How TeraWulf’s Anthropic Deal Booted Up a $19B AI Empire

TeraWulf Inc. secured a landmark 20-year lease agreement with Anthropic worth an estimated $19 billion, transitioning from volatile cryptocurrency mining to stable, high-margin AI infrastructure hosting. The company sold its stake in the Abernathy Joint Venture for $450 million to fund the 401-megawatt Justified Data campus in Kentucky. This shift from unpredictable mining rewards (~$87,000/MW/month) to utility-grade AI workloads (~$149,000/MW/month) fundamentally improves margins and revenue visibility, while high institutional ownership and elevated short interest create potential for significant price appreciation.

07/07/2026, 9:15 AM • Investing

Why TeraWulf, IREN, and Other Data Center Stocks Jumped Today

TeraWulf surged after securing a blockbuster 20-year, $19 billion deal with AI company Anthropic for 401 megawatts of computing capacity at its Kentucky data center. IREN also jumped on reports it could secure a similar lucrative agreement with Anthropic for up to 1.4 gigawatts of Australian data center capacity valued at $15 billion. Both stocks benefited from strong demand for AI infrastructure.

07/06/2026, 10:14 PM • The Motley Fool

Here's Why Bloom Energy Stock Rallied Again Today

Bloom Energy stock surged 9.3% as of midday trading, driven by continued momentum in AI infrastructure demand. The rally was fueled by Anthropic's announcement of a $19 billion data center lease with TeraWulf, following Bloom's expanded $25 billion partnership with Brookfield last week. Bloom's solid-oxide fuel cell technology is becoming critical for powering AI data centers, with the stock up over 240% year-to-date.

07/06/2026, 12:15 PM • The Motley Fool

TeraWulf Announces Participation in Upcoming Investor and Industry Conferences

TeraWulf Inc. (Nasdaq: WULF), a digital infrastructure company specializing in data centers for high-performance computing and bitcoin mining, announced that senior management will participate in multiple investor conferences throughout May 2026, including events in New York, London, and California.

05/04/2026, 3:32 PM • GlobeNewswire

Fluor Is Having a Big Year. Is Now Still a Good Time to Buy the Stock?

Fluor, an engineering and construction company, is experiencing strong performance in 2026 driven by growing demand in nuclear energy and data center projects. The company recently secured contracts with Terawulf and X-energy and maintains a $4.6 billion energy backlog. However, the nuclear market is expected to grow modestly from $40.4 billion in 2025 to $52.6 billion by 2034, suggesting investors should build positions gradually rather than rush in, as long-term gains will likely be more substantial than near-term returns.

04/26/2026, 3:01 PM • The Motley Fool

Forget Tech Stocks: This Construction Stock Is Building Tomorrow's Data Centers

Fluor, a construction company with over 100 years of experience, is positioned as a leader in building data center infrastructure for AI companies. With global data center spending expected to reach $4 trillion by 2030 and a $25.5 billion backlog, Fluor offers an alternative AI exposure play beyond semiconductor stocks. Despite a $51 million net loss in 2025 due to litigation costs, the company's consistent profitability and major projects like a $3-4 billion Kentucky data center with TeraWulf make it a viable investment opportunity.

04/21/2026, 5:05 AM • The Motley Fool

Stock Market Today, April 15: TeraWulf Shares Fall After $900 Million Stock Sale Heightens Concerns

TeraWulf shares fell 6.21% after the company priced a $900 million stock sale at $19 per share, down from the previous close of $20.95, raising investor concerns about dilution. The AI data center operator plans to use the capital for expanding its data center network. The broader market reached record highs with the S&P 500 up 0.80% and Nasdaq up 1.59%.

04/15/2026, 5:06 PM • The Motley Fool

Stock Market Today: S&P 500, Dow Jones Futures Gain As Trump Fuels De-Escalation Hopes—ASML, Gitlab, Broadcom In Focus (UPDATED)

U.S. stock futures gained on Wednesday following Trump's comments about potential Iran talks, boosting de-escalation hopes. Major indices showed mixed performance with the S&P 500 up 0.05% and Nasdaq 100 up 0.11% in premarket trading. Key movers included ASML beating earnings expectations, Broadcom partnering with Meta on AI chips, and GitLab collaborating with Google Cloud. BlackRock upgraded to overweight U.S. stocks citing contained geopolitical damage and strong corporate earnings.

