2026-10-24 8-K filing
8-K: Item 1.01, Item 2.03 D1 +5.8% · since +12.0%
2026-10-21 Company Bull
TeraWulf Jumps 8% as CEO Says Power Demand Remains 'Extremely Strong' CEO comments plus Musk's compute demand remarks boost AI data center sector
D1 +6.2% · +5d +5.2%
2026-10-19 Other
AI Infrastructure Stocks Rebound, WULF Up 6% Sector selloff reverses as WULF rises with AI infrastructure peers
D1 +3.3% · +5d -0.7%
2026-10-16 Analyst Bear
Cantor Keeps Overweight on WULF, Cuts PT to $30 Cantor cuts PT from $37 to $30, also lowering targets across AI miners, reflecting sector valuation pressure
D1 -7.4% · +5d -3.1%
› 2 waves of this story2026-10-16 Shares hit a 52-week low; Morgan Stanley cites data-center contracts and cash position for valuation well above current price.2026-10-16 Cantor cuts PT from $37 to $30, also lowering targets across AI miners, reflecting sector valuation pressure2026-10-15 Other Bear
AI datacenter/neocloud sector selloff hits WULF, down ~9% Multiple independent X accounts confirm sector-wide selloff; WULF among leaders, but no company-specific new facts
D1 +9.4% · +5d -10.3%
2026-10-12 Analyst Bull
TD Cowen Initiates Buy on TeraWulf, PT $21 First coverage with Buy rating and $21 PT signals institutional confidence in AI data center strategy
D1 -2.9% · +5d -9.8%
2026-10-09 Company Bear
Treasury Yield Spike Triggers Data Center Selloff, WULF Down 8% Financing-dependent data center builders hit hardest as yields rise; WULF falls with sector
D1 +0.9% · +5d -15.2%
2026-10-07 Company Bear
AI miners' power delivery lags; WULF faces sector-wide delivery risk Only 720MW of 4.8GW leased delivered; WULF's delivery pace in focus
D1 -3.8% · +5d -19.9%
2026-10-05 8-K filing
8-K: Item 8.01, Item 9.01 D1 -4.5% · +5d -9.6%
2026-10-05 Company Bull
TeraWulf Doubles Muskie Power Contract to 1GW Amended deal advances second 500MW phase to 2029, boosting AI data center power capacity
D1 -4.5% · +5d -9.6%
2026-09-29 Company Bull
Anthropic's $518B 2027 AI Infra Spend May Indirectly Benefit WULF Anthropic's massive cloud/compute spend plan boosts AI data center demand, WULF as operator may benefit
D1 -0.2% · +5d -0.8%
2026-09-28 Analyst Bull
Jones Trading Initiates Buy on TeraWulf, PT $30 Following Wells Fargo, another firm initiates Buy with $30 PT, boosting sentiment
D1 -3.9% · +5d -2.2%
2026-09-21 → 09-24 Analyst Bull
UBS Reiterates Buy on WULF, PT $24 After UBS initiation, multiple sources reiterate, but no new facts
D1 +2.6% · +5d -13.4%
› 3 waves of this story2026-09-21 Initiation at Neutral with PT below market, reflecting caution on AI datacenter valuations and power constraints2026-09-23 Contrasts with Rothschild Redburn Neutral and Wells Fargo Overweight within 14 days; UBS cites contracted assets and near-term leasing upside2026-09-24 After UBS initiation, multiple sources reiterate, but no new facts2026-09-18 Company Bull
Reports: Anthropic, OpenAI eye smaller 20-30 MW AI data center deals, boosting WULF Anthropic and OpenAI shifting to smaller AI data center deals, WULF as host could benefit
D1 +3.3% · +5d -7.5%
2026-09-17 Analyst Bull
Wells Fargo Initiates WULF at Overweight, PT $30 839MW contracted backlog worth $15/share; multiple catalysts ahead
D1 +7.0% · +5d -1.1%
2026-09-16 Other Bear
AI Infrastructure Stocks Slide Broadly; WULF Down 5% Data center sector broadly lower; WULF leads decline, extending 15% monthly drop
D1 +6.2% · +5d +6.2%
2026-08-25 → 09-02 Analyst Bear
Jim Cramer further trims data center stocks, WULF under pressure Cramer calls data centers a battleground, plans to rotate to healthcare, adding to sector bearishness.
