CNBCJul 27, 2026, 6:54 PM

Crypto stocks rally thanks to rotation from AI infrastructure; bitcoin miners lag

Crypto stocks surged Monday as investors rotated away from AI infrastructure, with Bitmine Immersion jumping 11% after adding 10,000 ether coins worth $19.4 million, while bitcoin miners fell as concerns about funding pipelines and capital dilution weighed on the sector.

11%10,000$19.4M6%7%4%-6%2%1,0008%6%4%5%3%4%9%$65,000$1,900
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