Shares of bitcoin mining companies that have shifted business plans to cater to artificial intelligence (AI) infrastructure were big winners in 2025, a run they continued into the new year. And if big tech's earnings this year are any indications, they might continue to reap the benefit of the pivot. STORY CONTINUES BELOW Don't miss another story. Subscribe to the Crypto Daybook Americas Newslette...
Shares of bitcoin mining companies that have shifted business plans to cater to artificial intelligence (AI) infrastructure were big winners in 2025, a run they continued into the new year. And if big tech's earnings this year are any indications, they might continue to reap the benefit of the pivot. STORY CONTINUES BELOW Don't miss another story. Subscribe to the Crypto Daybook Americas Newsletter today . See all newsletters Sign me up By signing up, you will receive emails about CoinDesk products and you agree to our terms & conditions and privacy policy . Fourth-quarter results and 2026 outlooks released Wednesday evening from tech giants Meta (META) and Microsoft (MSFT) — both of which put AI investment at the center of their growth strategies for this year and beyond — suggest no slowdown in the AI spending binge. “We are only at the beginning phases of AI diffusion, and already Microsoft has built an AI business that is larger than some of our biggest franchises,” said Microsoft CEO Satya Nadella. “We are pushing the frontier across our entire AI stack to drive new value for our customers and partners.” Meta, meanwhile, forecast 2026 capital spending of $115-$135 billion, well ahead of consensus forecasts for $110 billion. Read more: GPU Gold Rush: Why Bitcoin Miners Are Powering AI’s Expansion Facing a profit squeeze from bitcoin's last halving event, which cut miners' rewards by half, as well as higher competition and power costs, mining firms have pivoted to use their data centers to host AI and cloud computing machines. The move has saved many miners from going under, as it has allowed them to diversify their revenue sources beyond mining bitcoin and reap the profits of the continued AI-related hype. In November, Iren (IREN) announced a multiyear cloud-services contract with Microsoft to support AI workloads using advanced Nvidia (NVDA) chips, signaling a deeper shift into high-performance computing. Around the same time, Cipher Mining (CIFR) signed a deal...
A plane crash in northeast Colombia on Wednesday killed all 15 people on board, including a local lawmaker, state-run airline Satena said. The Beechcraft 1900 twin-engined turboprop plane took off before noon from Cucuta, on the border with Venezuela, for a short flight to the town of Ocana, Satena said. Air traffic control lost contact with the plane 12 minutes into the flight, the carrier ad...
A plane crash in northeast Colombia on Wednesday killed all 15 people on board, including a local lawmaker, state-run airline Satena said. The Beechcraft 1900 twin-engined turboprop plane took off before noon from Cucuta, on the border with Venezuela, for a short flight to the town of Ocana, Satena said. Air traffic control lost contact with the plane 12 minutes into the flight, the carrier added. Advertisement Satena did not say what caused the crash and said the plane’s emergency beacon had not been activated. Lawmaker Diogenes Quintero and members of his team were aboard the plane, as well as Carlos Salcedo, a candidate for Congress ahead of elections in March, according to a passenger list released by the airline. Advertisement Images released by local media showed the crashed plane, including what appeared to be significant damage to the fuselage.
Hong Kong’s de facto central bank left its base rate unchanged after a similar move overnight by the US Federal Reserve, leaving borrowers in the city with a longer wait for funding costs to fall. The Hong Kong Monetary Authority (HKMA) announced its decision on Thursday morning to keep the city’s base rate at 4 per cent. Hours earlier, the Fed also kept its target rate in the range of 3.5 per cen...
Hong Kong’s de facto central bank left its base rate unchanged after a similar move overnight by the US Federal Reserve, leaving borrowers in the city with a longer wait for funding costs to fall. The Hong Kong Monetary Authority (HKMA) announced its decision on Thursday morning to keep the city’s base rate at 4 per cent. Hours earlier, the Fed also kept its target rate in the range of 3.5 per cent to 3.75 per cent, after the first meeting of the Federal Open Market Committee (FOMC) this year. The pause came after the Fed and the HKMA cut their key interest rates by a total of 75 basis points over the last three FOMC meetings since September. Advertisement The Fed’s decision was widely expected. More than 97 per cent of traders expected no change, according to the CME’s FedWatch data based on the Fed funds futures contracts on Wednesday. “Following the hawkish rate cut in December and a cumulative easing by 75 basis points over the last three meetings, the FOMC is expected to adopt a wait-and-see stance,” said Michael Krautzberger, the chief investment officer for public markets at Allianz Global Investors, on Tuesday. Advertisement “Recent macro data, including stronger-than-expected third quarter gross domestic product growth and a decline in the unemployment rate in December, point to an ongoing robust economic environment.” The rate decision came as Powell’s term as Fed chair ends in May. Many analysts expect the new chair could be more receptive to pressure from US President Donald Trump, who has been highly critical of Powell for cutting rates too slowly.
