Cipher Mining and TeraWulf are buys, MARA a sell, as Morgan Stanley begins bitcoin miner coverage

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Why This Matters

Morgan Stanley initiates coverage on bitcoin miners, recommending Cipher Mining and TeraWulf as buys, while advising against Marathon Digital (MARA) as a sell.

Market Impact

Market impact analysis based on bullish sentiment with 90% confidence.

Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term

Article Context

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The analyst framed some bitcoin mining sites as infrastructure assets, lifting CIFR and WULF shares while MARA lags.

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Original article published by CoinDesk on February 9, 2026.
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