WULF TeraWulf Inc.

Jones Trading just slapped a $70 Buy on Applied Digital, yet the stock is sinking anyway, dragging its closest peers down with it. Something bigger than a bullish analyst note is driving this group, and the culprit ties back to an inflation threat hiding in plain sight.

Wall Street analysts are making bold moves as the third quarter closes, with major calls hitting PepsiCo, Roblox, Snowflake, and a Bitcoin infrastructure stock carrying a price target that will turn heads.

IREN has shed 42% from its peak while rivals like TeraWulf and Cipher Mining kept their yearly gains, yet a prominent Wall Street analyst just slapped a $100 price target on the stock. Whether that gap signals a rare opportunity or a trap depends entirely on one make-or-break quarter.

A lease extension at one Texas site just pushed Cipher Digital's contracted revenue potential into territory that is reshaping how Wall Street values the entire class of former Bitcoin miners now chasing AI infrastructure deals.

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...

Find insight on data centers, Thomson Reuters, the U.S./China summit and more in the latest Market Talks covering Technology, Media and Telecom.

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.

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The firm’s discounted cash-flow valuation applies a 23% cost of equity as TeraWulf moves from bitcoin mining toward contracted AI infrastructure.

Nebius gets an $84 target, CoreWeave $54

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Rothschild called Neocloud earnings and valuations "cyclically inflated" but remains ‘Neutral’ on AI infrastructure overall.

Wolfspeed and IREN are surging while their closest peers barely budge, and the gap between those winning tickers and the flat data center fund points to something worth understanding before adding exposure.

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.

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.

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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.

QQQ, NVIDIA, CoreWeave, Nebius, TeraWulf, Cipher and IREN have been highlighted in this Investment Ideas article.

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.