$MARA

Marathon Digital Holdings (MARA) discussed its Q2 2026 shift from Bitcoin mining to power-centric AI infrastructure. Management said it aims to expand energized power capacity to 4.8 GW via Matagorda and the pending Long Ridge deal, projected to add about $144 million annualized EBITDA. MARA reported a $611 million net loss, including a $343 million unrealized fair value adjustment tied to a 28% lower Bitcoin average price.

Texas Governor Greg Abbott said data center firms Skybox, Digital Realty, and Mara will comply with new state standards set for electric grid protection, water reuse, neighborhood impacts, and avoiding taxpayer-funded incentives. Abbott directed PUCT and ERCOT to audit project disclosures before approvals. Amazon, Google, QTS also responded; Diode said it will not pursue a Henderson County site.

MARA Holdings shares fell about 7% to $9.94, Cipher Mining dropped about 6% to $17.14, and TeraWulf slid about 4% to $16.88 as Q2 2026 losses outweighed Bitcoin’s move near $65,000. MARA reported a net loss of about $611M on revenue down 27% to ~$174.9M, including ~$343M fair-value digital asset declines. The article cites analyst target cuts and AI/HPC pivots, plus warrant-driven non-cash charges at CIFR and WULF.

SoSoValue reported Bitcoin spot ETF net inflows of $128.69 million, led by BlackRock’s IBIT ($128.33 million). Morgan Stanley’s MSBT also saw inflows, while VanEck’s HODL had the largest outflow. The US Senate delayed the CLARITY Act until September. SecondFi shut down after a hack stole about 16.1 million ADA. MARA and CleanSpark reported lower revenues and large fair-value losses. Bridge joined the EU MiCA register as an authorized EMT issuer.

MARA Holdings reported Q2 2026 revenue of $174.9M, down 27% year over year, and a $611.3M net loss, with negative adjusted EBITDA of $360.9M, according to its Aug. 6 presentation. Bitcoin holdings fell 29% to 35,577 BTC at June 30. Shares closed Aug. 6 at $10.65, down 5.25% (Google Finance).

MARA Holdings reported Q2 2026 revenue of $174.9 million, down 27% year over year, with net loss of $611.3 million and adjusted EBITDA of -$360.9 million, citing a $343 million digital asset fair-value write-down. CleanSpark reported Q3 revenue of $138 million, down 30.5%, with net loss of $239.8 million and adjusted EBITDA of -$113 million. Both are expanding into AI/HPC, while market gains around AI announcements have eased.

Investing.com reports U.S. equity index futures were little changed after the S&P 500 and Nasdaq 100 fell 0.2% and 0.4%, while the Dow 30 dropped 0.9% amid higher oil prices and Middle East tensions. Treasury yields rose ahead of U.S. Non-Farm Payrolls. Stock moves included SK hynix down 5%, Western Digital down 13%, and Microsoft up 2.5%.

MARA Holdings and CleanSpark reported weaker results as Bitcoin mining economics and digital asset valuations declined. MARA Q2 revenue fell to $174.9M and net loss widened to $611.3M, including a $343M fair-value loss on digital assets. CleanSpark fiscal Q3 revenue dropped to $138.0M and net loss rose to $239.8M, including a $116.3M Bitcoin fair-value loss. Both are expanding into AI and HPC.

MARA Holdings reported a $611.3 million net loss in 2Q 2026, versus $808.2 million net income a year earlier, with diluted loss per share of $1.60, according to Cointelegraph. Bitcoin output rose 3% to 2,422 BTC, but the average Bitcoin price fell 28%. As of June 30, MARA held 35,577 BTC (~$2.1B) and is expanding into AI/HPC after acquisitions.

MARA Holdings (MARA) and CleanSpark (CLSK) reported large quarterly losses on Aug. 6 as lower Bitcoin prices drove non-cash fair-value markdowns. MARA posted a Q2 net loss of $611.3M, revenue down 27% to $174.9M. CleanSpark’s fiscal Q3 net loss was $239.8M, revenue down 30.5% to $138M. Combined losses totaled $851.1M.