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

Riot's Anthropic lease lifted miner stocks, but the sell-down funding it hints at a new source of Bitcoin sell pressure.

NVIDIA just corralled Wall Street's biggest names behind a half-trillion-dollar AI financing push, and four battered neocloud stocks are suddenly surging. Here is what the deal means for companies sitting on tens of billions in contracted revenue but still nursing brutal month-long losses.

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.

A surprise lease announcement sent Riot Platforms surging after hours, leaving traders scrambling to decide whether a single contract just rewrote the entire valuation story for former Bitcoin miners racing into AI infrastructure.

A 20-year lease with Anthropic and a massive asset sale have put one Bitcoin miner at the front of a pack racing to reinvent itself as AI infrastructure, but the real question is whether the stock's already-substantial gain leaves room for what comes next.

The chief executive officer of the data center company preparing to construct and operate a facility in EastPark Industrial Park revealed earlier this week potential plans of expansion. TeraWulf CEO Paul Prager said during the publicly traded company’s second-quarter earnings call the Muskie Data Campus could possibly go from a 1-gigawatt facility plan to 2 gigawatts. “Given its near-term ...

Bitcoin is holding near $65,000, yet some of the largest mining stocks are posting their worst week in months. The reason has nothing to do with the coin and everything to do with what these companies reported after the bell.

Bitcoin’s climb to $65,000 failed to lift Bitcoin mining stocks, even as MSTR, CRCL, and other crypto-linked equities moved higher.

MARA and CleanSpark posted steep losses on August 6, betting on AI data center infrastructure to offset weak Bitcoin mining.

TeraWulf Inc. has now reported its second-quarter 2026 results, with revenue of US$44.77 million and a net loss of US$939.92 million, while simultaneously advancing its shift toward high-performance computing through expanded capacity and new data center assets. A centerpiece of this update is a 20-year, roughly US$19 billion lease agreement with Anthropic, which materially reshapes TeraWulf’s business mix toward long-duration AI infrastructure contracts backed by significant...

Rosenblatt sees about 66% upside as contracted AI/HPC capacity replaces mining revenue, though it reduced forecasts for slower delivery schedules and higher project costs.

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

The analyst sees 83% upside after Lake Mariner schedule changes reduced its 2026 outlook, while amended Fluidstack leases increased expected revenue over their 10-year terms.

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

While unpacking the company's Q2 earnings on Blockspace Live, TeraWulf CFO Patrick Fleury said TeraWulf is "very flush" with cash after an April equity raise plus proceeds from the sale…

On the latest Blockspace Live, TeraWulf CFO Patrick Fleury laid out the company's financing philosophy as it tackles AI data center builds across four sites, ad he broke down the…

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?

Applied Digital Corp (NASDAQ:APLD)’s transformation from a crypto-mining/data-center hosting company to an AI infrastructure provider is beginning to reflect in its earnings. The company is enjoying robust growth fueled by rapid conversion of its data center footprint into artificial intelligence and high-performance computing infrastructure. Likewise, hyperscaler leases and tenant buildout are increasingly driving near-term revenue […]

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.

(Bloomberg) -- Power utilities across the US are already strained from AI data centers. But they’re increasingly facing an even bigger threat: that developers will be forced to walk away from projects, leaving households on the hook for massive infrastructure bills.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business

Given historical rebound patterns and attractive valuations, analyst Nick Giles said the recent selloff in HPC-linked mining stocks was overdone.

The bank maintained its Buy rating after TeraWulf secured a 20-year Anthropic lease covering 401 MW of critical IT load in Kentucky.

One Bitcoin miner has found a powerful new use for its energy assets, but the stock may already reflect much of the opportunity.

Compute is getting more valuable, and Iren's cautious approach toward dealmaking may reward it in the long run.