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IREN stock has delivered a very large 3 year gain while the current valuation checks lean expensive, which raises questions about how much of the AI cloud story is already reflected in the share price. Recent AI contract wins and a rapid shift away from pure Bitcoin mining sit against a low value score and an overvalued read on market multiples. Over the past 3 years, IREN has returned roughly 5.6x. This is a very large move for investors to weigh against current expectations. Multi year AI...

IREN (NasdaqGS:IREN) has expanded its AI Cloud business with new multi-year contracts from major technology companies. These contracts include agreements with Microsoft and NVIDIA and cover a large share of IREN's targeted year-end revenue. The company has raised its year-end revenue target and reports that most of this figure is now contracted. Customer prepayments and firmer contractual pricing are part of the new deal structure. IREN has been building out its AI Cloud offering as demand...

Compute is getting more valuable, and Iren's cautious approach toward dealmaking may reward it in the long run.

IREN Ltd. (NASDAQ:IREN) soared by 30.54 percent on Thursday to close at $38.26 apiece, as investors resorted to bargain-hunting following six consecutive days of losses, supported by Citadel’s backing that helped avert a potential fire sale on its stock, alongside a technology giant’s major announcement. This followed the disposition of Situational Awareness’ huge chunk of […]

Shares of former Bitcoin (CRYPTO:BTC) miners pivoting into AI data center and high performance computing hosting have taken a heavy hit over the past month. IREN (NASDAQ:IREN), TeraWulf (NASDAQ:WULF), and Applied Digital (NASDAQ:APLD) are all down more than 30% over the trailing month, and the selling has continued into Wednesday afternoon trading. IREN stock is ... IREN, TeraWulf, and Applied Digital Are All Down 30% in a Month. Is More Pain Coming for Data Center Stocks?

IREN's contracted AI cloud growth and financing edge make it a stronger choice than Strategy's leveraged Bitcoin model and dilution risks.

(Bloomberg) -- Nvidia Corp. is working on a fresh round of AI infrastructure deals potentially worth more than $750 billion, accelerating a streak of investments that skeptics warn is artificially inflating demand and valuations across the industry.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Bloc

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...

Alphabet's AI Spending Surge Ignites Nebius, CoreWeave, and IREN Stocks

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.

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.

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 […]

Bitcoin miners expanding into AI and data center infrastructure also moved lower despite fresh bullish commentary from Wall Street.

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.

According to a Stocktwits poll featuring 3,800 respondents, Oracle and Iren were favored over Hut 8 and Bloom Energy stocks.

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...

U.S. crude futures closed higher at $83.23 a barrel, while international benchmark Brent settled at $89.22.

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…

Download the Complete Report Here Alpha Compute Corp. (ALP) ALPHA-01 Moves to Revenue Generation; $21-23 Million Run Rate and Expanding Pipeline Support Scale-Up Key Takeaways: FY26 largely reflects legacy strategic phases; ALP’s live compute operations and contracted revenue provide the more relevant basis for assessing its growth trajectory. ALPHA-01 is operational with 504 B200 GPUs […] The post Alpha Compute Moves to Revenue Generation; $21-23 Million Run Rate – Quarterly Update Report appea

For news, we cover Hut 8’s $19.6B deal that fills out the capacity for its Beacon Point site, IREN signing $2.8B in AI cloud deals with multiple partners, and why…

IREN Ltd. snapped a seven-day losing streak on Monday, surging as much as 21 percent in intra-day trading to $40.77, as investors drew excitement from its higher annualized run-rate revenue (ARR) target of $4 billion. Initially targeted at $3.7 billion, IREN Ltd. (NASDAQ:IREN) said that the increase followed the bagging of $2.8 billion worth of […]

AMC Entertainment (AMC) reported Monday over 4.3 million moviegoers in AMC Theatres in the US and Od

The company raised its year-end AI Cloud run-rate revenue target to more than $4 billion, with 85% now under contract

IREN (NasdaqGS:IREN) announced new multi year AI Cloud contracts with leading technology companies, including Microsoft and NVIDIA. The company raised its annualized run rate revenue guidance linked to these agreements. Large prepayments tied to GPU capital expenditure have improved IREN’s cash position. For investors watching IREN at a share price of $33.62, these fresh AI Cloud contracts mark a significant update in the company’s story. The stock is up 85.2% over the past year and has...

IREN said new multi-year contracts cover about 85% of its revised annualized run-rate revenue goal as it prepares to deliver 480 MW of AI cloud capacity this year.

Iren raised its 2026 annualized run-rate revenue target to more than $4 billion, up from $3.7 billion, following the signing of new multi-year cloud services contracts with leading AI developers.