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WULF News30 articles
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.
TeraWulf Drops 17% as $19B Anthropic Deal Fails to Offset Financing Fears
TeraWulf shares fell 17.3% to $18.16, below its April offering price, despite a $19B Anthropic lease. Financing and regulatory risks overshadow the deal.
TeraWulf (WULF) Drops 17% as New York Order Casts Shadow Over 77% Out-of-State Pipeline
TeraWulf shares slumped 17% as a New York executive order threatens permit progress, while 77% of its open capacity sits outside the state.
MARA Holdings Slips 3.1% as $2.1B Deals Weigh on Valuation
MARA Holdings shares dropped 3.1% to $11.79, giving up gains from its Texas site announcement, as two major deals totaling up to $2.1 billion weigh on valuation.
CleanSpark's $6.6B Lease Deal Puts $2.1B Construction Funding to the Test
CleanSpark shares gave back most of an early 10.5% gain as the market weighed a $6.6B lease against a $2.1B construction bill, testing the company's ability to secure project financing.
IREN Stock Declines Despite AI and Bitcoin Rally as Investors Focus on $1.3 Billion Execution Gap
IREN (NASDAQ:IREN) closed 1% lower on Tuesday, lagging the AI and bitcoin rallies. The market is pricing a $1.3 billion gap between contracted and targeted revenue.
TeraWulf stock slides 8% on $3.5B financing hurdle for AI lease
TeraWulf shares dropped 8% after the $19B Anthropic lease requires $3.5B in project financing, raising concerns about debt levels and equity cash flow.
TeraWulf's $19B Anthropic Lease Raises $3.5B Debt Concerns
TeraWulf's $19B lease with Anthropic includes a $3.5B debt package, sparking concerns over financing costs and execution risks.
MARA Holdings Retreats on Texas Power Deal Uncertainty
MARA Holdings shares gave back gains after announcing a $600 million Texas power site acquisition with no named tenant, raising concerns about financing and revenue.
Fermi Shares Tumble 18% After $375M Convertible Bond Sale Highlights Debt Burden
Fermi Inc. shares dropped 18% over five sessions after pricing a $375M convertible bond, highlighting a $912M debt load and dwindling cash reserves.
TeraWulf Shares Slide 5% as $3.5B Debt Plan Clouds AI Deal
TeraWulf shares dropped 5.3% after announcing plans to raise $3.5 billion in debt for its Anthropic AI data center, as investors weigh financing risks.
MARA Holdings Slips After Texas Deal Cap, Tenant Uncertainty
MARA Holdings dropped 5.5% Friday, giving back most of Thursday's gains, after an SEC filing revealed a $600 million ceiling for its Texas project buyout.
Keel Infrastructure Stock Bounces as Leasing Progress Becomes Key Test
Keel Infrastructure shares rebound 9% in two days, but a wide valuation range underscores the uncertainty around converting power capacity into long-term data-center leases.