Earnings, Targets & GPU Pricing: Top HUT, GLXY, WULF, MU, AWS & Google News!

We track why markets struggle even as AI fundamentals keep getting stronger, from Bitcoin’s move to a surge in Treasury yields that changes the financing math for data center builders. We also connect the dots between power shortages, rising GPU pricing, and blowout Micron results that validate just how fast the AI infrastructure cycle is scaling. 

• Bitcoin strength and what it signals for proxies 
• 10-year Treasury yield spike and how it hits consumer spending 
• Higher yields raising the cost of debt for AI infrastructure companies 
• Why contracted backlog and blue-chip counterparties matter most 
• FTC probe, AI safety pledges, and the speed of model releases 
• The scale of AI capex compared with prior infrastructure revolutions 
• Corvex as an emerging compute and security-focused data center story 
• Power demand shortfalls and the long-lease path toward REIT-like trading 
• GPU price inflation and why CSP and co-location economics improve 
• Micron earnings, HBM expansion, and what it implies for NVIDIA demand 
• Street price targets for MU, CoreWeave, and NVIDIA 

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