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↗️ easyJet (UK:EZJ): The budget U.K. airline agreed in principle to a takeover offer by U.S. investment firm Castlelake, in a deal that could exceed $7 billion. Shares jumped in London. ↗️ Strategy (MSTR): Shares in Michael Saylor's bitcoin-hoarding company climbed premarket, setting it up to extend recent gains on the back of a turnaround meant to shore up investor confidence.
Anthropic is seeking to procure at least 1.4 gigawatts of cloud capacity from Australian data centers, according to a new tender.
IREN gave its co-CEOs a $700 million stock grant locked until 2033, the year the founders' super-voting shares expire.
IREN's bold transformation from a Bitcoin miner to an AI infrastructure company is paying off.
APLD is ramping up AI data center expansion with billions in new financing, as much of its contracted capacity has yet to generate recurring revenues.
The updated blended fair value estimate for Iren has moved from US$70.40 to US$80.93, a shift that puts fresh attention on what is driving analysts’ models for the stock. This change sits against a backdrop of enthusiasm around Iren’s AI data center contracts with Microsoft and NVIDIA, while also being tempered by concern about execution risks as the company moves away from crypto mining. Read on to see how this evolving narrative could shape your own view of Iren over time. Stay updated as...
IREN's board has approved a multi year equity compensation package for its co founders, together valued at nearly $800 million and carrying significant potential dilution for existing shareholders. The company has also signed a $50 million per year jersey sponsorship with the Golden State Warriors, described as the largest such sports deal in North America. These decisions have triggered criticism from some investors and commentators, who are questioning governance, long term alignment with...
IREN's board voted to issue nearly $700M in restricted stock to the co-CEOs at a 4-year vesting schedule with a total 6 year lock-up period.
IREN's co-CEOs Daniel Roberts and William Roberts will both receive 9 million in restricted stock for the next 4 years.
IREN shares fell over 10% on Thursday, marking their worst single-day drop in a month and heading for a second straight weekly decline.
IREN Ltd (NASDAQ:IREN) is one of the 10 Bitcoin Miners That Are Now Data Center Companies. Gautam Chhugani from Bernstein reaffirmed a Buy rating on IREN Ltd (NASDAQ:IREN), along with the price target of $100 on June 23. The firm’s price target reflects an impressive 117% upside from the current levels. The firm’s price target […]
This deal could be a masterstroke, but investors need more clarity on the company's direction.
The awards carry a combined six-year vesting and holding period, and the executives will not receive any additional equity grants until the company’s fiscal 2031.
The artificial intelligence buildout has created one of the largest infrastructure races in technology history. Companies across the industry are spending hundreds of billions of dollars on data centers, GPUs, networking equipment, and energy capacity to support AI models. Annual AI infrastructure spending by the major hyperscalers is approaching $750 billion, as they, startups, and ... Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?
IREN joined the Russell 1000 on June 26, and it also just achieved NVIDIA Exemplar Cloud status.
A pricey new deal to sponsor the Golden State Warriors' jersey patch could help IREN — a little-known Australia-based cloud provider — increase its reach.
IREN Limited (NASDAQ: IREN), the Bitcoin (BTC) miner that is increasingly pivoting itself into an AI cloud provider, has been added to the Russell 1000 Index. The Russell 1000 is a stock market index tracking roughly the 1,000 largest U.S. companies by market capitalization. It represents about 93% ...
IREN Limited (NASDAQ:IREN) shares rose 3. 6% in premarket trading on Monday after the company was added to the Russell 1000 Index as part of FTSE Russell’s annual index reconstitution, which became effective after the market closed on 26 June.
Growth investors are prioritizing AI stocks for market-beating returns, and it's no wonder why that's the case.
IREN Ltd. (NASDAQ:IREN) is one of the 10 worst artificial intelligence stocks under $30 according to short sellers. On June 18, Jonathan Petersen from Jefferies initiated his coverage of IREN Ltd. (NASDAQ:IREN). Peterson set the target price at $79 and assigned a Buy rating to the stock. He reported that Iren has successfully executed an […]
IREN (NasdaqGS:IREN) has shifted its focus toward building large scale data centers for artificial intelligence workloads. The company recently signed new long term infrastructure contracts with Microsoft and Nvidia tied to AI capacity. IREN is expanding its international data center footprint, including additional power and hosting capacity for AI clients. IREN is moving beyond its roots in crypto related infrastructure and is now presenting itself as a builder and operator of AI focused...
In a completely AI-driven world, these companies could grow significantly in value.
IREN Limited's contracted AI capacity and Blackwell expansion can fuel revenue growth as new GPU deployments bring more contracted infrastructure online.
We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. CleanSpark (NASDAQ:CLSK) ranks #5 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness Stake Value: $104,469,943 CleanSpark (NASDAQ:CLSK) is a Bitcoin miner that is attempting a partial pivot toward AI infrastructure and data center development. Unlike peers such as Core […]
Micron reported record numbers for its fiscal third quarter and indicated that rapid growth will be sustained over the next few years.
We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. IREN (NASDAQ:IREN) ranks #1 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness Stake Value: $401,036,064 IREN (NASDAQ:IREN) is one of the top holdings in Leopold Aschenbrenner’s Situational Awareness portfolio as of Q1 2026. The company is in the middle […]
We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. Bitdeer Technologies Group (NASDAQ:BTDR) ranks #7 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness Stake Value: $29,751,243 Bitdeer Technologies Group (NASDAQ:BTDR) is a Bitcoin miner founded in 2021 that is now pivoting toward AI cloud services. What makes it […]
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