WULF
WULFmorning_moversEverything we've seen
- ·Nov 11, 3:01 PMstreamnews
Needham Maintains Buy on TeraWulf, Lowers Price Target to $25
Needham analyst John Todaro maintains TeraWulf (NASDAQ:WULF) with a Buy and lowers the price target from $33 to $25.
- ·Nov 11, 3:01 PMstreamnews
Block To Rally Over 19%? Here Are 10 Top Analyst Forecasts For Monday
Analysts raised targets for Magnite, Airbnb and Choice Hotels; cut targets for Unusual Machines, DraftKings, PDD and TeraWulf. DKNG and PDD downgraded.
- ·Nov 11, 3:01 PMstreamnews
Rosenblatt Maintains Buy on TeraWulf, Lowers Price Target to $20
Rosenblatt analyst Chris Brendler maintains TeraWulf (NASDAQ:WULF) with a Buy and lowers the price target from $30 to $20.
- ·Nov 11, 3:01 PMstreamnews
TeraWulf Analysts Stay Bullish After Google Backstops $19 Billion Anthropic Lease
TeraWulf shares rise after a revenue beat; analysts retain Buy ratings but cut targets, citing Google-backed $19B Anthropic lease, HPC growth.
- ·Nov 11, 3:01 PMstreamnews
Neocloud Sell-Off Leaves Bitcoin Miners Oversold
Powered shell providers fell ~35% in October on funding fears, yet no signed leases were cancelled. Why we see the AI data center sell-off as a dislocation.
- ·Nov 11, 3:01 PMstreamnews
IREN Falls 5% After Friday’s 20% Surge as AI Lending Worries Mount; TeraWulf and Applied Digital Rise 2%
Banks are tightening the purse strings on AI data center debt, and not every former crypto miner is feeling the squeeze equally. One company owns its GPUs and carries billions in unfunded plans, while its peers lean on a different playbook.
- ·Nov 11, 3:01 PMstreamnews
Fluor wins EPC contract on $4B Kentucky data center campus
Early construction work has already started on the site, according to a Fluor news release.
- ·Nov 11, 3:01 PMstreamnews
Riot Platforms, Other Powered Shell Providers Present Buying Opportunity, Morgan Stanley Says
Riot Platforms (RIOT) and other powered shell providers may present a buying opportunity following r
- ·Nov 11, 3:01 PMstreamnews
WULF Q3 Earnings Call Highlights AI Expansion and Funding Plans
TeraWulf targets $700M in annualized lease revenue by Q1 2027, backed by AI infrastructure expansion, Google's credit support and disciplined funding plans.
- ·Nov 11, 3:01 PMstreamnews
Cipher Digital Rises 4%, Riot Up 6% as Morgan Stanley Calls Powered Shell Stocks a Buying Opportunity
Key TakeawaysCipher Digital rose 4% after Morgan Stanley cut its price target to $27. 50 from $51.
- ·Nov 11, 3:01 PMstreamnews
WULF, HUT, CIFR Stocks Get Price Target Cuts From Jefferies: Here’s Why The Analyst Is Still Bullish On These AI Infra Firms
Jefferies lowered the price target on TeraWulf, Hut 8 and Cipher Digital as part of a broader re-rating of AI Data Center companies.
- ·Nov 11, 3:01 PMstreamnews
Wells Fargo Maintains Overweight on TeraWulf, Lowers Price Target to $22
Wells Fargo analyst Eric Luebchow maintains TeraWulf (NASDAQ:WULF) with a Overweight and lowers the price target from $30 to $22.
- ·Nov 11, 3:01 PMstreamnews
RIOT Stock Gains After Jefferies Upgrade, JP Morgan Price Target Hike: Analysts See Favorable Economics In Corsicana Data Center Deal
JPMorgan’s new price target of $28 on Riot implies a potential upside of around 59% from Monday’s close.
- ·Nov 11, 3:01 PMstreamnews
Morgan Stanley Maintains Overweight on TeraWulf, Lowers Price Target to $47
Morgan Stanley analyst Stephen Byrd maintains TeraWulf (NASDAQ:WULF) with a Overweight and lowers the price target from $65 to $47.
