Bloom Energy, CoreWeave & Nebius Soar as Fund Margin Calls Ease
Bloom Energy, CoreWeave, and Nebius rebound as Microsoft’s 43% Azure growth and Mizuho/Truist Buy upgrades help ease AI fund margin-call selling pressure.
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Bitcoin Miners Get Buy Ratings: Chardan Sees Big Upside in HIVE, WULF and CIFR’s AI Push
Chardan initiates Buy coverage on HIVE ($7.50 PT), WULF ($32) & CIFR ($32) as Bitcoin miners expand into AI data centers with strong upside.
TeraWulf Unaffected by NY Data Center Pause as Needham Reiterates Buy Rating
Despite Hochul’s one-year moratorium on large data centers, Needham sees limited impact on TeraWulf. Focus shifts to Kentucky’s $19B Anthropic deal and existing NY capacity.
TeraWulf Targets $3.5 Billion Debt Raise to Build Massive AI Data Center for Anthropic
TeraWulf is targeting $3.5B in leveraged loans to fund its Justified Data AI campus in Kentucky, fully leased to Anthropic under a $19 billion, 20-year agreement.
TeraWulf Secures $19 Billion, 20-Year Deal with Anthropic for 401 MW AI Data Center
TeraWulf secures a 20-year lease with Anthropic for a 401 MW AI data center in Kentucky, projecting $19B in revenue. Also divests 50.1% stake in Texas project at a profit.
TeraWulf’s Aggressive HPC and AI Push Wins Citi Backing
Wall Street consensus is Strong Buy at $36.34, implying 40% upside as the company pivots aggressively into AI and HPC infrastructure.