TeraWulf Inc. (WULF)
TeraWulf Stock Keeps Falling, but Morgan Stanley Sees 463% Upside
Morgan Stanley says TeraWulf's data-center contracts and cash position support a valuation well above its battered share price.
TeraWulf: The AI Infrastructure Transformation Is Taking Shape
TeraWulf has pivoted from bitcoin mining to leasing AI data centers, securing ~$27B+ in long-term contracted revenue across 839MW of critical IT loads. WULF's key leases include a 20-year, 401MW deal with Anthropic and multiple Fluidstack/Google-backed agreements, with annual run-rate rent projected at ~$1.76B upon full delivery. Despite negative earnings until rents ramp in 2028, WULF trades at an all-in EV/stabilized EBITDA of ~11-12x, supported by high-quality tenants and robust power assets.
Cipher Digital Tumbles 6% as Data Center Names Sell Off With Yields Higher; TeraWulf Falls 5%, Applied Digital Pulls Back
Data center and artificial intelligence infrastructure names are being sold together as long-term Treasury yields push higher, and the pressure is landing hardest on the most financing-dependent builders. Cipher Digital (NASDAQ:CIFR) stock trades at $13.
Applied Digital Climbs 3% as Finland Deal Opens Access to 1 GW Ahead of Earnings; TeraWulf and Core Scientific Tick Up
A Finland power agreement is giving Applied Digital (NASDAQ:APLD) its first data center development outside the United States, and buyers are rewarding that step. Applied Digital stock is at $25.43, up 3% in morning trading.
TeraWulf Slides 5% Despite Doubling Muskie Power Contract to 1 Gigawatt; Core Scientific Drops 3%, Riot Eases
A bigger power contract usually reads as good news for a company selling artificial intelligence (AI) data center capacity, yet TeraWulf (NASDAQ:WULF) is heading the other way after doubling the electric supply at its Muskie campus in Kentucky.
TeraWulf Spikes 7% as Digital Power Stocks Rebound; IREN Climbs 6%, Cipher Digital Rises 4%
A broad rebound is running through the digital power stocks. That rebound turned former crypto mining sites into artificial intelligence data centers, and TeraWulf (NASDAQ:WULF) is leading the charge.
Cipher Digital Slips 3% Despite 20-year Barber Lake Lease Extension; TeraWulf Retreats 2%, IREN Limited Treads Water
Cipher Digital (NASDAQ:CIFR) stock slipped 3% on Wednesday despite a 20-year extension of its Barber Lake lease that lifts total contracted revenue at the Texas data-center campus above $9 billion. TeraWulf (NASDAQ:WULF) shares retreated 2% to $14.
Applied Digital Falls 6% Despite $70 Buy Initiation at Jones Trading; TeraWulf and Core Scientific Drop 4%
Jones Trading started coverage of Applied Digital (NASDAQ:APLD) with a Buy rating, yet the data center operator is slipping in early trading. Applied Digital stock is down 6% to $24.70.
Cipher Digital Jumps 4% as Barber Lake Lease Extension Lifts Contracted Revenue Past $9B; TeraWulf and Applied Digital Gain 2%
The AI infrastructure trade is moving higher as investors focus on long-term power access and contracted revenue, with Cipher Digital leading a group that includes TeraWulf and Applied Digital.
Applied Digital and TeraWulf Climb 5% as Oversold AI Capacity Names Bounce; Cipher Digital Edges Higher
Shares of Applied Digital (NASDAQ:APLD) and TeraWulf (NASDAQ:WULF) are rebounding Thursday morning as the oversold AI capacity trade catches a bid, with the sector fund and the broad tape also higher. Applied Digital stock is up 5% to $25.
TeraWulf Rallies 7% as AI Hosting Bid Returns; Core Scientific Jumps 7%, IREN Rises 3%
TeraWulf (NASDAQ:WULF) shares are running higher on Wednesday as buying returns to a narrow group of Bitcoin miners that have pivoted their platforms toward artificial intelligence hosting. The stock is up 7% to $15.
TeraWulf Falls 5% as AI Infrastructure Names Extend a Month-Long Slide; IREN Drops 4%, Applied Digital Declines 3%
TeraWulf (NASDAQ:WULF) stock is declining 5% to $14.71 in Tuesday morning trading, extending a slide that has taken the shares down 15% over the past month.
