The hottest Corporate News Substack posts right now

And their main takeaways
Category
Top Technology Topics

The Bear Cave #255

The Bear Cave • 629 implied HN points • 05 Jan 25
💰 Finance Investing Stock Market Corporate News Economic Trends Financial Analysis
  1. Hims & Hers Health could be in trouble if the FDA removes its shortage label on semaglutide, which would stop them from selling compounded versions of the drug.
  2. Recent reports revealed Carvana's questionable dealings related to $800 million in loan sales and a possible SEC investigation, leading to a significant drop in their stock.
  3. There have been several high-profile executive resignations recently, indicating potential instability in companies like Integral Ad Science and Aurora Innovation.

Corrected Headlines

Human Capitalist • 79 implied HN points • 28 Oct 24
💼 Business Corporate News Workforce Trends Market Analysis Human Capital Industry insights
  1. Headlines often miss important details of the story. It's good to dig deeper to understand the full context.
  2. Business news can reveal a lot about workforce trends and the people behind major companies. Understanding these trends can help us see the bigger picture.
  3. If you know of a news story that connects to human capital, sharing it can add more insight to the discussion. It's important to keep the conversation going.

Movers, Shakers, & Money Makers (10/28)

Human Capitalist • 19 implied HN points • 29 Oct 24
💼 Business Career Changes Market Trends Corporate News Talent Acquisition
  1. There were many job changes last week, highlighting the dynamic nature of the job market. People are moving to different companies for various reasons, which shows how interconnected industries are.
  2. Notable moves include individuals transitioning to leadership roles in different sectors, such as marketing and compliance. These shifts can indicate a focus on growth and adaptation in their new companies.
  3. Keeping track of job changes can be important for investors, recruiters, and anyone interested in talent trends. Following job movements helps understand who is leading in different areas.

Oxford Nanopore Interim Results

ASeq Newsletter • 21 implied HN points • 13 Jan 25
💼 Business Finance Investing Market Analysis Corporate News Tech Companies
  1. Oxford Nanopore reported total revenue of £183.0 million in 2024. This shows the company is generating significant income.
  2. The company’s performance is being compared to a steady growth rate of 12% from 2020 onward. This indicates they have been growing consistently.
  3. The interim trading update was released before a major presentation, highlighting its importance for investors and stakeholders. This kind of update can be crucial in informing decision-making.

Top Links 574 Gold stumbles. How Trump cost Boeing $3 billion. The UK's bitcoin haul. Beak capitalism.

Chartbook • 486 implied HN points • 28 Nov 24
💰 Finance Economics Investments Market Trends Cryptocurrency Corporate News
  1. Gold prices are struggling and have not been performing well recently. This trend is something to watch in financial markets.
  2. Former President Trump had a significant impact on Boeing, costing the company around $3 billion. This shows how political decisions can affect big businesses.
  3. The UK has seen a notable increase in Bitcoin income, which highlights the growing interest in cryptocurrencies in the region.
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The Bear Cave #245

The Bear Cave • 653 implied HN points • 27 Oct 24
💰 Finance Investing Market Analysis Corporate News Regulatory issues Economic Trends
  1. New reports are raising serious concerns about several companies, including Hershey, which was found to have harmful chemicals in its products. This could impact its reputation and sales.
  2. Several high-profile executives have recently resigned from their positions at major companies, suggesting possible instability or issues within those organizations.
  3. There are calls for caution when it comes to tweeting about stocks, as public opinions and statements can significantly affect market perceptions and investments.

URGENT: The CEO of UnitedHealthcare - the largest private health insurance company in America - was just shot and killed in Manhattan in an apparent assassination

Unreported Truths • 60 implied HN points • 04 Dec 24
🇺🇸 U.S. Politics Crime Healthcare Economy Corporate News Public Safety
  1. The CEO of UnitedHealthcare, Brian Thompson, was assassinated in New York City. This event is shocking given that he was a high-profile executive.
  2. Thompson was shot outside a hotel during a financial conference, indicating that the attack was likely planned and targeted.
  3. His assassination raises concerns about the safety of executives and the potential backlash against health insurance leaders over care denials.

Let's talk about Tesla

Alex's Personal Blog • 32 implied HN points • 24 Oct 24
💼 Business Investing Market Trends Earnings Reports Economic Analysis Corporate News
  1. Tesla's recent earnings report led to a big jump in their stock price, showing strong investor confidence.
  2. The company added over $100 billion to its market value, which shows just how much investors believe in Tesla's growth.
  3. Understanding why Tesla is thriving right now can help people see what makes companies successful in the EV market.

