Bernstein·2026-11-04SectorOutperform$23 → $15▼Global Digital Assets Emerging AI Infra: Texas turns blue...not the end but DC power pipelines at risk & approved MWs more valuable
Bernstein·2026-09-16SectorOutperform$32Global Digital Assets Emerging AI Infra: ERCOT base load classifications are out- scarcity expected to drive lease pricing higher
Morgan Stanley·2026-06-03SectorBitcoin Mining Data Center Development: Power Play: WULF's Muskie and CIFR's Reisel McLennan Additions Increase Pipeline Value
Bernstein·2026-06-03SectorGlobal Digital Assets: Emerging AI Infra-Initiating coverage (TeraWulf, Cipher Digital): The Power Landlords of AI
Bernstein·2026-09-24SectorOutperform$32Neoclouds A contract sport! CRWV, IREN takeaways from Nscale's S1
Morgan Stanley·2026-08-17ThematicUS Thematics: Power Struggle,Data Center Pushback Update & Expert Call Takeaways