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FERC authorized TeraWulf's purchase of Maryland's Morgantown generating station — a significant milestone, though the order clears only the ownership transfer, not data center construction, new or repowered generation, behind-the-meter…
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.
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.
TeraWulf has delivered a very large 429.5% gain over the past three years, yet its current valuation checks lean expensive, which raises questions about how much of the story is already reflected in the share price. The 429.5% return over three years highlights how strongly TeraWulf has rewarded holders who stayed invested through recent volatility. Fresh financing activity around AI data center infrastructure and related sentiment can support high expectations, while any shift in funding...
The order clears the 216 MW generation asset’s ownership transfer, but TeraWulf still needs separate approvals for its planned data center load, new generation, natural gas infrastructure and interconnection changes.
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.
Shares of former Bitcoin (CRYPTO:BTC) miners pivoting into AI data center and high performance computing hosting have taken a heavy hit over the past month. IREN (NASDAQ:IREN), TeraWulf (NASDAQ:WULF), and Applied Digital (NASDAQ:APLD) are all down more than 30% over the trailing month, and the selling has continued into Wednesday afternoon trading. IREN stock is ... IREN, TeraWulf, and Applied Digital Are All Down 30% in a Month. Is More Pain Coming for Data Center Stocks?
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
Wall Street just raised price targets above $30 on two bitcoin-miner-turned-AI-infrastructure names, yet both stocks are sliding hard on Monday. The question is whether this selloff marks a buying opportunity or a warning sign about what the market now demands before rewarding the neocloud thesis.
Covered miners fell an average 32% from their June highs as investors stopped crediting future colocation deals. KBW sees better value among proven lease signers but is more cautious about…
Wall Street analysts are reshuffling their bets ahead of the busiest earnings week of the quarter, and the moves span everything from legacy automakers to crypto miners to space launch companies. Find out which names just got upgraded, downgraded, or picked up for the first time.
IREN's expanding AI cloud contracts, secured power and rapid buildout strengthen its growth case, but funding and execution risks support holding the stock.
IREN stock jumped nearly 20% after $2.8 billion in new AI cloud contracts pushed 2026 revenue targets above $4 billion, accelerating its shift from Bitcoin mining to AI infrastructure.
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.
Morgan Stanley has emerged as Wall Street’s chief architect of the financing structures underpinning the AI boom, devising new debt and equity...
Meta Platforms Inc. (NASDAQ: $META) is in talks to lease as much as $10 billion of computing capacity to Anthropic,...
IREN stock has shed 41% in a single month alongside every major miner-turned-AI-infrastructure name, but a $3.4 billion NVIDIA contract and zero idle GPUs tell a very different story than the price action suggests.
Two SEC filings show the Canadian bank held more than 54.6 million shares across the bitcoin miners as of June 30, with sole voting and disposal authority over both positions.
New York has imposed a one year moratorium on new large data center permits, adding regulatory uncertainty for TeraWulf on future projects in the state. The pause does not affect TeraWulf's existing New York operations, which remain permitted and online. The development comes as TeraWulf expands into AI focused infrastructure and investors watch for changes in sector regulation. TeraWulf (NasdaqCM:WULF) now sits at the center of a fresh policy debate after New York put a one year halt on...
TeraWulf co-founder and COO/CTO Nazar Khan joined Blockspace Live to discuss the company's $19 billion deal with the Anthropic and its near-term expansion plans.
TeraWulf Co-founder and CTO/COO Nazar Khan joins use to discuss the ramifications of NY’s data center moratorium for the company’s NY campuses, financing for its Anthropic deal, and why it’s…
Analysts say the market overreacted to New York’s data-center moratorium, adding that TeraWulf’s existing operations remain largely insulated.
Terawulf shares tanked yesterday on plans for a $3.5 billion debt raise and NY’s data center freeze order. Here’s how you should play WULF stock at current levels.
TeraWulf is uniquely exposed to New York’s data-center moratorium, but Wall Street doesn’t see any real threat.
Bernstein remains bullish on the sector, stating that miners have contracted less than a quarter of their combined 30 GW power-development pipeline.
Chris Brendler said New York’s permitting pause does not reach TeraWulf’s existing platform, leaving his BUY rating and $30 target unchanged.
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