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Cantor Calls WULF, HUT, CORZ Stocks ‘Generational Buys’ Amid Price Target Cuts Across The Sector
Cantor Fitzgerald said AI data center stocks have sold off broadly since their June highs, even though companies differ in management quality, contract strength and project execution.
Stocktwits
Cantor Calls WULF, HUT, CORZ Stocks ‘Generational Buys’ Amid Price Target Cuts Across The Sector
Cantor Fitzgerald said AI data center stocks have sold off broadly since their June highs, even though companies differ in management quality, contract strength and project execution.
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WULF Stock Set For Biggest Weekly Loss Of 2026, Morgan Stanley Says Shares Are ‘Mispriced’
Morgan Stanley analyst Stephen Byrd said the firm “rarely sees a stock as mispriced as WULF and other Powered Shell providers.”
Stocktwits
IREN Expands Liquid Cooling Across AI Data Centers: Can Returns Rise?
IREN expands liquid-cooled data centers to boost AI computing capacity and revenue per MW, but $25-$30 billion in fiscal 2027 capex raises execution and financing risks.
Zacks
Should Investors Hold or Fold APLD Stock After Its Q1 Earnings Miss?
Applied Digital's soaring AI infrastructure revenues and $36B in contracts signal growth, but widening losses and heavy debt cloud its outlook.
Zacks
WULF Stock Gets A ‘Buy’ From TD Cowen As The AI 'Boom' Overshadows TeraWulf’s Bitcoin Mining Roots
TD Cowen analyst Michael Elias said the 9% cap rate investors use to value TeraWulf’s data center leases was too high.
Stocktwits
MARA RIOT, GLXY Price Targets Cut At Morgan Stanley On AI Credit Concerns: Analyst Still Sees Over 100% Upside
Morgan Stanley cut its price targets on MARA Holdings, Riot Platforms, Galaxy Digital and Cipher Mining while raising targets on Hut 8 and TeraWulf.
Stocktwits
IREN Stock Drops 7.3% in Three Months: Is it Worth Investing Now?
IREN shares fall 7.3% in three months, but rising AI cloud revenues, major Microsoft deployments and an attractive valuation offer growth potential amid funding risks.
Zacks
Can APLD's $36B Contracted Revenue Base Drive Long-Term Growth?
Applied Digital's $36B contracted revenue base offers long-term growth potential, but construction, financing and rising competition pose key challenges.
Zacks
Transcript: TeraWulf Q2 2026 Earnings Conference Call
TeraWulf (NASDAQ:WULF) held its second-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. Benzinga APIs provide real-time access to earnings call transcripts and financialread more...
Benzinga
WULF Stock Dips After TeraWulf Doubles Muskie Data Campus Power Capacity To 1GW
Kentucky Power said TeraWulf will fund $100 million in winter bill credits for residential customers over the first 10 years.
Stocktwits

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