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

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

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.

CEO Paul Prager said the company is transitioning from "platform formation" to "scaled execution" as it expands its AI infrastructure business.

(Bloomberg) -- Power utilities across the US are already strained from AI data centers. But they’re increasingly facing an even bigger threat: that developers will be forced to walk away from projects, leaving households on the hook for massive infrastructure bills.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business

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.

Core Scientific (NASDAQ:CORZ) said it has entered a commercial partnership with AMD covering up to 2.5 gigawatts of data center capacity, beginning with approximately 530 megawatts across five campuses under 15-year agreements. Chief Executive Officer Adam Sullivan said the initial agreements repre

Morgan Stanley has emerged as Wall Street’s chief architect of the financing structures underpinning the AI boom, devising new debt and equity...

TeraWulf Co-founder and CTO/COO Nazar Khan joins use to discuss the ramifications of NY’s data center moratorium for the company’s NY campuses, financing for its Anthropic deal, and why it’s…

TeraWulf shares rose more than 12% in morning trade after Morgan Stanley raised its price target and maintained an 'Overweight' rating.

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 ...

TeraWulf (WULF) shares spiked Monday after the digital infrastructure developer said it secured a 20

TeraWulf said on Monday it signed a 20-year lease with Anthropic ‌for data center infrastructure, a deal expected ‌to generate about $19 billion in contracted revenue, sending the bitcoin ​miner's shares up more than 10% in early trading. The deal secures long-term, recurring revenue for TeraWulf from an AI customer as it shifts away from ‌relying on bitcoin ⁠mining, a transition the company said in May would increasingly drive its business. • The Anthropic lease covers a purpose-built AI infrastructure campus at TeraWulf's Justified Data site ​in Hawesville, ​Kentucky.

TeraWulf will partner with Anthropic to build an artificial-intelligence infrastructure campus in Kentucky that could generate $19 billion in revenue.

Stock Market Today: The Dow Jones index fell Monday, while tech futures rallied. Micron stock and Sandisk rebounded in premarket trading.

Investing.com -- TeraWulf Inc. (NASDAQ:WULF) shares rose 20% Monday following the announcement of a 20-year lease agreement with Anthropic at its Justified Data campus and the sale of its majority stake in the Abernathy Joint Venture to Fluidstack.

Pre-Market Stock Futures: Futures are trading higher as we get ready to start a holiday-shortened trading week, with the Federal 4th of July holiday scheduled for Friday, before we celebrate the 250th anniversary of the country on Saturday. Futures are higher after reports that the U.S. and Iran have agreed to halt hostilities, which we ... Here Are Monday’s Best Wall Street Analyst Research Calls: Adobe, Applovin, Casey’s General Stores, CrowdStrike, Honeywell Aerospace, Salesforce, Synaptics,

Retail investors have purchased more than $70 billion in SpaceX pre-IPO, and we interview a journalist who had an inside look at TeraWulf’s Lake Mariner data center.

Bitcoin miners are emerging as an important part of the artificial intelligence buildout, according to a new research note from Bernstein analyst Gautam Chhugani. The firm initiated coverage of two mining companies, TeraWulf and Cipher Digital, with "Outperform" ratings, calling them "the power ...

Pre-Market Stock Futures: Futures are trading mixed after the AI/Datacenter/Storage/Technology rally took a day off on Wednesday. By the close, all of the major indices finished the day down in a big way. The same issues that have added pressure to stocks once again showed up at the party, as rising interest rates and oil ... Here Are Thursday’s Top Wall Street Analyst Research Calls: Broadcom, CMS Energy, Commercial Metals, FedEx Freight, Medtronic, Murphy Oil, Sherwin-Williams, TeraWulf, and M

During this quarter, we continued scaling our HPC platform at Lake Mariner with 60 megawatts of critical IT capacity energized and generating revenue as of March 31. Importantly, this is the first period, where HPC leasing is meaningfully reflected in our financials, contributing $21 million of lease revenue during the quarter. At the same time, we are transitioning portions of our legacy mining footprint to support higher-value HPC workloads.

TeraWulf shares climbed as Wall Street analysts raised price targets, backing the company’s shift from Bitcoin mining to AI infrastructure.

The analyst reads TeraWulf's 1 GW Muskie Data Campus deal as a power-certainty play, not just a land grab, and sees a potential lease signing as early as the first…

Shares of TeraWulf (Nasdaq: WULF) surged during market hours on May 26 after the Bitcoin miner-turned-AI infrastructure company announced the acquisition of a hyperscale high-performance computing site. TeraWulf is a United States-based digital infrastructure company founded in 2021 by energy ...

Shares of TeraWulf (NASDAQ: $WULF) are up 10% after the company announced plans for a large-scale artificial intell...

Bitcoin miner TeraWulf’s latest deal adds more than a gigawatt of potential data center capacity in a region eager for economic investment.