IREN Limited

Shares of Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) are down 13% in midday trading to $174, extending a rough stretch for the Amsterdam-based AI cloud specialist.

247wallst.com - 2026-07-16 14:50:13

Shares of IREN (NASDAQ:IREN) are down another 9% in early afternoon trading Thursday to $34.67, capping a brutal stretch in which IREN stock has shed 41.3% over the past month.

247wallst.com - 2026-07-16 14:05:36

NEW YORK, July 15, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) ("IREN") today announced the appointment of Eric Hammersley as Chief Information Security Officer. The appointment follows the recent additions of Kambiz Aghili as Chief Product Officer and Michael Nudelman as Chief Development Officer, as IREN continues to strengthen its senior leadership team and expand its AI Cloud platform across new markets and services.

globenewswire.com - 2026-07-15 07:00:53

NEW YORK, July 15, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ:  IREN ) (“IREN”) today announced the appointment of Eric Hammersley as Chief Information Security Officer.

globenewswire.com - 2026-07-15 07:00:00

IREN (IREN 2.01%) is trying to turn Bitcoin mining infrastructure into an AI cloud platform. The upside case is powerful because AI needs electricity, land, GPUs, and data center capacity, but the risk is execution.

fool.com - 2026-07-10 09:30:00

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 rental providers, while IREN's $3.1 billion contracted ARR remains supported by long-term hyperscaler agreements. Management reaffirmed Horizon 1-4 delivery, a $3.7 billion ARR target for 2026 and expansion toward 1.21 GW of AI cloud capacity in 2027.

seekingalpha.com - 2026-07-09 10:21:26

IREN is rapidly transforming from a Bitcoin miner to a vertically integrated AI infrastructure leader, trading at a 43%+ discount to consensus. AI Cloud Services revenue grew 94.2% QoQ in Q3 FY2026, offsetting deliberate Bitcoin mining wind-down; a $3.7B ARR target by end-2026 is in play. Key catalysts include Russell 1000 inclusion, Microsoft and NVIDIA contracts, and Horizon data centers coming online, driving a forward ARR multiple near 4x.

seekingalpha.com - 2026-07-08 12:54:47

Meta Platforms is several years away from providing neocloud services, while neocloud pure plays are rapidly expanding their gigawatt pipelines.

fool.com - 2026-07-08 12:01:00

Nebius is rated Buy, driven by its superior AI infrastructure platform and robust inference software solutions. NBIS boasts a diversified customer base, a healthy funding model, and a strong cash position, supporting aggressive capacity expansion with minimal net debt. NBIS differentiates itself with end-to-end AI offerings, including Token Factory and recent acquisitions, enabling cost-effective, scalable AI for a broad client base.

seekingalpha.com - 2026-07-07 13:16:15

Fund bets on data center and Bitcoin mining operator as portfolio outperforms S&P 500 by 141 percentage points.

fool.com - 2026-07-07 11:45:01

IREN Limited offers significant power capacity, positioning it as a key AI cloud infrastructure player amid sector volatility. Monday's momentum stems from a potential Anthropic deal, though this remains speculative at current levels. Valuation remains attractive: IREN trades at 16.55x P/S and 23.04x EV/S, cheaper than most peers, with strong operating leverage potential as AI demand scales.

seekingalpha.com - 2026-07-07 10:01:00

Why this AI pullback isn't the top

investorplace.com - 2026-07-06 17:00:00

Leaked Anthropic documents reportedly point to a 1.4 gigawatt Australian capacity push worth roughly $22 billion, and IREN (NASDAQ:IREN) sits among a short list of operators with announced gigawatt-scale Australian ambitions to bid for it.

