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IREN
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Is IREN (NasdaqGS:IREN) Overvalued After Its AI Expansion Questions?
IREN Ltd. has seen its stock swing sharply in recent years, and those moves now put a spotlight on a simple question. Is the current share price at US$38.69 broadly in line with what the business is generating in sales, or has the story ru…
IREN Stock Drops 7.3% in Three Months: Is it Worth Investing Now?
IREN Limited IREN is undergoing a major business transformation. Once known primarily for Bitcoin mining, the company is developing an artificial intelligence (AI) cloud platform combining data centers, graphics processing units (GPUs) and…
NEW YORK (AP) — prices for the Nasdaq composite, NYSE and NYSE American listed most active stocks. Nasdaq most active stocks: Stock Name Volume High Low Last Change Olb Group Inc. 367,317,650 0.6952 0.46 0.549 +0.162 Stardust Power Inc. 28…
Applied Digital revenue surges but aren't investors impressed
The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley break down Applied Digital's (APLD) first-quarter earnings, which showed a staggering 322% year-over-year revenue increase. The panel discusses why despite the AI infrastructure…
All-In Summit: IREN Exec Kent Draper Discusses Customer Development Amid Demand
IREN Exec Kent Draper joins Kristen Scholer on NYSE Floor Talk at the All-In Summit. Video Transcript 00:00 Speaker A We're here at the All-in Summit in Los Angeles, California, and I'm pleased to be joined by the presenting sponsor, Iren.…
Iren shares fall as SemiAnalysis highlights data center reliability issues
Investing.com -- Shares of IREN Ltd (NASDAQ:IREN) fell over 6% in Wednesday trading following a series of critical social media posts from research firm SemiAnalysis, which reported severe user complaints regarding the infrastructure quali…
IREN Limited's Sweetwater Hub: Can It Fuel IREN's AI Expansion Plans?
IREN Limited IREN is positioning its Sweetwater campus as a major long-term AI infrastructure platform. Sweetwater 1 is planned with 1.4 GW of gross capacity, while Sweetwater 2 adds another 600 MW, giving the campus roughly 2 GW of planne…
Nvidia-backed neocloud Lambda is raising $4B in final round before IPO - WSJ
[IPO Concept with Stock Market Graphs] AlexSecret Nvidia-backed cloud computing firm Lambda is raising as much as $4 billion in the final round of fundraising before the company's planned initial public offering. The funding will give the…
Did IREN’s Pivot From Bitcoin Mining to AI Cloud Deals Just Shift IREN's (IREN) Investment Narrative?
In the past month, IREN Limited reported its fiscal 2026 results and highlighted a transition of its sizable Bitcoin-focused data center capacity toward AI compute workloads, underpinned by new multi-year AI Cloud agreements and ongoing co…
[short sale] abluecup As October begins, investors are keeping a close eye on heavily shorted stocks that could see heightened volatility. The latest mid- to mega-cap screen shows 39 stocks with short interest above 20% of shares outstandi…
IREN Doubles Down on Pricing: Can Revenue Per MW Keep Rising?
IREN Limited IREN is seeing a sharp improvement in the economics of its infrastructure business, with revenue per megawatt (MW) emerging as an important growth driver. Recent three-year contracts were signed at more than $20 million of rev…
Iren (BIT:IRE) And The Infrastructure Upgrade Narrative Behind Its Valuation
Iren (BIT:IRE) has drawn attention after its share price closed at €2.44, with the move coming after a year-to-date decline of about 5.9% and a modest one-year pullback. Iren's recent share price softness, including a 7 day share price ret…
Nvidia Drops Massive Number on Anthropic AI Spending
This article first appeared on GuruFocus. Anthropics artificial-intelligence infrastructure commitments are becoming enormous, with Nvidia (NASDAQ:NVDA) saying the AI developer now has more than $180 billion of contracted value across clou…
Goldman Sachs Flags SpaceX Stock in Unusual Growth Screen
This article first appeared on GuruFocus. Goldman Sachs is pointing investors toward a different way to hunt for opportunities in expensive growth stocks: find companies where Wall Street cannot agree on how fast revenue will grow. Chief U…
This article first appeared on GuruFocus. IREN Limited (IREN, Financials) declined by 3% in premarket trade after Jones trade launched coverage with a Hold recommendation, citing multiple obstacles that hinder the AI cloud company's growth…
IREN vs. Riot Platforms: Which Bitcoin-to-AI Stock Looks Stronger Now?
IREN Limited IREN and Riot Platforms RIOT share the same starting point. Both built large Bitcoin mining operations around access to power, land and data center infrastructure, then found a second growth path in the surge in AI computing d…
[Aerial View of a Fog-Filled, Pacific Northwest Landscape Near Portland, Oregon] Velvetfish/iStock via Getty Images Goldman Sachs says investors should focus on stocks where they see a differentiated view on long-term revenue growth as val…
Is IREN (IREN) Cheap As Sector Selling And Mixed Views Test Its AI Buildout?