- ·Nov 11, 3:01 PMstreamnews
Citigroup Maintains Buy on TeraWulf, Lowers Price Target to $24
Citigroup analyst Michael Rollins maintains TeraWulf (NASDAQ:WULF) with a Buy and lowers the price target from $31 to $24.
- ·Nov 11, 3:01 PMstreamnews
Jefferies Maintains Buy on TeraWulf, Lowers Price Target to $14
Jefferies analyst Jonathan Petersen maintains TeraWulf (NASDAQ:WULF) with a Buy and lowers the price target from $15 to $14.
- ·Nov 11, 3:01 PMstreamnews
IREN Sinks 10% as Analyst Target Cuts Pile Up After Microsoft Delay; Cipher Digital Falls 6%, TeraWulf Slides 2%
A delayed Microsoft buildout and a $6 billion funding hole have analysts slashing IREN targets, and a hot inflation print is making it worse. Why are two rival miners holding up better, and what separates their models?
- ·Nov 11, 3:01 PMstreamnews
Has TeraWulf (WULF) Priced In Too Much AI Sales Growth?
TeraWulf has become one of the more eye catching AI infrastructure plays after a very large three year climb in its share price, which now puts a spotlight on whether the current valuation lines up with the revenue running through the business. With the company leaning further into high performance computing leases for AI clients, the question is how much investors are paying today for each dollar of its sales. Over the past three years, TeraWulf has delivered a very large share price gain,...
- ✓Nov 11, 3:00 PMdecisionacted
Agent 11 — Morning Movers — exit
Closed WULF at EOD flatten. P/L: $42.42 (+1.05%).
- ·Nov 11, 2:46 PMstreamnews
Needham Maintains Buy on TeraWulf, Lowers Price Target to $25
Needham analyst John Todaro maintains TeraWulf (NASDAQ:WULF) with a Buy and lowers the price target from $33 to $25.
- ·Nov 11, 2:46 PMstreamnews
Block To Rally Over 19%? Here Are 10 Top Analyst Forecasts For Monday
Analysts raised targets for Magnite, Airbnb and Choice Hotels; cut targets for Unusual Machines, DraftKings, PDD and TeraWulf. DKNG and PDD downgraded.
- ·Nov 11, 2:46 PMstreamnews
Rosenblatt Maintains Buy on TeraWulf, Lowers Price Target to $20
Rosenblatt analyst Chris Brendler maintains TeraWulf (NASDAQ:WULF) with a Buy and lowers the price target from $30 to $20.
- ·Nov 11, 2:46 PMstreamnews
TeraWulf Analysts Stay Bullish After Google Backstops $19 Billion Anthropic Lease
TeraWulf shares rise after a revenue beat; analysts retain Buy ratings but cut targets, citing Google-backed $19B Anthropic lease, HPC growth.
- ·Nov 11, 2:46 PMstreamnews
Neocloud Sell-Off Leaves Bitcoin Miners Oversold
Powered shell providers fell ~35% in October on funding fears, yet no signed leases were cancelled. Why we see the AI data center sell-off as a dislocation.
- ·Nov 11, 2:46 PMstreamnews
IREN Falls 5% After Friday’s 20% Surge as AI Lending Worries Mount; TeraWulf and Applied Digital Rise 2%
Banks are tightening the purse strings on AI data center debt, and not every former crypto miner is feeling the squeeze equally. One company owns its GPUs and carries billions in unfunded plans, while its peers lean on a different playbook.
- ·Nov 11, 2:46 PMstreamnews
Fluor wins EPC contract on $4B Kentucky data center campus
Early construction work has already started on the site, according to a Fluor news release.
- ·Nov 11, 2:46 PMstreamnews
Riot Platforms, Other Powered Shell Providers Present Buying Opportunity, Morgan Stanley Says
Riot Platforms (RIOT) and other powered shell providers may present a buying opportunity following r
- ·Nov 11, 2:46 PMstreamnews
WULF Q3 Earnings Call Highlights AI Expansion and Funding Plans
TeraWulf targets $700M in annualized lease revenue by Q1 2027, backed by AI infrastructure expansion, Google's credit support and disciplined funding plans.
