Core Scientific's Meltdown Over, Accelerating AI Monetization From FY 2026

Core Scientific's transition from Bitcoin mining to High Performance Computing has been extremely strategic, allowing them to capitalize on the AI-driven data center boom. Its Colocation Services now deliver higher gross margins of 26% compared to its mining operations and are expected to reach up to ~80% on new CRWV contracts. CORZ-CRWV's partnership notably reduces CORZ's capital/balance sheet burden and secures its AI growth opportunities over the next decade.

Seeking Alpha • Dec 7, 2025

Why a $10 Million Bet on Core Scientific Stock Could Pay Off After Its Recent Reset

New York City-based Kintayl Capital bought 570,054 shares of Core Scientific worth an estimated $10.2 million during the third quarter. The position accounts for 6.3% of Kintayl's 13F-reportable assets.

The Motley Fool • Dec 5, 2025

Is Core Scientific's AI Pivot Working? New Investor Takes Big $22 Million Position

Asset manager VR Advisory Services acquired more than 1.2 million CORZ shares in the third quarter, increasing its U.S. equity exposure by approximately $21.7 million. The transaction represents 5.3% of the fund's reportable assets under management (AUM) at quarter-end.

The Motley Fool • Dec 3, 2025

Blockfusion, Owner-Operator of a Strategically Located Clean Energy-Powered Data Center, to Go Public via Business Combination with Blue Acquisition Corp.

The surge in demand for HPC and AI compute is driving demand for data center capacity across the industry. Blockfusion's Niagara Facility has become a sought-after location for customers pursuing high-density HPC/AI deployments.

PRNewsWire • Nov 19, 2025

CoreWeave, Core Scientific 'Pick-and-Shovel' Rally After Nvidia Earnings

Shares of CoreWeave, Inc. (NASDAQ: CRWV) and Core Scientific, Inc. (NASDAQ: CORZ) climbed in after-hours trading Wednesday after NVIDIA Corp.'s (NASDAQ: NVDA) blockbuster third quarter earnings report set off a "pick-and-shovel" rally.

Benzinga • Nov 19, 2025

Oaktree's New $115 Million Core Scientific Bet Tested as Stock Plunges Amid Merger Turmoil

Oaktree added 6.4 million shares of Core Scientific for an estimated $114.8 million in the third quarter. The Core Scientific position represents 1.8% of Oaktree's 13F reportable assets under management.

The Motley Fool • Nov 14, 2025

CoreWeave CEO responds to data center delays as stock plunges. Core Scientific shares fall

CoreWeave CEO Mike Intrator addressed delays at a third-party data center developer. CNBC's Jim Cramer noted delays at sites in Texas, Oklahoma and North Carolina tied to Core Scientific.

CNBC • Nov 11, 2025

Core Scientific: Undervalued Powerhouse In The AI Data Center Era

Core Scientific is rapidly transitioning from BTC mining to a leading AI HPC infrastructure provider, leveraging its 1.3 GW data center footprint. Initiate CORZ as a strong buy, citing undervaluation versus AI peers and significant upside as the market misprices it as a BTC miner. CORZ's AI hosting contracts deliver high-margin, recurring revenues, with projected explosive revenue growth and expanding gross margins through 2030.

Seeking Alpha • Nov 5, 2025

2 AI Data Center Stocks to Buy Now

Infrastructure landlords with multiyear leases and fixed minimum payments offer revenue visibility that software-only AI plays lack. Companies that already operate data centers can convert existing sites to AI hosting faster than building new facilities from scratch.

The Motley Fool • Nov 4, 2025

Core Scientific, Inc. (CORZ) Discusses Shareholder Vote and Termination of Proposed Merger Transcript

Core Scientific, Inc. ( CORZ ) Discusses Shareholder Vote and Termination of Proposed Merger October 30, 2025 11:30 AM EDT Company Participants Jon Charbonneau - Vice President of Investor Relations Adam Sullivan - CEO, President & Director Matt Brown - Chief Operating Officer Jim Nygaard - Chief Financial Officer Conference Call Participants Darren Aftahi - ROTH Capital Partners, LLC, Research Division Jonathan Petersen - Jefferies LLC, Research Division Brett Knoblauch - Cantor Fitzgerald & Co., Research Division Joseph Flynn Joseph Vafi - Canaccord Genuity Corp., Research Division Kevin Dede - H.C. Wainwright & Co, LLC, Research Division Brian Dodso Paul Golding - Macquarie Research Gregory Lewis - BTIG, LLC, Research Division Michael Donovan - Compass Point Research & Trading, LLC, Research Division Timothy Horan - Oppenheimer & Co. Inc., Research Division Stephen Glagola - JonesTrading Institutional Services, LLC, Research Division Presentation Operator Greetings, and welcome to Core Scientific Investor Update Call.

Seeking Alpha • Oct 31, 2025