As the AI trade heats up again, the hard-hit neocloud plays might be in a spot to lead the march higher. CoreWeave (NASDAQ:CRWV) shares have shown signs of life in recent months, but the name is still off close to 35% from its highs just north of $183 per share. As investors warm up to ... CoreWeave’s Anthropic Deal is Game Changing — The AI‑Infra Trade is Heating Up
As the AI trade heats up again, the hard-hit neocloud plays might be in a spot to lead the march higher. CoreWeave (NASDAQ:CRWV) shares have shown signs of life in recent months, but the name is still off close to 35% from its highs just north of $183 per share. As investors warm up to ... CoreWeave’s Anthropic Deal is Game Changing — The AI‑Infra Trade is Heating Up
Bitmine Immersion Technologies ( BMNR ) on Monday announced Bitmine crypto + total cash + “moonshots” holdings totaling $13.1B. As of May 3, 2026, the company's crypto holdings are comprised of 5.18M ETH at $2,336 per ETH, 200 Bitcoin ( BTC ), a $200M stake in Beast Industries, an $83M stake in Eightco Holdings ( ORBS ) (moonshots), and total cash of $700M. Bitmine's ETH holdings are 4.29% of the ...
Bitmine Immersion Technologies ( BMNR ) on Monday announced Bitmine crypto + total cash + “moonshots” holdings totaling $13.1B. As of May 3, 2026, the company's crypto holdings are comprised of 5.18M ETH at $2,336 per ETH, 200 Bitcoin ( BTC ), a $200M stake in Beast Industries, an $83M stake in Eightco Holdings ( ORBS ) (moonshots), and total cash of $700M. Bitmine's ETH holdings are 4.29% of the ETH supply (of 120.7M ETH). "Bitmine has maintained the increased pace of ETH buys in each of the past four weeks, as our base case ETH is in the final stages of the mini-crypto winter. In the past week, we acquired 101,745 ETH, continuing our aggressive accumulation strategy," stated Thomas Lee , Chairman of Bitmine . Bitmine said it recently launched MAVAN (the Made in American VAlidator Network), the institutional-grade staking platform. MAVAN was originally developed to support Bitmine's own Ethereum treasury. MAVAN intends to expand to serve institutional investors, custodians, and ecosystem partners seeking best-in-class staking infrastructure. A portion of Bitmine's ETH is already staked on the MAVAN platform, it added. More on Bitmine Immersion Technologies Bitmine Immersion: Ethereum Pivot Driving Hidden Upside Bitmine Immersion: Unlocking Staking Rewards Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card Bitmine Immersion Technologies nears 5% ETH supply; holdings hit $13.3B Bitmine files for resale of 501,545 shares issued in Pier Two deal
Michael Vi/iStock Editorial via Getty Images Palantir Technologies’ May 8 weekly options are pricing a roughly 10% post-earnings move, with traders crowding into upside strikes as the stock traded higher around $147 a share ahead of the company’s report after the close Monday. The options chain, which expires Friday, showed the 145 to 150 area as the immediate battleground at press time, while the...
Michael Vi/iStock Editorial via Getty Images Palantir Technologies’ May 8 weekly options are pricing a roughly 10% post-earnings move, with traders crowding into upside strikes as the stock traded higher around $147 a share ahead of the company’s report after the close Monday. The options chain, which expires Friday, showed the 145 to 150 area as the immediate battleground at press time, while the heaviest upside interest stretched into strikes at 155, 160 and 170. Near-the-money straddles suggested traders were bracing for a move of about $14 by Friday expiration. The 146 straddle was worth roughly $14.30 on mid-pricing, implying a post-report range of roughly $133 to $161. Flow was especially heavy on the call side above spot. The 160 call traded 3,409 contracts, the 170 call traded 2,919 and the 150 call traded 2,793. Open interest was heavily stacked higher as well, led by the 155 call with 24,825 contracts. The put side remained active but concentrated below the market. The 130 put traded 2,809 contracts and carried 7,498 in open interest, while the 125 put held 9,531 contracts in open interest. The positioning suggests the options market is leaning toward upside participation rather than outright downside fear, with 150 serving as the key level to watch. On the earnings report, market expectations center on continued momentum in its Foundry platform, where recent product enhancements and faster deployment cycles—often described as “warp speed”—are seen supporting customer expansion. Participants will also parse guidance for signs of sustained demand across government and commercial segments, including potential traction tied to U.S. federal initiatives and data modernization efforts. More on Palantir Palantir Stock Faces A Post-Earnings Decline May The Fourth Be With Palantir (Earnings Preview) Palantir Q1 Earnings Preview: A Make Or Break Moment For The Bull Case Palantir Technologies earnings preview: Prediction markets signal key themes Quant snapshot: Lume...
Michael Vi/iStock Editorial via Getty Images Palantir Technologies’ May 8 weekly options are pricing a roughly 10% post-earnings move, with traders crowding into upside strikes as the stock traded higher around $147 a share ahead of the company’s report after the close Monday. The options chain, which expires Friday, showed the 145 to 150 area as the immediate battleground at press time, while the...
Michael Vi/iStock Editorial via Getty Images Palantir Technologies’ May 8 weekly options are pricing a roughly 10% post-earnings move, with traders crowding into upside strikes as the stock traded higher around $147 a share ahead of the company’s report after the close Monday. The options chain, which expires Friday, showed the 145 to 150 area as the immediate battleground at press time, while the heaviest upside interest stretched into strikes at 155, 160 and 170. Near-the-money straddles suggested traders were bracing for a move of about $14 by Friday expiration. The 146 straddle was worth roughly $14.30 on mid-pricing, implying a post-report range of roughly $133 to $161. Flow was especially heavy on the call side above spot. The 160 call traded 3,409 contracts, the 170 call traded 2,919 and the 150 call traded 2,793. Open interest was heavily stacked higher as well, led by the 155 call with 24,825 contracts. The put side remained active but concentrated below the market. The 130 put traded 2,809 contracts and carried 7,498 in open interest, while the 125 put held 9,531 contracts in open interest. The positioning suggests the options market is leaning toward upside participation rather than outright downside fear, with 150 serving as the key level to watch. On the earnings report, market expectations center on continued momentum in its Foundry platform, where recent product enhancements and faster deployment cycles—often described as “warp speed”—are seen supporting customer expansion. Participants will also parse guidance for signs of sustained demand across government and commercial segments, including potential traction tied to U.S. federal initiatives and data modernization efforts. More on Palantir Palantir Stock Faces A Post-Earnings Decline May The Fourth Be With Palantir (Earnings Preview) Palantir Q1 Earnings Preview: A Make Or Break Moment For The Bull Case Palantir Technologies earnings preview: Prediction markets signal key themes Quant snapshot: Lume...