Something Up At Oxford Nanopore?

ASeq Newsletter • 29 implied HN points • 08 Nov 24
🔬 Science Biotechnology Research Innovation Investments Corporate News
  1. There are rumors that Clive Brown might have left Oxford Nanopore, but it's not confirmed. It's important to check and verify such news before spreading it.
  2. Investment opportunities for Oxford Nanopore were discussed earlier, suggesting potential growth for the company. Keeping an eye on funding can indicate how the company might progress.
  3. The information shared is meant for paid subscribers, highlighting the value of the insights provided. Paid content often offers deeper analysis and exclusive news.

Mining stocks could sync up with bitcoin rally soon?

Miner Weekly • 19 implied HN points • 07 Mar 24
💰 Finance Investing Market Analysis Regulation News Hardware and Infrastructure News Corporate News
  1. Bitcoin set an all-time high after more than 840 days, while mining stocks have lagged behind, presenting a history of this disconnect.
  2. Mining stocks mostly underperformed compared to bitcoin, with many still down over 60% from their highs in November 2021.
  3. Historical data shows that mining stocks have often trailed behind bitcoin's return to all-time highs, but when the full bull run returns, they have the potential to outperform.

Equity investment is flooding into mining stocks

Miner Weekly • 19 implied HN points • 22 Feb 24
💰 Finance Bitcoin Mining Corporate News Financial News
  1. Equity investment is pouring into mining stocks like CleanSpark, Iris Energy, and HIVE, which raised over $350 million through stock offerings.
  2. Public mining companies like Iris Energy, CleanSpark, and HIVE are expected to invest around $450 million in buying additional Antminer S21s from Bitmain.
  3. Companies, including BlackRock subsidiaries, are increasing their positions in various mining stocks, indicating a surge in equity financing for mining companies.

Mining machines are as cheap as ever

Miner Weekly • 39 implied HN points • 23 Oct 23
🕹 Technology Bitcoin Mining Hardware and Infrastructure Corporate News
  1. Mining machines' prices hit all-time lows, with some models trading at less than $10/TH/s.
  2. For the Antminer S19j Pro, at an energy rate of $0.07/kWh, profitability hinges on bitcoin's hashprice staying above a crucial $50/PH/s mark.
  3. Bitcoin's hashrate is growing faster than its market price, potentially leading to a significant reduction after the next halving.

5,700 tons of bitcoin miners

Miner Weekly • 39 implied HN points • 18 Mar 23
💰 Finance Bitcoin Mining Cryptocurrency Corporate News Feature
  1. The U.S. saw significant shipments of bitcoin miners in January 2023 and September 2022, contributing to the surge in bitcoin's hashrate.
  2. Bitmain's AntMiner S19 product line dominated the identified miner shipments to the U.S., with MicroBT also shipping a significant amount of WhatsMiner parts.
  3. Regular updates on import records of bitcoin miner shipments can provide insights into the hardware market dynamics in the U.S., including different shippers and consignees.

Six metrics to assess public miners in earnings season

Miner Weekly • 39 implied HN points • 11 Mar 23
💰 Finance Earnings Regulation Financial News Hardware & Infrastructure Corporate News
  1. Unique metrics are essential for evaluating public bitcoin mining operations, alongside traditional financial metrics like gross margin and P/E ratio.
  2. Metrics such as Realized Hashrate, Price-to-Hash ratio, and Net-Debt-to-Hash ratio provide a holistic view of publicly listed mining operations' health.
  3. Having a variety of metrics helps in assessing the state of mining stocks, especially crucial during uncertain market conditions like a bearish trend.

Bitcoin hashprice hits 4-month high

Miner Weekly • 39 implied HN points • 18 Feb 23
🔮 Crypto Mining Financial News Corporate News Hardware and Infrastructure Features
  1. Bitcoin's hashprice has hit a 4-month high, a significant increase.
  2. With the rise in hashprice, older generation mining equipment is becoming profitable once again at certain energy rates.
  3. Bitcoin's rapid hashrate growth has set new records recently, with the approaching difficulty retarget likely to see mining difficulty cross the 40 trillion mark.

