Core Insights - TeraWulf's prospects are bolstered by a joint venture with Fluidstack, focusing on high-performance computing (HPC) and expected to deliver significant IT load capacity by 2026 [1][9] - The 25-year joint venture is projected to generate approximately $9.5 billion in contracted revenues, with TeraWulf's total contracted HPC platform exceeding 510 MW [2] - Preliminary Q3 2025 revenue estimates indicate a strong year-over-year growth of around 84%, with expected revenues between $48 million and $52 million [3] Joint Venture and Revenue Potential - The joint venture with Fluidstack will develop 168 MW of HPC capacity at the Abernathy, TX campus, enhancing TeraWulf's HPC footprint [1][9] - TeraWulf's existing deal with Fluidstack involves delivering over 360 MW at the Lake Mariner data center, with potential expansion to 750 MW, representing about $6.7 billion in contracted revenues [2] Competitive Landscape - TeraWulf faces significant competition from IREN Limited and Applied Digital in the bitcoin mining and HPC sectors [4] - IREN Limited has expanded its AI cloud capacity and anticipates achieving $500 million in annualized run-rate revenue by Q1 2026 [5] - Applied Digital is capitalizing on the demand for data center infrastructure, with a focus on energy efficiency and a hosting capacity of approximately 286 MW [6] Stock Performance and Valuation - TeraWulf's stock has increased by 39.5% in the past month, outperforming the broader Zacks Finance sector [7] - The stock is trading at a high valuation, with a trailing price/book ratio of 39.4X compared to the industry average of 4.28X [12] - The Zacks Consensus Estimate for 2025 earnings indicates a projected loss of $0.36 per share, reflecting a wider loss than previously anticipated [13]

Key Takeaways Circle benefits from surging USDC circulation and growing onchain transaction volumes.WULF secures major HPC and data center deals but faces cost pressures and crypto volatility. Circle's loss estimate narrows while WULF's widens, signaling stronger momentum for CRCL. Circle Internet (CRCL) and TeraWulf (WULF) are a couple of cryptocurrency-exposed stocks that have been gaining traction in recent times. Circle offers a USDC stablecoin and focuses on developing stablecoin-based payments infrast ...

Nasdaq-listed Bitcoin miner @TeraWulfInc is aiming to raise $575 million to help fund its Google-backed data center ambitions. https://t.co/4xZxwhUWtM ...

TeraWulf Inc. (NASDAQ:WULF) is one of the most buzzing stocks to buy with huge upside potential. On October 22, B. Riley raised the firm’s price target on TeraWulf to $22 from $14 and maintained a Buy rating on the shares. The firm increased its price targets in the HPC space due to the continued momentum in the sector. B. Riley specifically raised its 2026 earnings estimates by an average of 5%, driven by the continued surge in demand for both power and data center capacity. Terawulf remains B. Riley’s to ...

TeraWulf Inc. (NASDAQ:WULF) is one of the stocks Jim Cramer recently provided insights on. Responding to a caller about WULF, Cramer commented: “Yeah, well, this isn’t, no look, if you want to have Bitcoin, the amazing thing about Bitcoin is you buy Bitcoin. I want you to sell Terawulf. Now, look, the shorts could rub it in my face, and there’s a big short position, 31%, and it could go up. But I don’t have any convictions, so I can’t tell you to buy it.” Pixabay/Public Domain TeraWulf Inc. (NASDAQ:WU ...

Nasdaq-listed Bitcoin miner TeraWulf is aiming to raise $575 million to help fund its Google-backed data center ambitions, according to a company announcement on Wednesday.  The funding will be raised via $500 million of convertible notes with plans to raise another $75 million in debt after the first offering. Convertible notes are a form of debt that can be converted into a company's stock or cash by an investor.  TeraWulf on Tuesday said it was expanding its partnership with AI compute company Fluidstack ...

Core Viewpoint - TeraWulf plans to raise $500 million through a private placement of convertible senior unsecured notes, which has led to a decline in its stock price by over 5.6% [1] Group 1: Company Actions - TeraWulf announced a private placement of a total of $500 million in convertible senior unsecured notes, maturing on May 1, 2032 [1] - The company is offering an option to initial purchasers for an additional $75 million within 13 days [1] - The funds raised are intended for the construction of the Abernathy data center in Texas and for general corporate purposes [1]

Core Viewpoint - TeraWulf Inc. has achieved a significant milestone with a new $9.5 billion partnership deal with Fluidstack for the development of a data center, leading to a surge in its stock price and establishing it as a top performer in the market [1][3]. Group 1: Partnership and Development - TeraWulf Inc. partnered with Fluidstack to develop a facility capable of powering 168 MW of critical IT load, with TeraWulf holding a 51% stake in the project [2][4]. - The joint venture includes a 25-year hosting commitment and the right to develop additional phases at the Abernathy campus, leveraging existing infrastructure for future capacity expansions [3]. Group 2: Financial Performance - In intra-day trading, TeraWulf's stock price reached a high of $17.05 before closing at $15.94, reflecting a 16.86% increase [2]. - Following the new deal, TeraWulf's contracted high-performance computing (HPC) platform capacity now exceeds 510 MW, with a growth strategy targeting an additional 250 MW to 500 MW of contracted capacity annually [5].

EASTON, Md., Oct. 29, 2025 (GLOBE NEWSWIRE) -- TeraWulf Inc. (Nasdaq: WULF) (“TeraWulf” or the “Company”), a leading owner and operator of vertically integrated, low-carbon digital infrastructure, today announced that it intends to offer, subject to market conditions and other factors, $500 million aggregate principal amount of convertible senior notes due 2032 (the “Convertible Notes”) in a private offering to persons reasonably believed to be qualified institutional buyers in reliance on Rule 144A under t ...

Bitcoin Miner TeraWulf's Stock Soars on Google-Backed AI Expansion Plans► https://t.co/PceD8PkGwC https://t.co/PceD8PkGwC ...