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TeraWulf stock has delivered a very large 3 year gain of about 7x, yet the current checks point to an expensive setup, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples indicating the shares trade at a premium. Over the past 3 years, TeraWulf has returned 715.8%, which sets a high bar for any further upside to be justified by fundamentals. Long term high performance computing and AI infrastructure leases can support expectations for future cash flows,...

Riot Platforms (RIOT), TeraWulf (WULF), and Mara (MARA) are positioned to benefit from continued dem

Riot signed a favorable commercial lease with Anthropic earlier this week, with a second LOI for its Corsicana site sitting in the wings.

HPC leasing surged 52% quarter-over-quarter, now driving 71% of revenue.

Riot's Anthropic lease lifted miner stocks, but the sell-down funding it hints at a new source of Bitcoin sell pressure.

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.

A 20-year lease with Anthropic and a massive asset sale have put one Bitcoin miner at the front of a pack racing to reinvent itself as AI infrastructure, but the real question is whether the stock's already-substantial gain leaves room for what comes next.

The chief executive officer of the data center company preparing to construct and operate a facility in EastPark Industrial Park revealed earlier this week potential plans of expansion. TeraWulf CEO Paul Prager said during the publicly traded company’s second-quarter earnings call the Muskie Data Campus could possibly go from a 1-gigawatt facility plan to 2 gigawatts. “Given its near-term ...

MARA and CleanSpark posted steep losses on August 6, betting on AI data center infrastructure to offset weak Bitcoin mining.

TeraWulf Inc. has now reported its second-quarter 2026 results, with revenue of US$44.77 million and a net loss of US$939.92 million, while simultaneously advancing its shift toward high-performance computing through expanded capacity and new data center assets. A centerpiece of this update is a 20-year, roughly US$19 billion lease agreement with Anthropic, which materially reshapes TeraWulf’s business mix toward long-duration AI infrastructure contracts backed by significant...

Wall Street brokerage Bernstein has reaffirmed a “Buy” rating on TeraWulf (NASDAQ: $WULF) stock, along ...

Moby summary of TeraWulf Inc.'s Q2 2026 earnings call

While unpacking the company's Q2 earnings on Blockspace Live, TeraWulf CFO Patrick Fleury said TeraWulf is "very flush" with cash after an April equity raise plus proceeds from the sale…

On the latest Blockspace Live, TeraWulf CFO Patrick Fleury laid out the company's financing philosophy as it tackles AI data center builds across four sites, ad he broke down the…

TeraWulf (NASDAQ:WULF) said its second-quarter results reflected growing high-performance computing, or HPC, lease revenue as additional capacity came online at its Lake Mariner campus, alongside a broader expansion strategy that includes a major Anthropic lease in Kentucky, the acquisition of the M

TeraWulf Inc (WULF) reports strong operational progress with new gigawatt-scale projects and robust liquidity despite a non-cash loss from warrant valuation.

At the top of today’s show, we cover Galaxy Digital and TeraWulf’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, TeraWulf CFO Patrick Fleury…

HPC leases generated 71% of quarterly revenue as TeraWulf expanded its contracted capacity and arranged a roughly $530 million sale of its Abernathy joint venture interest.

WULF readies for its Aug. 5 Q2 report with revenues and EPS expected to decline, though growing HPC lease revenues could have helped offset pressure from weaker Bitcoin mining.

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Given historical rebound patterns and attractive valuations, analyst Nick Giles said the recent selloff in HPC-linked mining stocks was overdone.

The bank maintained its Buy rating after TeraWulf secured a 20-year Anthropic lease covering 401 MW of critical IT load in Kentucky.

Compute is getting more valuable, and Iren's cautious approach toward dealmaking may reward it in the long run.

FERC authorized TeraWulf's purchase of Maryland's Morgantown generating station — a significant milestone, though the order clears only the ownership transfer, not data center construction, new or repowered generation, behind-the-meter…

Leopold Aschenbrenner’s Situational Awareness dominated headlines today when reporting surfaced that the wunderkind’s AI hedge fund sold all of its public positions to Citadel.

TeraWulf has delivered a very large 429.5% gain over the past three years, yet its current valuation checks lean expensive, which raises questions about how much of the story is already reflected in the share price. The 429.5% return over three years highlights how strongly TeraWulf has rewarded holders who stayed invested through recent volatility. Fresh financing activity around AI data center infrastructure and related sentiment can support high expectations, while any shift in funding...

The order clears the 216 MW generation asset’s ownership transfer, but TeraWulf still needs separate approvals for its planned data center load, new generation, natural gas infrastructure and interconnection changes.

MidCap Financial (MFIC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Shares of former Bitcoin (CRYPTO:BTC) miners pivoting into AI data center and high performance computing hosting have taken a heavy hit over the past month. IREN (NASDAQ:IREN), TeraWulf (NASDAQ:WULF), and Applied Digital (NASDAQ:APLD) are all down more than 30% over the trailing month, and the selling has continued into Wednesday afternoon trading. IREN stock is ... IREN, TeraWulf, and Applied Digital Are All Down 30% in a Month. Is More Pain Coming for Data Center Stocks?

TeraWulf (WULF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.