TeraWulf fell 4% to $16.50, APLD dropped 3%, and IREN slid 2%, all on broad profit-taking after strong YTD gains with no new company catalysts.
The Bitcoin mining ETF WGMI dropped 4% while QQQ fell just 0.4%, confirming the selloff is a group rotation, not broad tech weakness.
Paul Meeks initiated TeraWulf with a Buy and $19 target, while a 20-year Anthropic deal worth $19 billion in contracted revenue remains fully intact.
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Shares of TeraWulf (NASDAQ:WULF) are down 4% to $16.50 in Thursday's midday session, trimming a slice of what's been a 43.6% year-to-date advance for the stock. The pullback is showing up across the miner-turned-AI-infrastructure cohort, and there's no fresh company disclosure to pin it on.

#enter #broad

NVIDIA's $108B Q3 guide and supply-constraint warning sent WULF up 7% and APLD up 5% as contracted power capacity grows scarcer and more valuable.
DTCR rose only 0.8% while individual capacity operators surged, confirming today's flow targets contracted AI power hosts, not the broad data center sector.
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TeraWulf (NASDAQ:WULF) stock is up 6% to $16.90 Thursday morning, while Applied Digital (NASDAQ:APLD) shares are climbing 5% to $28.12. Both names are riding a read-across from someone else's earnings report.
That report came from NVIDIA (NASDAQ:NVDA), whose stock is up 7% to $224.38 following a blowout print delivered Wednesday afternoon. NVIDIA's Q2 FY2027 results and forward guide have reignited the AI compute trade across capacity operators tied to hyperscaler and AI-lab demand.

#NASDAQ #apld #contracted #operators

Applied Digital (NASDAQ: APLD) and TeraWulf (NASDAQ: WULF) are two of the top AI stocks riding the data center wave. Both neocloud companies develop and operate facilities that serve hyperscalers, but their stock returns have been a little different this year.
TeraWulf is up by 36%, while Applied Digital has gained just 11%. Is that gap just a fluke, or is it a sign of things to come? Here's what investors should consider.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Gigawatts are the name of the game when it comes to ****** yzing neocloud and colocation providers that offer IT capacity to hyperscalers. The more gigawatts a company has, the more revenue it can make.
Applied Digital has secured 1.4 gigawatts of contracted critical IT load, which comes to roughly $36 billion in total contracted lease revenue. Most of these contracts have 15-year terms, including two deals for 300 megawatts at the company's Delta Forge 1 and Polaris Forge 3 sites.

#applied #digital #NASDAQ #terawulf

Cipher Mining (CIFR) tumbled 9% and TeraWulf (WULF) sank 7% as the 10-year yield hit 4.7%, squeezing valuations on multi-year AI data center projects.
HIVE Digital erased Monday's gains, falling 7% despite a fresh $350 million GPU cloud deal, while WGMI's 6% decline confirms the selloff is sector-wide.
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Shares of Bitcoin (CRYPTO:BTC) miners pivoting to AI infrastructure are moving lower together Tuesday morning, with Cipher Mining (NASDAQ:CIFR) stock down 9% to $16.77 and TeraWulf (NASDAQ:WULF) shares down 7% to $16.45. Rising Treasury yields sit at the center of the move.
The 10-year yield is trading near the upper end of its 52-week range, pressuring long-duration cash flow valuations across a group financing multi-year data center construction against contracted revenue arriving later. HIVE Digital Technologies (NASDAQ:HIVE) shares are down 7% to $2.87, giving back most of Monday's surge. MARA Holdings stock is down 5% to $9.24, and Riot Platforms shares are down 4% to $19.23.

