Wells Fargo Starts Coverage on WULF, CORZ, CIFR, APLD and HUT With Overweight Ratings
Wells Fargo begins coverage of five HPC and AI data center stocks, citing contracted power, tenant quality and pipeline upside.
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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.
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.