Press Release: Hut 8 Names E. Stanley O'Neal Chair of the Board

Dow Jones04:45

Rosenblatt Securities Maintains Hut 8(HUT.US) With Buy Rating, Maintains Target Price $124

Futu NewsJun 11 19:33 · Ratings

Goldman Sachs Reaffirms AI Boom: Investment Scale Still Undervalued, Token Consumption Could Surge 24-Fold by 2030

① Goldman Sachs reported that hyperscale data center operators’ spending in the artificial intelligence (AI) sector could significantly exceed market expectations; ② the firm projects AI-related capital expenditures could reach approximately $1.1 trillion by 2027, and could climb as high as $1.4 trillion under an optimistic scenario; ③ Goldman Sachs analysts believe AI supply and demand will not reach equilibrium until at least the second half of 2027, with spending likely to remain elevated for an extended period.

cls.cnJun 11 16:52

Wall Street Debates 'Tokenomics': Is the AI Bill Spiraling Out of Control?

Token price indices have declined for seven consecutive days, fueling Wall Street’s anxiety over spiraling AI costs. JPMorgan dismissed the pullback as merely a 'minor speed bump,' while Citadel argued that the core constraint on AI adoption has shifted from 'best model performance' to 'cost and scarcity,' with users rapidly migrating toward cheaper alternatives. Is this a sign of peaking AI demand, or are users simply flocking en masse to lower-cost models? The answer will directly reshape valuation frameworks for NVIDIA, cloud providers, and the entire AI hardware supply chain.

wallstreetcnJun 11 10:36

Citi: The AI data center financing market is entering a mature phase, with investors beginning to focus on project-specific risks.

Citigroup's latest research indicates that bond investors are beginning to shift their focus from the credit strength of tech giants to the risks inherent in the projects themselves, signaling that the AI data center financing market is entering a more mature phase.

Zhitong FinanceJun 11 06:00

Press Release: Hut 8 Closes $4.25 Billion of Investment-Grade Senior Secured Notes for Beacon Point Data Center Project

Dow JonesJun 10 06:05