These 3 Bitcoin Miner Stocks Are Riding the AI Data Center Boom

"A rising tide lifts all boats" is a popular piece of market jargon, but you can see why it sticks during rallies like the AI gold rush. Anyone and everyone is trying to get into the data center game today, including some former Bitcoin miners strategically pivoting to the next big thing.

MarketBeat • 12 hours ago

TeraWulf: HPC Inflection Has Arrived

TeraWulf (WULF) is executing a power-first, HPC-focused strategy, with Q1 marking the inflection as HPC lease revenue surged 117% sequentially. WULF's platform now delivers over 60% of revenue from HPC leases, supported by a $13B+ contracted backlog and 85% segment margin, highlighting structural differentiation. Balance sheet strength is evident with $3.1B in cash, 82% of WULF Compute capex secured, and disciplined capital recycling supporting rapid multi-site expansion.

Seeking Alpha • Jun 18, 2026

IREN vs. WULF: Which AI Data Center Stock Has an Edge Right Now?

TeraWulf gains an edge over IREN Limited as high-margin HPC leasing becomes its primary growth driver with stronger revenue visibility.

Zacks Investment Research • Jun 18, 2026

TeraWulf gets Bank of America backing with Buy initiation

TeraWulf (NASDQ:WULF) shares rose 8% after Bank of America initiated coverage of the company with a Buy rating and a $34 price objective, citing its transition from bitcoin mining to AI-focused high-performance computing infrastructure as a key value driver. Analysts said TeraWulf is developing digital infrastructure to meet surging AI demand, with a pipeline expected to reach between 1.8 and 3 gigawatts of critical IT load capacity by 2030.

Proactive Investors • Jun 15, 2026

TeraWulf Stock Is On The Rise: What's Going On Today?

TeraWulf Inc (NASDAQ:WULF) shares are flying on Monday. BofA Securities initiated coverage on the stock with a Buy rating and a $34 price objective.

Benzinga • Jun 15, 2026

Here Are Monday's Best Wall Street Analyst Research Calls: Accenture, Caesars Entertainment, Datadog, Dupont, Epam Systems, Ferrari, Paychex, Rocket Lab, TeraWulf, and More

Futures are exploding higher on news of a peace deal with Iran expected to be signed this Friday.

24/7 Wall Street • Jun 15, 2026

TeraWulf: Why I Am Doubling Down At 1-Year Highs

TeraWulf (WULF) has pivoted from crypto mining to high-performance computing, driving a 600%+ share price surge in the last year. The recent Kentucky hyperscale acquisition is set to add over 1 GW of Data Center capacity, accelerating WULF's revenue ramp and market positioning. TeraWulf saw its first quarter in Q1'26 in which its HPC segment generated larger revenues than its legacy cryptocurrency mining business.

Seeking Alpha • Jun 1, 2026

Terawulf CEO on demand in AI infrastructure

Paul Prager, Terawulf CEO, joins 'Power Lunch' to discuss the insatiable demand for electricity around data centers, energy infrastructure and much more.

CNBC Television • May 27, 2026

TeraWulf Bets on Power Infrastructure to Lead AI Build-Out

The artificial intelligence (AI) revolution isn't being built on silicon alone; it's being built on the electric grid. As hyperscale cloud providers and AI developers race to deploy next-generation computing, they are colliding with a hard physical limit: power.

MarketBeat • May 27, 2026

Strategy vs. TeraWulf: Which Bitcoin Stock Is a Safe Investment Bet?

WULF's AI and HPC expansion contrasts with MSTR's Bitcoin-heavy model, shaping a different risk-reward profile.

Zacks Investment Research • May 27, 2026