Seeking Alpha
11 Jun 2026, 10:37 UTC · 2h ago
Galaxy Digital: AI Infrastructure Could Unlock Significant Upside
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Search tags
Seeking Alpha
11 Jun 2026, 10:37 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Search tags
What the story claims
3 claims · each scored for market impact
Galaxy Digital's Helios project includes a 15-year CoreWeave lease expected to generate $1B in annual revenue with 90% EBITDA margins. — High-margin, long-term recurring revenue from a major AI player significantly transforms the company's valuation profile.
+0.80Galaxy Digital possesses an additional 830 MW of capacity providing further growth upside for its data center operations. — Substantial unused capacity represents a significant call option for future revenue scaling in the HPC/AI sector.
+0.60Galaxy Digital is transitioning its business model from a crypto-focused firm to an AI/HPC data center operator. — Diversification into AI infrastructure reduces reliance on volatile crypto markets and attracts a broader set of institutional investors.
+0.40Which stocks this story touches
Continue reading
6 related stories
The company is assigned a BUY rating with a high price target due to its transition into AI/HPC data centers and strong expected revenue from CoreWeave.
Go deeper
You just saw which tickers this one story hits. A free account turns that into a standing screen: the movers delivered on schedule, before the chart catches up.
On this page · free
In the platform
Free account, 30 seconds. No credit card. Covers all 20 tickers this story moves.
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
Screener bridge
Catch the names this kind of story moves — before the chart does.
Get the full NIS Momentum results every Friday at 4PM ET — free via email or Telegram.
GlobeNewsWire
2h ago
