Hot Picks: AI data centres, commodity exchanges drive growth stocks [BNN Bloomberg (Canada)]
TeraWulf Inc. (WULF)
Company Research
Source: BNN Bloomberg
BNN Bloomberg spoke with Martin Toner, director of institutional research, growth and innovation at ATB Capital Markets, about companies benefiting from rising AI power demand, infrastructure buildouts and the evolution of physically settled commodity exchanges. Key Takeaways Demand for AI data centre power remains a key long-term theme despite near-term concerns about slowing growth at major AI players. Companies are shifting from bitcoin mining to leasing power and infrastructure for AI workloads, improving margins and revenue visibility. Valuations in AI infrastructure hinge on execution, with significant upside tied to leasing capacity and scaling operations. Early-stage infrastructure players face financing needs but could unlock substantial value as customer contracts are secured. Physically settled commodity exchanges are emerging as a new growth area, offering better hedging tools and strong potential network effects. Read the full transcript below: ANDREW: On
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News
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- TeraWulf (WULF) had its "overweight" rating reaffirmed by Morgan Stanley.MarketBeat
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WULF
Earnings
- 2/26/26 - Miss
WULF
Sec Filings
- 4/29/26 - Form SCHEDULE
- 4/28/26 - Form 4
- 4/28/26 - Form 144
- WULF's page on the SEC website