substantially undervalued" this morning with an $18 target, as other analysts cut theirs
These stocks now trade as AI data center plays more than bitcoin bets, so a 15% day after a 40% drawdown says more about positioning than fundamentals, and the next hosting lease is what decides whether it sticks
Source: StockMarket.News
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StockMarket.NewsOct 22, 2026 at 02:27 PM
Short sellers betting against AI data center stocks just made $6 billion in October
That is paper profit in just 22 days, per ORTEX data reported by Reuters this morning
Bets against $Nebius(NBIS.US) made the most at $2.94 billion, even though Nebius shorts are still down $3.33 billion on the year
$Coreweave(CRWV.US) shorts made nearly $1.7 billion as the stock slid almost 30% this month
$IREN(IREN.US) and $Applied Digital(APLD.US) shorts made more than $1.2 billion combined, and $Core Scientific, Inc.(CORZ.US) shorts added $115 million
Short interest across all five now sits between 20% and 26% of free float, with about $17 billion of stock sold short, and borrowing is still cheap
The fear is simple. These companies borrowed heavily to build AI capacity, and with rate hike bets rising the math on that debt gets harder every week
But 20% to 26% of the float sold short is a crowded trade. If one of these names posts a strong contract or a clean refinancing, the squeeze could be just as violent as the drop
Source: StockMarket.News
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Hardik ShahAug 14, 2026 at 11:06 AM
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Core Scientific, Inc.(CORZ.US) Core Scientific Completes $444 Million Polaris Acquisition, Securing 440 MW of Power
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
➤ 𝗖𝗼𝗿𝗲 𝗦𝗰𝗶𝗲𝗻𝘁𝗶𝗳𝗶𝗰 completes its acquisition of 𝗣𝗼𝗹𝗮𝗿𝗶𝘀 𝗗𝗦 𝗟𝗟𝗖.
➤ Acquisition price totaled approximately $𝟰𝟰𝟰 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in cash.
➤ Deal secures approximately 𝟰𝟰𝟬 𝗠𝗪 of grid-connected power capacity.
➤ Power is supplied under existing agreements with 𝗢𝗸𝗹𝗮𝗵𝗼𝗺𝗮 𝗚𝗮𝘀 & 𝗘𝗹𝗲𝗰𝘁𝗿𝗶𝗰.
➤ 𝟮𝟬𝟮𝟲 site acquisitions have added over 𝟲𝟬𝟬 𝗠𝗪 of leasable power.
➤ Core Scientific targets approximately 𝟭.𝟱 𝗚𝗪 gross power at Muskogee.
➤ Muskogee is planned to provide approximately 𝟭.𝟬 𝗚𝗪 leasable power.
➤ Next approximately 𝟴𝟮 𝗠𝗪 delivery is targeted from 𝗛𝟮 𝟮𝟬𝟮𝟳.
👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:
➤ Adds substantial power capacity for expanding 𝗵𝗶𝗴𝗵-𝗱𝗲𝗻𝘀𝗶𝘁𝘆 𝗰𝗼𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻 infrastructure.
➤ Strengthens Core Scientific's ability to scale power-intensive 𝗔𝗜 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 workloads.
➤ Muskogee's planned 𝟭.𝟱 𝗚𝗪 scale significantly expands future deployment potential.
➤ Secured grid capacity can support Core Scientific's 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿 𝗴𝗿𝗼𝘄𝘁𝗵 strategy.
👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:
𝗔𝗱𝗮𝗺 𝗦𝘂𝗹𝗹𝗶𝘃𝗮𝗻, Chief Executive Officer of Core Scientific:
“The Polaris acquisition is another example of how we are strategically expanding our power portfolio to support our long-term growth. Through site acquisitions this year, we have added more than 600 MW of leasable power to our portfolio, while continuing to further scale our campuses.”
Core Scientific, Inc.
USCORZ
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Hardik ShahJul 30, 2026 at 04:26 PM
$Core Scientific, Inc.(CORZ.US) | Freedom Broker 𝘂𝗽𝗴𝗿𝗮𝗱𝗲𝘀 𝗖𝗼𝗿𝗲 𝗦𝗰𝗶𝗲𝗻𝘁𝗶𝗳𝗶𝗰 𝗜𝗻𝗰. from Hold to 𝗕𝘂𝘆, PT $𝟯𝟯
Analyst sees an improved story after a 40% stock drop, citing the addition of AMD as a major partner and progress on its CoreWeave power contract.
