Cipher Digital and TeraWulf are recommended as BUY because they have stronger balance sheets and more available capacity compared to CoreWave. CoreWave, despite its larger scale and high revenue growth, faces higher debt leverage and liquidity challenges, especially in the current high-interest rate environment. Cipher Digital and TeraWulf primarily use secured power models that require less capital expenditure, making them less vulnerable to rising funding costs. However, all three companies face risks from high Treasury yields, potential slowdowns in AI-related investments, and supply chain issues that could impact growth and cash flow.
As of Oct 31, 2026 20:21 WIB, Cipher Mining Inc (CIFR) trades at its 52-week low of USD 7.29, contrasting sharply with CoreWeave (CRWV) which, despite a 9.5% drop today, remains near its 52-week low at USD 54.97. TeraWulf (WULF) also trades close to its 52-week low at USD 11.73, showing a smaller 8% decline. On Pluang, CIFR and WULF see predominantly sell orders (79% and 95% respectively), while CRWV has strong buy interest at 93%, highlighting differing investor sentiment despite CoreWeave's higher debt concerns noted in the news.
IREN and Cipher Digital stocks dropped 6% and 5% respectively after Alphabet reported $51.3 billion in Q3 2026 capital spending, leading to a negative free cash flow of $9.1 billion. This heavy AI investment by hyperscalers like Alphabet and Microsof...
Cipher Digital Inc., a leading developer and operator of industrial-scale data centers, announced its participation in several upcoming investor and industry conferences from November to December 2026. The company's management will discuss recent dev...
