$CIFR

Morgan Stanley increased its crypto exposure in Q2, according to its Aug. 14 SEC 13F. It raised Circle (CRCL) shares to about 8.32M from 1.46M. Bitcoin spot ETF holdings via IBIT rose to ~16.5M shares (+23%), though value fell to ~$549M. Ethereum Trust (ETHA) shares rose ~202% to 4.6M. It also added Solana products and adjusted positions in crypto stocks, including reducing Coinbase and closing Bitfarms.

Cipher Digital endorsed Texas Gov. Greg Abbott’s Aug. 3 mandate requiring audits of grid-connected data center projects. The company said it will accept interconnection costs, follow load curtailment rules under Texas Senate Bill 6, and use treated brackish/non-potable water for cooling. After the Aug. 10 endorsement, its shares rose about 7.37% to $17.84.

Morgan Stanley increased its reported stake in BlackRock’s spot Bitcoin ETF (iShares Bitcoin Trust, IBIT) by about 23% to roughly 16.5 million shares in Q2, though the position value fell about 18% to about $549 million as Bitcoin declined. It also added Ether and Solana ETF exposure, launched MSBT (0.14% fee), and increased Circle holdings. SEC Form 13F is quarter-end only.

Cipher Digital (CIFR) shares rose 6.6% on Aug. 14. The article links the move to an Aug. 4 business update, citing accelerated Black Pearl data center delivery, an option on a 900 MW site near San Antonio, and completed project-level financing for its third data center. It also notes insider sales and mixed institutional flows, plus recent analyst buy ratings and a $30 median price target.

Morgan Stanley reported in its Q2 13F that its BlackRock iShares Bitcoin Trust ETF (IBIT) holdings rose 23% to about 16.5 million shares from 13.4 million. It also increased its Morgan Stanley Bitcoin Trust (MSBT) and added to several Bitcoin and Ether ETF positions. Some crypto-linked holdings, including Coinbase, declined.

Cipher Digital Inc. (CIFR) shares rose about 3.7% after it announced an AI partnership and a platform upgrade. Analysts cited AI/HPC data center demand and hyperscaler leases, with targets around $32 from Chardan and Keefe Bruyette. Morgan Stanley and JPMorgan kept Overweight ratings despite trimming targets. Q2 2026 revenue was about $24.8M, with large net and free-cash-flow losses.

CoreWeave shares rose about 17% after the company raised its revenue outlook and reported a $104 billion contracted backlog. According to CoreWeave, Q2 revenue more than doubled to $2.58 billion, with a $626 million net loss. It forecast Q3 sales of $3.45 billion to $3.6 billion and 2026 revenue guidance of $12.4 billion to $13.2 billion.

Riot Platforms (RIOT) rose pre-market after signing a 20-year, 191 MW AI data center deal with Anthropic at its Rockdale, Texas site, with extension options that could raise total value to $16.1 billion. Riot’s prior AMD agreement brings contracted capacity to 241 MW and long-term revenue to about $9.8 billion. Analysts raised price targets, and peers also gained.

Cipher Digital (NASDAQ: CIFR) shares fell about 4.8% after Q2 results missed expectations and a security breach raised investor concerns. Q2 revenue was $24.8M versus $31.9M consensus, and the company reported a $0.65 loss per share versus a $0.24 expected loss. The article also cites CEO Tyler Page selling 225,000 shares.

Cipher Digital (NASDAQ:CIFR) said it will comply with Texas Governor Greg Abbott’s directive for a comprehensive audit of data center projects seeking to connect to the state power grid. The company will provide transparency on power use, water use, and community impact, citing prior responses to Texas PUC water surveys and support for third-party audits.