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AI infrastructure stock surges after landing massive $2.8B win
TheStreet70d agobullish
AI infrastructure stock surges after landing massive $2.8B win

Some contract announcements move stocks. And then there are the ones that reframe an entire investment thesis. We saw the latter on a Monday, July 20. IREN Limited (IREN) was trading up more than 21% to $40.57 as of July 20 midday, according to Yahoo Finance. That’s after the Australia-based ...

Nvidia (NVDA) Faces Fresh Rack Server Pressure As AMD Launches Helios
Simply Wall St.70d agoneutral
Nvidia (NVDA) Faces Fresh Rack Server Pressure As AMD Launches Helios

AMD has launched its Helios AI rack server platform, directly targeting the same rack-scale AI infrastructure segment as NVIDIA. The new AMD platform is being rolled out with agreements from major industry players that intend to deploy Helios in upcoming AI data center builds. This development introduces a fresh competitive threat to NVIDIA's AI rack systems, with potential implications for how large customers allocate future AI infrastructure spending. NVIDIA, traded as NasdaqGS:NVDA, now...

CleanSpark (CLSK) Soars on Fresh Multi-Billion AI Investments
Insider Monkey70d agobullish
CleanSpark (CLSK) Soars on Fresh Multi-Billion AI Investments

CleanSpark saw its share price jump by 10.67 percent on Monday to finish at $14.42 apiece, as investor optimism was fueled by the aggressive expansion of artificial intelligence players with a series of multi-billion-dollar leasing deals. Multi-Year Deals On Monday, its counterpart, Hut 8 Corp., clinched a new $9.8-billion leasing deal with an existing high-investment-grade […]

Does US$2.8 Billion in AI Cloud Deals with Tech Giants Change The Bull Case For IREN (IREN)?
Simply Wall St.70d agoneutral
Does US$2.8 Billion in AI Cloud Deals with Tech Giants Change The Bull Case For IREN (IREN)?

In July 2026, IREN Limited announced it had secured US$2.80 billion in new multi-year AI cloud services contracts with customers including Microsoft, NVIDIA, and several AI developers, lifting its 2026 AI Cloud annualized run-rate revenue target to more than US$4.00 billion, about 85% of which is now under contract. A key feature of these agreements is sizable customer prepayments covering roughly 45% of related GPU capital expenditure, which, together with IREN’s US$7.60 billion cash...

NVIDIA Unveils DLSS 5 and Cosmos AI Push at SIGGRAPH Keynote
MarketBeat70d agoneutral
NVIDIA Unveils DLSS 5 and Cosmos AI Push at SIGGRAPH Keynote

NVIDIA (NASDAQ:NVDA) used its 2026 SIGGRAPH Research Keynote to outline a broad push to combine computer graphics, simulation and artificial intelligence, including a new DLSS 5 technology for real-time rendering, advances in AI-assisted physics simulation and new additions to its Cosmos world found

Behind the Ticker: RISE Ditches the Usual EM Playbook
etf.com70d agoneutral
Behind the Ticker: RISE Ditches the Usual EM Playbook

<p>Looking to diversify your U.S. equity-centric portfolio? Emerging markets are touted as one of the best solutions, but these days they’re strikingly similar in tech concentrations to U.S. funds. Pictet’s Young Jae Lee offers a different perspective and approach to EM investing with genuine diversification via the RISE ETF on this week’s Behind the Ticker. </p>