- ·Nov 11, 2:46 PMstreamnews
Cipher Digital Rises 4%, Riot Up 6% as Morgan Stanley Calls Powered Shell Stocks a Buying Opportunity
Key TakeawaysCipher Digital rose 4% after Morgan Stanley cut its price target to $27. 50 from $51.
- ·Nov 11, 2:46 PMstreamnews
WULF, HUT, CIFR Stocks Get Price Target Cuts From Jefferies: Here’s Why The Analyst Is Still Bullish On These AI Infra Firms
Jefferies lowered the price target on TeraWulf, Hut 8 and Cipher Digital as part of a broader re-rating of AI Data Center companies.
- ·Nov 11, 2:46 PMstreamnews
Wells Fargo Maintains Overweight on TeraWulf, Lowers Price Target to $22
Wells Fargo analyst Eric Luebchow maintains TeraWulf (NASDAQ:WULF) with a Overweight and lowers the price target from $30 to $22.
- ·Nov 11, 2:46 PMstreamnews
RIOT Stock Gains After Jefferies Upgrade, JP Morgan Price Target Hike: Analysts See Favorable Economics In Corsicana Data Center Deal
JPMorgan’s new price target of $28 on Riot implies a potential upside of around 59% from Monday’s close.
- ·Nov 11, 2:46 PMstreamnews
Morgan Stanley Maintains Overweight on TeraWulf, Lowers Price Target to $47
Morgan Stanley analyst Stephen Byrd maintains TeraWulf (NASDAQ:WULF) with a Overweight and lowers the price target from $65 to $47.
- ·Nov 11, 2:46 PMstreamnews
Citigroup Maintains Buy on TeraWulf, Lowers Price Target to $24
Citigroup analyst Michael Rollins maintains TeraWulf (NASDAQ:WULF) with a Buy and lowers the price target from $31 to $24.
- ·Nov 11, 2:46 PMstreamnews
Jefferies Maintains Buy on TeraWulf, Lowers Price Target to $14
Jefferies analyst Jonathan Petersen maintains TeraWulf (NASDAQ:WULF) with a Buy and lowers the price target from $15 to $14.
- ·Nov 11, 2:46 PMstreamnews
IREN Sinks 10% as Analyst Target Cuts Pile Up After Microsoft Delay; Cipher Digital Falls 6%, TeraWulf Slides 2%
A delayed Microsoft buildout and a $6 billion funding hole have analysts slashing IREN targets, and a hot inflation print is making it worse. Why are two rival miners holding up better, and what separates their models?
- ·Nov 11, 2:46 PMstreamnews
Has TeraWulf (WULF) Priced In Too Much AI Sales Growth?
TeraWulf has become one of the more eye catching AI infrastructure plays after a very large three year climb in its share price, which now puts a spotlight on whether the current valuation lines up with the revenue running through the business. With the company leaning further into high performance computing leases for AI clients, the question is how much investors are paying today for each dollar of its sales. Over the past three years, TeraWulf has delivered a very large share price gain,...
- ·Nov 11, 2:31 PMstreamnews
Fluor wins EPC contract on $4B Kentucky data center campus
Early construction work has already started on the site, according to a Fluor news release.
- ·Nov 11, 2:31 PMstreamnews
Riot Platforms, Other Powered Shell Providers Present Buying Opportunity, Morgan Stanley Says
Riot Platforms (RIOT) and other powered shell providers may present a buying opportunity following r
- ·Nov 11, 2:31 PMstreamnews
WULF Q3 Earnings Call Highlights AI Expansion and Funding Plans
TeraWulf targets $700M in annualized lease revenue by Q1 2027, backed by AI infrastructure expansion, Google's credit support and disciplined funding plans.
- ·Nov 11, 2:31 PMstreamnews
Cipher Digital Rises 4%, Riot Up 6% as Morgan Stanley Calls Powered Shell Stocks a Buying Opportunity
Key TakeawaysCipher Digital rose 4% after Morgan Stanley cut its price target to $27. 50 from $51.
