B. Riley issued a set of crypto and high-performance computing (HPC) notes on Monday, raising the price targets on four Bitcoin (BTC) miners shifting to AI infrastructure, while slashing the target of a pure crypto player.Analyst Nick Giles increased price targets on Hut 8 (HUT) to $163 from $130…
TeraWulf NASDAQ:WULF shares surged about 20% on Thursday after the digital infrastructure company signed a 20-year lease with artificial intelligence startup Anthropic for its Justified Data campus in Kentucky.The agreement is expected to generate about $19 billion in contracted revenue over its te…
Morgan Stanley projects global AI-related debt issuance will hit $570 billion in 2026. By the end of May, roughly $236 billion had already been issued, putting the market on pace to grow at approximately four times the rate of the prior year.Hyperscaler investment-grade bond issuance, meaning debt…
Core Scientific's (CORZ) AI colocation deal with CoreWeave generates a five-year average return on assets of 75% and a yield on cost of 79%, but the economics behind those numbers are not the sector norm, Bernstein said in a Wednesday note.Analysts at the brokerage and research firm led by Madison…
TeraWulf (WULF) shares rose over 2% in pre-market trading on Wednesday after Needham reiterated a 'Buy' rating, saying the company’s flagship Lake Mariner site would not be affected by New York’s fresh moratorium on hyperscaler AI data center projects.However, the brokerage cautioned that TeraWulf’…
CleanSpark NASDAQ:CLSK, a Bitcoin (BTC-USD) mining company expanding into data-center operations, has secured a 20-year infrastructure lease at its Sandersville campus in Georgia that is expected to generate $6.6 billion in contracted revenue. The company did not identify the tenant but described i…
American Bitcoin, a Bitcoin (BTC-USD) mining and treasury company co-founded by Eric Trump, has come under heavy pressure as Bitcoin's downturn and the surge in artificial intelligence demand have reshaped investor appetite across the mining sector. The company's shares have fallen more than 95% fr…
TeraWulf Inc. (WULF) shares jumped nearly 7% on Thursday after a report said the company plans to raise around $3.5 billion in debt to finance an Anthropic-leased data centre campus in Kentucky. The financing would mark TeraWulf's first-ever foray into the leveraged loan market.WULF’s $3.5-Billion…
U.S. stock futures climbed in the overnight session late Wednesday, reversing a sell-off triggered by rising tensions between the U.S. and Iran after President Donald Trump said that the interim deal to end the war with Iran was "over."Nasdaq 100 futures rose 0.19%, S&P 500 futures climbed 0.08%, w…
TeraWulf (WULF) shares held up against a broader market selloff in morning trade on Wednesday after Morgan Stanley raised its price target on the stock, while two of the largest ‘pivoting’ Bitcoin (BTC) miners, Mara Holdings (MARA) and Riot Platforms (RIOT) fell alongside the wider market after Pre…
Analysts raised price targets on TeraWulf (WULF) and flagged fresh upside for Century Aluminum (CENX) on Tuesday, following the companies' $19 billion lease deal with Anthropic (ANTHZZX), even as one note trimmed its CENX target on valuation grounds.Needham analyst John Todaro raised the firm's pri…
Bernstein maintained its Outperform rating and $36 price target on TeraWulf (WULF) after the company signed a $19 billion, 20-year lease with Anthropic and sold its majority stake in the Abernathy joint venture to a Fluidstack-led investor group.The lease covers 401 megawatts of IT load at TeraWulf…
(11:15 GMT) TeraWulf Price Target Raised to $30.00/Share From $27.00 by Rosenblatt
TeraWulf Is Maintained at Buy by Needham
TeraWulf NASDAQ:WULF 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 Te…
TeraWulf has signed a 20-year lease agreement with Anthropic that is expected to generate approximately $19 billion in revenue, according to an announcement on Monday.TeraWulf's stock (WULF) is up over 17% on the day, according to The Block's equities price page.Nearly all bitcoin miners have begun…
TeraWulf NASDAQ:WULF 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 16% in premarket trading.The deal secures long-term, recurring revenue fo…
