AI Infrastructure Stocks Rise as Rebound From Steep Selloff Extends: Cipher Digital Jumps 8%, IREN Climbs 7%, TeraWulf Gains 5%

AI infrastructure names are extending their rebound from a steep selloff. Gains are spread across former Bitcoin miners that now build data centers for AI and high-performance computing (HPC) tenants.

24/7 Wall Street • Oct 27, 2026

TeraWulf Jumps 7% as CEO Pushes Back on Stranded Data Center Fears; Cipher Digital Rises 3%, Applied Digital Edges Higher

A weekend response from TeraWulf‘s (NASDAQ:WULF) chief executive is lifting the former Bitcoin miners now racing to build AI data centers, with TeraWulf shares leading the charge.

24/7 Wall Street • Oct 26, 2026

Musk's warning hits neocloud stocks as debt concerns mount

Shares of neocloud companies declined in premarket trading on Monday after Elon Musk said the sector could face consolidation and failures, adding to concerns over a widening gap ​between AI

Reuters • Oct 26, 2026

These energy stocks are poised to profit from an imminent AI power crunch

Bloom Energy and Solaris Energy would benefit from an urgency around securing power to AI developers.

Market Watch • Oct 26, 2026

IREN vs. TeraWulf: Which AI Infrastructure Stock Carries Less Risk Now?

The race to build artificial intelligence infrastructure is increasingly about securing electricity, completing data centers and turning commitments into steady revenues. IREN Limited IREN and TeraWulf WULF share that challenge.

Zacks Investment Research • Oct 22, 2026

Gene Munster Points to 'Good News for Neoclouds' in SpaceX Earnings: IREN, TeraWulf Bounce

Neocloud stocks steadied Wednesday after Space Exploration Technologies Corp. (NASDAQ:SPCX) delivered a third-quarter report packed with evidence of strong demand for AI compute. Deepwater Asset Management managing partner Gene Munster read the results as a positive signal for the rest of the group.

Benzinga • Oct 21, 2026

TeraWulf Jumps 8% as CEO Says Power Demand Remains ‘Extremely Strong'; Applied Digital Surges 9%, IREN Climbs 6%

Power scarcity has become the defining trade in artificial intelligence (AI) infrastructure stocks, and a pointed message from one data-center developer's chief executive just gave the whole group a fresh push. TeraWulf (NASDAQ:WULF) stock is at $12.

24/7 Wall Street • Oct 21, 2026

IREN Sinks 6%, Then Recovers After Co-CEO's No-Debt Reassurance as Neocloud Worries Persist; TeraWulf and Applied Digital Rise 3%

A renewed debate over whether specialized AI cloud providers can pay for their buildouts is creating volatility in IREN Limited (NASDAQ:IREN) stock, even after a direct reassurance from its co-CEO. In morning trading, IREN stock declined 6% to $26.

24/7 Wall Street • Oct 20, 2026

AI Infrastructure Stocks Rally as Selloff Reverses: Applied Digital Jumps 8%, TeraWulf and IREN Rise 6%

AI infrastructure stocks are bouncing back as last week's selloff in the group starts to unwind. TeraWulf (NASDAQ:WULF) stock is at $12.42, up 6% in morning trading, moving in step with the sector's other power-backed data center builders.

24/7 Wall Street • Oct 19, 2026

Applied Digital Sinks 4% as Rotation Out of Debt-Funded AI Builders Extends; TeraWulf Dips 3%, Core Scientific Retreats 2%

Investors are souring on leveraged AI data center developers again. Applied Digital (NASDAQ:APLD) stock has fallen 4%, recently trading around $19.59, extending a rotation out of highly valued, debt-heavy AI infrastructure stocks.

24/7 Wall Street • Oct 16, 2026