D1 +5.4% · +5d -10.2%
› 2 waves of this story2026-08-25 Cramer publicly questions the datacenter thesis, adding pressure on sector sentiment2026-09-02 Cramer calls data centers a battleground, plans to rotate to healthcare, adding to sector bearishness.2026-08-29 Company Bear
Data center stocks slump; WULF down ~7.5% today NBIS, IREN, CRWV among peers hit; sector-wide selling pressure
D1 -1.4% · +5d +18.0%
2026-08-28 Analyst Bull
William Blair initiates WULF at Outperform, PT $31 Leveraged power provider for hyperscalers; pullback seen as favorable entry point
D1 -6.9% · +5d +7.6%
2026-08-24 Regulation Bull
Kentucky PSC Approves TeraWulf's 482MW Power Agreement Approval supports Justified Data Campus in Hancock County; est. $4-4.5B site development
D1 -1.0% · +5d -2.3%
2026-08-14 Earnings
Earnings report D1 +6.6% · +5d -10.0%
2026-07-13 → 08-11 Company
TeraWulf's $19B Anthropic Deal Advances HPC Expansion Q2 call confirms 102MW operating, $19B Anthropic deal, $1.45B liquidity; construction costs pressure near-term profits
D1 -4.9% · +5d -9.7%
› 8 waves of this story2026-07-13 CEO confirms deal size; analyst sees stock tripling, a major corporate development.2026-07-20 M3 mentions WULF locked ~$19B deal, consistent with prior Anthropic deal, confirming same line.2026-07-22 Morgan Stanley sees Bitcoin miners becoming AI data centers; WULF up 13.8% from July 17 lows2026-07-25 Analysts note neoclouds like WULF must secure large customers directly or indirectly amid financing pressure2026-07-26 Bernstein: ~$2.4M per IT MW vs ~$1.8M industry avg, +30%2026-08-04 B.Riley maintains Buy, raises PT from $32 to $40; multiple X accounts highlight its AI compute positioning2026-08-05 Q2 shows HPC lease revenue growth, 102MW online at Lake Mariner, 336MW under construction.2026-08-11 Q2 call confirms 102MW operating, $19B Anthropic deal, $1.45B liquidity; construction costs pressure near-term profits2026-08-07 Regulation Bull
Trump says data centers could be more important than oil, warns Texas opposing construction would be a mistake Trump publicly backs data center buildout, calls out Texas opposition, impacting AI infrastructure stocks like WULF
D1 -3.0% · +5d +1.8%
2026-08-06 Earnings
Earnings report Q2 revenue was $44.8 million, up from $34.0 million in Q1, with HPC lease revenue up 52% quarter-over-quarter to $31.9 million.
D1 -2.5% · +5d -7.4%
2026-08-05 8-K filing
8-K: Item 2.02, Item 7.01, Item 9.01 D1 -4.3% · +5d -4.9%
2026-08-05 Earnings
Earnings report Q2 revenue was $44.8 million, up from $34.0 million in Q1, with HPC lease revenue up 52% quarter-over-quarter to $31.9 million.
D1 -4.3% · +5d -4.9%
2026-08-05 Earnings Bear
TeraWulf Q2: Loss Wider, Revenue Miss Q2 EPS -$1.94 vs -$0.23 est; revenue $44.8M vs $46.4M est.
D1 -4.3% · +5d -4.9%
2026-07-27 → 08-01 Analyst Bull
Chardan Initiates WULF at Buy, PT $32 Bernstein reiterates Buy with $36 PT, citing M&S strategy supporting high-visibility power pipeline through 2030
D1 -2.6% · +5d +4.7%
› 3 waves of this story2026-07-27 Analyst sees first-mover edge in AI/HPC transition; two independent sources2026-07-29 KBW sees market pricing in 400MW Phase 1 lease at Muskie, reinforcing bull case2026-08-01 Bernstein reiterates Buy with $36 PT, citing M&S strategy supporting high-visibility power pipeline through 2030
