Cipher Digital Inc

IREN Fell 4% on Cipher’s Miss, Then Jumped 10%. Here’s What Its November 5 Report Has to Settle

Key TakeawaysIREN fell 4% on Nov. 2 after Cipher Digital missed revenue estimates, then jumped 10% the next morning as AI data center stocks rebounded.

Yahoo · 11/4/2026

Cipher Digital Sinks 21% as Keefe Bruyette Downgrades It on Texas Election

Key TakeawaysCipher Digital fell 21% today after Keefe Bruyette downgraded it on Gina Hinojosa’s win in the Texas governor race, and TeraWulf fell too. Hinojosa campaigned on halting Texas data centers, and every Cipher campus is in Texas.

Yahoo · 11/4/2026

TeraWulf Falls 4% Despite Google Backstop for $19 Billion Anthropic Leases; Cipher Digital Plunges 18%, IREN Tumbles 9%

Google locked in a massive long-term guarantee for Anthropic's leases at TeraWulf's Kentucky campus, yet the stock is still sliding while rivals are getting crushed. The funding math behind these AI data center buildouts is making investors nervous about who actually pays before the first tenant flips a switch.

Yahoo · 11/4/2026

CleanSpark Sinks 11%, Cipher Down 18% as Texas Elects Critic of “Data Center Madness”

Key TakeawaysCleanSpark fell 11% after Gina Hinojosa, who called for a moratorium on new data centers, won the Texas governor’s race, and Keefe Bruyette downgraded it and Cipher Digital. The result puts CleanSpark’s Texas campuses in doubt, and they’re the upside beyond the Georgia lease in analysts’ estimates.