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WULF News30 articles
Bitcoin's Return to Miner Cost Line Masks AI Shift
Bitcoin's rebound to the $75,500 miner cash-cost line boosts margins but doesn't reverse the industry's pivot to AI. Long-term AI leases and higher returns keep capacity committed.
MARA Plunges 10% as Bitcoin Loans Raise Leverage Concerns
MARA shares dropped 10.15% to $10.67, wiping out $466 million in market value as bitcoin-backed loans climbed to $600 million, raising leverage concerns.
MARA Stock Wipes Out $466M in Friday Reversal After 22% Weekly Surge
MARA Holdings shares reversed sharply on Friday, losing $466 million in market value despite a 22% weekly surge that mirrored Bitcoin's gains. High trading volume signals profit-taking.
TeraWulf Stock Slides 5.7% as $3B Cash Matches AI Buildout Cost
TeraWulf stock dropped 5.7% to $15.52 as its $3B cash position approximates the midpoint of the 336-MW Lake Mariner buildout cost, raising concerns about funding and dilution.
Cipher Digital Stock Plunges 13%, Market Cap Drops $1B
Cipher Digital shares tumbled 13% on Tuesday, wiping out $1 billion in market value amid rising bond yields and investor scrutiny of its $11.4 billion backlog.
Riot Platforms Slips 5.5% as $9.1B AI Deal Outpaces Market Value
Riot Platforms (RIOT) fell 5.5% as its $9.1B AI contract with Anthropic surpasses market cap. Investors eye delivery schedules and financing.
TeraWulf's 12% Delivery Rate Puts AI Expansion in Focus
TeraWulf's shares fell 3.3% last week as investors focus on the 12% activation rate of its 839-MW AI pipeline. Analysts see upside, but delivery hurdles remain.
Cipher Digital Shares Tumble 23% as Investors Question $11.4B HPC Lease Portfolio
Cipher Digital (CIFR) shares fell 23% this week to $17.18 as investors weighed the company's $11.4B HPC lease backlog against current earnings shortfalls.
TeraWulf Slips 3.3% as AI Expansion Costs Draw Market Scrutiny
TeraWulf (NASDAQ:WULF) shares slipped 3.3% last week to $17.08 amid scrutiny of its 336-MW AI expansion, with HPC leasing contributing 71% of Q2 revenue.
Cipher Digital Plunges 23% as Financing Gap Raises Concerns
Cipher Digital shares dropped 23% last week despite Nasdaq gains, as rising interest expenses outpaced mining revenue. Analysts trim targets while maintaining positive outlooks.
TeraWulf Stock Slips 4.5% Despite AI Leasing Surge, Analysts See Upside
TeraWulf (WULF) shares dropped 4.5% despite HPC lease revenue jumping 52% to 71% of total. Q2 loss per share of $1.94 missed estimates, but analysts see 114% upside.
Cipher Digital Shares Slide 4.5% as Restricted Cash Raises Valuation Concerns
Cipher Digital shares dropped 4.5% as analysts cut price targets, citing restricted cash and valuation concerns amid HPC expansion.
IREN Stock Slips as AI Cloud Execution Takes Center Stage Post-Mirantis Deal
IREN shares slipped 1.5% as investors weigh strong AI Cloud contract pipeline against slower revenue conversion. The Mirantis acquisition adds software layer.
Cipher Digital's Q2 Miss and Cash Constraints Trigger 15.7% Selloff
Cipher Digital shares tumbled 15.7% after Q2 revenue and EPS missed consensus, with 82% of cash restricted for projects, sparking valuation concerns.
Cipher Digital Slumps 10% as Q2 Mining Revenue Drops 29%
Cipher Digital (NASDAQ:CIFR) shares tumbled 10% as Q2 mining revenue slid 29% from the prior quarter, while the company's HPC rental income remains a future catalyst.
TeraWulf Rallies on Strong AI Lease Pricing
TeraWulf (WULF) rose nearly 7% after B. Riley raised its price target to $40, citing superior revenue density from its Anthropic lease.
IREN Holds AI Premium as Peers Slide, ARR Target Nears $4B
IREN shares slipped just 0.7% last week while peers fell 6.2%, preserving an AI premium. The company has secured 85% of its $4B+ AI cloud ARR target.
IREN Ends Volatile Week Nearly Flat as $4B AI Cloud Target Shifts Focus to Execution
IREN shares closed the week nearly unchanged after a volatile session, with investors weighing its $4 billion AI Cloud revenue target against execution risks.
TeraWulf Outperforms Crypto Peers After FERC Approves Power Plant Transfer
TeraWulf shares slipped 1% after FERC approved a 216-MW plant transfer, beating peers that fell a median 5% as Bitcoin dropped 3%.
TeraWulf Jumps 18% as FERC Approves Maryland Power Plant Deal
TeraWulf stock jumped 18.1% to $17.82 after FERC approved its acquisition of a 216-MW Maryland power plant, supporting its AI data center strategy.
Keel Infrastructure Soars 30% as BlackRock Reveals 8.4% Stake
Keel Infrastructure shares jumped 30% after BlackRock disclosed an 8.4% stake. The move came amid a broader rally in digital-infrastructure stocks.
IREN Soars 26% on 5GW AI Roadmap, Valuation Debate Intensifies
IREN stock jumped 26% on a 5GW AI plan, with revenue density targets far exceeding rivals TeraWulf and Applied Digital, reigniting valuation debate.
Cipher Digital Plunges 13% as AI Data Center Stocks Slide; Bitcoin Stable
Cipher Digital dropped 13.4% amid a broader sell-off in AI data center stocks, while Bitcoin remained flat. Q2 earnings are due August 4.
TeraWulf Plunges 12% as AI Sector Jitters Hit Miner-to-Data-Center Plays
TeraWulf fell 11.9% to $15.05, tracking a 13.2% average decline among ex-miner rivals. Bitcoin edged down only 0.4%, underscoring the stock's new AI-infrastructure identity.
TeraWulf Stock Edges Up Following Lucrative Anthropic AI Lease Deal
TeraWulf closed Friday at $18.46, down 7.9% on the day but up 1.7% for the week, buoyed by a $19 billion AI lease with Anthropic.
Cipher Digital Shares Surge 32% in Turbulent Week as Market Eyes AI Infrastructure
Cipher Digital shares surged 31.8% in a volatile week, closing at $23.15 on Friday. The AI-driven rally faces execution uncertainty ahead of Q2 earnings.
Fermi Inc. Surges 18% Despite 1.9% Share Dilution, Signaling Investor Confidence
Fermi Inc. shares climbed 18% to $7.46, offsetting a 1.9% dilution from new share admissions. The rally reflects investor optimism amid leadership changes and project milestones.
Keel Infrastructure Surges on BTIG Buy Rating with $8 Price Target
Keel Infrastructure shares jumped 3.1% to $4.835 after BTIG set an $8 target, a 65% upside, despite 68% of its 2.2-GW pipeline being unsecured.
Cipher Digital Jumps 16% on AI Data-Center Hopes, Outpacing Bitcoin
Cipher Digital shares surged 16%, extending two-day gains to 35%. The stock outperformed peers as investors anticipate future AI data-center revenue.
Cipher Digital Surges 17% on AI Data Center Demand, Outshining Bitcoin
Cipher Digital (NASDAQ:CIFR) surged 17% on Monday, recovering two-thirds of last week's losses, as AI data center stocks outperformed Bitcoin. Volume doubled the average.