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U.S. stocks advanced on Aug. 12 after fresh inflation data showed consumer prices rose 3.4% year over year in July, slightly below the previous month’s 3.5% reading, helping fuel gains across technology and AI-linked stocks. The Nasdaq Composite was up about 0.5% during the session. AI ...
The entire AI data center industry still appears to be firing on all cylinders after all, with more of the same in the cards.
By Avinash P and Purvi Agarwal Aug 12 (Reuters) - The S&P 500 and the Nasdaq rose on Wednesday as upbeat earnings from AI infrastructure firms boosted technology stocks, while largely in-line
Nvidia has committed billions to IREN, but can the company fund its AI buildout without overextending itself?
Shares of CoreWeave and Super Micro Computer climbed premarket on Wednesday after upbeat forecasts from the two AI infrastructure companies reinforced demand expectations for computing capacity. Shares of neocloud provider CoreWeave rose more than 18%, with peer Nebius Group rising 10%. Server maker Super Micro's shares climbed nearly 9%.
CoreWeave and Nebius have emerged as major beneficiaries of the AI boom and surging demand for cloud infrastructure.
A 20-year lease with Anthropic and a massive asset sale have put one Bitcoin miner at the front of a pack racing to reinvent itself as AI infrastructure, but the real question is whether the stock's already-substantial gain leaves room for what comes next.
IREN (NasdaqGS:IREN) is drawing fresh attention after management outlined a pivot toward AI-focused cloud computing, highlighting plans for large scale GPU deployments and data center build outs alongside a reduced emphasis on Bitcoin mining. See our latest analysis for IREN. IREN's 1-day share price return of 8.70% and 7-day share price return of 12.04% suggest investors are reacting to the AI cloud shift, even though the 90-day share price return is down 25.24%. At the same time, the 1-year...
Zuckerberg’s confirmation of AI compute scarcity strengthens the case for Iren's strategy, positioning it for substantial long-term value.
Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited’s share was trading at $37.93 as of August 6th 2026. IREN’s trailing and forward P/E were 47.82 and 136.99 respectively according […]
CoreWeave is the leading neocloud provider, while IREN is an emerging player in the space.
CleanSpark (CLSK) delivered earnings and revenue surprises of -33.33% and -1.00%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
CoreWeave has shed a third of its value in three months while its analyst consensus held firm through every dip, and one prominent tech analyst argues the selloff created the exact entry point investors needed.
Iren peaked in Q3 2025 before sliding back, while AeroVironment's revenue more than tripled over the same period.
The customer list now includes Microsoft and Nvidia. The hard part is building fast enough to serve them.
IREN acquired software firm Mirantis for $625 million in an all-stock deal, with Mirantis operating as a standalone subsidiary that continues serving its existing customers while IREN taps it for…
Hut 8 (NASDAQ:HUT) reported second-quarter 2026 revenue growth and improved adjusted EBITDA as its compute operations expanded, while management highlighted progress on its AI data center development projects and project-level financing strategy. Revenue rose approximately 81% year over year to $74
Bloom Energy, SanDisk, Hive Digital, CleanSpark and IREN have been highlighted in this Investment Ideas article.
IREN now controls more of the stack between its data centers and customer workloads, extending its AI cloud platform into orchestration and enterprise support.
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...
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...
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.
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