News Sentiment

WULF sentiment intelligence

Terawulf Inc news scored across direct company coverage, industry context, sector read-through, source quality, and freshness.

Chart Weekly report Factors RSS feed
Weighted score 60 Balanced news tone 55 relevant articles
Exchange NASDAQ United States
Sector Financial Services Market context
Industry Capital Markets Read-through group
Latest close 21.97 Week of 10 Jul 2026
Weighted tone 60/100

Balanced news tone

Market reaction Balanced read

News tone and price action are not far from neutral.

Primary event Market update

75/100 classification confidence.

Company focus 55

directly relevant articles

Source quality 3

high-authority source matches

Trend context Trend active

+3.7% over one week, -15.7% over four weeks, trend active, and materially above fair value.

Latest direct headline Positive

WULF Stock Climbs After New York Data-Center Moratorium Jolt — Why Wall Street Sees A Buying Opportunity

Market Reaction

Balanced read

68/100 confidence

News tone and price action are not far from neutral.

Primary event Market update 75/100 classification
One-week reaction 3.7% Price confirming higher
Trend fit Trend active -15.7% over four weeks
Fair value 198.0% Materially above fair value

Sentiment Mix

Positive, neutral, negative

Weighted by relevance
Positive 27
Neutral 23
Negative 5

Relevance

Why the article matched

Direct first
Direct company coverage 55
Industry context 0
Sector context 0

Sources

Coverage mix

Publishers
Market source 7
TeraWulf 5
Stocktwits 4
simplywall.st 4
Investing.com 3
MarketBeat 3
www.timothysykes.com 2
TechStock² 2

Event Lens

What the news is about

Classified themes
Market update 24
Earnings 11
Analyst action 10
Deals and strategy 5
Balance sheet 5

Sentiment Trail

Score over time

50 baseline
Above 50 Neutral zone Below 50

News Tape

Relevant headlines

Showing 1-30 of 55
Stocktwits Direct company coverage

WULF Stock Climbs After New York Data-Center Moratorium Jolt — Why Wall Street Sees A Buying Opportunity

TeraWulf (WULF) shares rebounded after an initial selloff caused by New York's new data-center moratorium. Wall Street analysts from firms like Cantor Fitzgerald, Rosenblatt, and Needham dismissed the policy as having limited near-term risk for TeraWulf, citing that existing oper

Tone
Positive 75/100
Event
Market update
Published
15 Jul 2026 19:58
Source
Stocktwits
www.timothysykes.com Direct company coverage

WULF Stock Jumps As Anthropic AI Megadeal Rewrites The Story

TeraWulf Inc. (WULF) shares surged after an Anthropic AI megadeal, including a 20-year lease for its Kentucky data campus, is projected to bring $19 billion in contracted revenue. The company is also selling its 50.1% Abernathy, Texas JV stake for $450 million to redeploy capital

Tone
Positive 72/100
Event
Earnings
Published
15 Jul 2026 18:48
Source
www.timothysykes.com
Barron's Direct company coverage

TeraWulf Stock Panics Over New York’s Data-Center Moratorium, but Wall Street Sees a Steal

Shares of TeraWulf, a Bitcoin miner and data-center operator, fell after New York Governor Kathy Hochul announced a one-year moratorium on large data-center construction. Despite the stock's decline, Wall Street analysts view this as a potential buying opportunity for the company

Tone
Positive 63/100
Event
Market update
Published
15 Jul 2026 18:48
Source
Barron's
Stock Titan Direct company coverage

Bank of Nova Scotia discloses 39,824,376 TeraWulf (WULF) shares, a 7.7% stake

Bank of Nova Scotia reported a beneficial ownership of 39,824,376 shares of TeraWulf Inc. (WULF) common stock, representing a 7.7% stake. The Canadian parent holding company holds sole voting and dispositive power over these shares. This disclosure was made via a SCHEDULE 13G/A f

Tone
Neutral 50/100
Event
Deals and strategy
Published
15 Jul 2026 15:48
Source
Stock Titan
Investing.com Direct company coverage

Rosenblatt reiterates Terawulf stock rating amid NY moratorium

Rosenblatt maintained its Buy rating and $30.00 price target for Terawulf Inc. (NASDAQ:WULF) despite recent share price volatility and a New York state data center moratorium. The firm views the moratorium as a headline risk, not a structural one affecting Terawulf's existing ope

