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HPC leasing surged 52% quarter-over-quarter, now driving 71% of revenue.

WULF is scaling HPC leasing with 102 MW operating, a $19 billion Anthropic deal and $1.45 billion liquidity as construction costs pressure near-term profits.

Wall Street brokerage Bernstein has reaffirmed a “Buy” rating on TeraWulf (NASDAQ: $WULF) stock, along ...

Moby summary of TeraWulf Inc.'s Q2 2026 earnings call

TeraWulf (NASDAQ:WULF) said its second-quarter results reflected growing high-performance computing, or HPC, lease revenue as additional capacity came online at its Lake Mariner campus, alongside a broader expansion strategy that includes a major Anthropic lease in Kentucky, the acquisition of the M

TeraWulf Inc (WULF) reports strong operational progress with new gigawatt-scale projects and robust liquidity despite a non-cash loss from warrant valuation.

At the top of today’s show, we cover Galaxy Digital and TeraWulf’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, TeraWulf CFO Patrick Fleury…

HPC leases generated 71% of quarterly revenue as TeraWulf expanded its contracted capacity and arranged a roughly $530 million sale of its Abernathy joint venture interest.

CEO Paul Prager said the company is transitioning from "platform formation" to "scaled execution" as it expands its AI infrastructure business.

TeraWulf (WULF) delivered earnings and revenue surprises of -85.00% and +0.31%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

WULF readies for its Aug. 5 Q2 report with revenues and EPS expected to decline, though growing HPC lease revenues could have helped offset pressure from weaker Bitcoin mining.

Leopold Aschenbrenner’s Situational Awareness dominated headlines today when reporting surfaced that the wunderkind’s AI hedge fund sold all of its public positions to Citadel.

MidCap Financial (MFIC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

TeraWulf (WULF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Core Scientific (NASDAQ:CORZ) said it has entered a commercial partnership with AMD covering up to 2.5 gigawatts of data center capacity, beginning with approximately 530 megawatts across five campuses under 15-year agreements. Chief Executive Officer Adam Sullivan said the initial agreements repre

During this quarter, we continued scaling our HPC platform at Lake Mariner with 60 megawatts of critical IT capacity energized and generating revenue as of March 31. Importantly, this is the first period, where HPC leasing is meaningfully reflected in our financials, contributing $21 million of lease revenue during the quarter. At the same time, we are transitioning portions of our legacy mining footprint to support higher-value HPC workloads.

TeraWulf (NASDAQ:WULF) said its first-quarter 2026 results reflected a business shifting from Bitcoin mining toward contracted high-performance computing, or HPC, leasing revenue, as management highlighted progress at its Lake Mariner campus and continued demand for power-backed AI infrastructure.

TeraWulf (WULF) delivered earnings and revenue surprises of -169.44% and +0.07%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Core Scientific, Inc. (CORZ) delivered earnings and revenue surprises of -566.67% and -4.12%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

WULF gears up for Q1 results as HPC capacity ramps and $12.8B contracts boost visibility, but rising costs and margin pressure may temper performance.

IREN heads into Q3 with strong AI cloud growth and Microsoft-driven momentum, but falling bitcoin revenues and rising costs may pressure results.

Q1 2026 crypto earnings test whether AI hosting revenue can offset post-halving mining margin pressure for top miners.

TeraWulf (WULF) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

TeraWulf Inc. (NASDAQ:WULF) is one of the best bitcoin stocks to buy now. Oppenheimer lifted the price target on TeraWulf Inc. (NASDAQ:WULF) to $25 from $20 on April 20, reaffirming an Outperform rating on the shares. The rating update came after the company’s preliminary fiscal Q1 results, with the firm noting that revenue expectations of $30M-$35M […]