Terawulf
Yahoo Finance • 10 days ago
AI Stocks Will Rise Or Fall On These Midterm Election Races
A data center moratorium is at stake in some governor races. Continue Reading... Full story
Yahoo Finance • 10 days ago
Neocloud stocks retreat as Musk warns of ‘guppy-level death and consolidation’
[AI Neoclouds Computing and Smart City Data Connection.] Shares of major neocloud companies fell in premarket trading Monday after Elon Musk warned that more than 200 firms in the sector could face widespread failures and consolidation am... Full story
Yahoo Finance • 12 days ago
Is TeraWulf (WULF) Still Undervalued As Long Term Leases Raise Revenue Visibility?
Fresh commentary on TeraWulf (WULF) focuses on its long-term data center leases that increase revenue visibility, while also highlighting concerns about unbuilt contracted capacity, US$5.7b of debt, and construction risk. Recent price act... Full story
Yahoo Finance • 13 days ago
BWX Technologies, Inc. (BWXT) Faces Share-Price Pressure Despite Strong Backlog and Higher Guidance
Polen Capital, an investment management company, released its "Polen 5Perspectives Small-Mid Growth Strategy" Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund struggled during the third quarter of 2026 as vola... Full story
Yahoo Finance • 13 days ago
TeraWulf Inc. (WULF) Shares Retreat as Investors Reassess AI Data Center Growth Prospects
Polen Capital, an investment management company, released its "Polen 5Perspectives Small-Mid Growth Strategy" Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund struggled during the third quarter of 2026 as vola... Full story
Yahoo Finance • 13 days ago
nLIGHT, Inc. (LASR) Faces Pressure After Third-Quarter Revenue Guidance Falls Short
Polen Capital, an investment management company, released its "Polen 5Perspectives Small-Mid Growth Strategy" Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund struggled during the third quarter of 2026 as vola... Full story
Yahoo Finance • 13 days ago
Embraer S.A. (EMBJ) Benefits From Record Backlog and Strong Aircraft Deliveries
Polen Capital, an investment management company, released its "Polen 5Perspectives Small-Mid Growth Strategy" Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund struggled during the third quarter of 2026 as vola... Full story
Yahoo Finance • 13 days ago
Twilio Inc. (TWLO) Rallies as Strong Results and Higher Guidance Boost Investor Confidence
Polen Capital, an investment management company, released its "Polen 5Perspectives Small-Mid Growth Strategy" Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund struggled during the third quarter of 2026 as vola... Full story
Yahoo Finance • 13 days ago
Twist Bioscience Corporation (TWST) Leads Polen’s Small-Mid Growth Portfolio on Record Revenue and AI-Driven Demand
Polen Capital, an investment management company, released its "Polen 5Perspectives Small-Mid Growth Strategy" Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund struggled during the third quarter of 2026 as vola... Full story
Yahoo Finance • 21 days ago
Most neocloud stocks rated Hold or worse as Gartner flags AI infrastructure risks
[AI Neoclouds Computing and Smart City Data Connection.] Gartner’s research warning that more than $3.5T in AI infrastructure investments could be written off by 2030 has intensified concerns over the profitability of the AI boom, sending... Full story
Yahoo Finance • 21 days ago
Nvidia CEO Jensen Huang will speak about CoreWeave's business when he wants to: Analyst
When he thinks the time is right, Nvidia (NVDA) CEO Jensen Huang is likely to speak about what's happening at key partner and fallen AI stock darling CoreWeave (CRWV). "Don't forget that Nvidia is basically financing all these deals with... Full story
Yahoo Finance • 24 days ago
TeraWulf gets a new Buy rating at TD Cowen
[Ai Data Base Center, AI Factory] Cfbuzlu TD Cowen initiated coverage of TeraWulf (WULF [https://seekingalpha.com/symbol/WULF]), the bitcoin miner-turned-data center operator, with a Buy rating, betting on potential long-term multiple ups... Full story
Yahoo Finance • last month
Most shorted stocks on Wall Street
[short sale] abluecup As October begins, investors are keeping a close eye on heavily shorted stocks that could see heightened volatility. The latest mid- to mega-cap screen shows 39 stocks with short interest above 20% of shares outstan... Full story
Yahoo Finance • last month
Why TeraWulf (WULF) Is Up 6.2% After Securing a 20-Year Anthropic AI Lease
Rothschild & Co Redburn recently initiated coverage on TeraWulf, as the company reported US$31.9 million in second-quarter high-performance computing lease revenue, continued construction of 336 MW at Lake Mariner, and progressed a 20-year... Full story
Yahoo Finance • last month
Microsoft upgraded, HubSpot initiated: Wall Street's top analyst calls
Microsoft upgraded, HubSpot initiated: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compile... Full story
Yahoo Finance • last month
Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls
Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled b... Full story
Yahoo Finance • 2 months ago
Applied Digital and TeraWulf Climb 5% as Oversold AI Capacity Names Bounce; Cipher Digital Edges Higher
Quick Read APLD and WULF each surge 5% Thursday on pure sentiment, with no company news, contracts, or analyst actions behind the move. DTCR's 2% gain outpaces SPY's 0.9% rise, confirming a broad rotation into digital infrastructure rathe... Full story
Yahoo Finance • 2 months ago
TeraWulf Falls 5% as AI Infrastructure Names Extend a Month-Long Slide; IREN Drops 4%, Applied Digital Declines 3%
Quick Read WULF falls 5% and APLD slides 3% with no company-specific news, extending a month-long cohort repricing that has cut APLD 24% and WULF 15%. DTCR dips just 0.2% versus SPY's 0.6% loss, pinpointing today's pain inside the AI host... Full story
Yahoo Finance • 2 months ago
TeraWulf (WULF) Stock Could Be 33% Overvalued On Fresh Analyst Optimism
TeraWulf has been on a huge run over the past few years, yet the recent pullback in the share price has put fresh focus on a basic question for investors: what level of cash flows can really support where the stock trades today? Over the... Full story
Yahoo Finance • 2 months ago
TeraWulf Rallies 7% as Miner Selloff Reverses; Applied Digital Gains 4%, IREN Sits Out the Rally
Quick Read TeraWulf surged 8% and Applied Digital gained 4% Friday, reversing Thursday's profit-taking selloff with zero company-specific news driving either move. WGMI jumped 5% versus SPY's 1% gain, confirming the rebound is sector-spec... Full story