TeraWulf
Cipher Mining and TeraWulf are buys, MARA a sell, as Morgan Stanley begins bitcoin miner coverage
The analyst framed some bitcoin mining sites as infrastructure assets, lifting CIFR and WULF shares while MARA lags.
TeraWulf jumps 11% after buying power-rich Kentucky and Maryland sites
The acquisitions bring TeraWulf’s capacity to 2.8 gigawatts as it targets major infrastructure expansion to supply power-hungry computing demand.
KBW upgrades TeraWulf to outperform, sees AI pivot as catalyst for sharp growth
The bank raised its its price target on the shares to $24 from $9.50.
TeraWulf Dips 5% on $500M Capital Raise to Fund AI Data Center Expansion
The stock jumped 17% Tuesday after inking a $9.5 billion Google-backed AI compute deal with Fluidstack.
TeraWulf Stock Surges 22% After $9.5B Google-Backed AI Compute Deal With Fluidstack
The bitcoin miner turned AI infrastructure firm will co-develop a 168 MW data center in Texas, with long-term revenue locked in.
Bitcoin Miner Core Scientific Upgraded to Buy as HPC Momentum Builds: B. Riley
The bank also reaffirmed TeraWulf (WULF) as its top pick in the sector.
Bitcoin Mining Faces 'Incredibly Difficult' Market as Power Becomes the Real Currency
Executives at Jackson Hole’s SALT conference said the old boom-and-bust halving rhythm is breaking down, with survival now tied to cheap power and diversified infrastructure.
TeraWulf Rally Cools on $850M Convertible Note Sale After Google Deal
Most of the net proceeds are earmarked for the firm's data center expansion, with $85 million set aside for capped call transactions to mitigate share dilution.
Bitcoin Network Hashrate Rose 4% in First Two Weeks of August: JPMorgan
The combined hashrate of the 13 U.S.-listed miners the bank tracks now accounts for a record high 33.6% of the global network.
TeraWulf Adds Another 10% as Google Lifts Stake
The news comes alongside Fluidstack exercising its option to expand at WULF's Lake Mariner data center campus.
