Breaking
MOTOR1 This New Supercar Packs A Powerful Ford Engine Neutral FREIGHTWAVES $4 million cargo theft recovery shows what enforcement can do Pessimistic CBS MONEY WATCH EEOC sues New York Times, alleging bias against White male worker Bearish MARKET WATCH Super Micro’s stock surges as Wall Street cheers a margin recovery Strong Bullish CBS NEWS Accused correspondents' dinner shooter charged with assaulting a federal officer Pessimistic CNBC BUSINESS FDA withdrew studies finding Covid, shingles vaccines were safe  Neutral THE DAILY CALLER Marco Rubio Denies Upcoming Visit To Vatican Is To Smooth Over Trump’s Tensions With Pope Pessimistic BUSINESS INSIDER 3 AI execs on why tiny teams work, and where they could fall apart Neutral NEW YORK POST BUSINESS Citadel’s Ken Griffin says Mamdani’s attacks while pushing second-home tax are ‘creepy we… Neutral CNBC TOP STORIES Super Micro stock jumps 19% on guidance beat as revenue more than doubles Bullish THE DAILY CALLER MPD Quietly Terminates Officials Over Crime Stat Manipulation: REPORT Pessimistic CNBC TOP STORIES Which Bilt credit card should you apply for? Here's how the Blue, Obsidian and Palladium … Bearish CNBC BUSINESS EV maker Lucid plans to adjust production, citing elevated vehicle inventories Bullish BBC US Mission is to preach peace, says Pope in response to Trump attacks Bullish BUSINESS INSIDER GameStop CEO Ryan Cohen is all smiles in first televised interview since bizarre CNBC app… Neutral CNBC TOP STORIES AMD tops estimates for first quarter as data center revenue jumps 57% Strong Bullish CNBC ECONOMY Aluminum prices are surging. Here's how companies are handling the costs Strong Bullish THE WASHINGTON POST U.S. agency sues New York Times, accusing it of bias against White male employee Optimistic NPR ECONOMY How much is the war hitting American's bottom line? Bearish BBC US US to safety test new AI models from Google, Microsoft, xAI Pessimistic MOTOR1 This New Supercar Packs A Powerful Ford Engine Neutral FREIGHTWAVES $4 million cargo theft recovery shows what enforcement can do Pessimistic CBS MONEY WATCH EEOC sues New York Times, alleging bias against White male worker Bearish MARKET WATCH Super Micro’s stock surges as Wall Street cheers a margin recovery Strong Bullish CBS NEWS Accused correspondents' dinner shooter charged with assaulting a federal officer Pessimistic CNBC BUSINESS FDA withdrew studies finding Covid, shingles vaccines were safe  Neutral THE DAILY CALLER Marco Rubio Denies Upcoming Visit To Vatican Is To Smooth Over Trump’s Tensions With Pope Pessimistic BUSINESS INSIDER 3 AI execs on why tiny teams work, and where they could fall apart Neutral NEW YORK POST BUSINESS Citadel’s Ken Griffin says Mamdani’s attacks while pushing second-home tax are ‘creepy we… Neutral CNBC TOP STORIES Super Micro stock jumps 19% on guidance beat as revenue more than doubles Bullish THE DAILY CALLER MPD Quietly Terminates Officials Over Crime Stat Manipulation: REPORT Pessimistic CNBC TOP STORIES Which Bilt credit card should you apply for? Here's how the Blue, Obsidian and Palladium … Bearish CNBC BUSINESS EV maker Lucid plans to adjust production, citing elevated vehicle inventories Bullish BBC US Mission is to preach peace, says Pope in response to Trump attacks Bullish BUSINESS INSIDER GameStop CEO Ryan Cohen is all smiles in first televised interview since bizarre CNBC app… Neutral CNBC TOP STORIES AMD tops estimates for first quarter as data center revenue jumps 57% Strong Bullish CNBC ECONOMY Aluminum prices are surging. Here's how companies are handling the costs Strong Bullish THE WASHINGTON POST U.S. agency sues New York Times, accusing it of bias against White male employee Optimistic NPR ECONOMY How much is the war hitting American's bottom line? Bearish BBC US US to safety test new AI models from Google, Microsoft, xAI Pessimistic
Tuesday, May 5, 2026
Pulse
01 Super Micro Rallies 19% on Guidance Beat as AI Server Demand Accelerates NEUTRAL 02 Amazon Within 2% of $3 Trillion Market Cap, Poised to Join Exclusive Cl… STRONG BULLISH 03 Micron Crosses $700 Billion Valuation as Memory Chip Demand Surges STRONG BULLISH 04 Intel Soars 14% on Report of Apple Chip Talks, Hits New All-Time High STRONG BULLISH
All Stories →
Neutral
Article Cointelegraph

The real ‘supercycle’ isn’t crypto, it’s AI infrastructure: Analyst

Cointelegraph February 12, 2026 · 5:12 pm Read Original
Neutral 0.0
−100 Bearish 0 +100 Bullish
The real ‘supercycle’ isn’t crypto, it’s AI infrastructure: Analyst

AI data center spending is eclipsing crypto’s hoped-for supercycle as Bitcoin miners shift capital toward high-performance computing infrastructure.

Breaking Metrics

Get the insider info on industry, infrastructure, and energy

Market intelligence for everything that makes money and the world move. Free in your inbox.

Actions
Read Read Source
Infographic
Account Login for Pulse AI
Snap Export
Pulse AI
Pulse analysis not available yet. Click "Get Pulse" above.

Generated by Pulse AI, Glideslope's proprietary engine for interpreting market sentiment and economic signals. For informational purposes only — not financial advice.

Article Info
Source Cointelegraph
Published Feb 12, 2026 · 5:12 pm
Article ID d53624h
Original URL Open source
Sentiment Signal
Neutral 0.0
−100Neutral+100
● MACRO ANALYST

Fraywire+

Unlock the AI Macro Analyst to drill down into the data, explore hidden risks, and query the entire market briefing in real-time.

LOG IN / SUBSCRIBE

My Notes

Loading drafts...