The Motley Fool
07 Jul 2026, 02:14 UTC · 2h ago
Why TeraWulf, IREN, and Other Data Center Stocks Jumped Today
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
07 Jul 2026, 02:14 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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4 claims · each scored for market impact
TeraWulf signed a 20-year lease with Anthropic projected to generate $19 billion in contracted revenue. — The massive scale of contracted revenue and the long-term nature of the deal provide significant fundamental valuation uplift for WULF.
+0.90Reports indicate Anthropic is seeking up to 1.4 gigawatts of data center capacity in Australia, with IREN positioned as a leading candidate. — While not yet a signed deal, the potential for a $15 billion project creates high speculative upside and catalysts for IREN shares.
+0.70Freedom Capital Markets upgraded IREN from 'hold' to 'buy' with a price target of $58 and projected revenue growth to $8.5 billion by 2028. — Analyst upgrades and aggressive revenue forecasts typically drive immediate positive sentiment and institutional buying.
+0.50Continue reading
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TeraWulf is selling its 50.1% stake in the Abernathy Joint Venture to a group led by Fluidstack to free up cash for AI projects. — The divestment optimizes the balance sheet and provides capital for higher-growth AI infrastructure investments.
+0.30Which stocks this story touches
Shares rose sharply on reports of a potential lucrative AI infrastructure deal and a stock upgrade from 'hold' to 'buy'.
The company signed a blockbuster 20-year lease with Anthropic forecast to produce $19 billion in revenue.
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