TeraWulf Aktie

TeraWulf shares rose about 6% following NVIDIA’s stronger-than-expected revenue guide, which signaled continued, supply-constrained AI data-center spending and increased value of contracted power capacity. The move reflects a read-across to capacity operators rather than company-specific news, benefiting high-beta hosting players like TeraWulf and Applied Digital. Investors are warned of elevated volatility and should watch site delivery and capacity milestones for name-specific catalysts. » Altro su finance.yahoo.com

The Kentucky Public Service Commission approved the power supply agreement for TeraWulf’s Justified Data Campus in Hancock County, allowing up to 482 MW of power. TeraWulf will bear market, transmission, supply and infrastructure costs as well as credit assurance obligations; costs will be passed through directly. The project involves redeveloping the former Century Aluminum site in Hawesville, with site development and initial modules estimated at about $4.0–4.5 billion. » Altro su de.investing.com

S&P Global Ratings affirms TeraWulf’s issuer rating at 'BB-' and cuts the outlook from positive to stable due to uncertainties around a 20-year lease with Anthropic for a 401-MW data center campus in Hawesville (about $19 billion). WULF Compute receives a 'BB-' rating with a positive outlook; payments will flow through a lockbox and waterfall structure, and construction and financing risks are partially mitigated by agreements with Fluor and existing infrastructure. Initial capacity is expected online in late 2027, full capacity in early 2028, and the facility could represent roughly 48% of TeraWulf’s contractual total revenue in 2029; S&P lists clear criteria for potential downgrades or upgrades. » Altro su de.investing.com