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In early May 2026, IREN Limited announced a five-year, US$3.40 billion AI cloud services contract with NVIDIA, alongside plans to deploy NVIDIA Blackwell-based systems across about 60MW at its Childress, Texas data centers. The deal, paired with NVIDIA’s right to buy up to 30 million IREN shares over five years, effectively anchors IREN’s pivot from Bitcoin mining toward large-scale AI infrastructure provision. We’ll now examine how this multi-billion-dollar NVIDIA AI cloud agreement could...

Nvidia's equity commitments have topped $40 billion this year.

Today, May 11, 2026, investors are weighing fresh debt, an earnings miss, and a sprawling Nvidia-backed AI buildout.

IREN stock under pressure after $2 billion capital raise announcement

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.29%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...

IREN (IREN) is proposing a $2.3 billion convertible note to fund its 5 GW AI buildout.

IREN is planning a $2.3B convertible note offering to scale its AI line and DeFi degens are starting to trade STRC.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.17%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...

JPMorgan Chase (NYSE:JPM) raised its price target on Iren (NASDAQ:IREN) stock to $46 from $39 while keeping an Underweight rating. The unusual combination, a price target raise paired with a bearish stance, reflects the firm’s skepticism about the structure of Iren’s blockbuster NVIDIA (NASDAQ:NVDA) partnership. For prudent IREN stock investors, the call is a reminder ... JPMorgan Hikes IREN Price Target to $46 but Stays Underweight on Circular NVIDIA Deal Concerns

NVIDIA Corporation (NASDAQ:NVDA) is one of the 9 Best American Semiconductor Stocks to Buy According to Analysts. On May 7, 2026, NVIDIA Corporation (NASDAQ:NVDA) and Iren announced a strategic partnership aimed at accelerating the deployment of next-generation AI infrastructure. Under the agreement, the companies plan to support the deployment of up to 5 gigawatts of […]

The S&P 500 Index ($SPX ) (SPY ) today is up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.06%. June E-mini S&P futures (ESM26 ) are up +0.19%, and June E-mini Nasdaq futures...

IREN Limited (NASDAQ:IREN) shares fell 6% on Monday after the company announced plans to launch a $2 billion offering of convertible senior notes. The company said the proposed notes, due in 2033, will be offered privately to qualified institutional buyers.

IREN plans to sell $2 billion in convertible senior notes in a private offering, with proceeds funding capped call transactions and general corporate purposes.

Circle Internet tops views, USDC stablecoin circulation booms. IREN retreats on $2 billion offering. Keel Infrastructure falls.

Shares of IREN (NASDAQ:IREN) are down roughly 9% in early Monday trading to $55.83, giving back a chunk of Friday’s powerful rally. The move follows Friday’s 8% surge to $61.20, which was triggered by a landmark AI cloud partnership with NVIDIA (NASDAQ:NVDA). Profit-takers are clearly stepping in after a parabolic run. IREN stock is still ... IREN Drops 9% After Friday Rip: NVIDIA AI Cloud Excitement Cools as Profit-Taking Hits

Nvidia Corp.'s latest partnership with IREN Ltd. underscores the chip giant's aggressive strategy to scale AI infrastructure globally as demand surges and competitive pressure from Advanced Micro Devices, Inc. intensifies. Nvidia Expands AI Infrastructure To Defend Market Leadership Speaking to...

NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks to buy with wide moats. The latest moat-relevant update came on May 7, 2026, when NVIDIA Corporation (NASDAQ:NVDA) and IREN announced a strategic partnership to accelerate the deployment of up to 5 gigawatts of NVIDIA DSX-aligned AI infrastructure across IREN’s global data-center pipeline. The companies said […]

Nvidia (NVDA) is a semiconductor giant and artificial intelligence king. It makes GPUs, CPUs, AI inference accelerators, and networking solutions (which are becoming increasingly more important). The company divides its revenue sources into five end markets: Data Center, Gaming, Professional ...

This biotech firm develops therapies for rare pulmonary diseases, leveraging proprietary drug delivery technology in the U.S. market.

Nvidia continues to be a big investor in the AI ecosystem.

IREN shares soar on a $3.4 billion AI cloud infrastructure deal with Nvidia. But does that warrant buying IREN stock at current levels? Let’s find out!

Today, May 8, 2026, a massive Nvidia-backed AI cloud push is reshaping this crypto miner into a vertically integrated data center player.

Bitcoin (CRYPTO: $BTC) is struggling to end the trading week above the key threshold of $80,000 U.S. In afternoon t...

IREN is gunning for 5 GW of AI capacity from 2028 on, following a landmark deal with Nvidia.

Everyone and their grandmother waited to disclose AI deals during quarterly earnings, with IREN, Hut 8, and Cipher Digital announcing new tenants and massive expansion plans.

A partnership with an AI leader has investors excited.

Power infrastructure, land, data centers—these take years to permit, finance, and build. This quarter, we demonstrated what disciplined execution against it looks like at a global scale. In AI infrastructure, secured power is only valuable if it can be converted into customer-ready compute.