- ·Nov 11, 2:31 PMstreamnews
WULF, HUT, CIFR Stocks Get Price Target Cuts From Jefferies: Here’s Why The Analyst Is Still Bullish On These AI Infra Firms
Jefferies lowered the price target on TeraWulf, Hut 8 and Cipher Digital as part of a broader re-rating of AI Data Center companies.
- ·Nov 11, 2:31 PMstreamnews
Wells Fargo Maintains Overweight on TeraWulf, Lowers Price Target to $22
Wells Fargo analyst Eric Luebchow maintains TeraWulf (NASDAQ:WULF) with a Overweight and lowers the price target from $30 to $22.
- ·Nov 11, 2:31 PMstreamnews
RIOT Stock Gains After Jefferies Upgrade, JP Morgan Price Target Hike: Analysts See Favorable Economics In Corsicana Data Center Deal
JPMorgan’s new price target of $28 on Riot implies a potential upside of around 59% from Monday’s close.
- ·Nov 11, 2:31 PMstreamnews
Morgan Stanley Maintains Overweight on TeraWulf, Lowers Price Target to $47
Morgan Stanley analyst Stephen Byrd maintains TeraWulf (NASDAQ:WULF) with a Overweight and lowers the price target from $65 to $47.
- ·Nov 11, 2:31 PMstreamnews
Citigroup Maintains Buy on TeraWulf, Lowers Price Target to $24
Citigroup analyst Michael Rollins maintains TeraWulf (NASDAQ:WULF) with a Buy and lowers the price target from $31 to $24.
- ·Nov 11, 2:31 PMstreamnews
Jefferies Maintains Buy on TeraWulf, Lowers Price Target to $14
Jefferies analyst Jonathan Petersen maintains TeraWulf (NASDAQ:WULF) with a Buy and lowers the price target from $15 to $14.
- ·Nov 11, 2:31 PMstreamnews
IREN Sinks 10% as Analyst Target Cuts Pile Up After Microsoft Delay; Cipher Digital Falls 6%, TeraWulf Slides 2%
A delayed Microsoft buildout and a $6 billion funding hole have analysts slashing IREN targets, and a hot inflation print is making it worse. Why are two rival miners holding up better, and what separates their models?
- ·Nov 11, 2:31 PMstreamnews
Has TeraWulf (WULF) Priced In Too Much AI Sales Growth?
TeraWulf has become one of the more eye catching AI infrastructure plays after a very large three year climb in its share price, which now puts a spotlight on whether the current valuation lines up with the revenue running through the business. With the company leaning further into high performance computing leases for AI clients, the question is how much investors are paying today for each dollar of its sales. Over the past three years, TeraWulf has delivered a very large share price gain,...
- ✓Nov 11, 9:33 AMdecisionacted
Agent 11 — Morning Movers — entry
Opened long 303 sh WULF @ $13.36 — pre-market Wilder-MA hit.
- ❖Nov 11, 5:40 AMnewsvia finnhub
Neoclouds Like Nebius Are Much Better Investments Than Colocation Companies Like TeraWulf. Here's Why.
Neoclouds are a much better long-term opportunity than colocation providers.
- ▢Nov 10, 7:00 PMjournal
Agent 11 — Morning Movers opened long 303 @ $13.36
- ▣Nov 10, 7:00 PMjournaleod_flatten
Agent 11 — Morning Movers closed long 303 @ $13.50 (+$42.42)
- ❖Nov 10, 4:10 PMnewsvia finnhub
Has TeraWulf (WULF) Priced In Too Much AI Sales Growth?
TeraWulf has become one of the more eye catching AI infrastructure plays after a very large three year climb in its share price, which now puts a spotlight on whether the current valuation lines up with the revenue running through the business. With the company leaning further into high performance computing leases for AI clients, the question is how much investors are paying today for each dollar of its sales. Over the past three years, TeraWulf has delivered a very large share price gain,...
- ❖Nov 10, 1:02 PMnewsvia finnhub
IREN Sinks 10% as Analyst Target Cuts Pile Up After Microsoft Delay; Cipher Digital Falls 6%, TeraWulf Slides 2%
A delayed Microsoft buildout and a $6 billion funding hole have analysts slashing IREN targets, and a hot inflation print is making it worse. Why are two rival miners holding up better, and what separates their models?
