TeraWulf Inc. WULF

Cipher Digital locked in a blockbuster long-term deal at its Texas campus, yet the stock still fell. Here is why investors are not convinced the timing worked in the company's favor.

Jones Trading just slapped a $70 Buy on Applied Digital, yet the stock is sinking anyway, dragging its closest peers down with it. Something bigger than a bullish analyst note is driving this group, and the culprit ties back to an inflation threat hiding in plain sight.

Wall Street analysts are making bold moves as the third quarter closes, with major calls hitting PepsiCo, Roblox, Snowflake, and a Bitcoin infrastructure stock carrying a price target that will turn heads.

IREN has shed 42% from its peak while rivals like TeraWulf and Cipher Mining kept their yearly gains, yet a prominent Wall Street analyst just slapped a $100 price target on the stock. Whether that gap signals a rare opportunity or a trap depends entirely on one make-or-break quarter.

A lease extension at one Texas site just pushed Cipher Digital's contracted revenue potential into territory that is reshaping how Wall Street values the entire class of former Bitcoin miners now chasing AI infrastructure deals.

Investing.com -- UBS analyst Ryan Gravett initiated coverage of five AI data center colocation stocks with bullish ratings, citing rapid growth potential as artificial intelligence adoption accelerates and computing capacity remains constrained. The analyst noted that power access continues to be the primary limiting factor in scaling compute infrastructure.

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 Anthropic lease for 401 MW at its Justified campus with Kentucky regulators approving electric service. This long-duration Anthropic agreement locks in a substantial portion of future capacity and further anchors TeraWulf’s shift toward contracted AI and...

UBS has initiated coverage on five AI data center colocation stocks with Buy ratings, citing constrained compute supply and favorable power access positioning the group for rapid growth as AI adoption accelerates. The bank started coverage of Hut 8 Mining Corp (TSX:HUT, Unlisted (US):HUTMF),...

UBS said it sees data-center infrastructure positioned for “rapid growth” with AI adoption expanding and model developers facing limited computing capacity.

The firm’s discounted cash-flow valuation applies a 23% cost of equity as TeraWulf moves from bitcoin mining toward contracted AI infrastructure.

Nebius gets an $84 target, CoreWeave $54

Rothschild called Neocloud earnings and valuations "cyclically inflated" but remains ‘Neutral’ on AI infrastructure overall.

Wolfspeed and IREN are surging while their closest peers barely budge, and the gap between those winning tickers and the flat data center fund points to something worth understanding before adding exposure.

Should you short stocks right now? That’s a good question, and it’s one with no clear answer. There’s still a bullish feeling in the air, but volatility is rising, and there’s no guarantee the bulls will keep running. In a market like this, it can be tempting to bet against stocks. Shorting a stock can be a fast track to profits, but it’s also a fast track to risk. A short seller borrows shares and sells them, hoping to buy them back later at a lower price. If the stock rises instead, the short

Applied Digital and TeraWulf are bouncing hard on zero company news, and that round trip reveals a structural tension in how the market prices contracted AI capacity against pure sentiment flows.

Wells Fargo initiated coverage of Core Scientific, Hut 8, Cipher Mining and TeraWulf with ‘Overweight’ ratings.