Tone
Positive 60/100
Event
Analyst action
Published
15 Jul 2026 12:25
Source
Investing.com
MarketBeat Direct company coverage

Zweig DiMenna Associates LLC Has $9.64 Million Stock Holdings in TeraWulf Inc. $WULF

Zweig DiMenna Associates LLC significantly reduced its stake in TeraWulf Inc. by 64.4% in the first quarter, selling over 1.2 million shares but still holding 667,830 shares valued at approximately $9.64 million. Despite the reduction, TeraWulf remains the fund's 27th largest hol

Tone
Negative 40/100
Event
Earnings
Published
15 Jul 2026 10:44
Source
MarketBeat
StocksToTrade Direct company coverage

WULF Stock Slides As TeraWulf Tests Key Support Levels

TeraWulf Inc. (WULF) stock has dropped over 7% due to concerns about its Bitcoin-mining profitability, falling from late-June highs near $29 to below $20. Despite a large cash pile, the company faces significant losses, negative free cash flow, and high debt, making it a high-ris

Tone
Negative 30/100
Event
Balance sheet
Published
14 Jul 2026 19:41
Source
StocksToTrade
www.timothysykes.com Direct company coverage

WULF Stock Pullback Has Traders Studying Support Levels

TeraWulf Inc. (WULF) stock has experienced a significant pullback due to concerns about its bitcoin mining profitability and energy costs, retreating from late-June highs near $29 to around $19. Despite rapid revenue growth, WULF faces substantial losses, negative profit margins,

Tone
Negative 27/100
Event
Earnings
Published
14 Jul 2026 18:41
Source
www.timothysykes.com
Investing.com Canada Direct company coverage

Needham reiterates Terawulf stock Buy rating amid New York data center pause

Needham has reiterated a Buy rating and a $33.00 price target for Terawulf Inc. (NASDAQ:WULF) despite a new executive order in New York pausing large data center construction. The order is expected to impact Terawulf's Cayuga site, which was not a near-term priority, while its La

Tone
Positive 66/100
Event
Analyst action
Published
14 Jul 2026 17:41
Source
Investing.com Canada
TechStock² Direct company coverage

TeraWulf slides 8% after Anthropic lease faces $3.5B funding check

TeraWulf shares dropped 8% after its large lease deal with Anthropic was assessed against a significant $3.5 billion funding requirement for a Kentucky project. The market is focusing on the execution and funding risk associated with this deal, particularly how much AI revenue wi

Tone
Neutral 50/100
Event
Earnings
Published
14 Jul 2026 17:41
Source
TechStock²
TipRanks Direct company coverage

TeraWulf: Buy Rating Reiterated as New York Moratorium Seen Manageable; Price Target Maintained at $33

Analyst John Todaro from Needham has reiterated a Buy rating for TeraWulf Inc, maintaining a price target of $33.00, despite a new moratorium in New York State. Todaro believes the moratorium is manageable for TeraWulf, citing that the company's Lake Mariner operations have alrea

Tone
Positive 72/100
Event
Analyst action
Published
14 Jul 2026 16:44
Source
TipRanks
MarketBeat Direct company coverage

TeraWulf (NASDAQ:WULF) Shares Down 8.2% - Here's What Happened

TeraWulf (NASDAQ:WULF) shares dropped 8.2% in midday trading, falling to $19.40 after previously closing at $20.89. Despite the recent setback and weak profitability, analyst sentiment remains largely bullish with a "Moderate Buy" rating and an average price target of $34.25. The

Tone
Negative 34/100
Event
Analyst action
Published
14 Jul 2026 16:41
Source
MarketBeat
Market source Direct company coverage

TeraWulf (WULF) Plans $3.5B Debt Raise for Kentucky Data Center Campus

TeraWulf Inc. (NASDAQ:WULF) is planning to raise approximately $3.5 billion in debt, including its first leveraged loan, to finance a new data center campus in Kentucky. Morgan Stanley is expected to lead the financing, which will also include high-yield bonds. This move comes af

Tone
Positive 73/100
Event
Balance sheet
Published
14 Jul 2026 15:41
Source
Market source
CoinDesk Direct company coverage

TeraWulf CEO: 'Not All Megawatts Are Created Equally' in AI Race

TeraWulf's CEO Paul Prager announced a $19 billion AI hosting agreement with Anthropic, signifying the company's transformation from a Bitcoin miner to an AI infrastructure firm. TeraWulf is divesting from non-core assets like its Bitcoin mining interests to focus on owning and o

Tone
Positive 76/100
Event
Market update
Published
13 Jul 2026 20:11
Source
CoinDesk
Market source Direct company coverage

Applied Digital vs. TeraWulf: Which Neocloud Stock Is the Better Buy?

