Notícias

Moderna upgraded, Baidu downgraded: Wall Street's top analyst calls

A 19-year Treasury yield high just collided with fresh doubts about AI revenue growth, and neocloud operators are caught in the crossfire despite some of the strongest operating numbers their sector has ever posted.

Rising Treasury yields are punishing Bitcoin miners making expensive bets on AI infrastructure, and some of the biggest year-to-date winners in the sector are giving back gains fast. Here is what the synchronized selloff reveals about the risks hiding inside the AI miner pivot.

TeraWulf (WULF) is in focus after reporting second quarter 2026 results, with revenue of US$44.77 million and a much wider net loss of US$939.92 million compared with the same period last year. See our latest analysis for TeraWulf. TeraWulf’s recent Q2 loss has coincided with pressure on the stock, with a 30 day share price return of down 15.8% and a 90 day share price return of down 26.9%. However, the year to date share price return is up 28% and the 3 year total shareholder return is...

TeraWulf stock has delivered a very large 3 year gain of about 7x, yet the current checks point to an expensive setup, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples indicating the shares trade at a premium. Over the past 3 years, TeraWulf has returned 715.8%, which sets a high bar for any further upside to be justified by fundamentals. Long term high performance computing and AI infrastructure leases can support expectations for future cash flows,...

Microsoft just signed off on IREN's first major AI data center, and NVIDIA piled on with a rare technical designation, sending shares surging. But with $5.8 billion in GPU purchases still ahead and a short seller circling, the real question is whether this milestone marks a turning point or just the beginning of the risk.

Riot Platforms (RIOT), TeraWulf (WULF), and Mara (MARA) are positioned to benefit from continued dem

Riot signed a favorable commercial lease with Anthropic earlier this week, with a second LOI for its Corsicana site sitting in the wings.

The bank maintained its Overweight rating after a strong quarter, but 65 million additional fully diluted shares reduced the value assigned to each share.

HPC leasing surged 52% quarter-over-quarter, now driving 71% of revenue.

Riot's Anthropic lease lifted miner stocks, but the sell-down funding it hints at a new source of Bitcoin sell pressure.

NVIDIA just corralled Wall Street's biggest names behind a half-trillion-dollar AI financing push, and four battered neocloud stocks are suddenly surging. Here is what the deal means for companies sitting on tens of billions in contracted revenue but still nursing brutal month-long losses.

WULF is scaling HPC leasing with 102 MW operating, a $19 billion Anthropic deal and $1.45 billion liquidity as construction costs pressure near-term profits.

A surprise lease announcement sent Riot Platforms surging after hours, leaving traders scrambling to decide whether a single contract just rewrote the entire valuation story for former Bitcoin miners racing into AI infrastructure.

A 20-year lease with Anthropic and a massive asset sale have put one Bitcoin miner at the front of a pack racing to reinvent itself as AI infrastructure, but the real question is whether the stock's already-substantial gain leaves room for what comes next.

The chief executive officer of the data center company preparing to construct and operate a facility in EastPark Industrial Park revealed earlier this week potential plans of expansion. TeraWulf CEO Paul Prager said during the publicly traded company’s second-quarter earnings call the Muskie Data Campus could possibly go from a 1-gigawatt facility plan to 2 gigawatts. “Given its near-term ...

Bitcoin is holding near $65,000, yet some of the largest mining stocks are posting their worst week in months. The reason has nothing to do with the coin and everything to do with what these companies reported after the bell.

Bitcoin’s climb to $65,000 failed to lift Bitcoin mining stocks, even as MSTR, CRCL, and other crypto-linked equities moved higher.

MARA and CleanSpark posted steep losses on August 6, betting on AI data center infrastructure to offset weak Bitcoin mining.

TeraWulf Inc. has now reported its second-quarter 2026 results, with revenue of US$44.77 million and a net loss of US$939.92 million, while simultaneously advancing its shift toward high-performance computing through expanded capacity and new data center assets. A centerpiece of this update is a 20-year, roughly US$19 billion lease agreement with Anthropic, which materially reshapes TeraWulf’s business mix toward long-duration AI infrastructure contracts backed by significant...

Rosenblatt sees about 66% upside as contracted AI/HPC capacity replaces mining revenue, though it reduced forecasts for slower delivery schedules and higher project costs.

Wall Street brokerage Bernstein has reaffirmed a “Buy” rating on TeraWulf (NASDAQ: $WULF) stock, along ...

The analyst sees 83% upside after Lake Mariner schedule changes reduced its 2026 outlook, while amended Fluidstack leases increased expected revenue over their 10-year terms.

Moby summary of TeraWulf Inc.'s Q2 2026 earnings call

While unpacking the company's Q2 earnings on Blockspace Live, TeraWulf CFO Patrick Fleury said TeraWulf is "very flush" with cash after an April equity raise plus proceeds from the sale…

On the latest Blockspace Live, TeraWulf CFO Patrick Fleury laid out the company's financing philosophy as it tackles AI data center builds across four sites, ad he broke down the…

TeraWulf (NASDAQ:WULF) said its second-quarter results reflected growing high-performance computing, or HPC, lease revenue as additional capacity came online at its Lake Mariner campus, alongside a broader expansion strategy that includes a major Anthropic lease in Kentucky, the acquisition of the M

TeraWulf Inc (WULF) reports strong operational progress with new gigawatt-scale projects and robust liquidity despite a non-cash loss from warrant valuation.

At the top of today’s show, we cover Galaxy Digital and TeraWulf’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, TeraWulf CFO Patrick Fleury…

HPC leases generated 71% of quarterly revenue as TeraWulf expanded its contracted capacity and arranged a roughly $530 million sale of its Abernathy joint venture interest.