247wallst.com - 2026-07-06 13:18:17

All eyes are on Terawulf (WULF) shares this morning after the digital infrastructure firm revealed a monumental $19 billion contracted revenue deal with Anthropic. But it's not all about WULF only; neocloud provider IREN Ltd (IREN) is soaring this morning as well, and it also has the same artificial intelligence (AI) research lab to thank.

invezz.com - 2026-07-06 12:05:49

Sell-offs create opportunities, especially for these three stocks

fool.com - 2026-07-06 11:15:00

IREN's bold transformation from a Bitcoin miner to an AI infrastructure company is paying off.

fool.com - 2026-07-03 14:18:28

IREN stock is crashing this morning, and the sell-off is being attributed primarily to Meta Platforms' reported plans to launch a commercial cloud infrastructure business. But a deeper dive reveals there's actually more to the story that's disappointing investors on Jul. 2 – adding to pressure on the name that's now down an alarming 45% versus its high in late May.

invezz.com - 2026-07-02 13:13:45

IREN Ltd (NASDAQ:IREN) shares are trading lower by about 12% Thursday afternoon as investors continue to digest concerns around executive compensation and amid overall market weakness.

benzinga.com - 2026-07-02 13:09:59

This deal could be a masterstroke, but investors need more clarity on the company's direction.

fool.com - 2026-07-02 07:52:00

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 Officer.

globenewswire.com - 2026-07-02 07:00:00

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 capacity is fully contracted, while negotiations for 2027 deployments indicate execution has replaced demand as the bottleneck. Mirantis adds 650 engineers and over 1,500 enterprise relationships, strengthening IREN's vertically integrated AI cloud platform beyond infrastructure ownership alone.

seekingalpha.com - 2026-07-02 05:39:26

Shares of AI data center giant IREN (IREN) are moving 3.9% lower at $43.94 this afternoon, pulling back as a choppy tech sector weighs on investors. Despite the blockchain specialist's debut on the Russell 1000 Index (RUT) earlier this week, the equity is headed for an eighth-straight daily drop—its lowest close since April.

forbes.com - 2026-07-01 15:25:08

Shares of AI data center giant IREN (IREN) are moving 3.9% lower at $43.94 this afternoon, pulling back as a choppy tech sector weighs on investors. Despite the blockchain specialist's debut on the Russell 1000 Index (RUT) earlier this week, the equity is headed for an eighth-straight daily drop—its lowest close since April.

forbes.com - 2026-07-01 14:25:10

The artificial intelligence buildout has created one of the largest infrastructure races in technology history.

247wallst.com - 2026-07-01 12:24:44

Coinbase (NASDAQ:COIN | COIN Price Prediction) Head of Institutional Strategy John D'Agostino used a recent CNBC Squawk Box appearance to push back on the wave of skepticism that has followed a brutal stretch for crypto prices.

247wallst.com - 2026-06-30 12:28:42

When it comes to tracking the trading activity of members of Congress, Rep. Cleo Fields (D-La.

benzinga.com - 2026-06-29 18:02:52

NEW YORK, June 29, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (“IREN”) today announced that it has been added to the Russell 1000 Index effective after market close on June 26, following the FTSE Russell Indexes reconstitution.

globenewswire.com - 2026-06-29 07:01:00

Growth investors are prioritizing AI stocks for market-beating returns, and it's no wonder why that's the case.

fool.com - 2026-06-28 19:00:00

In a completely AI-driven world, these companies could grow significantly in value.

fool.com - 2026-06-28 00:05:00

IREN Limited's contracted AI capacity and Blackwell expansion can fuel revenue growth as new GPU deployments bring more contracted infrastructure online.

zacks.com - 2026-06-26 11:35:15

IREN (NASDAQ:IREN) has transformed from a Bitcoin miner into one of the most aggressively contracted AI cloud platforms on the public market, and the stock has rerated to match.

