Tag
Matthew Sigel
8 articles
Matthew Sigel Reports Strong Vertiv Earnings and Pipeline Momentum
VanEck's Matthew Sigel highlighted data center cooling company Vertiv's robust Q3 earnings, order growth, and optimistic Q4 guidance on X today.
Matthew Sigel Details Galaxy Digital's Q3 Earnings, Bitcoin Gains
Matthew Sigel, Head of Digital Assets Research at VanEck, posted an analysis of Galaxy Digital's Q3 earnings on X.
Matthew Sigel Estimates $72B Capex Capacity for Microsoft
VanEck's head of digital assets research provided a detailed financial analysis on X, estimating Microsoft's capex capacity from voluntary retirement savings.
Matthew Sigel Reports Supermicro Exceeds F1Q27 Guidance on AI Demand
Matthew Sigel, head of digital assets research at VanEck, highlighted Supermicro's strong preliminary Q1 2027 results on X.
Matthew Sigel Reports Blackwell Ultra GPU Rental Prices at New All-Time High
VanEck's head of digital assets research highlighted a sustained surge in GPU rental costs on X today.
Matthew Sigel Questions CIFR's Financing Timing During Stock Swings
Matthew Sigel, VanEck's head of digital assets research, highlighted recent stock movements for $FRMI and $CIFR, questioning the timing of CIFR's convertible bond offering.
Matthew Sigel Projects BTDR to Reach $7 Billion in AI Cloud Revenue by FY28
VanEck's Head of Digital Assets Research detailed the path for BTDR to achieve significant AI Cloud revenue, citing secured power and customer contracts.
Matthew Sigel Says SEC Formalizing Crypto Custody Rules
VanEck's head of digital assets research stated on X that the SEC is transitioning from informal guidance to formal rulemaking for crypto custody for investment advisers and funds.