Key Points IBM beat analysts' revenue and profit expectations for the fourth quarter of 2025. Management projects free cash flow growth from 2025 to 2026. Shares are still attractive for those seeking AI exposure. 10 stocks we like better than International Business Machines › After inching 0.10% higher during today's regular trading session, International Business Machines (NYSE: IBM) stock is ju...
Key Points IBM beat analysts' revenue and profit expectations for the fourth quarter of 2025. Management projects free cash flow growth from 2025 to 2026. Shares are still attractive for those seeking AI exposure. 10 stocks we like better than International Business Machines › After inching 0.10% higher during today's regular trading session, International Business Machines (NYSE: IBM) stock is jumping sharply higher in after-hours trading this afternoon. In addition to the tech company's fourth-quarter 2025 financial results, management's 2026 guidance is providing plenty of fodder for the bulls to feast upon. As of 5:27 p.m., shares of IBM are up 8.1% from their closing price of $294.16 during today's regular market session. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » The free cash flow is expected to flow even stronger next year Reporting fourth-quarter 2025 revenue of $19.7 billion, IBM exceeded the analysts' consensus that the company would post sales of $19.2 billion. The company also provided a surprise at the bottom of the income statement, reporting adjusted earnings per share (EPS) of $4.52. Analysts had anticipated that IBM would post Q4 2025 adjusted EPS of $4.29. Looking ahead, management is providing investors with even more reasons to click the buy button. With strong demand for its artificial intelligence (AI) offerings (the company reported its generative AI book of business now totals over $12.5 billion), IBM projects 2026 revenue to grow more than 5% year-over-year on a constant-currency basis. Plus, management forecasts strong free cash flow growth in 2026 -- an increase of about $1 billion over the $14.7 billion in free cash flow that it generated in 2025. Is IBM stock a buy after the company shared positive Q4 2025 results Trading at 24.3 times forward earnings, shares of IBM aren't sitting in the bargain bin, but the company's strong financial performanc...
Key Points Claiming before or after your full retirement age will reduce or increase benefits, respectively. Most people can maximize lifetime benefits by delaying benefits. Social Security claiming decisions should take into account financial and health situations. The $23,760 Social Security bonus most retirees completely overlook › Deciding when to claim Social Security comes down to what kind ...
Key Points Claiming before or after your full retirement age will reduce or increase benefits, respectively. Most people can maximize lifetime benefits by delaying benefits. Social Security claiming decisions should take into account financial and health situations. The $23,760 Social Security bonus most retirees completely overlook › Deciding when to claim Social Security comes down to what kind of trade-off you want to make. You can take smaller payments over a longer period or larger payments over a shorter period. The implications are different for each choice, but there's no clear choice that works for everyone. Unfortunately, this is one of the more important decisions you'll make as you're approaching or in retirement, so you want to be confident in your choice. On the bright side, data shows that there's a clear answer on what's better between claiming benefits as early or as late as possible. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » How your claiming age affects your benefits Claiming benefits before your full retirement age will decrease them by 5/9 of 1% monthly, up to 36 months. Every month after that, benefits will be reduced by 5/12 of 1%. Assuming your full retirement age is 67, claiming benefits at 62 (the earliest age) will result in a 30% reduction in your benefits. If you delay benefits past your full retirement age, you'll receive delayed retirement credits, which will increase your benefits by 2/3 of 1% monthly (8% annually) until you reach age 70. With a full retirement age of 67, delaying until 70 would increase your benefits by 24%. Should you claim early or wait? The National Bureau of Economic Research published a paper in 2022 showing that delaying benefits was the better choice. According to the research, more than 90% of people should wait until the latest age to claim benefits, but only 10.1% appear to do so. ...