04/15/2026, 8:43 AM • Benzinga

Stock Market Today: S&P 500, Nasdaq Futures Gain As Trump Fuels De-Escalation Hopes—ASML Holding, Gitlab, Broadcom In Focus

U.S. stock futures gained on Wednesday following Trump's comments about potential Iran talks, boosting de-escalation hopes. Major indices showed mixed performance with the S&P 500 up 0.05% and Nasdaq 100 up 0.11% in premarket trading. Key movers included ASML beating earnings expectations, Broadcom partnering with Meta on AI chips, and GitLab collaborating with Google Cloud, while Terawulf declined after announcing a stock offering.

04/15/2026, 5:21 AM • Benzinga

TeraWulf Announces Pricing of Upsized Common Stock Offering

TeraWulf Inc. (NASDAQ: WULF) priced a public common stock offering of 47.4 million shares at $19.00 per share, raising approximately $900 million (upsized from $800 million). The company plans to use net proceeds to fund construction of its data center campus in Hawesville, Kentucky, repay bridge credit facility amounts, and support future site acquisitions and corporate purposes. The offering is expected to close on April 16, 2026.

04/14/2026, 9:18 PM • GlobeNewswire

Better Buy: Bitcoin or AI?

Bitcoin has significantly underperformed AI stocks like Nvidia over the past five years, prompting Bitcoin miners to pivot toward AI computing. However, the article argues that Bitcoin's long-term potential could be enhanced through integration with AI agents making blockchain-powered micropayments, potentially making it as valuable as major AI companies. The author cautions that AI stocks may be in a bubble and suggests Bitcoin remains a better long-term investment despite recent underperformance.

03/18/2026, 12:15 PM • The Motley Fool

Investor Makes $30 Million Bet on Another Bitcoin Miner Pivoting Toward AI Data Centers

Covalis (Gibraltar) Ltd invested $30.29 million in Core Scientific, acquiring 2,080,550 shares in Q4 2025. The investment reflects Core Scientific's strategic pivot from bitcoin mining toward AI data centers and high-density colocation services, with the company scaling toward 1.5 gigawatt of leasable capacity. Colocation revenue surged to $65 million in 2025 from $24 million in 2024, positioning the company as an AI infrastructure play.

03/13/2026, 4:10 AM • The Motley Fool

CAPEX and Cash Flow: The Bull Case for AI Infrastructure Stocks

The article argues that AI infrastructure 'pick-and-shovel' companies are better positioned than big tech firms to profit from the AI boom. With hyperscaler CAPEX spending projected to reach $515 billion in 2026, infrastructure providers like Nebius Group, IREN, Astera Labs, TeraWulf, and Cipher Mining offer stable revenues, high margins through GPU-as-a-Service models, and exposure to growing AI demand regardless of which AI platform wins.

02/11/2026, 12:30 PM • Investing

TeraWulf Announces Participation in Upcoming Investor and Industry Conferences

TeraWulf Inc. (Nasdaq: WULF), a digital infrastructure company specializing in data centers and bitcoin mining, announced that senior management will participate in multiple major conferences and events from March through March 2026, including Morgan Stanley Energy and Power Conference, J.P. Morgan Global Leveraged Finance Conference, Nvidia GTC 2026, and others.

02/10/2026, 2:00 PM • GlobeNewswire

Stock Market Today, Feb. 9: TeraWulf Jumps After Morgan Stanley Initiates Coverage With Bullish AI View

TeraWulf surged 16.4% after Morgan Stanley initiated coverage with an Overweight rating and $37 price target, highlighting the company's potential as an AI-focused data center operator rather than just a bitcoin miner. The analyst call emphasized TeraWulf's ability to redirect energy capacity from crypto mining to AI infrastructure, setting it apart from peers. Trading volume reached 64.4 million shares, nearly double the three-month average.

02/09/2026, 6:30 PM • The Motley Fool