TeraWulf is raising up to $460 million in convertible notes
WULF's August 18 8-K announces a $400 million Rule 144A convertible note offering due 2031, with a $60 million overallotment option for initial purchasers.
Filing Summaries
Notes that pull the important parts of SEC filings into context for covered companies and ETF wrappers.
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Strategy rewrites its ATM playbook when mNAV drops below 2.5x
An August 18 8-K introduces a conditional equity issuance rule tied to the mNAV multiple, while Strategy also discloses 430 BTC purchased in the week ending August 17.
TeraWulf prices $850 million convertible note offering to fund data center expansion
WULF's upsized convertible deal is the largest single financing event in the company's history, with proceeds earmarked for data center growth and capped call transactions.
TeraWulf closes $850 million convertible note offering to fund data center expansion
WULF completed a major debt financing on August 20, 2025, adding $850 million in 1.00% convertible senior notes due 2031 and pairing the deal with $85.5 million in capped call transactions.
WULF closes a $1 billion convertible offering and pairs it with dilution protection
TeraWulf's August 2025 8-K confirms a fully exercised $1 billion convertible note deal, the largest single financing event in the company's history.
Strategy adds 3,081 BTC in a week, pushing total holdings to 632,457
The August 25 8-K confirms another weekly accumulation round funded across three ATM programs, with the aggregate position now at its largest disclosed level.
AMD names an interim Chief Accounting Officer in a quiet governance move
An 8-K filed August 25 discloses a leadership change in AMD's accounting function, with no related-party interest and no financial restatement signal.
NVDA's August 8-K lands with a ceiling-level filing signal and a year of price recovery behind it
Nvidia filed an 8-K on August 27, 2025 disclosing operating results, and the filing arrives as the stock sits near a 52-week high with its Filing Risk Score at the maximum reading.
CleanSpark replaces its CEO and locks in new contracts for the entire executive team
Matthew Schultz steps into the CEO role as CleanSpark formalizes a leadership realignment with five new employment agreements effective September 4, 2025.
Strategy adds 1,955 BTC in six days, pushing total holdings to 638,460
The September 8 8-K confirms another weekly accumulation round funded across three ATM programs, with the aggregate position now priced at an average of $73,880 per coin.
Oracle declares $0.50 dividend as quarterly results land in the same 8-K
Oracle's September 9 8-K pairs a cash dividend declaration with operating results, giving investors two reads from a single filing.
Oracle's 8-K names two new officers and hands the CFO title to Kehring
Safra Catz exits the CEO and CFO roles simultaneously, and Oracle's September 22 filing discloses $350 million in fresh stock option grants to the incoming executives.
CleanSpark just expanded its Coinbase credit line to $300 million
A side letter filed September 23 raises the aggregate lending capacity under CleanSpark's existing Coinbase master loan agreement, adding a larger Bitcoin-secured borrowing pool for capital expenditures.
CleanSpark opens a $100 million revolving credit line backed by digital assets
The September 19 Two Prime facility gives CLSK flexible capital for hashrate expansion and HPC investment, secured entirely by its Bitcoin holdings.
Strategy adds 196 BTC in a week, pushing total holdings to 640,031
The September 29 8-K confirms another weekly purchase funded across three ATM programs, with aggregate holdings now at 640,031 BTC.
MSTR files an 8-K on corporate alternative minimum tax exposure
Strategy's October 1 filing flags proposed CAMT regulations that could apply once average annual adjusted financial statement income clears $1 billion.
WULF's Reg FD Filing Carries Little New Signal, But the Broader Picture Does
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CORZ files investor presentation 8-K as CoreWeave merger vote approaches
Core Scientific's October 14 Regulation FD filing signals the stockholder vote on its CoreWeave merger is close enough to require formal investor outreach.
Core Scientific filed an updated investor presentation as its CoreWeave merger vote approaches
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Strategy adds 168 BTC at $112,051 average, bringing total holdings to 640,418
The October 20 8-K confirms a small but meaningful weekly purchase funded entirely through three preferred-share ATM programs.
CORZ's merger proxy gets a litigation addendum and a valuation update
Core Scientific filed an 8-K disclosing stockholder lawsuits and supplemental financial advisor analysis tied to its pending acquisition by CoreWeave.
TeraWulf's subsidiary just borrowed $3.2 billion to build out Lake Mariner
WULF Compute closed a senior secured notes offering that puts serious capital behind the company's data center expansion and adds a material new debt obligation to the consolidated balance sheet.
TeraWulf locks in a $9.5 billion HPC joint venture with Google backstopping the lease
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Microsoft's October 8-K: operating results land with the stock still rebuilding from a rough year
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