Trade news flips risk sentiment as we break down how a China–US thaw, Mag 7 capex, and a Bitcoin bounce ripple through mining stocks. We dig into ABTC’s treasury buy, Hive’s exahash surge and AI buildout, and Core Scientific’s HPC pivot, deal math, and the upcoming vote.
• tariff truce lifts indices and crypto
• Mag 7 capex as a signal for AI and GPUs
• Bitcoin recovery vs miner volatility at open
• sector shift toward HPC and co-location
• ABTC buys 1,414 BTC and launches sats per share
• Hive tops 22 EH/s, improves efficiency, expands AI cloud
• Core Scientific revenue mix, Denton ramp, deal funding
• margins, stock comp, and shareholder alignment
• parity math for co-location deals and vote scenarios
• network difficulty rise, hash price trends, miner strategy
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