The article compares Applied Digital (APLD) and TeraWulf (WULF), two "neocloud" companies that provide computing power for AI systems. While Applied Digital has a larger gigawatt pipeline and contracted critical IT load, TeraWulf distinguishes itself by owning its power generatio

Tone
Positive 64/100
Event
Market update
Published
13 Jul 2026 15:11
Source
Market source
Simply Wall Street Direct company coverage

How a 20-Year Anthropic AI Campus Deal At TeraWulf (WULF) Has Changed Its Investment Story

TeraWulf's subsidiary, Raylan Data LLC, secured a 20-year lease with Anthropic PBC for AI and high-performance computing at its Hawesville, Kentucky data center. This deal involves providing 401 MW of IT load, is expected to generate approximately US$19 billion in revenue, and si

Tone
Positive 71/100
Event
Earnings
Published
13 Jul 2026 09:11
Source
Simply Wall Street
Stocktwits Direct company coverage

WULF Stock Jumps 7% — TeraWulf’s $3.5B AI Data Centre Plan Has Retail Investors Watching

TeraWulf (WULF) shares rose 7% after news of its plan to raise $3.5 billion in debt for a new AI-focused data center in Kentucky. This financing, which includes the company's first leveraged loan and high-yield bonds, is supported by a 20-year lease with Anthropic worth an estima

Tone
Positive 74/100
Event
Balance sheet
Published
12 Jul 2026 14:11
Source
Stocktwits
Crypto Briefing Direct company coverage

Terawulf inks $19B AI lease, Strategy shifts $65M from Bitcoin to AI data center

Terawulf has signed a significant $19 billion, 20-year lease agreement with AI company Anthropic for 400MW of compute power, signaling a growing trend among Bitcoin holders to prioritize AI infrastructure. Concurrently, MicroStrategy sold 3,588 BTC, its largest sale since 2020, t

Tone
Positive 80/100
Event
Market update
Published
12 Jul 2026 08:40
Source
Crypto Briefing
Blockspace Media Direct company coverage

TeraWulf plans $3.5 billion debt raise for Anthropic-leased Kentucky data center: Bloomberg

TeraWulf Inc. is seeking to raise approximately $3.5 billion in debt, comprising leveraged loans and high-yield bonds, to fund its Kentucky data center campus. This campus is leased to Anthropic PBC for 20 years, providing 401 megawatts of critical IT load dedicated to high-perfo

Tone
Neutral 50/100
Event
Balance sheet
Published
11 Jul 2026 12:11
Source
Blockspace Media
Market source Direct company coverage

TeraWulf Eyes $3.5B Debt Raise for Anthropic AI Data Center Buildout

TeraWulf (NASDAQ: WULF) is reportedly seeking to raise $3.5 billion in debt, led by Morgan Stanley, to finance the construction of its Justified Data campus in Kentucky. This campus will host large-scale AI infrastructure for Anthropic, with a 20-year lease expected to generate $

Tone
Positive 74/100
Event
Balance sheet
Published
10 Jul 2026 20:09
Source
Market source
TipRanks Direct company coverage

TeraWulf Plunges As Massive AI Debt Spooks Wall Street

TeraWulf Inc. (WULF) shares are falling due to investor concerns over the company's plan to incur $3.5 billion in new debt to construct an AI-focused data center. The significant borrowing and delayed revenue expectations (not until the second half of 2027) have raised worries ab

Tone
Negative 28/100
Event
Earnings
Published
10 Jul 2026 19:09
Source
TipRanks
Market source Direct company coverage

TeraWulf Rises 12%, IREN Climbs 7% as AI-Infrastructure Stocks Bounce Back

TeraWulf (WULF) and IREN (IREN) saw significant stock price increases of 12% and 7% respectively, leading a rebound in AI-infrastructure stocks. This bounce follows a recent decline and is attributed to broader market sentiment rather than specific company news. Both companies, a

Tone
Positive 70/100
Event
Market update
Published
09 Jul 2026 11:10
Source
Market source