TeraWulf, IREN, and Hut 8 stocks surge as Bitcoin miners pivot to AI data centers, decoupling their share prices from crypto.
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Shares of TeraWulf (NASDAQ:WULF) are up 12% to $22.67 in mid-morning trading, leading a broad rebound across AI-infrastructure names that were hammered on Tuesday. IREN (NASDAQ:IREN) stock is up 7% to $42.55, while peers Applied Digital (NASDAQ:APLD) and Cipher Mining (NASDAQ:CIFR) are up 3% to $31.53 and up 5% to $21.45, respectively. Today’s move mirrors ... TeraWulf Rises 12%, IREN Climbs 7% as AI-Infrastructure Stocks Bounce Back
TeraWulf shares rose more than 12% in morning trade after Morgan Stanley raised its price target and maintained an 'Overweight' rating.

<body><p>STORY: From Nigel Farage stepping down to TeraWulf's huge deal...</p><p>This is Crypto Weekly.</p><p>:: Crypto Weekly</p><p>:: Nigel Farage steps down as a lawmaker</p><p>Britain's Nigel Farage stood down as a lawmaker to fight a new local election against what he called 'the establishment'.</p><p>(5906)</p><p>"Today I will resign as a member of Parliament for Clacton on Sea, thereby forcing a by-election which had happened, I hope in short order. Now, I've decided that the people of Clacton should be the judges of my actions." </p><p>Farage has faced weeks of growing allegations about his finances.</p><p>The leader of the populist Reform UK is under investigation by the parliamentary standards watchdog.</p><p>It's over whether he should have declared a previous $6.68 million donation from a Thailand-based cryptocurrency billionaire.</p><p>Farage claims he's 'done nothing wrong' and will stand again to represent the southern seaside town Clacton.</p><p>:: TeraWulf signs huge Anthropic deal</p><p>TeraWulf said it signed a 20-year lease with Anthropic for data center infrastructure.</p><p>The deal is expected to generate about $19 billion in contracted revenue.</p><p>The announcement sent the bitcoin miner's shares soaring.</p><p>The deal secures long-term, recurring revenue for TeraWulf from an AI customer as it shifts away from relying on bitcoin mining.</p><p>:: Trump suggests bitcoin could land in savings account</p><p>And the U.S. government's new Trump Accounts could eventually hold bitcoin.</p><p>That was the word from U.S. President Donald Trump.</p><p>He told reporters 'something could happen'.</p><p>"But it's [referring to cryptocurrency] a massive industry and I think things are going to happen. You know what you're seeing here with the kids, I think something could happen in that regard too."</p><p>His comments were a response to questions about whether the government-backed savings accounts may invest in crypto.</p></body>
Terawulf Inc. (NASDAQ:WULF) is one of the 10 Stocks Investors Are Running Away From. Terawulf dropped its share prices by 8.87 percent on Tuesday to end at $20.24 apiece as investors resorted to profit-taking to take advantage of as much as 18.7 percent climb the day prior. This followed news on Monday that it successfully […]
TeraWulf stock has delivered a very large 3 year return while its latest valuation checks still flag it as expensive. As a result, the recent AI data center pivot is colliding with a low value score that suggests the current price leaves little room for missteps. Over the past 3 years, TeraWulf has returned about 610%, which puts clear pressure on whether today's share price already reflects the AI infrastructure opportunity. The 20 year, approximately US$19b lease agreement with Anthropic...
Bernstein reaffirmed its Outperform rating and $36 price target on TeraWulf (Nasdaq: WULF) after the Bitcoin miner signed a 20-year, roughly $19 billion lease with AI developer Anthropic and sold its majority stake in the Abernathy joint venture. TeraWulf shares were down 10.47% intraday, near ...
TeraWulf has signed a 20-year lease with Anthropic for a 401 MW AI data center campus at its Justified Data site in Hawesville, Kentucky, locking in approximately $19 billion in contracted revenue, a figure that exceeds the bitcoin miner’s entire current market cap of roughly $12 billion. The deal forces ...
