News

Today, Sept. 17, 2026, the GPU infrastructure provider's stock dropped 4.16% after announcing a $3 billion convertible offering and equity program.

The AI infrastructure company is rapidly expanding its data center capacity as supply constraints create opportunities for providers that can bring new capacity online.

AI hosting stocks are bleeding again while the broader market barely flinches, and the divergence raises a pointed question about whether summer optimism over multi-billion-dollar contracts has finally met its ceiling.

Daniel Roberts says today's AI demand could outrun available infrastructure for years.

IREN (NASDAQ:IREN) shares fell 2. 7% in pre-market trading to $42.

Legendary short-seller Jim Chanos is skeptical of the economic model of AI giants.

IREN stock fell 3.3% as co-CEO Daniel Roberts said investors now want delivered AI capacity, not contract headlines.

TeraWulf, Applied Digital, and IREN are all sliding Thursday with no company news, no analyst downgrades, and no macro shock to explain the move. Whether this is a routine trim of a massive year-to-date run or something more telling about where the group heads next is worth a closer look.

Super Micro Computer, CoreWeave, and IREN all carry heavy short interest as investors weigh rapid AI infrastructure growth against margin, cash flow, and spending concerns.

The Public Utilities Commission of Texas approved one of three high-voltage transmission routes to West Texas last Friday, significantly derisking expansion plans for Core Scientific, Cipher Digital, and IREN —…

Rising Treasury yields are carving through Bitcoin mining and AI infrastructure stocks Tuesday, but the real story is what a single basis point shift in long-term rates actually costs a company running a $25 billion capex pipeline.

Today, we open with an AI stock update with a specific focus on IREN, Cipher Digital, and Hut 8, plus SpaceX’s move into turbine blade manufacturing.

A respected analyst just slapped a Street-high price target on a stock that cratered after reporting a $684 million loss, and the reasoning has Wall Street genuinely divided on whether this is the buying setup of the year or a value trap in disguise.

A nine-figure writedown at one AI data center operator sent shockwaves through the entire sector Friday, and the stocks bleeding hardest have no bad news of their own to explain the damage.

AI cloud revenue topped Bitcoin mining for the first time as IREN accelerated its data center conversion.

Bitcoin miner Iren, which has moved to the AI compute business, is falling on earnings but it could be a buying opportunity, according to one Wall Street firm.

The stock of IREN (NASDAQ: $IREN) is down 6% after the crypto miner and data centre operator reported financial res...

A nearly $640 million writedown just sent IREN tumbling despite its AI Cloud business more than doubling, and the question now is whether today's selloff reflects a company in crisis or one eating a painful but necessary transition cost.

IREN Stock Tumbles as Massive Write-Down Deepens Fiscal 2026 Loss

AI Cloud Services revenue more than doubled sequentially to $70.5 million.

IREN Stock Under Pressure Ahead of Earnings Despite $4 Billion Revenue Target

Qfin Holdings Inc. - Sponsored ADR (QFIN) delivered earnings and revenue surprises of -50.00% and +1.09%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AI-pivoting Bitcoin miners are selling off hard on Friday, but the damage is hitting each stock in a very specific order that reveals exactly who has been buying and why they are suddenly heading for the exit.

A Wall Street Journal bombshell on hidden AI commitments sent neocloud stocks into a morning freefall, but the story behind who recovered fast and who kept falling reveals deeper fault lines in the AI infrastructure trade.

The company is trying to compete in AI infrastructure, but is moving slowly.

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.