Why TeraWulf, IREN, and Other Data Center Stocks Jumped Today

Impact · against what's priced in

TeraWulf and IREN see significant valuation catalysts from massive potential AI infrastructure shifts. TeraWulf's confirmed $19 billion long-term lease with Anthropic provides immediate revenue predictability, while IREN's upside is driven by speculation regarding a $15 billion Australian project and an analyst upgrade.

WULF+0.90

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In context

The signing of a 20-year lease with Anthropic projecting $19 billion in contracted revenue fundamentally changes the company's long-term revenue profile.

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• cloud computing▲17%
• data centers▲9%
• revenue growth▲1%
• ai
• IREN
• WULF
• anthropic