TeraWulf Inc. (WULF)
TeraWulf Rallies 7% as Miner Selloff Reverses; Applied Digital Gains 4%, IREN Sits Out the Rally
Shares of TeraWulf (NASDAQ:WULF) are up 7% to $17.33 in Friday midday trading, leading a broad rebound across the Bitcoin (CRYPTO:BTC) miner complex after a soft prior session. Also higher, Applied Digital (NASDAQ:APLD) stock is climbing 4% to $26.74.
TeraWulf Drops 4% on Profit Taking After a 44% YTD Run; Applied Digital Falls 3%, IREN Pulls Back
Shares of TeraWulf (NASDAQ:WULF) are down 4% to $16.50 in Thursday's midday session, trimming a slice of what's been a 43.6% year-to-date advance for the stock.
Data Center Stocks Rally With Bitcoin: Cipher Mining Jumps 12%, TeraWulf Surges 8%, IREN Rises 4%
Bitcoin-linked data center operators are rebounding today as Bitcoin (CRYPTO:BTC) stabilizes near recent lows, and none of the intraday moves trace to a fresh company announcement.
TeraWulf: Massive Capacity Increase Driving Value
TeraWulf (WULF) has strategically pivoted from Bitcoin mining to high-margin high-performance computing (HPC) leases, securing major contracts with Google and FluidStack. WULF's aggressive data center buildout, including Chesapeake and Muskie campuses, underpins a projected ramp to 2,900 MW cloud capacity by decade's end. I see significant upside for WULF, supported by a potential 10-12x forward price-to-revenue multiple and robust AI-driven demand trends.
TeraWulf Jumps 6% as NVIDIA's Guidance Reignites the Compute Trade, Applied Digital Gains 5%
TeraWulf (NASDAQ:WULF) stock is up 6% to $16.90 Thursday morning, while Applied Digital (NASDAQ:APLD) shares are climbing 5% to $28.12. Both names are riding a read-across from someone else's earnings report.
Hut 8 Craters 11% Despite a $19.6B Beacon Point Backlog, TeraWulf Falls 5%, IREN Drops 3%: What's Pressuring These AI Miner Stocks?
Friday's selling in AI-pivoting Bitcoin (CRYPTO:BTC) miners tracks their 2026 gains almost perfectly, a signature of profit-taking and position unwinding rather than a reassessment of any company's contracts or economics.
Here's why TeraWulf, CoreWeave, and Nebius stocks are falling
Top neocloud stocks are falling this week, erasing some of the gains they made last week when many of them published strong financial results. Nebius stock plunged to $241 from this month's high of $280.
TeraWulf: The Thesis Is Stronger Now
TeraWulf is upgraded from Hold to Buy as the stock drops to $15, making valuation more attractive despite ongoing risks. WULF has rapidly shifted from bitcoin mining to HPC leasing, now generating over 70% of revenue from AI infrastructure contracts. Contracted revenue has doubled to $27 billion, with 839 MW leased and a 2.1 GW pipeline, but significant capex and dilution risks remain.
Cipher Mining Falls 9%, TeraWulf Sinks 7% as Rising Yields Hit the AI Miner Pivot
Shares of Bitcoin (CRYPTO:BTC) miners pivoting to AI infrastructure are moving lower together Tuesday morning, with Cipher Mining (NASDAQ:CIFR) stock down 9% to $16.77 and TeraWulf (NASDAQ:WULF) shares down 7% to $16.45.
TeraWulf Powers On With New Tenant, Anthropic, Despite Capex/Debt Risks
The 20Y Anthropic deal confirms the durability of AI compute demand, while lending credence to WULF's build-first-and-lease-later strategy. The acquisition of Morgantown Generating Station underscores their strategic positioning as a power-centric digital infrastructure provider monetizing the AI super cycle. The $27B backlog underpins WULF's near-term cash flow/balance sheet/bottom-line headwinds, as they ramp up their aggressive capex plans.
TeraWulf Q2 Earnings Call Highlights HPC Execution and Expansion
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.
What's Driving TeraWulf (WULF) Stock, and Are Its Peers Moving Too?
Investors considering TeraWulf stock should keep their position sizes moderate given the company's capital requirements, execution risks and history of volatility.
