TERAWULF INC.
Morgan Stanley raised its Riot Platforms (RIOT) price target to $43 from $36 after Riot signed a 191 MW critical IT lease at its Rockdale, Texas campus. The analyst also lifted MARA to $6 from $5.50 and cut TeraWulf to $62.50 from $72, citing lease economics and power demand. Morgan Stanley maintained Overweight on RIOT and TeraWulf and Underweight on MARA.
TeraWulf Inc. (WULF) shares rose about 5.5% as investors focused on its shift from bitcoin mining to AI and high-performance computing infrastructure. The company reported Q2 revenue of $44.8M (below $46.0M consensus), with free cash flow about -$1.22B. Analysts cited a 20-year Anthropic lease (estimated $19B to $33B) and ongoing campus buildouts.
Neocloud stocks rose Tuesday after reports that NVIDIA is partnering with Apollo, BlackRock, KKR and others to mobilize over $500 billion in third-party capital for AI data center infrastructure. Shares of TeraWulf (WULF), Hut 8 (HUT), Galaxy Digital (GLXY) and Core Scientific (CORZ) gained 4% to 7% intraday, with investors citing large contracted revenue backlogs.
Over the past 7 days, alphai's AI scored 20 news stories mentioning WULF (TERAWULF INC.). Coverage has skewed bullish: 10 bullish, 5 neutral, and 5 bearish.
Recent WULF coverage spans financial news, market movers and earnings.
In the last 30 days, WULF insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale. The most active reporter was Langlais Kerri M., Chief Strategy Officer, with 1 filing.
Despite an Overweight rating, the lower PT implies less favorable modeled economics or dilution/execution risk versus prior assumptions.
Near-term momentum is supported by narrative-driven expectations around long-duration contracted AI/HPC cash flows, despite weak current profitability and negative free cash flow.
Lower-cost project financing is framed as reducing build-out costs for power-advantaged colocation operators like TeraWulf.
The filing is a new disclosure of a sizable passive stake, but it does not indicate control via sole voting or dispositive power.
The note is positioned as a sector read-through rather than a company-specific catalyst.
alphai scores every news story that mentions WULF with an AI model for sentiment and relevance, and aggregates insider trades from TERAWULF INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Morgan Stanley raised its Riot Platforms (RIOT) price target to $43 from $36 after Riot signed a 191 MW critical IT lease at its Rockdale, Texas campus. The analyst also lifted MARA to $6 from $5.50 and cut TeraWulf to $62.50 from $72, citing lease economics and power demand. Morgan Stanley maintained Overweight on RIOT and TeraWulf and Underweight on MARA.
4 min readTeraWulf Inc. (WULF) shares rose about 5.5% as investors focused on its shift from bitcoin mining to AI and high-performance computing infrastructure. The company reported Q2 revenue of $44.8M (below $46.0M consensus), with free cash flow about -$1.22B. Analysts cited a 20-year Anthropic lease (estimated $19B to $33B) and ongoing campus buildouts.
7 min readNeocloud stocks rose Tuesday after reports that NVIDIA is partnering with Apollo, BlackRock, KKR and others to mobilize over $500 billion in third-party capital for AI data center infrastructure. Shares of TeraWulf (WULF), Hut 8 (HUT), Galaxy Digital (GLXY) and Core Scientific (CORZ) gained 4% to 7% intraday, with investors citing large contracted revenue backlogs.
7 min readMorgan Stanley reported in a Schedule 13G that it beneficially owns 30,388,221 shares of TeraWulf Inc. common stock, about 6.1% of the outstanding class. The filing shows no sole voting or dispositive power, but shared voting power over 26,073,940 shares and shared dispositive power over 30,388,221 shares.
3 min readMorgan Stanley said Riot Platforms, TeraWulf and MARA Holdings are positioned to benefit from rising compute demand. Separately, the firm adjusted its price target on MARA to $6 from $5.50 and kept an underweight rating, according to the report.
2 min readTeraWulf (WULF) shares rose about 3.34% as investors focused on its AI/HPC pivot. The company expects a 20-year Anthropic lease at Justified Data to generate about $19B in contracted revenue, and a premium sale of a 50.1% Abernathy JV stake to free about $450M. Q2 2026 revenue was $44.8M vs $46.0M consensus; B. Riley raised its target to $40.
7 min readTeraWulf (WULF) reported Q2 2026 revenue of $44.8M, up from $34.0M in Q1, with HPC lease revenue of $31.9M (71% of total). Lake Mariner had 102 MW online and a 401 MW Anthropic lease was contracted. Liquidity was $3.0B. GAAP net loss was $939.9M. A $530M deal to sell a 50.1% Abernathy JV interest was agreed.
12 min readNew York State Sen. Kristen Gonzalez and Assemblymember Didi Barrett are touring communities to build support for the Responsible Data Center Development Act (S.10642, A.11560), which passed both chambers in June and awaits Gov. Kathy Hochul’s action. Stops include rallies targeting Greenidge Generation’s crypto mining and TeraWulf’s data center, amid claims about grid, water, and ratepayer impacts. The bill would impose a one-year moratorium on hyperscale data centers at least 20 MW and add eff
3 min readSimply Wall St reports TeraWulf Inc. (WULF) fell 11.3% after Q2 2026 results. Revenue declined to $44.77M from $47.64M, while net loss widened to $939.92M. For six months, revenue was $78.78M and net loss rose to about $1.37B. The article links losses to pre-revenue and construction costs tied to a July 20-year, ~$19B Anthropic lease.
5 min readTeraWulf, Inc. said on its Q2 earnings call it may expand its Muskie Data Campus in Eastern Kentucky from over 1 GW to as much as 2 GW by 2030, citing near-term power availability. The project targets 500 MW in 2H 2028 and another 500 MW in 2H 2030, with about $4 billion planned investment. Kentucky Power is seeking regulator approval for new generation.
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