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Investing.com -- UBS analyst Ryan Gravett initiated coverage of five AI data center colocation stocks with bullish ratings, citing rapid growth potential as artificial intelligence adoption accelerates and computing capacity remains constrained. The analyst noted that power access continues to be the primary limiting factor in scaling compute infrastructure.
Rothschild & Co Redburn recently initiated coverage on TeraWulf, as the company reported US$31.9 million in second-quarter high-performance computing lease revenue, continued construction of 336 MW at Lake Mariner, and progressed a 20-year Anthropic lease for 401 MW at its Justified campus with Kentucky regulators approving electric service. This long-duration Anthropic agreement locks in a substantial portion of future capacity and further anchors TeraWulf’s shift toward contracted AI and...
UBS has initiated coverage on five AI data center colocation stocks with Buy ratings, citing constrained compute supply and favorable power access positioning the group for rapid growth as AI adoption accelerates. The bank started coverage of Hut 8 Mining Corp (TSX:HUT, Unlisted (US):HUTMF),...
UBS said it sees data-center infrastructure positioned for “rapid growth” with AI adoption expanding and model developers facing limited computing capacity.
The firm’s discounted cash-flow valuation applies a 23% cost of equity as TeraWulf moves from bitcoin mining toward contracted AI infrastructure.
Rothschild called Neocloud earnings and valuations "cyclically inflated" but remains ‘Neutral’ on AI infrastructure overall.
The buying in artificial intelligence (AI) buildout names on Friday afternoon has a picky shape. Wolfspeed (NYSE:WOLF) is running hard while the group it usually trades with barely moves. IREN Limited (NASDAQ:IREN) is running too, and the pair look more like two separate single-name bids than a coordinated sector trade. The Global X Data Center […]
Should you short stocks right now? That’s a good question, and it’s one with no clear answer. There’s still a bullish feeling in the air, but volatility is rising, and there’s no guarantee the bulls will keep running. In a market like this, it can be tempting to bet against stocks. Shorting a stock can be a fast track to profits, but it’s also a fast track to risk. A short seller borrows shares and sells them, hoping to buy them back later at a lower price. If the stock rises instead, the short
Applied Digital and TeraWulf are bouncing hard on zero company news, and that round trip reveals a structural tension in how the market prices contracted AI capacity against pure sentiment flows.
Wells Fargo initiated coverage of Core Scientific, Hut 8, Cipher Mining and TeraWulf with ‘Overweight’ ratings.
Bitcoin miners turned AI hosts are surging together in a session with no news driving any of them, and that gap between the cohort and the broader data center basket reveals exactly what kind of trade is actually happening here.
IREN's AI cloud revenues surge as contracted demand grows, but heavy spending, execution risks and a premium valuation keep investors cautious.
AI hosting stocks are bleeding again while the broader market barely flinches, and the divergence raises a pointed question about whether summer optimism over multi-billion-dollar contracts has finally met its ceiling.
TeraWulf (WULF) has drawn fresh attention after recent coverage questioned whether its current market value lines up with projected cash flows, putting the stock’s valuation assumptions under a brighter spotlight for investors. Recent trading tells a mixed story for TeraWulf. The share price is down 7.6% over the last day and roughly 45% over three months. Yet the year-to-date share price return is 21.4%, and the 3-year total shareholder return is around 9x. This points to strong longer-term...
TeraWulf has been on a huge run over the past few years, yet the recent pullback in the share price has put fresh focus on a basic question for investors: what level of cash flows can really support where the stock trades today? Over the past three years, TeraWulf has delivered a very large share price gain, which puts a lot of weight on whether the underlying cash generation can keep justifying that kind of move. Recent analyst coverage and new price targets signal higher expectations for...
Bitcoin miners are snapping back hard after Thursday's selloff, but one name in the group is sitting the rally out, and that split tells you something important about what is actually driving the bid.
Applied Digital is turning power-advantaged sites into AI capacity, with 1.4 GW of contracted critical IT load tied to about $36 billion in lease revenue.
The prospective loan would put project-scale federal capital behind Fluidstack, the AI cloud company supporting TeraWulf’s multibillion-dollar Lake Mariner buildout.
TeraWulf, Applied Digital, and IREN are all sliding Thursday with no company news, no analyst downgrades, and no macro shock to explain the move. Whether this is a routine trim of a massive year-to-date run or something more telling about where the group heads next is worth a closer look.
Freedom Capital found a “defensible floor” for WULF around $14 a share, where it traded for four straight sessions last week.
Wall Street returns from summer vacation to a market suddenly bracing for a rate hike, with fresh analyst calls on Intel, Lockheed Martin, Amgen, and SpaceX adding more pressure points to an already tense week.
A top Wall Street analyst is standing behind a bold price target on IREN while the stock sits deep in the red, and the gap between where shares trade today and where the bulls say they belong tells a story worth understanding before the next earnings catalyst hits.
AI data centers are competing with Bitcoin miners for premium power sites, pushing mining toward cheaper, underused energy sources.
Bitcoin miners turned data center operators are surging today, but the rally reveals a strange disconnect: these stocks still chase the coin even as billion-dollar AI lease deals rewrite what these companies actually are.
TeraWulf reported on September 1 that director Walter Carter sold 130,626 shares at an average price of $15.141 on August 31, a transaction worth approximately $1.98 million. He retained 229,090 directly held shares after the sale. The timing stands out because TeraWulf Inc. (NASDAQ:WULF) had recently announced a 20-year data-center lease tied to Anthropic with […]
IREN's Bitcoin mining exit accelerates as AI Cloud scales rapidly, but revenue timing, heavy capital spending and GPU delivery remain key tests.
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