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In August 2026, IREN Limited reported full-year revenue of US$707.0 million and a net loss of US$702.6 million, while also outlining a major expansion toward roughly 1.2 gigawatts of AI-focused data center capacity backed by about US$19.0 billion in recent funding. Alongside these results, IREN disclosed roughly US$4.0 billion in contracted annualized recurring revenue for its 2026 capacity, including a large Microsoft commitment and a new multi-year deal with a leading AI lab that leaves...

Kevin Warsh is scheduled to speak on Friday at the Fed’s annual symposium in Jackson Hole, Wyoming.

AI Cloud Services revenue more than doubled sequentially to $70.5 million.

IREN (NASDAQ:IREN) said it ended fiscal 2026 with $4 billion in contracted annualized recurring revenue, or ARR, for its 2026 capacity, including $1 billion that was operating following Microsoft’s acceptance of the Horizon 1 deployment. Co-Founder and Co-CEO Daniel Roberts said the company’s AI cl

IREN Limited (IREN) delivered earnings and revenue surprises of +18.00% and +13.54%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Nebius Stock Gets Powerful Boost From $5.75 Billion Funding Haul and Goldman

Bitcoin price shows a "powerful setup," Bitwise CIO says as the crypto trades near $80,000. Miner, AI player IREN to report results.

Nvidia is offering minimum revenue guarantees to help neoclouds secure financing, while gaining a share of rental revenue.

IREN Stock Under Pressure Ahead of Earnings Despite $4 Billion Revenue Target

IREN Limited (NASDAQ:IREN) stock is down 6% to $39.85 midday Wednesday, as traders trim exposure ahead of a busy earnings sequence for the AI hosting group. Meanwhile, Core Scientific (NASDAQ:CORZ) stock is down 4% to $17.40 in sympathy, marking a coordinated de-risk in two Bitcoin miners turned AI hosts. The Global X Data Center & […]

Nvidia is expecting another quarter of massive revenue growth, while its valuation has fallen to historically low levels.

IREN's AI cloud growth and stronger funding face near-term pressure from falling Bitcoin mining revenues and impairments ahead of fiscal Q4 results.

Investors should keep CoreWeave and Iren on a watch list rather than in a portfolio right now.

Qfin Holdings Inc. - Sponsored ADR (QFIN) delivered earnings and revenue surprises of -50.00% and +1.09%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

IREN (NasdaqGS:IREN) completed its first Microsoft AI cloud deployment, known as Horizon 1, at its Texas site, marking an initial delivery milestone under the multi year partnership. The company secured NVIDIA Exemplar Cloud status, indicating that its infrastructure is qualified to support demanding AI workloads at scale. Together, these steps provide third party validation of IREN's AI cloud buildout and its positioning in the competitive AI infrastructure market. Readers who want to...

A new ETF launched this August targets the companies renting AI compute directly to hyperscalers, offering something QQQ never could: pure-play exposure to contracted infrastructure backlogs worth hundreds of billions. The tradeoffs, however, are not small.

Hyperscaler and GPU customers are driving a surprise rotation into digital infrastructure stocks, and the companies benefiting most are not the ones you would expect from a Bitcoin rally.

Nebius just closed a convertible debt deal that blew past its own raised target, and instead of punishing the stock, investors sent it higher. Here is why the size of this raise matters more than the dilution it brings.

Bitcoin briefly cracked $80,000 for the first time in months, sending crypto mining stocks surging well past the broader digital infrastructure pack, but not every miner is rallying for the same reason.

CoreWeave is racing to build the AI infrastructure backbone that hyperscalers desperately need, and its revenue backlog dwarfs what most companies ever dream of. But a closer look at what is financing that expansion raises serious questions about whether growth alone can carry the weight.

Nebius has faced an intense selloff over the past week, with investors viewing the mammoth debt offering as adding to the company’s debt liabilities.

Horizon 1 acceptance turns a $9.7 billion contract into actual revenue.

AI-pivoting Bitcoin miners are selling off hard on Friday, but the damage is hitting each stock in a very specific order that reveals exactly who has been buying and why they are suddenly heading for the exit.

IREN heads into fiscal 2026 results with AI cloud growth in focus as it targets over $4 billion in year-end annualized run-rate revenues.

Stanley Druckenmiller’s Duquesne Family Office entered a new 754,800-share position in Riot Platforms during the second quarter as the company expands into AI data center capacity with a major long-term agreement.

Microsoft just signed off on a Texas data center that could flip IREN's bear case upside down, but the stock gave back its entire 6% surge within the first hour of trading. Here is what the acceptance milestone means for the bulls, the shorts, and the sector peers caught in the middle.

IREN's first Microsoft data center is now live, giving investors early proof that its AI pivot can turn massive contracts into revenue.

IREN's share price has delivered a very large 3 year gain, yet the current valuation checks lean expensive rather than cheap. After the recent move around US$42.84, the stock is priced for high expectations that now need to be weighed against those signals. Over the past 3 years, IREN has returned about 8.6x, which puts extra focus on whether recent gains already reflect much of the company’s progress. The multi year Microsoft AI cloud deployment and NVIDIA Exemplar status can support...

NasdaqGS:IREN is reported to lead CoreWeave in contracted revenue per megawatt of AI infrastructure capacity, underscoring higher monetization efficiency. Investor Stanley Druckenmiller’s Duquesne Family Office has shifted exposure into Bitcoin mining companies, adding institutional attention to operators with scalable power and computing capacity such as IREN. Both developments highlight IREN’s role in the commercial build out of AI infrastructure and high density computing. For a broader...

IREN's Horizon 1 acceptance, $9.7B Microsoft deal and contracted demand strengthen its AI cloud push as 2026 capacity targets come into focus.