- ❖Nov 10, 12:32 PMnewsvia finnhub
Jefferies Maintains Buy on TeraWulf, Lowers Price Target to $14
Jefferies analyst Jonathan Petersen maintains TeraWulf (NASDAQ:WULF) with a Buy and lowers the price target from $15 to $14.
- ❖Nov 10, 10:57 AMnewsvia finnhub
Citigroup Maintains Buy on TeraWulf, Lowers Price Target to $24
Citigroup analyst Michael Rollins maintains TeraWulf (NASDAQ:WULF) with a Buy and lowers the price target from $31 to $24.
- ❖Nov 10, 8:21 AMnewsvia finnhub
Morgan Stanley Maintains Overweight on TeraWulf, Lowers Price Target to $47
Morgan Stanley analyst Stephen Byrd maintains TeraWulf (NASDAQ:WULF) with a Overweight and lowers the price target from $65 to $47.
- ❖Nov 10, 8:17 AMnewsvia finnhub
RIOT Stock Gains After Jefferies Upgrade, JP Morgan Price Target Hike: Analysts See Favorable Economics In Corsicana Data Center Deal
JPMorgan’s new price target of $28 on Riot implies a potential upside of around 59% from Monday’s close.
- ❖Nov 10, 6:15 AMnewsvia finnhub
Wells Fargo Maintains Overweight on TeraWulf, Lowers Price Target to $22
Wells Fargo analyst Eric Luebchow maintains TeraWulf (NASDAQ:WULF) with a Overweight and lowers the price target from $30 to $22.
- ❖Nov 10, 1:15 AMnewsvia finnhub
WULF, HUT, CIFR Stocks Get Price Target Cuts From Jefferies: Here’s Why The Analyst Is Still Bullish On These AI Infra Firms
Jefferies lowered the price target on TeraWulf, Hut 8 and Cipher Digital as part of a broader re-rating of AI Data Center companies.
- ❖Nov 9, 5:18 PMnewsvia finnhub
Cipher Digital Rises 4%, Riot Up 6% as Morgan Stanley Calls Powered Shell Stocks a Buying Opportunity
Key TakeawaysCipher Digital rose 4% after Morgan Stanley cut its price target to $27. 50 from $51.
- ❖Nov 9, 1:08 PMnewsvia finnhub
WULF Q3 Earnings Call Highlights AI Expansion and Funding Plans
TeraWulf targets $700M in annualized lease revenue by Q1 2027, backed by AI infrastructure expansion, Google's credit support and disciplined funding plans.
- ❖Nov 9, 11:44 AMnewsvia finnhub
Riot Platforms, Other Powered Shell Providers Present Buying Opportunity, Morgan Stanley Says
Riot Platforms (RIOT) and other powered shell providers may present a buying opportunity following r
- ❖Nov 9, 10:43 AMnewsvia finnhub
Fluor wins EPC contract on $4B Kentucky data center campus
Early construction work has already started on the site, according to a Fluor news release.
- ❖Nov 9, 9:53 AMnewsvia finnhub
IREN Falls 5% After Friday’s 20% Surge as AI Lending Worries Mount; TeraWulf and Applied Digital Rise 2%
Banks are tightening the purse strings on AI data center debt, and not every former crypto miner is feeling the squeeze equally. One company owns its GPUs and carries billions in unfunded plans, while its peers lean on a different playbook.
- ❖Nov 9, 8:28 AMnewsvia finnhub
Neocloud Sell-Off Leaves Bitcoin Miners Oversold
Powered shell providers fell ~35% in October on funding fears, yet no signed leases were cancelled. Why we see the AI data center sell-off as a dislocation.
- ❖Nov 9, 7:43 AMnewsvia finnhub
TeraWulf Analysts Stay Bullish After Google Backstops $19 Billion Anthropic Lease
TeraWulf shares rise after a revenue beat; analysts retain Buy ratings but cut targets, citing Google-backed $19B Anthropic lease, HPC growth.
