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Iren Limited (NASDAQ:IREN) CEO Daniel Roberts has presented a detailed, data-backed argument that demand for AI compute remains fundamentally constrained by limited supply, irrespective of the debate over how quickly frontier AI development should progress. The argument is well supported and offers a strong explanation for why demand could remain ahead of available supply. However, […]

A reported pricing change lifted Nebius and its rivals as investors looked for signs that AI compute remains tight.

A single customer note from one neocloud operator sent shockwaves through AI compute stocks Thursday, lifting some names sharply while leaving a major rival in the red despite sharing the same business model.

H100 rates go to $4.50 an hour from $3.85, with B300 up to $9.50 from $7.85

Nebius Group was leading its fellow so-called neoclouds higher early Thursday. There’s more evidence that computing power is in enormous demand and artificial-intelligence chips are holding their value. Nebius recently informed customers that it will raise its on-demand rental prices for a range of AI chips, with the price for renting a number of Nvidia graphics-processing units increasing by about 20%, according to Shay Boloor, chief market strategist at Futurum Equities.

The AI infrastructure company is rapidly expanding its data center capacity as supply constraints create opportunities for providers that can bring new capacity online.

FEATURE Stock futures were rising on Thursday as investors got over the worst of their worries about the Federal Reserve’s interest-rate hike. Chip and memory stocks were trading higher ahead of the opening bell, despite fresh concerns about a slowdown in the development of artificial intelligence.

The move points to robust AI infrastructure demand as operators expand capacity.

Recently, JPMorgan analyst Richard Choe issued a rare double-upgrade on IREN after the company signed a roughly US$5.50 billion, five-year partnership with Nvidia tied to its fast-growing AI cloud services platform. This shift, alongside IREN's decision to wind down Bitcoin mining and expand vertically integrated AI infrastructure, marks a material redefinition of its core business model. Next, we'll examine how the Nvidia partnership and AI cloud transition reshape IREN's investment...

Bitcoin and crypto stocks fell Wednesday as Fed rate news, Clarity Act failure sour week. Cipher Digital surges on Texas energy win.

Nebius stock is bouncing hard Wednesday after a brutal month-long slide that left peers like CoreWeave equally battered, but the real question is whether buyers are finally stepping in or just setting up another failed rally.

IREN's AI cloud revenues surge as contracted demand grows, but heavy spending, execution risks and a premium valuation keep investors cautious.

Here’s what could happen to IREN shares next.

CoinShares said on Tuesday that at least 35 EH/s of computing power will leave the listed miners in the third quarter.

AI hosting stocks are bleeding again while the broader market barely flinches, and the divergence raises a pointed question about whether summer optimism over multi-billion-dollar contracts has finally met its ceiling.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.19% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.08%. E-mini S&P futures (ESU26 ) are down -0.21%, and September E-mini...

IREN raised expected 2026 ARR to $4.0 billion from $3.4 billion in November

CoreWeave has shed nearly half its value from recent highs while simultaneously reporting record revenue growth, and one Wall Street analyst sees a setup so lopsided it warrants a price target that would require the stock to triple from here.

AI infrastructure investors now have two simultaneous reasons to think about the cost of money. Goldman Sachs and JPMorgan expect the Federal Reserve to raise rates 25 basis points this week, with futures pricing roughly a 90% probability. At the same time, AI safety warnings are testing assumptions about future compute demand. CoreWeave, Inc. (NASDAQ:CRWV) […]

Investment bank JPMorgan issued a double upgrade on Iren, citing its multi-billion-dollar Nvidia deal and rising contract value as catalysts.

IREN Limited (NASDAQ:IREN) is building as if AI compute scarcity will last for years. Its co-CEO Daniel Roberts told the Financial Times on September 7 that demand may never be fully satisfied, while the company could invest as much as $30 billion by mid-2027. Six days later, frontier AI leaders were publicly calling for slower […]

Richard Choe reversed JPMorgan’s bearish rating as customer signings, higher neocloud pricing and 2027 capacity strengthened the bank’s outlook for IREN.

Daniel Roberts says today's AI demand could outrun available infrastructure for years.

SPCX is betting on compute renting to drive growth, backed by a $13B annualized hosting deal and plans to expand capacity beyond 2 GW by year-end.

Iren stock is double upgraded and J.P. Morgan sees 48% with business momentum continuing for the burgeoning neocloud company.

IREN (NASDAQ:IREN) shares fell 2. 7% in pre-market trading to $42.

JPMorgan's vertically integrated AI infrastructure gives it a more direct path to monetizing its power capacity, in contrast to MARA's partner-led data center approach, according to the bank.

CoreWeave, Nebius and IREN are moving higher as Oracle's results reinforce the AI infrastructure trade.

Legendary short-seller Jim Chanos is skeptical of the economic model of AI giants.

Bitcoin miners are snapping back hard after Thursday's selloff, but one name in the group is sitting the rally out, and that split tells you something important about what is actually driving the bid.