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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
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.
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.
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