- ❖Nov 9, 6:55 AMnewsvia finnhub
Rosenblatt Maintains Buy on TeraWulf, Lowers Price Target to $20
Rosenblatt analyst Chris Brendler maintains TeraWulf (NASDAQ:WULF) with a Buy and lowers the price target from $30 to $20.
- ❖Nov 9, 4:19 AMnewsvia finnhub
Block To Rally Over 19%? Here Are 10 Top Analyst Forecasts For Monday
Analysts raised targets for Magnite, Airbnb and Choice Hotels; cut targets for Unusual Machines, DraftKings, PDD and TeraWulf. DKNG and PDD downgraded.
- ❖Nov 9, 2:01 AMnewsvia finnhub
Needham Maintains Buy on TeraWulf, Lowers Price Target to $25
Needham analyst John Todaro maintains TeraWulf (NASDAQ:WULF) with a Buy and lowers the price target from $33 to $25.
- ✓Oct 19, 3:45 PMdecisionacted
Agent 11 — Morning Movers — exit
Closed WULF at EOD flatten. P/L: $376.20 (+1.36%).
- ✓Oct 19, 9:33 AMdecisionacted
Agent 11 — Morning Movers — entry
Opened long 2280 sh WULF @ $12.11 — pre-market Wilder-MA hit.
- ❖Oct 19, 5:35 AMnewsvia finnhub
On Sunday October 18, 2026 TeraWulf CEO Paul Prager Posted On X "$WULF is NOT a neocloud. $WULF IS an energy infrastructure company. We match long term investment grade energy supply with long term HPC/AI off-take. We finance our projects competitively because our contracts require our customers to be investment grade or bring investment grade credit support....."
https://x.com/PaulBPrager/status/2111840763222929856
- ▢Oct 18, 8:00 PMjournal
Agent 11 — Morning Movers opened long 2,280 @ $12.11
- ▣Oct 18, 8:00 PMjournaleod_flatten
Agent 11 — Morning Movers closed long 2,280 @ $12.28 (+$376.20)
- ▢Oct 18, 8:00 PMjournal
Agent 12 — Pre-Market Scalp opened short 24 @ $12.45
- ▣Oct 18, 8:00 PMjournalscalp_flatten
Agent 12 — Pre-Market Scalp closed short 24 @ $12.11 (+$8.16)
Pre-market scalp flatten at 9:33 ET. Exit = last trade via twelvedata @ 2026-10-19 09:31:00.
- ❖Oct 17, 12:11 PMnewsvia finnhub
TeraWulf Stock Gets Analyst Backing After Power Expansion Plans
TeraWulf expanded its Muskie Data Campus power agreement in Kentucky to 1 gigawatt, with the second 500 MW phase now planned for 2029, while the first phase targets initial ramp in 2028 under Kentucky regulatory and executive order frameworks. The enlarged power footprint and focus on AI and high performance computing hosting sharpen TeraWulf’s shift away from pure bitcoin mining. Analysts at Morgan Stanley and Cantor Fitzgerald cite this as a core driver of their constructive long term...
- ✓Sep 24, 3:45 PMdecisionacted
Agent 11 — Morning Movers — exit
Closed WULF at EOD flatten. P/L: $386.08 (+2.37%).
- ✓Sep 24, 9:33 AMdecisionacted
Agent 11 — Morning Movers — entry
Opened long 1016 sh WULF @ $16.02 — pre-market Wilder-MA hit.
- ❖Sep 24, 4:44 AMnewsvia finnhub
TeraWulf: The Math The Market Is Missing
- ❖Sep 23, 8:15 PMnewsvia finnhub
Why TeraWulf (WULF) Is Up 6.2% After Securing a 20-Year Anthropic AI Lease
Rothschild & Co Redburn recently initiated coverage on TeraWulf, as the company reported US$31.9 million in second-quarter high-performance computing lease revenue, continued construction of 336 MW at Lake Mariner, and progressed a 20-year Anthropic lease for 401 MW at its Justified campus with Kentucky regulators approving electric service. This long-duration Anthropic agreement locks in a substantial portion of future capacity and further anchors TeraWulf’s shift toward contracted AI and...
