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A JPMorgan upgrade and surging compute prices should lift all AI infrastructure boats, yet Nebius, CoreWeave, and IREN are heading in three completely different directions Thursday, and the reason why reveals something important about where real pricing power actually lives.

Here’s what could happen to IREN shares next.

IREN Ltd (IREN) reports strong AI Cloud growth with $4B in contracted ARR, despite a $684M net loss from mining transition costs.

XP Inc.A (XP) delivered earnings and revenue surprises of +3.92% and -1.03%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AI infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

Stocks fell as investors weighed AI CapEx concerns, Oracle's credit downgrade, Netflix and Tesla earnings, and upcoming Fed and Magnificent 7 reports, plus stock picks across sectors.

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 ...

The major indexes edged higher as oil prices dived, with Amazon flashing a buy signal. Marvell and Snowflake jumped late.

Data center operator IREN said on Tuesday it has agreed to buy Nvidia's air-cooled ‌Blackwell systems from Dell for about $1.6 billion, as it ‌aims to bring more capacity online to keep up with soaring ​AI demand. The deal is to service its previously announced five-year $3.4 billion cloud AI service contract with Dell, an AI server maker, IREN said in a statement. The Blackwell systems ‌will be set ⁠up across existing data centers at IREN's Childress, Texas, campus, and are expected to be ⁠ready by early 2027.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.06%. June E-mini S&P futures (ESM26 ) are up +0.19%, and June E-mini Nasdaq futures...

The stock market hit fresh highs as crude oil prices tumbled below $100 on Iran hopes. Earnings were mostly strong, though there were big losers too

Market Catalysts host Julie Hyman takes a look at some of Friday's trending tickers and stories. CoreWeave (CRWV) stock is sinking after the company issued weak revenue guidance. IREN (IREN) stock is surging on news that Nvidia (NVDA) is investing up to $2.1 billion in the company. Rocket Labs (RKLB) stock is skyrocketing on the company's strong quarterly sales numbers. Wendy's (WEN) stock is on the rise after the company beat Wall Street's earnings estimates.

A new five-year AI cloud agreement with NVIDIA positions IREN to scale beyond infrastructure hosting into managed GPU cloud services for enterprise AI workloads. Key Investor TakeawaysThe $3.

Bitcoin miner IREN continues its shift to AI infrastructure with a new strategic partnership with Nvidia. IREN stock rallies.

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 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) […]