IREN
IREN
IREN
IREN
Wall Street closed the trading week mixed, as Broadcom (AVGO) posted its latest earnings in a week where yields and rates remained in focus after the latest nonfarm payrolls report landed.
On CNBC's “Mad Money Lightning Round,” Jim Cramer said Nuvation Bio Inc. (NYSE:NUVB) is a “pure spec.”
I am reiterating my Strong Buy rating on IREN Limited and raising my price target to $52 per share following Q4 2026 results. IREN's entire $4 billion 2026 ARR target is now contracted, with demand ri
Former bitcoin miners like IREN, TeraWulf, CleanSpark, MARA, and Riot are pivoting to AI compute and power infrastructure, leveraging massive contracted backlogs relative to current revenues. Wall Str
IREN Limited is downgraded to Strong Sell due to unsustainable economics and mounting financial risks. IREN's AI cloud revenue surpassed mining, but FY revenue missed estimates and adjusted EBITDA was
IREN's AI transition is moving faster than I expected, with AI cloud revenue already above mining revenue and around $4B of contracted ARR. The biggest positive for me is the contract economics: prici
IREN: Why The Bullish Narrative Still Holds After Earnings
The news headliners this week included renewed tariff tensions , highly anticipated Nvidia (NVDA) earnings, and Friday's speech from Fed Chair Kevin Warsh , as the annual Jackson Hole, Wyoming sympos
Financing for NVIDIA AI Infrastructure deployment draws on Blue Owl's digital infrastructure operating and underwriting experience NEW YORK, Aug. 28, 2026 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE:
IREN Ltd (NASDAQ:IREN) stock is down 8.3% to trade at $37.16 this morning as one of the worst stocks on the Nasdaq this morning.
IREN Limited is undergoing a high-stakes transition from Bitcoin mining to AI cloud compute, with execution risk front and center. Q4 2026 results showed revenue decline and a substantial net loss, dr
IREN Limited (IREN) Q4 2026 Earnings Call Transcript
IREN NASDAQ: IREN said it ended fiscal 2026 with $4 billion in contracted annualized recurring revenue, or ARR, for its 2026 capacity, including $1 billion that was operating following Microsoft's acc
Lam Research sits 3-4 steps upstream of IREN renting an energized GPU: equipment order, chip/HBM production, accelerator assembly, datacenter deployment, rental. LRCX is a leading indicator for the ba
Approximately 85% of IREN Limited's targeted $4 billion AI Cloud ARR is backed by signed multi-year contracts, materially improving revenue visibility. Customers now prepay roughly 45% of GPU deployme
IREN strengthened its AI platform through new executive hires, Mirantis integration, Russell 1000 inclusion and continued infrastructure execution milestones. Meta Compute primarily threatens spot GPU
NEW YORK, July 02, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (“IREN”) today announced the appointment of Kambiz Aghili as Chief Product Officer and Michael Nudelman as Chief Development Off
IREN's Nasdaq-100 and Russell inclusion broadens institutional ownership as the investment case shifts from fundraising toward execution and revenue realization. Management revealed all operational AI