Core Scientific, Inc.
USCORZ
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Hardik ShahJul 28, 2026 at 11:07 AM
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: AMD and Core Scientific Partner on AI Infrastructure With Up to 𝟮.𝟱 𝗚𝗶𝗴𝗮𝘄𝗮𝘁𝘁𝘀 of Capacity - $AMD(AMD.US) $Core Scientific, Inc.(CORZ.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
➤ 𝗔𝗠𝗗 and 𝗖𝗼𝗿𝗲 𝗦𝗰𝗶𝗲𝗻𝘁𝗶𝗳𝗶𝗰 announce a strategic AI infrastructure partnership.
➤ AMD secures more than 𝟱𝟬𝟬 𝗺𝗲𝗴𝗮𝘄𝗮𝘁𝘁𝘀 of U.S. AI-ready capacity starting in 𝟮𝟬𝟮𝟳.
➤ Partnership includes an option to expand capacity up to 𝟮.𝟱 𝗴𝗶𝗴𝗮𝘄𝗮𝘁𝘁𝘀.
➤ Infrastructure will support customer deployments of 𝗔𝗠𝗗 𝗔𝗜 solutions.
➤ Companies will collaborate on AI data center design and deployment.
➤ Deployment will feature 𝗔𝗠𝗗 𝗜𝗻𝘀𝘁𝗶𝗻𝗰𝘁 GPUs, 𝗘𝗣𝗬𝗖 CPUs, and 𝗥𝗢𝗖𝗺 software.
➤ AMD will receive market-priced warrants to purchase 𝗖𝗼𝗿𝗲 𝗦𝗰𝗶𝗲𝗻𝘁𝗶𝗳𝗶𝗰 common stock.
➤ Partnership expands AI infrastructure as demand for compute continues to accelerate.
👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:
➤ Strengthens 𝗔𝗠𝗗's AI infrastructure ecosystem and cloud deployment capabilities.
➤ Expands available capacity for enterprises and cloud providers adopting AMD AI platforms.
➤ Positions 𝗖𝗼𝗿𝗲 𝗦𝗰𝗶𝗲𝗻𝘁𝗶𝗳𝗶𝗰 as a key AI data center infrastructure provider.
➤ Highlights growing competition with 𝗡𝗩𝗜𝗗𝗜𝗔 in AI compute infrastructure.
👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:
𝗠𝗮𝘁𝗵𝗲𝘄 𝗛𝗲𝗶𝗻, Senior Vice President and Chief Strategy Officer of Corporate Development at AMD:
"AI deployments are accelerating rapidly, and bringing that compute online requires trusted infrastructure partners with the scale and power to support the next era of AI. Core Scientific's extensive portfolio of AI-ready data centers expands access to the infrastructure our customers need to deploy AMD AI solutions at scale. Together, we are helping model builders, cloud providers and enterprises accelerate AI adoption while strengthening the AMD ecosystem.”
𝗔𝗱𝗮𝗺 𝗦𝘂𝗹𝗹𝗶𝘃𝗮𝗻, Chief Executive Officer of Core Scientific:
“We are proud to establish a strategic relationship with AMD and support the continued deployment of its next-generation products. Our proven execution capabilities and ability to deliver high-density infrastructure at scale position us to support AMD’s technology roadmap and grow our relationship meaningfully over time.”
Core Scientific, Inc.
USCORZ
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Hardik ShahJun 24, 2026 at 09:26 PM
BTIG analyst Gregory Lewis raised the price target on Riot Platforms Inc., Cipher Mining Inc, WhiteFiber, Inc., Core Scientific Inc., Hut 8 Corp.
$Riot Platforms(RIOT.US) $Cipher Digital(CIFR.US) $Whitefiber(WYFI.US) $Core Scientific, Inc.(CORZ.US) $Hut 8 Mining(HUT.US)
Core Scientific, Inc.
USCORZ
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Paradi LabJun 12, 2026 at 11:25 PM
Doing extensive analysis on the wider neocloud ecosystem.
I'm curious: which one of these names is your favourite?