#down

Crypto.com has launched tokenized derivatives that track 1,500 U.S. stocks and exchange-traded funds (ETFs).
The introduction of tokenized stock derivatives comes as the crypto exchange looks to tap traditional equity markets.
Privately held Crypto.com said that eligible users in Europe and other approved markets can access stocks such as Nvidia (NASDAQ: $NVDA) and Tesla (NASDAQ: $TSLA), as well as a range of ETFs.
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Bernstein Sees 100% Upside In TeraWulf Stock After Earnings

#tokenized #derivatives #stocks #privately

eToro Group Ltd. (NASDAQ: $ETOR) has agreed to acquire TradeZero for up to $231 million, adding an active-trader brokerage and broker-dealer infrastructure as it looks to expand its U.S. business.
The consideration will consist of cash and up to 2.5 million newly issued eToro Class A common shares, subject to customary adjustments. The transaction requires regulatory approvals and is expected to close during the first half of 2027.
TradeZero gives eToro a more established foothold with active U.S. traders while extending its reach into Canada and other international markets. Founded in 2015, the brokerage operates across desktop, web and mobile platforms, with tools built around U.S. equities, options and stock shorting, including a proprietary short locator.
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Bernstein Sees 100% Upside In TeraWulf Stock After Earnings

#Stock #active

SharpLink (NASDAQ: $SBET) reported a $394.3 million net loss for the second quarter as losses tied to its large Ethereum (CRYPTO: $ETH) treasury outweighed an increase in revenue.
The company, the second-largest publicly traded holder of Ether, reported $11.5 million in revenue for the three months ended June 30, up from $697,000 a year earlier, according to a Monday announcement.
Most of the revenue came from staking, which generated $11.2 million during the quarter compared with just $29,000 in the same period of 2025.
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Bernstein Sees 100% Upside In TeraWulf Stock After Earnings

#ethereum

Russia's central bank has proposed allowing Bitcoin (CRYPTO: $BTC), Ethereum (CRYPTO: $ETH), and Tether (CRYPTO: $USDT) to be traded on official Russian exchanges.
The Bank of Russia published the draft rules on Tuesday. The move follows legislation signed by President Vladimir Putin that formally legalized cryptocurrency trading in the country.
Under the proposed framework, both retail and professional investors would have to pass a test before they can trade Bitcoin, Ether or Tether from September 1. Retail investors make up around 98% of Russia's crypto market participants, according to the central bank.
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Bernstein Sees 100% Upside In TeraWulf Stock After Earnings

#bank #proposed #investors #usdt

TeraWulf (NASDAQ: WULF) reported second-quarter revenue of $44.8 million, down 6% from $47.6 million a year earlier. HPC lease revenue came in at $31.9 million, or about 71% of the total, while cryptocurrency revenue declined to $12.8 million from $47.6 million.
The operator recorded a $940.8 million net loss, compared with $18.4 million a year earlier. The quarter included a $755.7 million loss from changes in warrant liability fair values, while adjusted EBITDA moved to an $18.3 million loss from $14.5 million of income.
At the center of TeraWulf's earnings is the 20-year lease with Anthropic covering approximately 401 MW of critical IT capacity at the Justified Data Campus in Hawesville, Kentucky. The contract represents about $19 billion of revenue during its initial term and could reach $33 billion if Anthropic exercises two five-year extensions.
Initial capacity is slated to start coming online in the second half of 2027, with complete delivery anticipated in early 2028. Justified has about 480 MW of gross power capacity, plus an energized onsite substation and existing high-voltage transmission infrastructure.
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#capacity #justified

IREN spiked 16% and APLD jumped 9% in a technical rebound after both shed over 40% of their value in the past month; meanwhile, WULF added 7% in risk-on Monday morning trading action.
Applied Digital CEO Wes ****** mins noted CoreWeave demand helped drive 139% revenue growth as hyperscaler capex climbed from roughly $400 billion to $700 billion.
Core Scientific posted 45% revenue growth with colocation surging 9x year-over-year, while IREN and TeraWulf still carry heavy losses despite the sector bounce.
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Shares of AI infrastructure names are bouncing hard in early Monday trading, led by IREN (NASDAQ:IREN), up 17% to $39.28. Applied Digital (NASDAQ:APLD) is up 9% to $28.06, TeraWulf (NASDAQ:WULF) is up 7% to $19.44, and Core Scientific (NASDAQ:CORZ) is up 7% to $22.31.

