Quiet tape Tuesday: no new covered IR after Monday’s Texas and campus stamps
From Monday’s edition window through Tuesday morning Pacific, covered neo-cloud and miner-to-data-center investor-relations pages posted no new material campus, power, financing, or customer releases beyond the September 14 items already in this edition: Electric Reliability Council of Texas Market Notice M-B091426-01 (State and Community Impact request for information), Bitdeer’s 65.1-megawatt Johor A202 data-center services deal, Cipher Digital’s Colorado City water commitment with Fluidstack and Anthropic, HIVE’s BUZZ High Performance Computing independent-director appointment, and Lambda’s White House Ratepayer Protection Pledge. EDGAR showed only routine Form 4 and Form 144 ownership notices. Monday’s weekday automation had failed, so this Tuesday edition carries the September 14 event stamps and this Tuesday quiet check.
Why it matters
Confirms the September 15 trading-morning tape for covered names was process-and-follow-through, not a second wave of IR dumps after Monday’s Community Impact RFI and campus notices.
Companies
- CoreWeave
- Nebius
- HIVE
- IREN
- Hut 8
- Core Scientific
- Applied Digital
- Bit Digital
- TeraWulf
- Cipher Digital
- Riot Platforms
- MARA Holdings
- CleanSpark
- Keel Infrastructure
- Bitdeer
- Lambda
Risks
- An afternoon IR dump or ERCOT Market Notice after this edition would not be included.
- Story dates on the September 14 items are event dates, not the edition date.