最新报道:MARA Holdings (MARA) is shifting from Bitcoin mining to acquire a 64% stake in Exaion, the HPC subsidiary of French energy giant EDF, according to H.C. Wainwright. Analyst Kevin Dede noted this unexpected move diverges from MARA's mining-centric strategy, driven by AI demand and higher compute margins ahead of Bitcoin halvings. The deal positions MARA in sovereign cloud AI services, leveraging Exaion's expertise. H.C. Wainwright maintains a buy rating with a $28 target, though risks like BTC volatility and operational challenges persist. MARA follows Core Scientific's pivot to AI, reflecting a broader industry trend.