247wallst.com - 2026-06-22 11:30:20

IREN Limited is transitioning from a mining company to an AI infrastructure provider, accelerating growth via capacity, customers, and capital strategies. AI revenue surged 839% YoY to $33.6M in Q3'26, now 23% of total revenue, with a five-year, $3.4B cloud services deal secured with NVIDIA. Secured power increased to 5GW, contracted ARR rose to $3.1B, and GPU targets for 2026 were upgraded, signaling robust execution and expanding opportunity.

seekingalpha.com - 2026-06-20 10:55:05

Leopold Aschenbrenner's fund holds big stakes in Nebius, CoreWeave, and IREN.

fool.com - 2026-06-18 15:12:00

TeraWulf gains an edge over IREN Limited as high-margin HPC leasing becomes its primary growth driver with stronger revenue visibility.

zacks.com - 2026-06-18 11:11:19

IREN Limited's Nostrum acquisition expands its European footprint, adding power capacity, development sites and local expertise for AI infrastructure growth.

zacks.com - 2026-06-17 10:40:35

SpaceX's $60 billion bet just confirmed the agentic inference supercycle - and pointed directly at the physical bottlenecks that capture it.

investorplace.com - 2026-06-17 00:00:00

NEW YORK, June 15, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (“IREN”) today announced it has completed the acquisition of Ingenostrum, S.L. (Nostrum Group), a developer of grid-connected AI data centers based in Spain.

globenewswire.com - 2026-06-15 07:00:00

Iren has doubled its gigawatt portfolio since the start of the year.

fool.com - 2026-06-10 18:13:00

Almost six months ago, our December 2025 piece Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks argued that three names sat in the sweet spot of the AI buildout: Nebius (NASDAQ: NBIS) with an annual recurring revenue (ARR) ramp implying up to roughly 1,600% growth, IREN (NASDAQ: IREN) targeting over... AI Infrastructure Scorecard: Which of These 3 Stocks Is Delivering on Triple-Digit Growth Promises

247wallst.com - 2026-06-10 10:05:06

IREN Ltd (NASDAQ:IREN) shares are sliding Tuesday as investors moved out of growth and AI infrastructure names ahead of Wednesday's May CPI report. Here's what you should know.

benzinga.com - 2026-06-09 15:10:21

IREN Limited is expanding into Australia with an 800MW data center campus designed to support growing AI infrastructure demand across Asia-Pacific.

zacks.com - 2026-06-09 11:21:17

Iren's AI cloud pivot could be massive, but the stock's rally leaves investors asking whether the upside still justifies the execution risk.

fool.com - 2026-06-09 10:30:00

Martin Shkreli, also known as "Pharma Bro," has escalated his stand against quantum computing firm IONQ Inc.

feeds.benzinga.com - 2026-06-09 06:10:47

The global scramble for artificial intelligence (AI) dominance has created an unforeseen bottleneck, one of the most important constraints for AI infrastructure growth, alongside chip availability, data center capacity, and deployment timelines.

marketbeat.com - 2026-06-06 10:35:31

Several ​large data centers and crypto facilities planning to connect to the Texas power grid ahead of ‌peak summer demand have failed key reliability tests, raising the risk of power outages just as electricity use hits its seasonal high, according to the state grid operator.

reuters.com - 2026-06-05 12:53:23

IREN Limited (IREN) has surged 254% since my initial coverage, outperforming the benchmark significantly. I maintain a Strong Buy rating, citing favorable catalysts and continued upside potential driven by the AI/data center pivot. Despite mixed historical earnings and Bitcoin volatility, I see no structural concerns undermining IREN's long-term growth thesis.

seekingalpha.com - 2026-06-05 07:36:30

IREN Limited (NASDAQ: IREN) shares faced intense selling pressure on Thursday.

feeds.benzinga.com - 2026-06-04 13:54:54

IREN Limited surges 60% in three months, but falling Bitcoin mining revenues, rising impairment charges and fierce AI data center competition cloud the outlook.

zacks.com - 2026-06-04 09:45:39

Cipher Digital Inc. (NASDAQ:CIFR) is rapidly emerging as a standout in the high-performance computing space, boasting blistering technical momentum and fresh backing from Wall Street.

benzinga.com - 2026-06-04 08:19:15

HIVE Digital Technologies NASDAQ: HIVE gave investors a report that, at first glance, supports its bitcoin mining to high-performance computing (HPC) pivot. For its full fiscal year 2026, the company generated revenue of $297.80 million, up 158% year over year.

marketbeat.com - 2026-06-03 12:30:05