... predictable contracts. Investors have already recognized this strategy: earlier in 2024, the stocks of miners announcing the launch of HPC initiatives frequently outperformed... ... recent dynamics have shifted – according to JPMorgan, in Q2 2025, companies actively investing in AI even lagged in growth behind those with a focus on mining. This may... ... significant exposure to BTC while laying the groundwork for revenues outside of the cryptocurrency sector. For investors, this "bet on both horses" strategy can...

... Cameco's revenue is also expected to rise significantly compared to last year (in Q2 2024, it was ~$433 million), likely surpassing $800 million. Investors will be attentive... ... them. Investors will also assess the profitability of the core business, excluding cryptocurrency—software licensing and cloud subscription metrics. If MicroStrategy... ... around $0.15-0.18 (about $0.20 a year ago, indicating a slight decline due to high investment levels in development). Attention will be on Cloudflare's client base: whether...

... company in the blockchain infrastructure sector (recently renamed to Applied Digital). It provides data center services for cryptocurrency mining and increasingly for AI computations. The report will be released after the market closes, likely capturing ... ... memory market saturation and reduced capital spending from chip makers. However, signs of demand revival have emerged in late 2024 to early 2025 (especially due to investments in new factories for AI chip production and automotive business). In Q2 (for Lam, this is the fourth quarter of the ...

... Assets (DFAs) represent electronic rights to a variety of assets, bolstered by innovative technologies such as blockchain. Unlike cryptocurrencies, DFAs are governed by Russian legislation and can be associated with tangible assets, including financial obligations and securities. This regulatory framework positions them as a promising option for diversifying and optimizing investment portfolios. The Pilot Launch of DFAs on MOEX's "Finuslugi": What Happened? In October 2024, the Moscow Exchange executed a pilot launch of DFAs, offering access to this innovative instrument to a select group of ...

... platform Figma: during its IPO, the company raised about $1.5 billion (Figma's revenue for 2024 was ~$749 million) with a valuation of approximately $15–20 billion. Figma's... ... startups with stable revenue growth are already eyeing the public market. For example, cryptocurrency exchange Bullish has filed for an IPO in the U.S., planning to list under... ... attract capital on public platforms at high valuations. Mega Rounds and New Unicorns: Investments Reach Record Levels The artificial intelligence sector remains the main...