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Rising Treasury yields are carving through Bitcoin mining and AI infrastructure stocks Tuesday, but the real story is what a single basis point shift in long-term rates actually costs a company running a $25 billion capex pipeline.
TeraWulf stock has produced very large gains over the past few years, yet current valuation checks suggest the shares trade at a premium to what its intrinsic value estimate implies. With both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiple checks pointing to an overvalued reading, investors are weighing strong historical returns against a low value score. TeraWulf has returned about 7x over the past 3 years, which sets a high bar for any further value creation...
IREN's co-CEO just made a bold claim about how the company funds its massive fiscal 2027 buildout without a big equity raise, and the market is reacting while peers like TeraWulf head in the opposite direction.
TeraWulf (WULF) stock is in focus after the Kentucky Public Service Commission approved a Retail Electric Service Agreement supporting up to 482 megawatts for the company’s Justified Data Campus in Hancock County. Against this backdrop, TeraWulf’s share price has been volatile, with the stock down 6.91% over the last session and 42.05% over 90 days, yet still showing a 20.49% year to date share price gain and a 1 year total shareholder return of 62.43%. This suggests longer term momentum has...
Prager maintains a $665.7 million equity stake through direct and indirect holdings.
A respected analyst just slapped a Street-high price target on a stock that cratered after reporting a $684 million loss, and the reasoning has Wall Street genuinely divided on whether this is the buying setup of the year or a value trap in disguise.
TeraWulf received a bullish William Blair rating and $31 target as its AI power strategy gains traction.
The fear of missing out has undoubtedly played a big role in the red-hot artificial-intelligence trade in recent years, whether investors would admit it or not. It’s also spread to the corporate world.
A nearly $640 million writedown just sent IREN tumbling despite its AI Cloud business more than doubling, and the question now is whether today's selloff reflects a company in crisis or one eating a painful but necessary transition cost.
NVIDIA's blockbuster earnings sent shockwaves through tech on Thursday, but Wall Street analysts were busy reshaping the landscape elsewhere, issuing a flurry of upgrades, downgrades, and fresh initiations across energy, crypto infrastructure, banking, and biotech.
NVIDIA's blowout earnings sent shockwaves through a corner of the market that had nothing to do with chips, lifting two power-hungry capacity operators on a read-across trade that reveals exactly how leveraged the AI buildout has become.
IREN's AI cloud growth and stronger funding face near-term pressure from falling Bitcoin mining revenues and impairments ahead of fiscal Q4 results.
A new ETF launched this August targets the companies renting AI compute directly to hyperscalers, offering something QQQ never could: pure-play exposure to contracted infrastructure backlogs worth hundreds of billions. The tradeoffs, however, are not small.
Bitcoin briefly cracked $80,000 for the first time in months, sending crypto mining stocks surging well past the broader digital infrastructure pack, but not every miner is rallying for the same reason.
TeraWulf recently received approval from the Kentucky Public Service Commission for a Retail Electric Service Agreement supporting up to 482 megawatts at its Justified Data Campus in Hancock County, reusing the former Century Aluminum Hawesville site and assigning project-specific power and infrastructure costs directly to the company. The authorization underpins an estimated US$4.00 billion to US$4.50 billion of site and initial data hall investment, highlighting how large-scale AI and...
The Kentucky Public Service Commission approved electric service for up to 482 megawatts at TeraWulf's Justified data campus in Hancock County, which the company estimates will generate an estimated $1…
Today, we cover TeraWulf’s approval for 482 MW for its Justified data center in Hancock, including how much tax revenue the data center could earn for the county and the…
Applied Digital's 1.4 GW contracted IT load and North Dakota power strategy could sharpen its AI edge as it expands campuses amid execution risks.
TeraWulf’s campus was being built on the former Century Aluminum Hawesville site, which still has about 482 MW of transmission capacity since the smelter closed.
The 15-year utility agreement assigns energy, transmission and project infrastructure costs to TeraWulf while adding revenue for Big Rivers and Kenergy.
Both neoclouds are at the center of a multiyear boom.
AI-pivoting Bitcoin miners are selling off hard on Friday, but the damage is hitting each stock in a very specific order that reveals exactly who has been buying and why they are suddenly heading for the exit.
Microsoft just signed off on a Texas data center that could flip IREN's bear case upside down, but the stock gave back its entire 6% surge within the first hour of trading. Here is what the acceptance milestone means for the bulls, the shorts, and the sector peers caught in the middle.
Greenup County, Kentucky has passed a 6-month data center moratorium, but already-approved sites like TeraWulf's Muskie data center is exempt from the temporary ban.
A Wall Street Journal bombshell on hidden AI commitments sent neocloud stocks into a morning freefall, but the story behind who recovered fast and who kept falling reveals deeper fault lines in the AI infrastructure trade.
The county will review protections for noise, lighting and other local impacts while TeraWulf advances a project with more than 1 GW of planned capacity.
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