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Market Catalysts host Julie Hyman takes a look at some of Friday's trending tickers and stories. CoreWeave (CRWV) stock is sinking after the company issued weak revenue guidance. IREN (IREN) stock is surging on news that Nvidia (NVDA) is investing up to $2.1 billion in the company. Rocket Labs (RKLB) stock is skyrocketing on the company's strong quarterly sales numbers. Wendy's (WEN) stock is on the rise after the company beat Wall Street's earnings estimates.

Shares of IREN Limited (NASDAQ:IREN) are climbing Friday, extending a powerful run after the company unveiled a transformational partnership with NVIDIA (NASDAQ:NVDA). IREN stock changed hands near $61, building on a 5% opening pop. The reaction follows an 8-K filed May 7 at 9:05 p.m. ET detailing a $3.4 billion AI Cloud contract alongside a five-year ... IREN Jumps 7% on $3.4 Billion NVIDIA AI Cloud Deal, $2.1 Billion Share Investment Option

A new five-year AI cloud agreement with NVIDIA positions IREN to scale beyond infrastructure hosting into managed GPU cloud services for enterprise AI workloads. Key Investor TakeawaysThe $3.

The benchmark US stock measures were pointing higher before the open Friday as investors weigh renew

The chipmaker secured a 5-year option to buy 30 million IREN shares as part of a deal to deploy 5 gigawatts of AI infrastructure

Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.

IREN Stock Jumps on Game-Changing Nvidia AI Cloud Partnership

Nvidia may invest up to $2.1 billion as AI infrastructure demand keeps rising.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before F

CoreWeave drops after missing analysts’ earnings target, while Trade Desk plummets on weak revenue guidance.

Nvidia stock and IREN were both rising after the companies agreed to deploy five gigawatts of AI infrastructure.

IREN (NASDAQ:IREN) used its fiscal third-quarter earnings call to highlight a rapid expansion in AI data center capacity, a new long-term customer agreement with NVIDIA, and continued progress in shifting its business mix away from Bitcoin mining and toward AI Cloud services. Strategic focus: conve

IREN Limited (NASDAQ: $IREN) shares jumped in after-hours trading on Thursday after the company announced a new Nvi...

NVIDIA (NasdaqGS:NVDA) and IREN Limited agreed to deploy up to 5 gigawatts of next generation AI infrastructure. NVIDIA also partnered with Span and PulteGroup to create distributed fractional data centers that use residential grid capacity for AI workloads. These partnerships expand NVIDIA's reach across large scale facilities and more distributed, community level compute nodes. NVIDIA, traded on NasdaqGS:NVDA, is a central supplier of GPUs and software that power many AI data centers and...

IREN Limited (NASDAQ: IREN) shares jumped 27% to $72.28 during after-hours trading on May 7, The move came after the company closed the prior session down 6.77% at $56.85. At press time, the stock had pulled back slightly to $69.45, still up 21.55%. The catalyst was a new strategic ...

IREN (NasdaqGS:IREN) has become a focus stock after unveiling a partnership with NVIDIA to support up to 5 gigawatts of AI infrastructure, together with a potential US$2.1b equity investment via warrants. See our latest analysis for IREN. The share price has been volatile, with a 1-day share price return of a 6.77% decline contrasting with a 7-day gain of 24.92% and a 30-day jump of 59.07%. The 1-year total shareholder return is very large at over 7x, suggesting momentum has been building as...

Nvidia will invest up to $2.1 billion in data center operator IREN, as part ‌of a broader deal to deploy up to ‌5 gigawatts of infrastructure to keep up with soaring artificial intelligence ​demand. The tie-up, announced on Thursday, underscores the hunger for computing power amid surging adoption of AI, as frontier model developers and Big Tech firms funnel billions to secure ‌capacity. • Shares of ⁠IREN were up around 9% in extended trading.

Bitcoin miner IREN continues its shift to AI infrastructure with a new strategic partnership with Nvidia. IREN stock rallies.

Iran deal doubts hit stocks Thursday, but Nvidia, Tesla were strong. CoreWeave, Rocket Lab, Cloudflare were earnings movers late. The jobs report is on deck.

IREN and NVIDIA announced a strategic partnership to accelerate deployment of up to 5 gigawatts of AI infrastructure, as IREN targets 150,000 GPUs by end of 2026.

IREN (NASDAQ: IREN) reports fiscal Q3 results after the close today. The numbers should look strong, but the real story sits behind them: a Microsoft contract ramp, a freshly energized Sweetwater campus, and a just-announced acquisition that reshapes the business. From Mining Roots to a Full-Stack AI Neocloud Last quarter’s $184.7M revenue report missed the ... Don’t Focus Too Heavily on IREN’s Q3 Today — Look at What Comes Next

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 […]

On May 5, 2026, investors weighed an acquisition to expand Iren's AI cloud infrastructure to enhance the deployment and management of containerized enterprise solutions.

The deal adds enterprise software and operational expertise to support scaling AI cloud deployments. IREN Limited (NASDAQ:IREN) announced an AI cloud acquisition with a definitive agreement to acquire Mirantis for approximately $625 million in stock.

IREN heads into Q3 with strong AI cloud growth and Microsoft-driven momentum, but falling bitcoin revenues and rising costs may pressure results.