TeraWulf Rises 4% After Q3 Beat and Google-Backed Anthropic Lease; IREN Surges 17%, Cipher Digital Climbs 6%

A broad rebound in AI infrastructure stocks is lifting TeraWulf (NASDAQ:WULF) after the former crypto miner posted third-quarter results that exceeded estimates, though it's trailing its fastest-moving peers. TeraWulf stock is at $10.

24/7 Wall Street • 12 hours ago

Applied Digital Plunges 17%, Cipher Digital Sinks 14%, TeraWulf Tumbles 13% as Texas Data Center Fears Deepen

Texas politics is becoming the biggest risk for former crypto miners that have rebuilt themselves as AI data center landlords. Applied Digital (NASDAQ:APLD) stock is at $13.74, down 17% in early trading.

24/7 Wall Street • Nov 5, 2026

Cipher Digital: 3 Key Takeaways for Long-Term Investors

Barber Lake lease expansion increased total contracted revenue to $9.1 billion. Colchis site received a 1 gigawatt conditional base load classification.

The Motley Fool • Nov 4, 2026

Why Cipher Digital Stock Lost 53.9% in October

Cipher Digital stock fell 53.9% in October as AI financing fears swept the sector. An $850 million convertible debt offering led to back-to-back double-digit drops.

The Motley Fool • Nov 4, 2026

Cipher Stock Plummets After Democrats' Midterm Wins

Cipher Digital Inc. (NASDAQ:CIFR) shares are plunging Wednesday as Democratic midterm victories fueled concerns that tighter regulation could delay data center construction and slow AI infrastructure growth.

Benzinga • Nov 4, 2026

Riot Platforms Soars 20% on Earnings and $28 Billion Corsicana AI Lease; Cipher Digital Plunges 13%, MARA Drops 5%

Investors are sorting the crypto miners turned AI landlords by who has signed tenants, and Riot Platforms (NASDAQ:RIOT | RIOT Price Prediction) is pulling away from the group. Riot stock is at $16.88, up 20% in early action.

24/7 Wall Street • Nov 4, 2026

TeraWulf Falls 4% Despite Google Backstop for $19 Billion Anthropic Leases; Cipher Digital Plunges 18%, IREN Tumbles 9%

Good news from Google wasn't enough to keep TeraWulf (NASDAQ:WULF) out of a broad selloff in AI data center stocks. TeraWulf stock is at $12.04 in afternoon trading, down 4%.

24/7 Wall Street • Nov 4, 2026

Cipher Digital Analysts Cut Their Forecasts After Q3 Results

Cipher Digital Inc. (NASDAQ:CIFR) on Monday reported weaker-than-expected sales for the third quarter.

Benzinga • Nov 3, 2026

Cipher Stock Jumps: What's Going On?

Cipher Digital Inc. (NASDAQ:CIFR) shares are soaring Wednesday. Analysts reacted to its third-quarter results by trimming price targets while keeping their bullish ratings.

Benzinga • Nov 3, 2026

CIFR Q3 Earnings Call Highlights Growth Plans and Cost Pressures

Cipher Digital is expanding its HPC footprint with $16.6B in contracted revenues, stronger Barber Lake lease economics and a 5.9-GW development pipeline.

Zacks Investment Research • Nov 3, 2026