Latest news on US stock miners/AI data center sector September 26, 2026 (Saturday) APLD｜Applied Digital On Friday, it fell by 3% to close at $26.25 (up from $27.06). This Wednesday (9/24), America will give a buy rating for the first time, with a target price of $38; Analysis firm Foreign Policy Journal reported that APLD has signed a long-term lease backlog of $36 billion (with Q4 alone accounting for $20 billion), but pointed out that high customer concentration and delivery schedule are key risks. CIFR｜Cipher Mining The lease of Barber Lake data center has been extended from 10 years to 20 years, and the contract revenue has doubled from 3.8 billion to over 9 billion US dollars - the mysterious "head AI laboratory" will add an additional 10 years and contribute approximately 5.2 billion US dollars in incremental revenue after the existing lease of Fluidstack ends. Cipher needs to bear the first batch of $359.3 million in overspending costs. After the announcement, the news weakened, and Blockonomi reported a drop of~1% on the day, reporting around $18.10; On Wednesday, America upgraded CIFR to Strong Buy. CLSK｜CleanSpark On Friday, the issuance of $2.276 billion senior mortgage-backed notes (with a coupon rate of 7.875% and a maturity of 2031, issued at a face value of 98.5%) will be completed, and the funds will be used for the subsequent construction of the Sandersville data center in Georgia. The project has signed a 20-year, $6.6 billion lease agreement with Meta (175MW, annual lease of $330 million). RIOT｜Riot Platforms On Friday, it fell by 4.7% to close at around $22.55- despite the positive news of Anthropic's 20-year, $9.1 billion (191MW) AI lease, market concerns about the profitability of Bitcoin mining and regulatory uncertainty continue to weigh on the stock price. On 9/21, fully repay Coinbase's $200 million secured term loan and terminate the credit agreement (submit 8-K on 9/25), release collateral assets, and simplify capital structure. IREN｜IREN Limited On Friday, it fell 4.4% to close at $44.13 (up from $46.15), with slightly lower than average trading volume. Rothschild&Co Redburn made its first coverage on Monday, giving it a neutral rating and a target price of $40 (below current price); The market consensus is Moderate Buy with an average price target of $81.47. TE | T1 Energy Inc Slightly down by 0.9%, closing at $3.78, still below the 50 day moving average ($4.80) and 200 day moving average ($6.54), about 70% lower than the 52 week high. The patent lawsuit has been transferred to federal court, and J.P. Morgan reiterated the Neutral rating and target price of $5 on Monday, reminding solar pricing pressure and enforcement risks. WULF｜TeraWulf On Friday, it fell 4.6% to close at around $15.53 (up from $16.29), with significantly reduced trading volume. America's first coverage on Wednesday gave Buy rating with a target price of $24; Rothschild Redburn gave Neutral ($15) during the same period. Insider reduction: CEO Prager sells 137500 shares (approximately $2.35 million), director Carter sells 130600 shares (approximately $1.98 million), and there is also a pre-sale filing for Form 144. HUT｜Hut 8 Corp On Friday, it fell 5.4% to close at around $96.06 (previously closed at $10.154). Winning the auction of Pyote and Tarbush data centers in Texas, owned by bankrupt mining company Poolin, for $140 million, with a starting price of approximately $52 million; The transaction requires a hearing and approval from the bankruptcy court on September 29th. MARA｜MARA Holdings On Friday, it fell by 3.7%, mainly due to JPMorgan's dual downgrades: Overweight → Underweight, with a target price of $13 → $11, questioning its "light capital" AI/data center strategy for value creation. Revised Texas Data Center Project Agreement on 9/21: Pay a $100 million deposit to lock in 2000MW of electricity rights, with a total purchase price cap of $600 million. Industry mainline: Pure mining profits are being squeezed by high difficulty, and "mining to AI data centers" is the mainline of the entire sector. This week, CIFR ($9 billion lease), CLSK (Meta lease financing), RIOT (Anthropic lease), and HUT (acquisition of Poolin assets) are all increasing their investment; There have been no significant changes in policy.