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IREN stock fell 3.3% as co-CEO Daniel Roberts said investors now want delivered AI capacity, not contract headlines.

A sprawling new network deepens Nvidia's grip on global AI

TeraWulf, Applied Digital, and IREN are all sliding Thursday with no company news, no analyst downgrades, and no macro shock to explain the move. Whether this is a routine trim of a massive year-to-date run or something more telling about where the group heads next is worth a closer look.

Australia's current computing capacity stands at 1.6 GW, meaning the buildout could more than double the country's AI compute

Iren may have multiple gigawatts in its control that investors do not know about.

Nvidia (NASDAQ:NVDA) said it is working with Australian companies to develop approximately 2 gigawatts of data centre computing capacity in the country by 2027 as demand for artificial intelligence infrastructure increases. The planned capacity would more than double Australia’s current computing load, according to the supplied information.

Iren is leveraging its compute to capitalize on the booming demand for AI training and inference.

A former Bitcoin miner now holds billions in contracted AI cloud revenue and a direct NVIDIA investment commitment, but the path to capturing that upside runs through one of the most ambitious infrastructure buildouts in the sector's history.

When a caller inquired about IREN Limited (NASDAQ:IREN) during the lightning round on September 3, Mad Money host Jim Cramer said: If you’re going to do neocloud, you got to do, the only one I like is CoreWeave with Michael Intrator. The others I think are too speculative for me. CoreWeave vs. IREN AI Revenue […]

Two AI infrastructure companies just reported earnings with the same tailwind behind them and completely opposite strategies in front of them, and only one of those playbooks survives a construction delay or a GPU slip.

IREN said its 2 GW Sweetwater data center hub in Texas has received a conditional base load classification under ERCOT’s Batch Zero process, a significant step toward securing grid capacity…

So far, Hut 8, IREN, CleanSpark, and Soluna have good news to share with their investors.

We cover IREN receiving base load designation for Sweetwater 1 and 2 in Batch Zero, Palantir and Nebius new agreement for sovereign AI enterprise compute, Soluna’s project Kati receiving base…

Bitcoin slipped Tuesday while the stocks built to mine it surged, breaking a correlation that defined the sector for years. Something structural is shifting beneath these miners, and it has nothing to do with the coin price.

Sweetwater 1 provides 1,400MW and Sweetwater 2 adds 600MW

Sweetwater 1’s energized substation and 300MW buildout give IREN a head start, but the hub’s 2GW interconnection status remains subject to further approvals.

Grid interconnection is emerging as the scarcest input in the AI compute buildout, and IREN Limited (NASDAQ:IREN) landed a headline Texas milestone this morning. The company said its Sweetwater Hub cleared a key early step in the state’s queue for very large power users, a permitting checkpoint the AI infrastructure trade cares about deeply. The […]

Super Micro Computer, CoreWeave, and IREN all carry heavy short interest as investors weigh rapid AI infrastructure growth against margin, cash flow, and spending concerns.

AI infrastructure, data-center power and memory stocks fueled big gains in leveraged ETFs last week, with IREN, Bloom Energy, Eos Energy and SanDisk leading the charge.

IREN’s 2-gigawatt Sweetwater Hub has been conditionally included as ‘Base Load’ in the ERCOT Batch Zero process.

A top Wall Street analyst is standing behind a bold price target on IREN while the stock sits deep in the red, and the gap between where shares trade today and where the bulls say they belong tells a story worth understanding before the next earnings catalyst hits.

AI cloud revenue surged 687% last year, giving investors a new reason to look at a company once known mainly for Bitcoin mining.

Unusually heavy volume in Iren Ltd (IREN) out-of-the-money put options occurred late last week after Bitcoin moved higher. A Barchart report shows this and suggests that some think IREN is undervalued.

A single pricing figure buried in IREN's latest earnings report suggests the neocloud's existing contract book may be dramatically undervalued relative to what customers are willing to pay right now.

APLD's heavy capital needs, rising debt, delayed revenue ramp and dilution risks weigh on shares despite a $36B contracted AI pipeline.

The world’s supply of computing power is unlikely ever to catch up with AI demand, according to the boss of Nvidia partner Iren, who called the...

Applied Digital's revenue has doubled in two quarters, while IREN's has fallen 43% from its peak — a widening gap that reshapes the competitive picture.

I'm long these two stocks and intend to build my positions in both of them next year.

Investis Holding (SWX:IREN) has drawn investor attention after completing a CHF 100 million fixed income offering of 0.95% bonds due February 19, 2029, shortly after releasing its half year 2026 earnings. At a share price of CHF145.0, Investis Holding has seen the share price ease around 4% over the past month, while the 1 year total shareholder return of about 16% and 3 year total shareholder return above 60% point to momentum that has built over a longer period as investors weigh the recent...

Applied Digital trades at a lower valuation multiple, but IREN's transition to AI services comes with lower leverage, a key tradeoff for growth investors.