TeraWulf (WULF) stock jumps 18% on a 20-year, $19 billion Anthropic data center lease
TeraWulf signed a 20-year lease with Anthropic worth about $19 billion in contracted revenue at its Kentucky data center campus, and sold its Abernathy, Texas stake to a Fluidstack-led group for about $530 million the same day. WULF stock jumped as much as 17%, reversing a hard slide, right after Anthropic's reported $15 billion Australia data center plan.
Bullish Watch, week of July 6: four oversold names, and one that already bounced
This week's Bullish Watch: CleanSpark (CLSK), Nokia (NOK), Teradyne (TER), and Ondas (ONDS) are oversold; AeroVironment (AVAV) already bounced on a beat-and-raise plus a fresh Army contract.
Bitcoin is sliding, and the AI data center miners are sliding with it (IREN, CORZ, CLSK)
A dozen former bitcoin miners now call themselves AI data center companies. With bitcoin down near $58,300 and sliding a second day, most fell with it, while the names furthest from crypto held up best.
Data-center and bitcoin-miner stocks (CRWV, HIVE) sold off at the open on June 29 after a pre-market pop
AI data-center, neo-cloud, and bitcoin-miner stocks ticked up pre-market on June 29, then sold off hard at the open. Most are down 3% to 10% from the open and now slowly recovering. Nebius (NBIS) was the exception.
IREN bought the Warriors' jersey patch. Here's how it stacks up against WULF, CIFR and the other ex-miners
A few years ago IREN was a bitcoin miner. Now its badge is going on every Golden State Warriors jersey in a deal worth more than $50 million a year. Here is what IREN actually does, the Microsoft and Nvidia contracts behind the splash, and how it compares to ex-miners like WULF, CIFR, APLD and CLSK.