Bank of Nova Scotia reports 4.92% stake in $WULF
The reported 4.92% position is below the 5% threshold, while the bank reports sole voting and dispositive power over the shares.
$SLNH raises authorized shares to 1 billion
Soluna increased its authorized common stock from 375,000,000 shares to 1,000,000,000 shares through a charter amendment approved by stockholders and effective immediately on October 16, 2026. The proposal received 144,378,143 votes for, 13,309,538 against and 496,920 abstentions.
Stockholders approved potential issuance of 20% or more of issued and outstanding common stock under the Standby Equity Purchase Agreement.
$BTDR September 2026 AI cloud update:
• Capacity Expansion in Malaysia: Bitdeer AI recently announced data services agreements securing 67MW of capacity at A901 data center with full delivery planned for Q2 2027 and an additional 60MW of capacity at A103 data center with delivery planned for Q1 2028.
• Contracting of A201 Facility in Malaysia: Bitdeer AI announced offtake commitments covering more than 70%of our ~21.7MW A201 data center in Johor Bahru, generating >$1.7 billion in expected revenue over 5 years and boosting total AI Cloud revenue backlog to ~$2.9 billion.
BofA projections have $CRWV generating ~$43.3B for FY2028
$IREN is the new official sponsor of Real Madrid
NVIDIA B300 rates are up over 20% in the last month
While neocloud investors got absolutely wrecked last week, GPU rental prices skyrocketed.
B300 rates are now up >20% over the past month.
Know what you own...
H/T: @matthew_sigel
$IREN $NBIS $CRWV
$CIFR CFO converts stock grants to 125K shares.
Cipher Digital's Chief Financial Officer also reported 67,768 shares delivered or withheld for payment of exercise price or tax liability.
$CRWV CFO Nitin Agrawal sells 22,579 shares:
The sales were made under a Rule 10b5-1 trading plan adopted August 27, 2025, and modified November 18, 2025.
$NUAI: New ERA Energy & Digital: AMC holds 9.3M shares
The four call-option positions have a $5.0000 exercise price, and their holders may exercise at any time.
Kent C. McCarthy, KCM Capital Inc., and AMC Fund, L.P. McCarthy directly holds 200,000 common shares; AMC Fund directly holds 9,300,000 shares, with McCarthy and KCM indirect owners of AMC Fund’s securities and each having a pecuniary interest in a portion
Cramer: $CRWV is the only neocloud I trust and want to be in
Less than 24 hours later CoreWeave is down 16%
$CIFR announces plans for a private offering of $850.0 million in zero-interest convertible senior notes due 2032, subject to market conditions.
The company expects to grant purchasers a 13-day option for up to $150.0 million more. The senior unsecured notes would mature on November 1, 2032, with conversions settled in cash, common shares or both at Cipher’s election.
$BTDR expands Malaysia campus with new 60 MW A103 facility
Closing in on up-to-350 NW global capacity target
Secured capacity now represents
approximately 95% of the up-to-350MW target for delivery by the first quarter of 2028
Northland Securities coverage on $NUAI 10/8/2026:
TCDC Valuation Update, Closer to $20 vs $12.
Given this morning’s disclosures that NUAI has begun pursuing hyperscale leases directly rather than developing TCDC through a JV, we believe the project’s potential ownership structure warrants an updated illustration to our valuation methodology.
We would now assume ~95% NUAI ownership, versus 45% previously, with the remaining ~5% attributable to Vistra/other parties, while now assuming NUAI is responsible for the full project-level debt requirement rather than its previously assumed 45% share. To remain conservative, we increase our fully diluted share count to 150M from 125M, reflecting the greater equity funding requirement associated with the higher ownership and debt burden.
The Information identifies Anthropic as the frontier AI lab that signed a deal with $IREN
JPMorgan on DC ecosystem
Neocloud: high risk/high return
Colocation: mid risk/mid return
DBO: low risk/low return
$CIFR Co-President and CDO William Iwaschuk acquires vested shares
Iwaschuk reported common shares delivered or withheld alongside the unit vesting at $15.83 per share.
$CIFR CEO Tyler Page amends report to add tax withholding
The chief executive officer's amended report adds tax-withholding share entries and lists 1,273,776 common shares after the PSU transaction.
$BTDR AI Secures 60MW A103 Facility at Its Existing Cyberjaya, Malaysia Campus; Reaches Approximately 95% of Its Up-to-350MW Target Capacity.
Secured AI Cloud capacity now represents approximately 95% of the up-to-350MW target for delivery by the first quarter of 2028.