Being a prime example, CoreWeave’s trading volume has surged 55% above its three-month average, seeing heavy market activity throughout January and signaling renewed institutional interest. As investors digest economic data and look past short-term volatility, money is flowing back into companies tied to the physical backbone of AI: GPUs, cloud capacity, and networking. It’s worth noting that some...
Being a prime example, CoreWeave’s trading volume has surged 55% above its three-month average, seeing heavy market activity throughout January and signaling renewed institutional interest. As investors digest economic data and look past short-term volatility, money is flowing back into companies tied to the physical backbone of AI: GPUs, cloud capacity, and networking. It’s worth noting that some of Arista’s biggest AI-cloud partnerships include deep technical collaborations with privately held AI-infrastructure and data-platform company VAST Data and Nvidia as well, on top of having other broad integrations across hyperscale cloud and AI-cluster environments. Meanwhile, the +10% monthly move in Arista’s stock has also placed it among the better performers in 2026 so far. After being hit hard during the late-year AI bubble scare at the end of 2025, CoreWeave shares have spiked +40% in the last month, seeing a sharp reversal and an extended rebound following the announcement of a new partnership with Nvidia. AI-focused cloud stocks Arista Networks ANET and CoreWeave CRWV have been on a tremendous rally again as investors rotate back into AI infrastructure plays with major chipmakers — especially Nvidia NVDA) — signaling stronger long-term demand for data center capacity. Story Continues TradingView Image Source: TradingView CoreWeave’s Boost from Nvidia Nvidia’s total investment in CoreWeave now stands at roughly $2.1 billion, combining its original $100 million stake with a new $2 billion equity infusion to help build large-scale AI “factories” with 5+ gigawatts of capacity by 2030. This move places Nvidia as CoreWeave’s second-largest shareholder and signaled the chip giant’s commitment to scaling AI compute capacity through specialized cloud partners. CoreWeave serves as one of Nvidia’s most important AI-cloud partners, providing massive GPU-accelerated compute capacity by deploying Nvidia’s newest architectures and helping Nvidia scale its “AI factory” strategy ...
Image source: The Motley Fool. Wednesday, Jan. 28, 2026 at 11:00 a.m. ET Call participants Chairman and Chief Executive Officer — Henry Fernandez Chief Financial Officer — Andrew Wiechmann President — C. Baer Pettit Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Organic revenue growth -- Over 10% organic growth for the quarter, directly reported by management. -- Over 1...
Image source: The Motley Fool. Wednesday, Jan. 28, 2026 at 11:00 a.m. ET Call participants Chairman and Chief Executive Officer — Henry Fernandez Chief Financial Officer — Andrew Wiechmann President — C. Baer Pettit Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Organic revenue growth -- Over 10% organic growth for the quarter, directly reported by management. -- Over 10% organic growth for the quarter, directly reported by management. Adjusted EBITDA growth -- Over 13% growth for the quarter, as stated by management. -- Over 13% growth for the quarter, as stated by management. Adjusted EPS growth -- Nearly 12% quarterly, and almost 14% for the full year. -- Nearly 12% quarterly, and almost 14% for the full year. Share repurchases -- Nearly $958 million repurchased in Q4 and through Jan. 27, at an average price of about $560 per share; $3.3 billion repurchased over the past two years at an average price of $554. -- Nearly $958 million repurchased in Q4 and through Jan. 27, at an average price of about $560 per share; $3.3 billion repurchased over the past two years at an average price of $554. Net new subscription sales -- $65 million in recurring, $31 million in nonrecurring sales for Q4, totaling over $96 million in net sales. -- $65 million in recurring, $31 million in nonrecurring sales for Q4, totaling over $96 million in net sales. Recurring net new subscription growth rate -- 18% increase, marking the second-best quarter on record for such sales. -- 18% increase, marking the second-best quarter on record for such sales. Retention rate -- Over 94% for the full year, directly indicated by management. -- Over 94% for the full year, directly indicated by management. Total run rate -- Over $3.3 billion, reflecting 13% growth. -- Over $3.3 billion, reflecting 13% growth. Asset-based fee (ABF) run rate -- $852 million, up 26%. -- $852 million, up 26%. Recurring subscription run rate -- Over $2.4 billion, growing over 9%. -- Over $2.4 bill...