Core reveals bondholder names

Miner Weekly • 39 implied HN points • 21 Jan 23
💰 Finance Regulation Financial News Corporate News Hardware and Infrastructure Feature
  1. Core Scientific has identified bondholder names like Apollo Capital and MassMutual, among others, who invested nearly $500 million in convertible notes.
  2. Genesis Capital, in bankruptcy protection, owes billions to creditors, with Gemini, Bybit's Mirana Corp, and Babel Finance among the top creditors.
  3. Hut8 avoided major losses by providing a loan to Genesis and ensuring no outstanding amounts as of Q2'22.

Apple Signals Support for California Right to Repair Bill

Fight to Repair • 19 implied HN points • 25 Aug 23
🕹 Technology Corporate News Environmental sustainability Circular Economy
  1. Apple, a long opponent of right to repair laws, now supports a California bill. This change supports customer safety and intellectual property.
  2. The support from Apple boosts the chances of California's Right to Repair Act passage. This law would ensure access to repair parts and tools for consumers and third-party providers.
  3. Public support for Right to Repair is growing, with various states passing laws covering electronics and more. Apple's support marks a significant moment in the campaign.

How Big Was Bitcoin's Mining Profit Squeeze After Halving?

Miner Weekly • 3 HN points • 30 May 24
💰 Finance Mining Companies Financial News Corporate News Feature
  1. Bitcoin's hashrate stayed above 600 EH/s in the month following its fourth halving event, despite a slight decline from April.
  2. The daily production benchmark for Bitcoin decreased by 45% in May compared to April, impacting major public mining companies.
  3. News of Riot's proposed takeover of Bitfarms has stirred market interest, potentially positioning Riot as a significant player in Bitcoin mining.

Foundry fees, Mining SPACs, and SBI vs Whinstone

Miner Weekly • 19 implied HN points • 08 Apr 23
💼 Business Mining SPACs Regulation Hardware & Infrastructure Corporate News
  1. FoundryUSA is implementing tiered fees for its bitcoin mining pool service after an increase in market share due to their zero-fee strategy.
  2. Mining SPACs like Bitdeer are progressing towards mergers and shareholder votes, indicating industry consolidation.
  3. SBI Crypto has filed a lawsuit against Whinstone U.S., alleging breach of contract and fraudulent inducement, revealing industry disputes.
  4. ,

Core Scientific says it isn’t “hopelessly insolvent”

Miner Weekly • 19 implied HN points • 04 Mar 23
💰 Finance Bankruptcy Regulation Corporate News Feature Production
  1. Core Scientific believes it is not 'hopelessly insolvent' based on improved market conditions and declining energy costs.
  2. There is a clash between the equity and debt holders of Core Scientific regarding whether the company has reached bottom, with differing opinions on its financial status.
  3. An ad hoc group of stockholders of Core is pushing for representation in the ongoing Chapter 11 case, presenting arguments for the company's solvency given market improvements.

Core Seeks to Resolve $330M Claims

Miner Weekly • 0 implied HN points • 18 Sep 23
💰 Finance Mining Bankruptcy Agreements Bitcoin Corporate News
  1. Core Scientific is resolving $330 million in claims by reaching agreements with hosting clients, paving the way for its bankruptcy exit.
  2. Part of Core's settlement plan involves sharing net mining profits with clients and selling assets like the Cedarvale site to settle debts.
  3. The decline in Core's market share of Bitcoin production this year is attributed to increased competition and operational expansions by rivals.

⚡️Breakeven all-time lows

Miner Weekly • 0 implied HN points • 25 Sep 23
🕹 Technology Bitcoin Mining Regulation Hardware Corporate News
  1. Chinese miner manufacturers like Bitmain, MicroBT, and Canaan are in a competitive race to develop more energy-efficient bitcoin ASICs, which can lower mining costs significantly.
  2. The advancements in energy efficiency of bitcoin ASICs over the years have improved the network's security and lowered the breakeven point for mining operations post-halving.
  3. Higher efficiency ASICs are driving the breakeven point for bitcoin mining down, potentially making it more accessible and profitable for miners, especially with the next halving approaching.

