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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.

Iren announces $625 million deal to acquire AI cloud, support services provider Mirantis. IREN stock is up 31% in 2026.

IREN Ltd. (NASDAQ:IREN) is one of the 10 Stocks Exploding in a Bleeding Market. IREN extended its winning streak to a third straight day on Monday, jumping 8.37 percent to finish at $49.48 apiece, as investors resumed buying positions ahead of the results of its earnings performance. In a notice to investors, IREN Ltd. (NASDAQ:IREN) […]

While RIOT Platforms (RIOT) recently surged 36% in a single month to trade at $18, propelled in part by Bitcoin’s (BTC) spot price recovery toward the $80,000 level, many investors viewing the stock's elevated trailing multiple conclude the breakout is exhausted. This perspective ignores the structural transition underneath the hood. At current levels, the stock commands a Price-to-Sales (P/S) ratio of 10.0x, representing a premium to its 8.3x three-year historical average. (See RIOT valuation m

Bitcoin miner turned AI stock IREN jumped 11% in early morning markets.

Bitcoin jumps near $80,000 as Senators reach Clarity Act compromise on stablecoin yields. Circle Internet leads cryptocurrency stocks higher.

These stocks have been consolidating ahead of a potential breakout.

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, ...

Today, April 28, 2026, shaky AI infrastructure sentiment is putting this volatile growth story under the microscope.

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...