IREN (NasdaqGS:IREN) is back in focus after a sector wide selloff hit neocloud peers, with selling pressure layered on top of mixed research views and recent technical underperformance against CoreWeave and Nebius. At a share price of $46.…
Nvidia Is Backing This AI IPO Candidate. It Lost $1 Billion in Just 6 Months
Nscale filed for a U.S. initial public offering on September 18 with one number that makes the AI-cloud boom look radioactive: the company lost $1.02 billion in the first six months of 2026 on just $140.6 million of revenue. Yet NVIDIA Cor…
IREN Has Microsoft and $14 Billion of Funding. Execution Is the Real Test
IREN's AI pivot has reached the point where the balance sheet looks almost as dramatic as the growth plan. The Bitcoin miner-turned-AI cloud operator ended June with about $7.6 billion of cash, including $1.7 billion that was restricted, w…
Iren (IREN) Stock Looks Stretched With AI Hopes Already Priced In
IREN has been on a remarkable run, and the question many readers now face is whether the current share price is properly grounded in the sales the business is generating. After such a strong move, the issue is less about headlines and more…
IREN’s Energy Pipeline Optionality is Very Appealing So Should You Buy It?
Quick Read IREN trades at $47.23, roughly 41% below the mean analyst target of $80, backed by $13 billion in combined Microsoft and NVIDIA contracts. Under 10% of IREN's 5-gigawatt power portfolio is monetized, and pricing near $25 million…
IREN Broadens Its AI Customer Base: Can Diversification Pay Off?
IREN Limited IREN is broadening its AI Cloud customer base as it seeks to reduce dependence on a handful of large counterparties. The company is targeting hyperscalers, enterprises, AI developers, frontier labs and channel partners across…
Stocks Settle Sharply Higher as Crude Prices Plunge and Chipmakers Soar
NASDAQ sign at times square at night by Lucky-photographer via iStock The S&P 500 Index ($SPX) (SPY) closed up by +1.49% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed up by +0.71%, and the Nasdaq 100 Index ($IUXX) (QQQ)…
Nebius, CoreWeave Get Sell Calls as Credit Flashes Warning
This article first appeared on GuruFocus. Nebius (NASDAQ:NBIS) shares rose 2.08% intraday and CoreWeave (NASDAQ:CRWV) rose 3.21%, after Rothschild & Co. Redburn initiated both neoclouds with Sell ratings, arguing that credit markets are pr…
Stocks and Bonds Climb as Slumping Crude Prices Ease Inflation Risks
The S&P 500 Index ($SPX) (SPY) is up by +0.93% today, the Dow Jones Industrial Average ($DOWI) (DIA) is up by +0.39%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.97%. December E-mini S&P futures (ESZ26) are up +1.00%, and December E-mi…
CRWV vs. IREN: Which Neocloud Stock Offers the Stronger Upside Case?
The AI infrastructure boom is creating a new category of technology companies often referred to as neoclouds—specialized cloud providers built around high-performance GPUs, AI workloads and data-center infrastructure. Two of the most close…
Stocks Supported by Lower Crude Prices and Bond Yields
The S&P 500 Index ($SPX) (SPY) is up by +0.61% today, the Dow Jones Industrial Average ($DOWI) (DIA) is up by +0.17%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.33%. December E-mini S&P futures (ESZ26) are up +0.70%, and December E-mi…
IREN Expands Its 5GW+ Pipeline: Can Execution Match Ambition?
IREN Limited IREN is accelerating its shift from Bitcoin mining to AI infrastructure, with roughly 5 GW of contracted or secured power capacity across the United States, Canada, Spain and Australia as of June 30, 2026. Its announced pipeli…
Neocloud Boom: Comparing Nebius, CoreWeave, & IREN
The AI Buildout is Accelerating The current artificial intelligence buildout is the largest industrial buildout since the railroad boom in the 1800s. America's leading big tech companies are spending hundreds of billions of dollars to capt…
The Unexpected Rival Threatening to Shake Up CoreWeave's Market
CoreWeave (NASDAQ: CRWV) generated incredible excitement when it went public in March 2025. Shares soared from their initial public offering (IPO) price of $40 to over $180 per share within just a few months. That was because the company h…
1 Year Into the Microsoft Deal, IREN Is Delivering and a Rally May Follow Soon
Ai chip by Quality Stock Arts via Shutterstock Just over a year ago, investors largely viewed IREN (IREN) as a bitcoin mining company. Today, the company supplies AI infrastructure to Microsoft (MSFT) and signs billion-dollar contracts wit…
IREN (IREN) Stock Fair Value Edges Lower As AI Cloud Wins Meet Build Out Risks
The latest update on IREN trims the Fair Value estimate from US$80.93 to US$79.03, a relatively modest adjustment given the size of its AI ambitions. Analysts link this move to a mix of growing AI cloud contracts and ongoing questions arou…
The S&P 500 Index ($SPX) (SPY) closed up by +0.17% on Friday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down by -0.18%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.67%. December E-mini S&P futures (ESZ26) rose +0.20%, a…
Why Wall Street Is Bullish on the AI Service Market
The analyst placed a price target of $99 on Iren which represented 128% upside from the closing price of $43.48 on Thursday. Iren, in particular, has a “clear path to software differentiated AIaaS” with its acquisition of cloud infrastruct…