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Shares of TeraWulf (NASDAQ:WULF) are down 8% to $20.41 in Tuesday’s midday session, reversing yesterday’s rally on the Anthropic mega-deal. The drop lands in a broad AI-infrastructure pullback, with the NASDAQ 100 down 1.5% intraday. The move gives back most of the July 6 pop but leaves TeraWulf stock still up 78% year to date ... TeraWulf Drops 8% Even as Analysts Raise Price Targets on $19B Anthropic Deal, IREN Falls 7%, Applied Digital Slides 6%

KBW analyst Stephen Glagola says the 401 MW Anthropic lease at Hawesville produces roughly $19 billion in contracted revenue, with duration driving economics above expectations, but financing hinges on an…

The deal follows TeraWulf's acquisition of Century's former Kentucky smelter, which is being redeveloped into a large-scale AI data-center campus.

TeraWulf Inc. (NASDAQ:WULF) is one of the top 10 AI stocks that will skyrocket. On June 29, Citi initiated its coverage of the stock with a target price of $36, which yields more than 45% upside potential at the present level. The firm assigned a Buy rating, based on the company’s expansion into HPC solutions […]

TeraWulf’s updated analyst work now points to a fair value estimate of US$36.32 per share, up from US$26.17, representing a sizeable reset in the modeled price target. Much of this shift is being linked to Street research that focuses on TeraWulf’s move toward high performance compute and large scale power development, as well as the role of its multi gigawatt pipeline in shaping growth expectations and risk views. As you read on, you will see how to follow this evolving narrative and what to...

Analysts at Wall Street brokerage Bernstein have maintained their price target on TeraWulf’s (NASDAQ: $WULF) ...

TeraWulf surges after massive 20-year AI lease sparks investor frenzy

TeraWulf (WULF) drew fresh attention after announcing a 20 year, US$19b lease with Anthropic for its Kentucky data center campus, marking a shift that positions the company as an AI infrastructure landlord. See our latest analysis for TeraWulf. The Anthropic agreement arrives after a volatile stretch for TeraWulf, with the stock down 13.17% on a 7 day share price return but still showing a 74.33% year to date share price return and a very large 3 year total shareholder return. This suggests...

TeraWulf has signed a 20-year lease agreement with Anthropic valued at $19 billion.

TeraWulf shares jumped on July 6 after the company landed a major artificial intelligence infrastructure customer. TeraWulf (WULF) announced a 20-year lease with Anthropic at its Justified Data campus in Hawesville, Kentucky. The agreement is expected to generate about $19 billion in contracted ...

The leading AI model builders are relentless in their pursuit of power and compute.

In early July 2026, TeraWulf announced that its subsidiary Raylan Data LLC entered a 20-year Justified Data Campus lease with Anthropic, committing approximately 401 MW of critical IT load at its Hawesville, Kentucky data center campus and targeting about US$19.00 billions in contracted revenue over the initial term. The agreement signals a shift in TeraWulf’s business mix, as it leans into long-duration, high-performance computing infrastructure for artificial intelligence alongside selling...

TeraWulf has signed a $19 billion, 20-year deal with Anthropic, and it is also selling stake in its Abernathy, Texas JV with Fluidstack for $530 million.

Today, July 6, 2026, the Bitcoin miner pivots toward long-term AI infrastructure revenue through a 20-year contracted partnership.

Terawulf shares rally on a $19 billion multi-year deal with Anthropic. Wall Street continues to see significant further upside in WULF shares.

Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR E

Shares of TeraWulf (NASDAQ:WULF) extended a powerful rally on Monday afternoon, separating the stock from its bitcoin-mining peers by a wide margin. WULF stock is up 4% today and up 95% year to date to $22.10, marking its most sustained rerating since going public. The catalyst is a landmark 20-year lease with Anthropic, the private ... TeraWulf Stock Is Up 95% This Year: Here’s Why

Anthropic and Terawulf signed a $19 billion, 20-year deal

TeraWulf (NASDAQ:WULF) shares rose 13% on Monday after the company announced a long-term artificial intelligence infrastructure lease with Anthropic alongside the sale of a majority stake in a joint venture, moves that significantly expand contracted revenue while recycling capital into new...

The Nasdaq Composite and S&P 500 Index were up in late-morning trading Monday, as tech stocks rose b

TeraWulf expects to initially generate about $19 billion in contracted revenue from the Anthropic lease, with the first power delivery expected in the second half of 2026.

TeraWulf's 20-year lease deal with Anthropic is expected to generate $19 billion in revenue—and major Bitcoin mining stocks are surging.

TeraWulf (WULF) shares spiked Monday after the digital infrastructure developer said it secured a 20

TeraWulf expects roughly $19 billion in contracted revenue from the Anthropic lease at its Justified Data campus in Kentucky, while the Abernathy sale recycles capital into wholly owned AI infrastructure.

News of the deal lifted neocloud stocks, which had taken a beating over the past week. Terawulf spiked more than 15%.

Artificial intelligence (A.I.) startup company Anthropic has signed a 20-year lease to use a TeraWulf (NASDAQ: $WUL...

TeraWulf said on Monday it signed a 20-year lease with Anthropic ‌for data center infrastructure, a deal expected ‌to generate about $19 billion in contracted revenue, sending the bitcoin ​miner's shares up more than 10% in early trading. The deal secures long-term, recurring revenue for TeraWulf from an AI customer as it shifts away from ‌relying on bitcoin ⁠mining, a transition the company said in May would increasingly drive its business. • The Anthropic lease covers a purpose-built AI infrastructure campus at TeraWulf's Justified Data site ​in Hawesville, ​Kentucky.

AI Infrastructure Deal Secures Long-Term RevenueTeraWulf Inc. (NASDAQ:WULF) shares jumped 20% on Monday after the company announced a 20-year lease agreement with Anthropic for its Justified Data campus and disclosed the sale of its majority interest in the Abernathy Joint Venture.

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

Stock Market Today: The Dow Jones index fell Monday, while tech futures rallied. Micron stock and Sandisk rebounded in premarket trading.