Bitcoin Mining and AI Infra Stocks Rocket as Shorts Get Burned

Bitcoin mining and artificial intelligence (AI) infrastructure stocks posted double-digit gains across the board on Thursday, July 30, 2026, as a broad group of companies tied to both cryptocurrency hashpower and AI computing moved sharply higher in midday trading.

The gains extended well beyond the top names. Whitefiber added 27.35%. SharonAI Holdings gained 26.86%. Bloom Energy rose 26.04%, and Sandisk Corporation added $244.33 per share, a 24.05% jump that pushed the stock above $1,260.

Cleanspark rose 20.23%. Terawulf added 19.44%. Applied Digital gained 19.07%. Solaris Energy Infrastructure climbed 18.94%, and MARA Holdings and Cerebras Systems each gained 18.60%.

Bitcoin itself traded over $64,000 and near $65,000 during Thursday’s trading session, providing a modest lift to mining stocks that retain price sensitivity to the underlying asset even as their revenue increasingly comes from AI computing contracts.

Keel Infrastructure, the former Bitfarms, has shifted its focus toward digital and energy infrastructure for AI workloads, including a recently approved data center project in Quebec. Nebius has raised its power capacity guidance multiple times and secured investment from Nvidia.

Sandisk and Micron supply the memory layer that AI clusters depend on, an area where demand has outpaced supply. Bloom Energy makes fuel cells increasingly used for data center power. Cerebras builds AI accelerator chips. EMCOR and Babcock & Wilcox benefit from the physical construction tied to the buildout.

The same leverage that drove sharp gains for AI infrastructure investors earlier this year also produced steep losses in July, before Thursday’s rebound. Questions about capital costs, power availability, and long-term AI demand remain unresolved for many of these companies.