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StoneX Group (SNEX) delivered earnings and revenue surprises of +29.38% and +14.86%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
IREN (NasdaqGS:IREN) has agreed to acquire Mirantis, adding AI cloud and Kubernetes management capabilities to its platform. The company has energized its Sweetwater 1 data center in Texas, providing grid-connected capacity for AI and cloud workloads. These moves mark a further pivot from a pure Bitcoin mining focus toward broader AI infrastructure services. IREN, trading at $54.74, has drawn strong attention from investors, with the stock up 23.2% over the past week and 57.4% over the past...
By Karen Roman Applied Digital Corp. (Nasdaq: APLD) said it completed the separation of its cloud business through a combination with EKSO Bionics Holdings, Inc., giving birth to a new […]
IREN heads into Q3 with strong AI cloud growth and Microsoft-driven momentum, but falling bitcoin revenues and rising costs may pressure results.
Both neocloud leaders stand to benefit from rising demand for AI computing power.
Nebius stock rose amid the cloud computing services provider's acquisition of artificial intelligence software maker Eigen AI.
IREN's modeled fair value per share has been revised from US$76.14 to US$70.40, providing a fresh reference point for where some analysts currently anchor their expectations. This shift aligns with a research backdrop in which some analysts are trimming targets, while others still see room for upside. This reflects different views on execution risk and on what investors may be willing to pay. Keep reading to see how these changing targets fit into the broader story and how you can track the...
Iren Limited (Nasdaq: IREN) is a popular Bitcoin (BTC) mining company that has been gradually expanding its artificial intelligence (AI) operations. While Bitcoin mining was once a profitable business, a number of factors such as rising energy prices, higher difficulty levels, lower rewards, ...
Bernstein analysts see IREN’s AI cloud prospects growing substantially in the coming years—and its Bitcoin business disappearing entirely.
IREN is pivoting from Bitcoin mining to AI infrastructure. By 2030, analysts project $5 billion in EBITDA, with margins exceeding 80%
In recent weeks, IREN has been highlighted as a pure‑play data center operator after securing a five‑year, US$9.70 billion agreement with Microsoft, underpinning its push into AI‑focused infrastructure alongside its existing Bitcoin mining operations. This long‑term hyperscale contract, combined with management’s US$3.40 billion annualized revenue goal for 2026, underscores both the opportunity in AI data centers and the heavy capital commitments required to build out capacity. We’ll now...