Top miners spend $1.2B in pre-halving shopping spree

Miner Weekly • 0 implied HN points • 07 Dec 23
💰 Finance Cryptocurrency Investment Regulation Corporate News Financial News
  1. Top miners have collectively spent over $1.2 billion on bitcoin mining machines in preparation for the upcoming halving, with a significant portion of this expenditure happening in the past two months.
  2. Chinese miner manufacturers, particularly MicroBT and Bitmain, have been major beneficiaries of the $1.2 billion investment by public mining companies.
  3. There is a notable trend of public mining companies engaging in self-mining activities, such as hosting miners in profit-sharing agreements and purchasing significant numbers of specific miner models.

Bitmain Expands Self-Mining While Raising Rig Prices

Miner Weekly • 0 implied HN points • 11 Jan 24
💰 Finance Cryptocurrency Mining Financial News Corporate News Regulation News
  1. Bitmain has increased the prices of its mining rigs but not as significantly as the rise in bitcoin's hashprice.
  2. CleanSpark's recent preorders of Bitmain's Antminer S21 reveal price changes and discounts over time.
  3. Bitmain has expanded its proprietary mining fleet in the U.S. while raising rig prices, showcasing strategic business moves.

Bitmain is a Hidden Self-mining Giant

Miner Weekly • 0 implied HN points • 18 Jan 24
💼 Business Bitcoin Mining Financial News Corporate News Feature
  1. Bitmain, the largest bitcoin mining hardware manufacturer, not only sells equipment but also competes against its customers by operating self-owned machines.
  2. Recent filings show that nearly 65% of BitFuFu's revenue went to Bitmain, indicating a significant dependency on the mining hardware giant.
  3. BitFuFu's business heavily relies on Bitmain, as evidenced by the equipment sourcing and hosting capacities provided by Bitmain, leading to a strong ownership relationship.

BlackRock Loads Up On Bitcoin Mining Stocks

Miner Weekly • 0 implied HN points • 01 Feb 24
💰 Finance Investing Cryptocurrency Regulation Corporate News Hardware & Infrastructure
  1. BlackRock increased its holdings in Bitcoin mining stocks significantly, with total investments rising from $76 million to $775 million.
  2. There is a trend of equity dilution among mining companies, showing a shift in funding strategies to avoid over-leveraging.
  3. Other investment firms like Vanguard and Hansainvest have also been increasing their positions in mining stocks, with different approaches such as ETFs or direct ownership.

Negative Margins Become a Harsh Reality Post-Halving

Miner Weekly • 0 implied HN points • 02 May 24
💰 Finance Bitcoin Mining Corporate News Regulation News Hardware and Infrastructure News
  1. Bitcoin's hashprice has decreased significantly post-halving, hitting new lows like $45/PH/s, causing challenges for miners.
  2. Miner operators can't control the hashprice but can manage hashcosts, which are crucial for maintaining profitability.
  3. The decline in bitcoin's hashrate might eliminate inefficient mining operations and reduce network difficulty.

NYDIG set to take over another 5.5 EH/s in bitcoin ASIC collateral

Miner Weekly • 0 implied HN points • 04 Feb 23
💰 Finance Bitcoin Mining Corporate News Financial News Hardware & Infrastructure Feature
  1. NYDIG is acquiring a significant amount of bitcoin mining equipment from companies like Greenidge and Core Scientific in exchange for debt relief.
  2. Genimous, a Chinese firm, reveals impairment of around $9.4 million in BTC assets, showcasing a unique instance of a mainland Chinese company engaging in bitcoin mining despite China's regulations.
  3. Financial news in the cryptocurrency space includes Giga Energy raising $10 million, Crypto Miner Pow.re raising $9.2 million, and Bitcoin Miner TeraWulf restructuring debt.

An efficiency race among miners

Miner Weekly • 0 implied HN points • 05 Jul 23
💰 Finance Mining Bitcoin Regulation Financial News Corporate News
  1. Bitcoin miners are engaging in an efficiency race, upgrading equipment and optimizing operations in preparation for the upcoming halving in 2024.
  2. Companies like Riot and CleanSpark are making significant investments in mining equipment to improve efficiency and stay competitive in the market.
  3. The decrease in Bitcoin's hashprice since 2022 has created uncertainties around the next halving, putting pressure on miners to enhance efficiency and lower costs.

