Anthropic just wrote a $19 billion check. Here’s who cashed it.

The company most investors still haven’t heard of just landed Anthropic’s biggest infrastructure deal in history. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  

July 14, 2026 Anthropic Just Signed a $19 Billion Deal With This AI Infrastructure Stock. Here’s the Full Story. A year ago, TeraWulf (NASDAQ: WULF) was a Bitcoin miner in rural Kentucky. Most investors had never heard of it. That changed on July 6, when the company signed a 20-year, $19 billion lease with Anthropic, generating $950 million per year in contracted, investment-grade revenue. The stock jumped 12% on July 8 and is trending on X today at around $21.18. The average analyst price target sits at $38.27 from 22 analysts, implying 81% upside. But there's a real bear case too, and you need to know both sides. From the Zacks "Strong Sell" downgrade after a -$1.01 EPS miss to $16.5 million in insider selling over three months, this story has real complexity. Read the full analysis for the complete picture. Read the full analysis › Trump named it. Scientists built it. Here’s what it means for you. Sponsored The name is “Golden Dawn.” That’s what President Trump’s team is calling America’s new Manhattan Project — but for AI. It will span more than 700 miles, making it by far the largest AI infrastructure project ever built. When Trump flips the switch, Louis Navellier believes it will trigger a $100 trillion reset of the AI markets. Louis’ revealing the one stock at the center of it all right here. You are receiving this e-mail at fromworksmart.jewelry@blogger.com, as part of your subscription to Money Morning. Manage Your Preferences by clicking here. No longer interested? Unsubscribe. © 2026 Money Morning. All Rights Reserved. Nothing in this email should be considered personalized financial advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed as personalized financial advice. We allow the editors of our publications to recommend securities that they own themselves. However, our policy prohibits editors from exiting a personal trade while the recommendation to subscribers is open. In no circumstance may an editor sell a security before our subscribers have a fair opportunity to exit. Protected by copyright laws of the United States and international treaties. This Newsletter may only be used pursuant to the subscription agreement and any reproduction, copying, or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of: Agora Media, 14 West Mt Vernon Place, Baltimore, MD 21201. Money Morning is a First Light Financial, LLC publication. To contact us call 866-616-2166 or visit us online. Website | Privacy Policy | Terms & Conditions