Mining/AI-data-center peers IREN and APLD each gained just 2%, indicating that the rally is a single-name event tied to Riot Platforms' specific Anthropic deal. Shares of Riot Platforms (NASDAQ:RIOT | RIOT Price Prediction) are up 17% to $22.64 Tuesday morning after the company disclosed a landmark AI data center lease alongside its latest quarterly report. The move follows an after-hours surge of more than 25% on Monday, when Riot Platforms stock had closed the regular session down 5.46%. Morgan Stanley is providing $573 million of interim financing while Riot Platforms finalizes a permanent credit backstop for the buildout. Options positioning tilts constructive, with Riot Platforms’ full-chain put/call ratio at 0.63 and Reddit sentiment on the r/wallstreetbets deal thread scoring 78, bullish.