TeraWulf Inc (NASDAQ:WULF) shares are pulling back Tuesday, even as two Wall Street analysts raised their price targets following the company’s $19 billion Anthropic data center lease. Here’s what you should know. TeraWulf stock is feeling bearish pressure. Why is WULF stock dropping? TeraWulf Signs Long-Term Lease With Anthropic TeraWulf announced a 20-year lease agreement with Anthropic at its Justified Data campus in Hawesville, Kentucky, expected to generate around $19 billion in contracted
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%
KBW analyst Stephen Glagola says the 401 MW Anthropic lease at Hawesville produces roughly $19 billion in contracted revenue, with duration driving economics above expectations, but financing hinges on an…
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 Inc. (NASDAQ:WULF) is one of the top 10 AI stocks that will skyrocket. On June 29, Citi initiated its coverage of the stock with a target price of $36, which yields more than 45% upside potential at the present level. The firm assigned a Buy rating, based on the company’s expansion into HPC solutions […]
TeraWulf’s updated analyst work now points to a fair value estimate of US$36.32 per share, up from US$26.17, representing a sizeable reset in the modeled price target. Much of this shift is being linked to Street research that focuses on TeraWulf’s move toward high performance compute and large scale power development, as well as the role of its multi gigawatt pipeline in shaping growth expectations and risk views. As you read on, you will see how to follow this evolving narrative and what to...
Analysts at Wall Street brokerage Bernstein have maintained their price target on TeraWulf’s (NASDAQ: $WULF) ...
TeraWulf surges after massive 20-year AI lease sparks investor frenzy
TeraWulf (WULF) drew fresh attention after announcing a 20 year, US$19b lease with Anthropic for its Kentucky data center campus, marking a shift that positions the company as an AI infrastructure landlord. See our latest analysis for TeraWulf. The Anthropic agreement arrives after a volatile stretch for TeraWulf, with the stock down 13.17% on a 7 day share price return but still showing a 74.33% year to date share price return and a very large 3 year total shareholder return. This suggests...
TeraWulf has signed a 20-year lease agreement with Anthropic valued at $19 billion.
TeraWulf shares jumped on July 6 after the company landed a major artificial intelligence infrastructure customer. TeraWulf (WULF) announced a 20-year lease with Anthropic at its Justified Data campus in Hawesville, Kentucky. The agreement is expected to generate about $19 billion in contracted ...
The leading AI model builders are relentless in their pursuit of power and compute.
In early July 2026, TeraWulf announced that its subsidiary Raylan Data LLC entered a 20-year Justified Data Campus lease with Anthropic, committing approximately 401 MW of critical IT load at its Hawesville, Kentucky data center campus and targeting about US$19.00 billions in contracted revenue over the initial term. The agreement signals a shift in TeraWulf’s business mix, as it leans into long-duration, high-performance computing infrastructure for artificial intelligence alongside selling...

TeraWulf has signed a $19 billion, 20-year deal with Anthropic, and it is also selling stake in its Abernathy, Texas JV with Fluidstack for $530 million.
Terawulf shares rally on a $19 billion multi-year deal with Anthropic. Wall Street continues to see significant further upside in WULF shares.
Shares of TeraWulf (NASDAQ:WULF) extended a powerful rally on Monday afternoon, separating the stock from its bitcoin-mining peers by a wide margin. WULF stock is up 4% today and up 95% year to date to $22.10, marking its most sustained rerating since going public. The catalyst is a landmark 20-year lease with Anthropic, the private ... TeraWulf Stock Is Up 95% This Year: Here’s Why
Anthropic and Terawulf signed a $19 billion, 20-year deal
TeraWulf (NASDAQ:WULF) shares rose 13% on Monday after the company announced a long-term artificial intelligence infrastructure lease with Anthropic alongside the sale of a majority stake in a joint venture, moves that significantly expand contracted revenue while recycling capital into new...
The Nasdaq Composite and S&P 500 Index were up in late-morning trading Monday, as tech stocks rose b