Huge HIVE Deal News, IREN Price Target & BTDR Stock Analysis!

Markets end the week green for AI infrastructure stocks even as Bitcoin retreats, strengthening the case that miners are being valued on power and future HPC revenue. We break down Hive’s double announcement, compare GPU contract economics, and run through fresh updates from Bitdeer, IRIN, and BitZero. 

• Bitcoin pullback versus AI stock strength and what decoupling implies 
• Fed chair comments on AI as a major economic transformation 
• Heat map check on sector leaders and laggards near 52 week highs 
• Hive Swedish site purchase and tier three upgrade plan 
• Hive Bell Canada and Cohere sovereign AI partnership details 
• Per GPU hour math and why CSP pricing appears to be rising 
• Analyst price target reactions and how Wall Street values power pipelines 
• Bit Digital AGM housekeeping and what to watch 
• Bitdeer May production surge plus expanding HPC footprint and utilization 
• IREN deal patience, pipeline scale, and expectations for next contracts 
• BitZero refreshed deck and Norway LOI economics 

Let us know in the comment section below your top pick in the sector and if you're currently taking any profits!

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