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Building faster chips turned out to be the easy part of the AI buildout. The real bottleneck has sent investors hunting for a winner in a completely different industry, and one company already controls the market for the solution Morgan Stanley says matters most.
Wall Street just raised price targets above $30 on two bitcoin-miner-turned-AI-infrastructure names, yet both stocks are sliding hard on Monday. The question is whether this selloff marks a buying opportunity or a warning sign about what the market now demands before rewarding the neocloud thesis.
CoreWeave built the fastest path to $5 billion in cloud revenue history, then watched its stock collapse 40% as its biggest customer announced a move that sent Wall Street scrambling to pick sides.
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.
The brokerage states that Oracle’s valuation no longer reflects its growth outlook and sees multiple catalysts driving a rebound.
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 gave its co-CEOs a $700 million stock grant locked until 2033, the year the founders' super-voting shares expire.
The artificial intelligence buildout has created one of the largest infrastructure races in technology history. Companies across the industry are spending hundreds of billions of dollars on data centers, GPUs, networking equipment, and energy capacity to support AI models. Annual AI infrastructure spending by the major hyperscalers is approaching $750 billion, as they, startups, and ... Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?
IREN joined the Russell 1000 on June 26, and it also just achieved NVIDIA Exemplar Cloud status.
IREN Limited (NASDAQ: IREN), the Bitcoin (BTC) miner that is increasingly pivoting itself into an AI cloud provider, has been added to the Russell 1000 Index. The Russell 1000 is a stock market index tracking roughly the 1,000 largest U.S. companies by market capitalization. It represents about 93% ...
IREN Limited (NASDAQ:IREN) shares rose 3. 6% in premarket trading on Monday after the company was added to the Russell 1000 Index as part of FTSE Russell’s annual index reconstitution, which became effective after the market closed on 26 June.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.08%. June E-mini S&P futures (ESM26 ) are down -0.48%, and June E-mini Nasdaq futures...
IREN secured a transmission connection agreement for an 800MW data center campus in Bundey, South Australia, marking its first Australian AI infrastructure project with energization expected from 2028.
Anthropic has filed for an IPO and Strategy finally sold bitcoin for the first time since 2022.
Anthropic has filed for an IPO and Strategy finally sold bitcoin for the first time since 2022.
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...
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
These stocks have been consolidating ahead of a potential breakout.
Today, April 28, 2026, shaky AI infrastructure sentiment is putting this volatile growth story under the microscope.
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