Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Rothschild called Neocloud earnings and valuations "cyclically inflated" but remains ‘Neutral’ on AI infrastructure overall.
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, 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.
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.
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.
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.
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.
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.
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...
The bank maintained its Overweight rating after a strong quarter, but 65 million additional fully diluted shares reduced the value assigned to each share.
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.
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.
CEO Paul Prager said the company is transitioning from "platform formation" to "scaled execution" as it expands its AI infrastructure business.
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…
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…
The Bitcoin miner stayed focused on crypto while competitors expanded into AI data centers and outperformed.
Shares of TeraWulf (NASDAQ:WULF) are down 8% to $20.41 in Tuesday’s midday session, reversing yesterday’s rally on the Anthropic mega-deal. The drop lands in a broad AI-infrastructure pullback, with the NASDAQ 100 down 1.5% intraday. The move gives back most of the July 6 pop but leaves TeraWulf stock still up 78% year to date ... TeraWulf Drops 8% Even as Analysts Raise Price Targets on $19B Anthropic Deal, IREN Falls 7%, Applied Digital Slides 6%
The deal follows TeraWulf's acquisition of Century's former Kentucky smelter, which is being redeveloped into a large-scale AI data-center campus.
TeraWulf (WULF) shares spiked Monday after the digital infrastructure developer said it secured a 20
TeraWulf expects roughly $19 billion in contracted revenue from the Anthropic lease at its Justified Data campus in Kentucky, while the Abernathy sale recycles capital into wholly owned AI infrastructure.
Stock Market Today: The Dow Jones index fell Monday, while tech futures rallied. Micron stock and Sandisk rebounded in premarket trading.
TeraWulf Inc. (NASDAQ:WULF) is one of the 10 worst artificial intelligence stocks under $30 according to short sellers. Back on May 26, Terawulf Inc. (NASDAQ:WULF) revealed its strategic acquisition of a development site, The Muskie Data Campus, in Kentucky. This development has resulted in the expansion of the company’s existing hyperscale digital infrastructure portfolio to […]
The selloff in cryptocurrencies is worsening on June 2 as Bitcoin’s (CRYPTO: $BTC) price falls 6% on the day ...