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Sunday, 19 October 2025

Shares of bitcoin mining companies pivoting to AI and HPC infrastructure have soared in 2025, with a fund tracking mining firms up 150% year-to-date (Sidhartha Shukla/Bloomberg)

Sidhartha Shukla / Bloomberg:
Shares of bitcoin mining companies pivoting to AI and HPC infrastructure have soared in 2025, with a fund tracking mining firms up 150% year-to-date  —  Shares of the large-scale computing outfits that make Bitcoin work are once again outperforming the original cryptocurrency …



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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

Ryan Vlastelica / Bloomberg : Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025...