Ranked by market cap:
$Hut 8 Mining(HUT.US) @ $13.38B
$Galaxy Digital(GLXY.US) @ $13.01B
$Terawulf(WULF.US) @ $12.91B
$Applied Digital(APLD.US) @ $12.20B
$Cipher Digital(CIFR.US) @ $10.02B
$Core Scientific, Inc.(CORZ.US) @ $8.77B
$CleanSpark(CLSK.US) @ $4.23B
$SharonAI(SHAZ.US) @ $1.04B
$HIVE Digital Tech(HIVE.US) @ $1.38B CAD
$Whitefiber(WYFI.US) @ $953M
Any others I should look into?
Other than the obvious $Nebius(NBIS.US) / $Coreweave(CRWV.US) / $IREN(IREN.US) type names.
Disclosure:
- I personally hold positions in a lot of these companies from 2025.
- Current research is to identify the ones to increase concentration in / start new positions in.
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XXMay 19, 2026 at 06:43 AM
Leopold Aschenbrenner's positions are finally out — the latest equity holdings of the Situational Awareness Fund:
$878.7M — Bloom Energy $Bloom Energy(BE.US)
$724.4M — SanDisk $Sandisk(SNDK.US)
$556.1M — CoreWeave $Coreweave(CRWV.US)
$401M — Iren Limited $IREN(IREN.US)
$389.1M — Core Scientific $Core Scientific, Inc.(CORZ.US)
$320M — Applied Digital $Applied Digital(APLD.US)
$142.2M — Riot Platforms $Riot Platforms(RIOT.US)
$104.5M — CleanSpark $CleanSpark(CLSK.US)
$62.5M — Solaris $Solaris Energy Infrastructure(SEI.US)
$43.9M — T1 Energy $T1 Energy(TE.US)
$38.8M — Bitfarms
$29.8M — Bitdeer $Bitdeer Tech(BTDR.US)
$26.3M — Power Solutions $Power Solutions(PSIX.US)
$21M — Corning $Corning(GLW.US)
$20.9M — WhiteFiber $Whitefiber(WYFI.US)
$20.2M — $AMD(AMD.US)
$19.9M — Babcock and Wilcox $Babcock & Wilcox(BW.US)
$18.1M — SharonAI $SharonAI(SHAZ.US)
$13.1M — ProPetro $ProPetro(PUMP.US)
$10.3M — $VanEck Semiconductor ETF(SMH.US)
$8.9M — Intel $Intel(INTC.US)
$7.6M — Taiwan Semi $Taiwan Semiconductor(TSM.US)
$6.4M — Hive Digital $HIVE Digital Tech(HIVE.US)
$6.1M — $ASML(ASML.US)
$5.9M — Micron $Micron Tech(MU.US)
1. The most notable change is the substantial new/increased positions in Bitcoin mining stocks and power infrastructure stocks, including CLSK CleanSpark ($104.5M), TE T1 Energy ($43.9M), PSIX Power Solutions ($26.3M), BW Babcock & Wilcox ($19.9M), SHAZ SharonAI ($18.1M), PUMP ProPetro ($13.1M), as well as Bitfarms ($38.8M) and BTDR Bitdeer ($29.8M).
2. New or significantly increased positions were established in a number of smaller semiconductor-related holdings: AMD ($20.2M), TSM Taiwan Semi ($7.6M), ASML ($6.1M), MU Micron ($5.9M), the Semiconductor ETF SMH ($10.3M), and INTC Intel ($8.9M).
This suggests the fund is taking a more refined approach to specific segments of the AI supply chain — such as advanced-node manufacturing, memory, and equipment. Whereas the fund may previously have held a cautious or hedged stance on semiconductors as a whole, this quarter it has shifted to a partially bullish view on select names. This looks more like a risk rebalancing move than a major directional change.
3. The portfolio is pivoting toward a more focused combination of miners + energy + data centers.
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JeremyTMay 19, 2026 at 06:08 AM
Q1 2026 13F Highlights: 5 Top Funds in 5 Minutes
15 May was the SEC 13F deadline for Q1 2026. Five top managers I think are worth a read. Here's what changed, in plain SG-investor language.

Core Scientific, Inc.

Q1 2026 13F Highlights: 5 Top Funds in 5 Minutes