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Two neoclouds are racing for the same gigawatts and hyperscaler contracts, but one bets on owned dirt while the other bets on a full software stack. Only one of those bets looks defensible heading into 2026.
IREN (NasdaqGS:IREN) is back in focus after announcing US$2.8b in new multi-year AI cloud contracts with clients including Microsoft and NVIDIA, lifting its 2026 AI Cloud ARR target above US$4b. See our latest analysis for IREN. Despite the contract news lifting IREN’s profile, recent trading has been choppy, with the share price falling about 27% over 30 days and 21% over 90 days, even as the 1 year total shareholder return is about 117% and the 3 year total shareholder return is around...
Applied Digital operates like a landlord collecting rent on AI infrastructure, and its backlog of signed leases tells a story that Wall Street analysts are scrambling to price in before the next earnings report drops.
A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.
A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.
Kineo Capital managing partner Jim Strugger walks through his strategy for trading IREN (IREN) stock and Alphabet (GOOG, GOOGL) stock using options. Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.
Iren also increased its year-end AI cloud computing annual revenue run rate outlook to more than $4 billion.
For a long time, IREN Limited (NASDAQ:IREN) was considered a Bitcoin mining operation company, but the company’s cloud approach and AI deals have successfully transitioned it into a vertically integrated AI cloud provider. The company came under the spotlight when it announced raising its year-end AI Cloud annualized run-rate revenue target to more than $4 […]
IREN just landed $2.8 billion in AI cloud contracts, boosting its outlook and strengthening its position as one of the fastest-growing AI infrastructure plays.
The brokerage states that Oracle’s valuation no longer reflects its growth outlook and sees multiple catalysts driving a rebound.
IREN's expanding AI cloud contracts, secured power and rapid buildout strengthen its growth case, but funding and execution risks support holding the stock.
Nebius stock is rallying as Freedom Capital issues a bullish note in its favor. Here’s how high NBIS could realistically fly in 2026.
IREN lands $2.8B in new multi-year AI cloud contracts and lifts its 2026 ARR target above $4B as demand fuels capacity expansion and growth in Europe.
IREN stock jumped nearly 20% after $2.8 billion in new AI cloud contracts pushed 2026 revenue targets above $4 billion, accelerating its shift from Bitcoin mining to AI infrastructure.
CoreWeave's shares have cratered over 40% in the past year while its business is booking record revenue and a backlog nearing $100 billion, and that contradiction creates one of the most contested trades in AI infrastructure right now.
Nebius stock was rising again after investors got more detail on Nvidia’s investment in the highflying neocloud.
IREN Limited (IREN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
According to a Stocktwits poll featuring 3,800 respondents, Oracle and Iren were favored over Hut 8 and Bloom Energy stocks.
IREN stock jumped nearly 20% after signing $2.8B in AI cloud contracts, but chart resistance at $47 caps the rally.
IREN on Monday raised its annualized AI cloud revenue target on the back of new contracts.
Some contract announcements move stocks. And then there are the ones that reframe an entire investment thesis. We saw the latter on a Monday, July 20. IREN Limited (IREN) was trading up more than 21% to $40.57 as of July 20 midday, according to Yahoo Finance. That’s after the Australia-based ...
CleanSpark saw its share price jump by 10.67 percent on Monday to finish at $14.42 apiece, as investor optimism was fueled by the aggressive expansion of artificial intelligence players with a series of multi-billion-dollar leasing deals. Multi-Year Deals On Monday, its counterpart, Hut 8 Corp., clinched a new $9.8-billion leasing deal with an existing high-investment-grade […]
IREN Limited (NASDAQ: $IREN) shares jumped nearly 20% on Monday after the company signed $2.8 billion in new AI clo...
In July 2026, IREN Limited announced it had secured US$2.80 billion in new multi-year AI cloud services contracts with customers including Microsoft, NVIDIA, and several AI developers, lifting its 2026 AI Cloud annualized run-rate revenue target to more than US$4.00 billion, about 85% of which is now under contract. A key feature of these agreements is sizable customer prepayments covering roughly 45% of related GPU capital expenditure, which, together with IREN’s US$7.60 billion cash...
IREN opened the week with $2.8 billion in new multi-year AI cloud contracts, lifting its annualized run-rate revenue target from $3.7 billion to more than $4 billion — though it…