#apld

Terawulf Inc. (NASDAQ:WULF) is one of the 10 Stocks Investors Are Running Away From.
Terawulf dropped its share prices by 8.87 percent on Tuesday to end at $20.24 apiece as investors resorted to profit-taking to take advantage of as much as 18.7 percent climb the day prior.
This followed news on Monday that it successfully bagged a $19 billion leasing agreement with AI startup, Anthropic, for the delivery of critical IT load for a period of 20 years.
For illustration purposes only. Photo by Brett Sayles on Pexels
Under the agreement, Terawulf Inc. (NASDAQ:WULF) will deliver 401 MW of critical IT load to the AI firm, to be developed in multiple phases. Initial capacity is targeted for delivery in the second half of 2027, to be followed by the balance by early 2028.

Analysts at Wall Street brokerage Bernstein have maintained their price target on TeraWulf's (NASDAQ: $WULF) stock.
Bernstein reiterated a buy-equivalent outperform rating and $36 U.S. price target on TeraWulf's stock. The price target is 71% higher than where WULF stock currently trades.
The evaluation from Bernstein comes after TeraWulf, a Bitcoin (CRYPTO: $BTC) miner turned artificial intelligence (A.I.) data centre operator, signed a 20-year lease with Anthropic.
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We just covered Leopold Aschenbrenner's Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. Bitdeer Technologies Group (NASDAQ:BTDR) ranks #7 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks).
Situational Awareness Stake Value: $29,751,243
Bitdeer Technologies Group (NASDAQ:BTDR) is a Bitcoin miner founded in 2021 that is now pivoting toward AI cloud services. What makes it stand out from its peers is its vertical integration strategy. Instead of buying mining hardware from third parties, Bitdeer designs and manufactures its own proprietary SEALMINER chips and machines. This gives it control over its supply chain, cost structure, and deployment pace.
However, Bitdeer Technologies Group (NASDAQ:BTDR) has not yet announced a major anchor tenant deal the way peers have. IREN landed a $9.7 billion five-year contract with Microsoft, TeraWulf secured a $3.7 billion 10-year deal with Fluidstack, and Hut 8 signed a $7 billion 15-year Google-backed deal with Fluidstack. The absence of that kind of headline deal is believed to be the primary reason Bitdeer Technologies Group (NASDAQ:BTDR) has lagged peers on price action over the past year.
On the Q1 earnings call, management said the AI cloud customer mix has shifted toward three- to five-year enterprise contracts, which supports a more durable and predictable revenue stream going forward and reduces the risk that high GPU utilization is just a short-term spike.

TeraWulf Recasts Bitcoin Roots Into AI Power Capacity Opportunity

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TeraWulf (NasdaqCM:WULF) is shifting its core business from bitcoin mining to building and operating AI focused infrastructure.
The company has recently sold nearly all of its bitcoin holdings and acquired new industrial sites intended to roughly double its available power capacity.
These moves signal a company wide pivot toward serving power hungry AI workloads rather than relying on cryptocurrency mining eco

Rosenblatt Securities lowered price targets and financial estimates for several Bitcoin mining companies Friday, citing a sharp decline in mining profitability that highlights the growing importance of high-performance computing (HPC) revenue.
The investment firm reiterated Buy ratings for Cipher Mining (NASDAQ: CIFR), TeraWulf (NASDAQ: WULF), and Hut 8 (NASDAQ: HUT), favoring companies that are actively diversifying into AI and computing power. ******* yst Chris Brendler noted that while pure-play Bitcoin mining remains under pressure due to “stubbornly high network competition,” the impact