Realized Hashrate of USBTC+HUT8

Miner Weekly • 0 implied HN points • 20 Jun 23
💰 Finance Bitcoin Mining Financial Data Corporate News
  1. USBTC and Hut8's combined self-mining capacity is set to reach 7.5 EH/s after a recent deal, surpassing initial expectations of 7 EH/s.
  2. In March, the realized hashrate of USBTC and Hut8 declined to 3 EH/s, positioning the new Hut8 as the eighth largest public bitcoin mining company by self-mining production.
  3. USBTC and Hut8 have complementary financial aspects, with deep diving into their balance sheets revealing potential avenues for future growth and positioning for the bitcoin halving.

Auction of ~38k S19s from Iris Energy's loan defaults

Miner Weekly • 0 implied HN points • 12 Jun 23
💰 Finance Corporate News Feature
  1. About 37,800 AntMiner S19 series units may enter the hardware market if a court approves an auction related to Iris Energy's loan defaults
  2. The dispute between NYDIG and Iris Energy, arising from loan defaults, involves bitcoin collateral and equipment proceeds, with details shared by TheMinerMag from court materials
  3. The auction process, managed by PricewaterhouseCoopers, could begin in late June and finish by early September, facilitated by Foundry Digital

Mining gross margin is (slowly) improving

Miner Weekly • 0 implied HN points • 30 May 23
💰 Finance Bitcoin Mining Regulation News Corporate News Feature
  1. Mining gross margin is slowly improving due to bitcoin's hashprice rebound, declining energy costs, and improved efficiency.
  2. Most public mining operations were able to increase gross margin in Q1, with Greenidge Generation showing a declining trend in energy consumption costs.
  3. To maintain a positive gross margin, public mining operations need bitcoin's price to remain above $28K and keep production costs below $15K per BTC mined.

Major mining pubcos. have come out of crypto winter, at least for now

Miner Weekly • 0 implied HN points • 13 May 23
💰 Finance Mining Earnings Regulation News Corporate News
  1. Major mining public companies have shown improved financial performance after the crypto winter of 2022.
  2. Mining companies have managed to reduce the all-in cost of mining by 10-20%, contributing to increased profitability.
  3. Operational efficiency remains crucial for mining companies as they aim to generate positive earnings, especially as they approach the next bitcoin halving.

Pubco miners slow down BTC sales

Miner Weekly • 0 implied HN points • 06 May 23
🔮 Crypto Regulation Corporate News Hardware & Infrastructure Feature
  1. Bitcoin's network hashrate rise in April resulted in a low daily production benchmark, but the price rally of BTC kept hashprice above $75/PH/s and increased on-chain activities.
  2. Major mining companies have slowed down the pace of liquidating their mined assets, dropping the liquidation ratio to 95% in April due to the bounce in bitcoin's price.
  3. Regulation news includes the White House pushing for punitive tax on crypto mining, while Bhutan plans a $500 million fund for crypto mining in the Himalayas.

BitDeer Challenges Riot in Texas Standoff

Miner Weekly • 0 implied HN points • 25 Mar 23
💼 Business Finance Corporate News Hardware and Infrastructure Feature Financial News
  1. BitDeer has significantly increased its operational capacity in Texas, challenging Riot's dominance in the region.
  2. BitDeer's business models include Proprietary Mining, Hashrate Sharing, and Hosting, with Hosting segment's revenue significantly growing.
  3. Texas emerges as a major hub for Bitcoin mining with around two gigawatts of operating capacity, showcasing a booming industry despite challenges.

Core seeks to settle $80m claims at a 46% discount

Miner Weekly • 0 implied HN points • 31 Jul 23
💼 Business Regulation News Hardware and Infrastructure News Corporate News Feature
  1. Core Scientific aims to settle $80 million in claims at a 46% discount, using a mix of cash payments and promissory notes
  2. Core's planned expansion involves agreements with infrastructure suppliers and a focus on its Cottonwood facilities for growth
  3. Auradine introduced a new U.S.-designed bitcoin ASIC on 4nm technology, featuring EnergyTune for self-optimization in response to grid demands

Correction: Updated Table of BlockFi's Borrowers

Miner Weekly • 0 implied HN points • 29 Jan 23
💼 Business Finance Regulation Financial News Corporate News Hardware and Infrastructure
  1. Correction was made regarding a loan table mix-up for BlockFi borrowers involving two different companies.
  2. Core Scientific is looking to sell Bitmain coupons at a discount due to bankruptcy, with specific restrictions on usage.
  3. BlockFi is auctioning off $158 million in loans backed by bitcoin miners, revealing detailed information on the collateral value of the miners.