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Anthropic has locked in a landmark twenty-year data center agreement with TeraWulf, anchoring a facility in Hawesville, Kentucky that will deliver four hundred and one megawatts of computing capacity. The contracted revenue over the initial term is expected to reach roughly nineteen billion dollars, and investors took notice — TeraWulf and fellow data center names like IREN surged sharply on the news, reflecting just how aggressively AI firms are racing to secure dedicated, long-term infrastructure.
Turning to equity strategy, analysts are flagging two names in the auto sector to sidestep in the second half of twenty twenty-six. The argument centers on structural headwinds across both vehicle manufacturing and parts services, with margin pressure and demand uncertainty making the sector a difficult place to generate returns in the near term.
And in the renewable energy space, the case is being made that Brookfield Renewable offers more durable long-term value than Bloom Energy, despite Bloom's visible positioning as an on-site power provider for AI customers through its hydrogen fuel cell technology. The argument favors Brookfield's scale, contracted cash flows, and diversified asset base over Bloom's narrower, higher-risk growth profile.
That's the tape. Markets Desk, signing off the floor.
