Nebius just unveiled an asset-light pivot designed to outmaneuver CoreWeave and the miner-to-AI crowd, yet the stock is cratering anyway. Here is what the selloff reveals about which neocloud models can actually…
IREN stock has shed 41% in a single month alongside every major miner-turned-AI-infrastructure name, but a $3.4 billion NVIDIA contract and zero idle GPUs tell a very different story than the price…
Shares of Marathon Digital (NASDAQ:MARA | MARA Price Prediction) are up 18% in midday trading Thursday, changing hands at $14.27. The move puts Marathon Digital stock at the top of the crypto…
Shares of TeraWulf (NASDAQ:WULF) are up 12% to $22.67 in mid-morning trading, leading a broad rebound across AI-infrastructure names that were hammered on Tuesday. IREN (NASDAQ:IREN) stock is up 7% to $42.55,…
Shares of TeraWulf (NASDAQ:WULF) are down 8% to $20.41 in Tuesday’s midday session, reversing yesterday’s rally on the Anthropic mega-deal. The drop lands in a broad AI-infrastructure pullback, with the NASDAQ 100…
Shares of TeraWulf (NASDAQ:WULF) extended a powerful rally on Monday afternoon, separating the stock from its bitcoin-mining peers by a wide margin. WULF stock is up 4% today and up 95% year…
Pre-Market Stock Futures: Futures are trading higher as we get ready to start a holiday-shortened trading week, with the Federal 4th of July holiday scheduled for Friday, before we celebrate the 250th…
Pre-Market Stock Futures: Futures are trading mixed after the AI/Datacenter/Storage/Technology rally took a day off on Wednesday. By the close, all of the major indices finished the day down in a big…
Pre-Market Stock Futures: Futures are trading higher on Thursday after another wild day on Wall Street, during which the major indices moved in different directions. Another round of disturbing inflation data hit…
Pre-Market Stock Futures: Futures are trading higher after President Trump signalled that talks with Iran are progressing positively, as we get ready to start another trading week, with the same issues that…
TeraWulf (NASDAQ:WULF) stock is up 13.5% in today’s session. Also, Cipher Digital (NASDAQ:CIFR) stock is rallying 7% while Coinbase Global (NASDAQ:COIN | COIN Price Prediction) shares are up 4.6%. These are three…
TeraWulf (NASDAQ:WULF) has pulled back sharply from its recent highs, sliding -10% over the past month and currently trading at $14.22. Despite a remarkable 340% one-year run, the stock sits 22% off…
Joel South Keefe Bruyette trimmed price targets on two bitcoin-mining-turned-HPC infrastructure companies Wednesday, citing higher spending, reduced hash prices, and the imminent exit from bitcoin mining for both firms. Despite the cuts, the firm…
Yesterday, the market was watching to see whether TeraWulf‘s (NASDAQ: WULF) accelerating HPC pivot would offset continued pressure on its bitcoin mining segment. The short answer: The infrastructure story is winning, even…
Joel South Live Updates No Major Movements for WULF - Conference Call Beginning 4:28pm ETWULF shares are holding to about a -1.5% loss after hours. The next news that could move shares is the…
Eric Bleeker 
