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

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.

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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.

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

Morgan Stanley has emerged as Wall Street’s chief architect of the financing structures underpinning the AI boom, devising new debt and equity...

TeraWulf will partner with Anthropic to build an artificial-intelligence infrastructure campus in Kentucky that could generate $19 billion in revenue.

Pre-Market Stock Futures: Futures are trading higher as we get ready to start a holiday-shortened trading week, with the Federal 4th of July holiday scheduled for Friday, before we celebrate the 250th anniversary of the country on Saturday. Futures are higher after reports that the U.S. and Iran have agreed to halt hostilities, which we ... Here Are Monday’s Best Wall Street Analyst Research Calls: Adobe, Applovin, Casey’s General Stores, CrowdStrike, Honeywell Aerospace, Salesforce, Synaptics,

Retail investors have purchased more than $70 billion in SpaceX pre-IPO, and we interview a journalist who had an inside look at TeraWulf’s Lake Mariner data center.

Bitcoin miners are emerging as an important part of the artificial intelligence buildout, according to a new research note from Bernstein analyst Gautam Chhugani. The firm initiated coverage of two mining companies, TeraWulf and Cipher Digital, with "Outperform" ratings, calling them "the power ...

Pre-Market Stock Futures: Futures are trading mixed after the AI/Datacenter/Storage/Technology rally took a day off on Wednesday. By the close, all of the major indices finished the day down in a big way. The same issues that have added pressure to stocks once again showed up at the party, as rising interest rates and oil ... Here Are Thursday’s Top Wall Street Analyst Research Calls: Broadcom, CMS Energy, Commercial Metals, FedEx Freight, Medtronic, Murphy Oil, Sherwin-Williams, TeraWulf, and M

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 shares climbed as Wall Street analysts raised price targets, backing the company’s shift from Bitcoin mining to AI infrastructure.

The analyst reads TeraWulf's 1 GW Muskie Data Campus deal as a power-certainty play, not just a land grab, and sees a potential lease signing as early as the first…

Bitcoin miner TeraWulf’s latest deal adds more than a gigawatt of potential data center capacity in a region eager for economic investment.

Pre-Market Stock Futures: Futures are trading higher on Thursday after another wild day on Wall Street, during which the major indices moved in different directions. Another round of disturbing inflation data hit the tape as the Producer Price Index for April came in at 1.4%, the largest move higher in four years, while Producer prices ... Here Are Thursday’s Top Wall Street Analyst Research Calls: Commercial Metals, Doximity, Draftkings, Hut 8, Illumina, Lowe’s, TeraWulf, Starbucks, Whirlpool,

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.

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.

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