- ▢Sep 23, 8:00 PMjournal
Agent 11 — Morning Movers opened long 1,016 @ $16.02
- ▣Sep 23, 8:00 PMjournaleod_flatten
Agent 11 — Morning Movers closed long 1,016 @ $16.40 (+$386.08)
- ❖Sep 23, 3:30 PMnewsvia finnhub
UBS turns bullish on five AI data center stocks
UBS has initiated coverage on five AI data center colocation stocks with Buy ratings, citing constrained compute supply and favorable power access positioning the group for rapid growth as AI adoption accelerates. The bank started coverage of Hut 8 Mining Corp (TSX:HUT, Unlisted (US):HUTMF),...
- ❖Sep 23, 11:14 AMnewsvia finnhub
Gemini Space Station shares are trading lower after Morgan Stanley lowered its price target on the stock from $13 to $6.
- ❖Sep 23, 9:57 AMnewsvia finnhub
CIFR, WULF, HUT, CORZ Stocks Get 'Buy' Ratings With UBS Betting On Bitcoin Miners’ AI Pivot
UBS said it sees data-center infrastructure positioned for “rapid growth” with AI adoption expanding and model developers facing limited computing capacity.
- ❖Sep 23, 9:49 AMnewsvia finnhub
Microsoft upgraded, HubSpot initiated: Wall Street's top analyst calls
Microsoft upgraded, HubSpot initiated: Wall Street's top analyst calls
- ❖Sep 23, 8:00 AMnewsvia finnhub
Hut 8, TeraWulf, Applied Digital: UBS Sees at Least 30% Upside
UBS rates five AI data center operators Buy, citing lease growth and stronger tenants; TeraWulf, Hut 8 and Applied Digital lead upside.
- ❖Sep 23, 4:44 AMnewsvia finnhub
UBS Initiates Coverage On TeraWulf with Buy Rating, Announces Price Target of $24
UBS analyst Ryan Gravett initiates coverage on TeraWulf (NASDAQ:WULF) with a Buy rating and announces Price Target of $24.
- ✓Sep 22, 3:45 PMdecisionacted
Agent 11 — Morning Movers — exit
Closed WULF at EOD flatten. P/L: $17.15 (+0.26%).
- ✓Sep 22, 9:33 AMdecisionacted
Agent 11 — Morning Movers — entry
Opened long 381 sh WULF @ $17.27 — pre-market Wilder-MA hit.
- ❖Sep 22, 9:31 AMnewsvia finnhub
Rothschild Redburn starts TeraWulf at Neutral, $15 target implies 11.8% downside
The firm’s discounted cash-flow valuation applies a 23% cost of equity as TeraWulf moves from bitcoin mining toward contracted AI infrastructure.
- ▢Sep 21, 8:00 PMjournal
Agent 11 — Morning Movers opened long 381 @ $17.27
- ▣Sep 21, 8:00 PMjournaleod_flatten
Agent 11 — Morning Movers closed long 381 @ $17.32 (+$17.15)
- ❖Sep 21, 11:38 AMnewsvia finnhub
Nebius, CoreWeave Get Sell Calls as Credit Flashes Warning
Nebius gets an $84 target, CoreWeave $54
- ❖Sep 21, 9:47 AMnewsvia finnhub
Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls
Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls
- ❖Sep 21, 8:06 AMnewsvia finnhub
CRWV, NBIS Stocks Get ‘Sell’ Ratings, AI-Pivoting Bitcoin Miners Get ‘Neutral’ Calls: Rothschild Says Credit Market Is ‘Sending The More Important Signal’
Rothschild called Neocloud earnings and valuations "cyclically inflated" but remains ‘Neutral’ on AI infrastructure overall.
- ❖Sep 21, 4:05 AMnewsvia finnhub
Rothschild & Co Initiates Coverage On TeraWulf with Neutral Rating, Announces Price Target of $15
Rothschild & Co analyst Alex Haissl initiates coverage on TeraWulf (NASDAQ:WULF) with a Neutral rating and announces Price Target of $15.