AI and HPC hype fuels pre-market rally in bitcoin (BTC) mining stocks

Bitcoin supported its rally above $ 123,000, that broke it on Fridayweekend 39 to 10% for the best weekly performance of the year, According to CoinDesk market data.
Crypto stocks with exposure to artificial intelligence (AI) and high-performance computing (HPC) do better than their peers who lack the same exposure.
Cipher Mining (CIFR) is up to 5% to $ 15.40, set to break a new all-time highs. Bitdigital (BTBT) gained 3% to $ 3.61, and the Iren (Iren) reached 5% to $ 53, also at record levels. Cleanspark (CLSK) is over 3% to $ 16.46, the re -review of the highs last seen in November 2024.
BTC treasury companies, which by their nature lack the same part of the AI/HPC, are incredible in comparison.
Metaplanet (3350) drops 5% on Monday to 591 yen, while the strategy (MSTR) is up to 2% pre-market only at $ 359.
So far this year, crypto -related stocks are different: Iris Energy (Iren) has moved by 382%, Cipher Mining (CIFR) 205%, Metaplanet 74%, Microstrategy (MSTR) 17%, and Bit Digital (BTBT) 12%.
The extensive gap of the acquisitions features how investors favor some companies exposed to Bitcoin in others, emphasizing a growing variation within the sector.