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  • TeraWulf stock surges 25% on $9.5B AI infrastructure deal

TeraWulf stock surges 25% on $9.5B AI infrastructure deal

5 articles I'm watching carefully

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Tyler Dupont
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Good morning 👋

Here's the latest news I'm tracking today.

 📈 Stocks / Finance

Palantir stock split speculation rises ahead of Q3 earnings

Palantir shares surged 151% YTD, hitting a record $192.83 before easing. Investors are speculating on a potential stock split as Q3 earnings near. RBC and Citi analysts cite strong revenue growth but note cautious guidance. Nvidia announced a strategic AI integration with Palantir.

TeraWulf stock surges 25% on $9.5B AI infrastructure deal

TeraWulf shares jumped 25% after announcing a $9.5B joint venture with Fluidstack to build 168 MW of AI compute capacity. Backed by Google and with no equity dilution, the move accelerates its pivot from bitcoin mining to high-performance data infrastructure.

Intel stock surges 5% on earnings beat and AI investment wave

Intel shares jumped 5% after posting $0.23 in Q3 EPS on $13.7B revenue, beating estimates. The stock has gained ~105% in 2025. Major AI investments from the U.S. government, Nvidia, and SoftBank boosted sentiment, alongside progress on its Panther Lake AI chip roadmap.

🪙 Crypto

$217M crypto liquidation triggers volatility surge

Over $217 million in crypto positions were liquidated in 24 hours as Bitcoin and Ethereum fell sharply. Longs accounted for $167M of the wipeout, fueling a liquidation cascade. Analysts warn high leverage and automated margin calls drove the sudden volatility.

🌎 Global Economy

Globalisation enters decline as U.S. hegemony wanes

Historian Steve Schifferes argues globalisation is in retreat, driven by U.S. isolationism and rising protectionism. The absence of a dominant global leader, weakening institutions, and Trump's tariffs signal a shift toward a more fragmented, unstable economic order.

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