WULF

TeraWulf amended its senior secured revolving credit facility in October 2026, lifting total commitments from US$250 million to about US$400 million, adding an uncommitted US$150 million accordion and removing the prior US$150 million letter of credit sublimit. The larger, more flexible credit line gives TeraWulf added room to fund high capital intensity projects such as AI and HPC hosting. Howeve

Key TakeawaysTeraWulf stock is down 20% in the past month as fears over how AI-hosting companies will fund their buildouts hit the whole group, CoreWeave above all. TeraWulf’s own news was good: it doubled the power under contract at its Muskie campus in Kentucky to 1 GW and moved the second phase up a year, to 2029.

Former bitcoin miners that now host AI data centers are rallying, and Cipher Digital (NASDAQ:CIFR) is near the front of the pack. Cipher Digital stock is at $7.63, up 11% in morning trading from a prior close of $6.86. The bounce comes after a sharp decline, with the stock down 51% over the past month […]

Keefe Bruyette just slashed Cipher Digital's price target by more than half, and a revenue miss is adding fuel to a stock that has already lost more than half its value in a single month. Whether the AI landlord model survives this stress test depends on a tight window of deadlines that could break either way.

Keefe Bruyette lowered price targets on seven bitcoin miners and AI hosting companies on Monday.

Cipher Digital and TeraWulf are rated BUY due to stronger balance sheets and significant available capacity versus CoreWave. Click here to read in detail.

TeraWulf (WULF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.