Markets struggle for momentum as oil and bond yields rise

IREN, which repurposed from bitcoin mining into AI infrastructure, secured a multiyear cloud services agreement with Anthropic, with shares up 4% pre-market.

Likely upward bias as traders price in incremental AI infrastructure demand and improved contract visibility.

The article cites a new multiyear agreement and explicitly notes a pre-market share gain, but provides no financial terms or guidance impact.

Micron (MU) shares are down 4%, dropping below $1,000 for the first time since mid-September as pressure spreads beyond crypto to AI-related stocks.

Likely continued downside or volatility if higher yields and a firm dollar persist.

The move is quantified and attributed to cross-asset sentiment pressure, but the article does not disclose a new MU-specific operational or financial development.

SanDisk (SNDK) declined 6% alongside MU as pressure spread beyond crypto to AI-related stocks.

Likely further weakness if the market continues de-risking AI-adjacent hardware on macro pressure.

The article provides a same-day decline and linkage to sector-wide pressure, but no new SNDK-specific catalyst.

Cipher Digital (CIFR) is down around 3% as bitcoin miners that expanded into AI infrastructure surrender earlier gains.

Likely downside bias if BTC remains below the cited level and risk appetite stays constrained by yields and the dollar.

The article gives a price move and narrative linkage, but no new CIFR operational or financing disclosure.

Bitdeer (BTDR) is down around 3% as AI-infrastructure miners continue to surrender earlier gains.

Likely continued weakness if crypto sentiment deteriorates further.

Only a relative price move is provided; the article does not add a BTDR-specific new fact.

HIVE Digital Technologies (HIVE) is down around 3% as AI-infrastructure miners give back earlier gains.

Likely further volatility to the downside if BTC weakness persists.

The article attributes the move to broader miner sentiment but provides no new HIVE-specific catalyst.

Bitmine (BMNR) bought another $32 million in ETH, bringing it closer to ending its year-long ETH buying spree.

Likely supportive tone for BMNR as the market tracks progress toward its stated ETH allocation goal.

The article discloses a fresh weekly purchase amount and progress toward a stated target, but does not quantify direct earnings impact.

Strategy (MSTR) acquired 250 bitcoin for $21.5 million and funded it via an ATM share sale, lifting total holdings to 848,250 BTC.

Likely upward bias or reduced downside as traders interpret continued BTC accumulation despite macro headwinds.

The article provides specific purchase size, timing window, and funding source, which are actionable for positioning, though it is not an earnings or guidance event.