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IREN stock has shed 41% in a single month alongside every major miner-turned-AI-infrastructure name, but a $3.4 billion NVIDIA contract and zero idle GPUs tell a very different story than the price action suggests.
Fred Alger Management, an investment management company, released its “Alger Capital Appreciation Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. US equities strongly rebounded in the second quarter, with the S&P 500 Index rising 15.2%. Easing geopolitical tensions and technological advancements fueled market optimism, propelling the Information Technology and […]
Hammersley will oversee security across IREN’s data centers and compute stack as the company expands its AI Cloud platform and power portfolio.
IREN Limited (NASDAQ:IREN) is one of the 10 Best Growth Stocks With Highest Upside Potential. On July 6, 2026, Freedom Capital upgraded IREN Limited (NASDAQ:IREN) to Buy from Hold with an unchanged price target of $58. The firm said the shares have fallen with peers, creating “enough upside” to warrant a higher rating. Freedom Capital […]
IREN Limited (NASDAQ:IREN) is one of the stocks set to explode in the next 2 years. On June 1, IREN and BE Networks announced a collaboration to utilize NVIDIA DSX Air to simulate and validate the network architecture for an upcoming deployment of over 50,000 NVIDIA Blackwell Ultra GPUs. By creating a production-representative digital twin, […]
IREN Limited (NASDAQ:IREN) is one of the 10 Best Data Center Stocks to Buy in July. On July 7, TipRanks reported that Bernstein analyst Gautam Chhugani reiterated a Buy rating on IREN while setting a price target of $100.00. Similarly, Freedom Capital upgraded its rating on IREN to Buy from Hold on July 6, maintaining […]
What the new C-suite hires could mean for IREN stock IREN (NasdaqGS:IREN) has appointed Kambiz Aghili as Chief Product Officer and Michael Nudelman as Chief Development Officer, putting experienced cloud and data center leaders at the center of its expanding AI infrastructure business. For investors watching IREN stock, these hires are worth understanding because they directly oversee two areas that sit at the core of the company’s model: AI Cloud products and large scale data center build...
IREN stock has delivered a very large 3 year return, yet the current valuation checks lean expensive rather than cheap, even as recent news keeps expectations high around its AI data center pivot. Over the past 3 years the share price has returned roughly 5x, which sets a high bar for any further gains to be supported by fundamentals. Investor enthusiasm around IREN's AI cloud expansion, major compute contracts and index inclusion can support rich expectations, while concerns over large...
The AI infrastructure trade has minted winners across the neocloud sector, but one name has been conspicuously left out. CoreWeave (NASDAQ:CRWV) has fallen 40.57% over the past year, even as Nebius Group (NASDAQ:NBIS) has surged 359.62% and IREN (NASDAQ:IREN) has climbed 154.62%. Even NVIDIA (NASDAQ:NVDA), CoreWeave’s largest partner, is up 27.74% over the same stretch. ... Down 40%, CoreWeave Is Being Left Behind By the Market
MARA Holdings vaulted Thursday after signing a deal for a new Texas data center site. AI, crypto plays surge. Bitcoin price rises.
Independent chair David Bartholomew published a shareholder letter explaining why the board granted each co-founder over 9 million restricted stock units, arguing the biggest risk to IREN's plan is losing…
IREN Limited (NASDAQ:IREN) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer mentioned the stock and its peers during the episode, as he remarked: How about the small operators? You hear their names all the time. These are more like hybrids between neoclouds and specialized real […]
TeraWulf, IREN, and Hut 8 stocks surge as Bitcoin miners pivot to AI data centers, decoupling their share prices from crypto.
IREN Limited (NASDAQ:IREN) is among the best under-the-radar stocks. On July 2, Forbes reported that IREN Limited (NASDAQ:IREN)’s board approved a four-year equity compensation package valued at $788 million for co-founders and co-CEOs Will Roberts and Daniel Roberts. They are receiving more than 9 million shares each that vest through 2030. The company said the program […]
Meta Platforms is several years away from providing neocloud services, while neocloud pure plays are rapidly expanding their gigawatt pipelines.
Penguin Solutions posted a nearly 48% revenue jump and raised guidance in fiscal Q3, prompting analysts to lift price targets amid strong institutional buying and a rallying stock.
Shares of TeraWulf (NASDAQ:WULF) are up 12% to $22.67 in mid-morning trading, leading a broad rebound across AI-infrastructure names that were hammered on Tuesday. IREN (NASDAQ:IREN) stock is up 7% to $42.55, while peers Applied Digital (NASDAQ:APLD) and Cipher Mining (NASDAQ:CIFR) are up 3% to $31.53 and up 5% to $21.45, respectively. Today’s move mirrors ... TeraWulf Rises 12%, IREN Climbs 7% as AI-Infrastructure Stocks Bounce Back
Shares of TeraWulf (NASDAQ:WULF) are down 8% to $20.41 in Tuesday’s midday session, reversing yesterday’s rally on the Anthropic mega-deal. The drop lands in a broad AI-infrastructure pullback, with the NASDAQ 100 down 1.5% intraday. The move gives back most of the July 6 pop but leaves TeraWulf stock still up 78% year to date ... TeraWulf Drops 8% Even as Analysts Raise Price Targets on $19B Anthropic Deal, IREN Falls 7%, Applied Digital Slides 6%
IREN Ltd (NASDAQ:IREN) is one of the top 10 AI stocks that will skyrocket. On June 29, IREN Ltd (NASDAQ:IREN) disclosed that it has been included in the Russell 1000 Index after the recent reconstitution of FTSE Russell Indexes. The inclusion became effective at the close of play on June 26. Addition to the Russell […]
IREN rallies as bullish analyst backs $58 price target
TeraWulf signed a 20-year, $19 billion lease with Anthropic for its Kentucky data center and sold its Abernathy stake for $450 million to fund the buildout amid high short interest.
The leading AI model builders are relentless in their pursuit of power and compute.
In recent weeks, IREN Limited has been identified as a leading contender for Anthropic’s reported A$22.00 billion, 1.40-gigawatt Australian AI cloud capacity tender, leveraging its Bundey campus and secured grid connections. This potential Anthropic contract, alongside IREN’s existing Microsoft and Nvidia agreements, highlights how its large powered land bank could underpin its AI cloud ambitions. We’ll now examine how Anthropic’s interest in IREN’s Australian footprint could reshape the...
IREN is poised to benefit from Anthropic's 1.4 GW search in Australia, but it may not be first in line.
Shares of TeraWulf (NASDAQ:WULF) extended a powerful rally on Monday afternoon, separating the stock from its bitcoin-mining peers by a wide margin. WULF stock is up 4% today and up 95% year to date to $22.10, marking its most sustained rerating since going public. The catalyst is a landmark 20-year lease with Anthropic, the private ... TeraWulf Stock Is Up 95% This Year: Here’s Why
IREN Limited (NASDAQ:IREN) is one of the 7 Underperforming Data Center Stocks to Buy According to Short Sellers. According to a report released on July 1, Bernstein analyst Gautam Chhugani reiterated a Buy rating on the stock along with a $100 price target. The firm’s price target suggests an impressive 157% upside from the current […]
The Number Leaked Anthropic documents reportedly point to a 1.4 gigawatt Australian capacity push worth roughly $22 billion, and IREN (NASDAQ:IREN) sits among a short list of operators with announced gigawatt-scale Australian ambitions to bid for it. The figure reflects a reported market opportunity drawn from third-party documents, sitting outside company guidance and signed backlog. ... Does IREN Have the Inside Track on This $22 Billion Opportunity?
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