TeraWulf

WULF

Market cap $9.62B

TeraWulf recently signed a 20-year deal with Anthropic, prompting one analyst to predict that the stock will more than triple from current levels. Applied Digital has an easier path to building neocloud data centers since it does not supply the servers or AI chips.

TeraWulf CEO Paul Prager discusses the company's deal with Anthropic, projected to generate $19 billion, on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #terawulf #anthropic #artificialintelligence #ai #datacenter #cloudcomputing #technology #business #investment #stocks #economy #ceo #paulprager #energy #digitalinfrastructure #growth Don't just watch Fox News—be part of it.

Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.

TeraWulf is rated BUY for its superior risk-reward profile and significant growth potential in AI data center infrastructure. WULF's capital-heavy model enables advanced, efficient data centers with 1.36GW free capacity and a major $19B, 20-year ANTHRO contract. Despite higher CapEx and net debt, WULF's AI business delivers 88% gross margin and 48% operating margin, outpacing Core Scientific.

Shares of Marathon Digital (NASDAQ:MARA | MARA Price Prediction) are up 18% in midday trading Thursday, changing hands at $14.27.

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.

TeraWulf Inc. (NASDAQ:WULF) shares continue to fall Wednesday, extending a roughly 14% decline over the past week, as a wave of sector headwinds weigh on AI infrastructure names — even as a landmark $19 billion Anthropic lease helped the stock regain some ground earlier this week.

TeraWulf's Anthropic deal adds a major AI data-center opportunity, while investors watch the funding, power, and timing needed to bring the project online.

TeraWulf CEO Paul Prager says a new 20-year lease agreement with Anthropic is a major vote of confidence in the company's AI infrastructure strategy. Speaking on "Bloomberg The Close," Prager also discusses plans for a purpose-built AI campus at TeraWulf's Kentucky site and what the long-term partnership means for future growth.

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.