Market news
Wall Street analysts are making bold moves as the third quarter closes, with major calls hitting PepsiCo, Roblox, Snowflake, and a Bitcoin infrastructure stock carrying a price target that will turn heads.
The AI infrastructure trade is moving higher as investors focus on long-term power access and contracted revenue, with Cipher Digital leading a group that includes TeraWulf and Applied Digital. The latest move comes as Cipher Digital’s Barber Lake agreement provides a longer revenue runway, while recent Wall Street coverage has also highlighted the potential for […]
TeraWulf (WULF) pivots from Bitcoin mining to HPC data center leasing, but heavy dilution and SBC hurt per-share value—see why it’s a sell at $12.
Rothschild & Co Redburn recently initiated coverage on TeraWulf, as the company reported US$31.9 million in second-quarter high-performance computing lease revenue, continued construction of 336 MW at Lake Mariner, and progressed a 20-year Anthropic lease for 401 MW at its Justified campus with Kentucky regulators approving electric service. This long-duration Anthropic agreement locks in a substantial portion of future capacity and further anchors TeraWulf’s shift toward contracted AI and...
UBS rates five AI data center operators Buy, citing lease growth and stronger tenants; TeraWulf, Hut 8 and Applied Digital lead upside.
The firm’s discounted cash-flow valuation applies a 23% cost of equity as TeraWulf moves from bitcoin mining toward contracted AI infrastructure.
Wolfspeed and IREN are surging while their closest peers barely budge, and the gap between those winning tickers and the flat data center fund points to something worth understanding before adding exposure.
Applied Digital and TeraWulf are bouncing hard on zero company news, and that round trip reveals a structural tension in how the market prices contracted AI capacity against pure sentiment flows.
Bitcoin miners turned AI hosts are surging together in a session with no news driving any of them, and that gap between the cohort and the broader data center basket reveals exactly what kind of trade is actually happening here.
AI hosting stocks are bleeding again while the broader market barely flinches, and the divergence raises a pointed question about whether summer optimism over multi-billion-dollar contracts has finally met its ceiling.
TeraWulf (WULF) has drawn fresh attention after recent coverage questioned whether its current market value lines up with projected cash flows, putting the stock’s valuation assumptions under a brighter spotlight for investors. Recent trading tells a mixed story for TeraWulf. The share price is down 7.6% over the last day and roughly 45% over three months. Yet the year-to-date share price return is 21.4%, and the 3-year total shareholder return is around 9x. This points to strong longer-term...
TeraWulf has been on a huge run over the past few years, yet the recent pullback in the share price has put fresh focus on a basic question for investors: what level of cash flows can really support where the stock trades today? Over the past three years, TeraWulf has delivered a very large share price gain, which puts a lot of weight on whether the underlying cash generation can keep justifying that kind of move. Recent analyst coverage and new price targets signal higher expectations for...
Bitcoin miners are snapping back hard after Thursday's selloff, but one name in the group is sitting the rally out, and that split tells you something important about what is actually driving the bid.
TeraWulf, Applied Digital, and IREN are all sliding Thursday with no company news, no analyst downgrades, and no macro shock to explain the move. Whether this is a routine trim of a massive year-to-date run or something more telling about where the group heads next is worth a closer look.
Wall Street returns from summer vacation to a market suddenly bracing for a rate hike, with fresh analyst calls on Intel, Lockheed Martin, Amgen, and SpaceX adding more pressure points to an already tense week.
Bitcoin miners turned data center operators are surging today, but the rally reveals a strange disconnect: these stocks still chase the coin even as billion-dollar AI lease deals rewrite what these companies actually are.
TeraWulf reported on September 1 that director Walter Carter sold 130,626 shares at an average price of $15.141 on August 31, a transaction worth approximately $1.98 million. He retained 229,090 directly held shares after the sale. The timing stands out because TeraWulf Inc. (NASDAQ:WULF) had recently announced a 20-year data-center lease tied to Anthropic with […]
Rising Treasury yields are carving through Bitcoin mining and AI infrastructure stocks Tuesday, but the real story is what a single basis point shift in long-term rates actually costs a company running a $25 billion capex pipeline.
Bitcoin miners IREN, TeraWulf, CleanSpark, MARA & Riot pivot to AI data centers.
TeraWulf stock has produced very large gains over the past few years, yet current valuation checks suggest the shares trade at a premium to what its intrinsic value estimate implies. With both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiple checks pointing to an overvalued reading, investors are weighing strong historical returns against a low value score. TeraWulf has returned about 7x over the past 3 years, which sets a high bar for any further value creation...
IREN's co-CEO just made a bold claim about how the company funds its massive fiscal 2027 buildout without a big equity raise, and the market is reacting while peers like TeraWulf head in the opposite direction.
TeraWulf (WULF) stock is in focus after the Kentucky Public Service Commission approved a Retail Electric Service Agreement supporting up to 482 megawatts for the company’s Justified Data Campus in Hancock County. Against this backdrop, TeraWulf’s share price has been volatile, with the stock down 6.91% over the last session and 42.05% over 90 days, yet still showing a 20.49% year to date share price gain and a 1 year total shareholder return of 62.43%. This suggests longer term momentum has...
Prager maintains a $665.7 million equity stake through direct and indirect holdings.
TeraWulf received a bullish William Blair rating and $31 target as its AI power strategy gains traction.
TeraWulf pivots from Bitcoin mining to AI/HPC leases with Google & FluidStack. Click here to read this latest analysis of WULF stock.
A nearly $640 million writedown just sent IREN tumbling despite its AI Cloud business more than doubling, and the question now is whether today's selloff reflects a company in crisis or one eating a painful but necessary transition cost.
NVIDIA's blockbuster earnings sent shockwaves through tech on Thursday, but Wall Street analysts were busy reshaping the landscape elsewhere, issuing a flurry of upgrades, downgrades, and fresh initiations across energy, crypto infrastructure, banking, and biotech.
Detailed price information for Terawulf Inc (WULF-Q) from The Globe and Mail including charting and trades.
QQQ, NVIDIA, CoreWeave, Nebius, TeraWulf, Cipher and IREN have been highlighted in this Investment Ideas article.
NVIDIA's blowout earnings sent shockwaves through a corner of the market that had nothing to do with chips, lifting two power-hungry capacity operators on a read-across trade that reveals exactly how leveraged the AI buildout has become.
Bitcoin briefly cracked $80,000 for the first time in months, sending crypto mining stocks surging well past the broader digital infrastructure pack, but not every miner is rallying for the same reason.
Detailed price information for Terawulf Inc (WULF-Q) from The Globe and Mail including charting and trades.
TeraWulf recently received approval from the Kentucky Public Service Commission for a Retail Electric Service Agreement supporting up to 482 megawatts at its Justified Data Campus in Hancock County, reusing the former Century Aluminum Hawesville site and assigning project-specific power and infrastructure costs directly to the company. The authorization underpins an estimated US$4.00 billion to US$4.50 billion of site and initial data hall investment, highlighting how large-scale AI and...
TeraWulf’s campus was being built on the former Century Aluminum Hawesville site, which still has about 482 MW of transmission capacity since the smelter closed.
The bank sees firm power access supporting longer AI leases and higher project returns, with Cipher, TeraWulf, Riot and Hut 8 among its preferred operators.
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