Quiet tape: no new IR releases or 8-Ks from Friday close through Monday morning

Monday editions cover Friday’s close through Monday morning. Investor-relations and press-release pages were opened for CoreWeave, Nebius, HIVE, IREN, Hut 8, Core Scientific, Applied Digital, Bit Digital, TeraWulf, Cipher Digital, Riot, MARA, CleanSpark, Keel Infrastructure, formerly Bitfarms, Lambda, and Bitdeer. None posted a new release dated after Friday’s close. EDGAR, the SEC’s public filing system, showed no new 8-K, 6-K, 10-Q, 10-K, or S-3 (shelf registration) for those issuers from August 28 after the close through August 31 morning. The only in-window company filings were routine Form 4 insider reports: CoreWeave’s general counsel sold 2,100 Class A shares under a Rule 10b5-1 trading plan (a pre-arranged sale schedule), filed Friday evening, and a TeraWulf entity managed by CEO Paul Prager sold 137,500 shares the same way. Those are ownership notices, not campus, power, or customer news. Blue Owl on Friday published a partner release on IREN’s already-disclosed $2.4 billion Mackenzie, British Columbia, graphics-processor package ($1.2 billion senior secured term loan plus $1.2 billion senior secured notes). That is confirmation of Thursday’s fiscal-2026 disclosure, not a second deal. A Bloomberg item on Friday saying Lambda raised about $1 billion of short-dated JPMorgan debt to buy Nvidia chips for Microsoft remains unverified: it is not on Lambda’s blog and Microsoft has not confirmed it. It is separate from Lambda’s company-announced $926 million Term Loan B closed August 27.

Why it matters

After last week’s convert, bank-facility, and utility-order tape, the first weekday of this week did not add a new gigawatt lease, interconnection approval, or primary financing. Readers should treat the calendar, not the rumor mill, as the next binding items: ERCOT’s stated August 31 Batch Zero classification target and Dominion’s Rider T1 large-load transmission surcharge in Virginia, which takes effect tomorrow.

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