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 […]
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One Bitcoin miner has found a powerful new use for its energy assets, but the stock may already reflect much of the opportunity.
TeraWulf surges after securing massive 20-year Anthropic contract
TeraWulf and Cipher Mining have surged past 50% gains in 2026 while IREN sits in the red, yet IREN carries the biggest GPU partnership and power portfolio of the three. Something in this picture does not add up.
IREN's expanding AI cloud contracts, secured power and rapid buildout strengthen its growth case, but funding and execution risks support holding the stock.
Four battered AI infrastructure stocks are staging a violent Monday morning bounce after losing up to 43% in a single month, but the question dividing bulls and bears is whether the buying signals a real shift or just a dead-cat relief pop before the next leg down.
Analysts say the market overreacted to New York’s data-center moratorium, adding that TeraWulf’s existing operations remain largely insulated.
Chris Brendler said New York’s permitting pause does not reach TeraWulf’s existing platform, leaving his BUY rating and $30 target unchanged.
Applied Digital and TeraWulf are helping ease the AI computing power bottleneck.
The company is looking to tap leveraged loans and high-yield bonds after securing a long-term lease with Anthropic.
MARA Holdings vaulted Thursday after signing a deal for a new Texas data center site. AI, crypto plays surge. Bitcoin price rises.
Shares of Marathon Digital (NASDAQ:MARA) are up 18% in midday trading Thursday, changing hands at $14.27. The move puts Marathon Digital stock at the top of the crypto miner leaderboard on July 9, 2026, ahead of peers Riot Platforms (NASDAQ:RIOT), CleanSpark (NASDAQ:CLSK), and TeraWulf (NASDAQ:WULF), all of which are also higher. The rally caps a ... MARA Is Up 19% Today: Is It Outperforming Other Crypto Stocks Like Riot and CleanSpark?
TeraWulf, IREN, and Hut 8 stocks surge as Bitcoin miners pivot to AI data centers, decoupling their share prices from crypto.
Shares of TeraWulf (NASDAQ:WULF) are up 12% to $22.67 in mid-morning trading, leading a broad rebound across AI-infrastructure names that were hammered on Tuesday. IREN (NASDAQ:IREN) stock is up 7% to $42.55, while peers Applied Digital (NASDAQ:APLD) and Cipher Mining (NASDAQ:CIFR) are up 3% to $31.53 and up 5% to $21.45, respectively. Today’s move mirrors ... TeraWulf Rises 12%, IREN Climbs 7% as AI-Infrastructure Stocks Bounce Back
TeraWulf shares rose more than 12% in morning trade after Morgan Stanley raised its price target and maintained an 'Overweight' rating.
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…
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 surges after massive 20-year AI lease sparks investor frenzy
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.
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...
TeraWulf's 20-year lease deal with Anthropic is expected to generate $19 billion in revenue—and major Bitcoin mining stocks are surging.
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.
Investing.com -- TeraWulf Inc. (NASDAQ:WULF) shares rose 20% Monday following the announcement of a 20-year lease agreement with Anthropic at its Justified Data campus and the sale of its majority stake in the Abernathy Joint Venture to Fluidstack.
Is WULF a good stock to buy? We came across a bullish thesis on TeraWulf Inc. on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on WULF. TeraWulf Inc.’s share was trading at $28.31 as of June 22nd. WULF’s forward P/E was 29.76 according to Yahoo Finance. TeraWulf Inc., together with its subsidiaries, owns, […]
The Wall Street firm reportedly said the former crypto miner is emerging as a key AI data center infrastructure play, with its valuation still lagging its long-term growth prospects.
Advanced Micro Devices, TeraWulf and Applied Materials surged to annual highs on Monday due to a series of announcements and growing Wall Street optimism.