News Sentiment

WULF sentiment intelligence

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

Weighted score 58 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 58/100

Balanced news tone

Market reaction Balanced read

News tone and price action are not far from neutral.

Primary event Market update

76/100 classification confidence.

Company focus 55

directly relevant articles

Source quality 2

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 Neutral

TeraWulf (NASDAQ: WULF) Faces New York Data-Center Moratorium Pressure As Wall Street Calls It A Buying Opportunity

Market Reaction

Balanced read

66/100 confidence

News tone and price action are not far from neutral.

Primary event Market update 76/100 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 25
Neutral 23
Negative 7

Relevance

Why the article matched

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

Sources

Coverage mix

Publishers
Market source 7
Stocktwits 5
TeraWulf 5
simplywall.st 4
Blockspace Media 2
Blockspace 2
www.timothysykes.com 2
Investing.com 2

Event Lens

What the news is about

Classified themes
Market update 25
Earnings 12
Analyst action 8
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
TIKR.com Direct company coverage

TeraWulf Stock Spikes Following Massive 20 Year Data Center Agreement With Anthropic

TeraWulf (WULF) stock rose over 4% after securing a 20-year data center lease with AI company Anthropic, valued at an estimated $19 billion in revenue. This deal significantly expands TeraWulf's critical IT capacity and solidifies its transition from Bitcoin mining to AI data cen

Tone
Positive 90/100
Event
Earnings
Published
16 Jul 2026 03:10
Source
TIKR.com
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 74/100
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 71/100
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 64/100
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 62/100
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 28/100
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 26/100
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 71/100
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 33/100
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 82/100
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 75/100
Event
Balance sheet
Published
10 Jul 2026 20:09
Source
Market source