The artificial intelligence boom has kicked off one of the largest infrastructure races since the early internet era. Nvidia (NASDAQ:NVDA) GPUs are selling faster than they can be packaged. High-bandwidth memory has become scarce enough that companies like Micron Technology (NASDAQ:MU) and SK hynix are effectively sold out months in advance. Utilities from Virginia to ... IREN’s CEO Just Said 11 Words that Delivered the AI Boom a Brutal Reality Check
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Cipher Digital's long-term hyperscale leases and $11.4B in contracted revenues give it an edge over IREN Limited as AI infrastructure demand accelerates.
Demand for Nvidia's AI chips keeps rising, but its stock portfolio can become a catalyst for future earnings.
Nvidia's dramatic 2,400% increase of its quarterly dividend from $0.01 to $0.25 per share coincides with the release of its latest Q1 fiscal 2027 earnings record, which highlights revenue of $81.6 billion. But bulls are betting on growth.
IREN Limited has been added to the Russell 3000 Index, bringing it into a widely followed U.S. equity benchmark. The inclusion recognizes IREN's pivot toward AI and cloud infrastructure alongside its existing crypto operations. The change is linked to index rebalancing that affects which companies are tracked by index funds and ETFs. NasdaqGS:IREN has drawn more attention recently, with the share price at $56.83 and very large 1 year gains, up roughly 7x. The stock is also up 7.3% over the...
IREN Limited (NASDAQ:IREN) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio. On May 18, 2026, IREN Limited (NASDAQ:IREN) announced the acquisition of Awaken, a creative and media agency specializing in brand development for high-growth companies. Upon completion of the transaction, Awaken will cease all independent operations, and its team will integrate directly […]
Nvidia now has a financial incentive to help this emerging AI data center company succeed.
Our IREN (NASDAQ:IREN) call is constructive. Shares closed at $47.74 on May 19, 2026, well off the post-earnings high near $60.80 but still up 459% over the past year. Our 24/7 Wall St. price target for IREN is $64.62, implying 35.36% upside over the next 12 months. Our model carries a constructive rating on IREN ... IREN’s $3.4 Billion NVIDIA Deal Points To Something Big Around The Corner
IREN (NasdaqGS:IREN) is back in focus after a sharp pivot toward AI cloud and data center infrastructure, anchored by a five year AI cloud services contract with NVIDIA and related equity rights. See our latest analysis for IREN. Recent trading reflects that story clearly, with the share price up 10.15% in the past day, a 30 day share price return of 28.54% and a 90 day share price return of 45.22%, while the 1 year total shareholder return is extremely high and signals strong momentum...
IREN is betting on AI cloud growth to offset weaker Bitcoin mining revenues as GPU demand and contracted capacity expand.
CleanSpark Inc. (NASDAQ:CLSK) is one of the 10 Stocks With Powerful Gains. Shares of CleanSpark rallied for a second day on Tuesday, jumping 9.30 percent to close at $14.69 apiece, as investors took heart from an investment firm’s bullish call for its stock. In a market note, CleanSpark Inc. (NASDAQ:CLSK) received a $24 price target […]
IREN (NasdaqGS:IREN) has agreed to acquire Awaken, a creative and media agency, to build out its global brand and marketing capability. The CEO of Awaken, Chris Parker, will take on a leadership role in IREN’s brand and marketing following the transaction. The move comes as IREN accelerates its pivot from bitcoin mining toward AI cloud infrastructure and enterprise AI services. IREN is in the middle of a sizeable repositioning, with the stock trading at $50.46 and showing a very large 1...
Keel Infrastructure is a smaller crypto miner that is pivoting to AI, and investors are missing out.
Analysis of the latest 13F filing from Leopold Aschenbrenner's Situational Awareness shows a rotation into HPC and mining stocks like BITF, RIOT, BTDR, IREN, CORZ, and INTC.
The data center operator's latest spate of news items confirmed both its upside potential and its lingering risks.
Blockspace's Friday livestream covered IREN's record convertible note offering, CME's compute futures launch, Trump family crypto-linked equity purchases and Hut 8's Illinois data center fight.
AI compute futures are now live on the CME, and IREN has raised $3B in a new convertible note offering.
Mike Alfred explains his deliberate asset concentration in AI stock market leaders IREN (IREN) and Cipher (CIFR).
IREN Limited (Nasdaq: IREN), the Bitcoin (BTC) mining and artificial intelligence (AI) infrastructure company, earlier this month signed a deal with NVIDIA (Nasdaq: NVDA). The company signed a 5-year AI cloud contract with NVIDIA for $3.4 billion. In addition, it also entered into ...
AI compute futures are now live on the CME, and IREN has raised $3B in a new convertible note offering.
Iren Stock Drops on Nearly $3 Billion Convertible Notes Sale
IREN, a prominent Bitcoin mining firm, completed a $3 billion convertible notes offering to accelerate its AI cloud infrastructure buildout.
IREN (NASDAQ: $IREN) has successfully raised $3 billion U.S. to fund its artificial intelligence (A.I.) cloud compu...
IREN closed a $3.0 billion convertible notes deal on Wednesday after the offering grew from an initial $2 billion proposal earlier in the week.
IREN is accelerating its AI infrastructure push with NVIDIA partnerships, secured power capacity and a $10 billion revenue backlog.