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Cloud and AI infrastructure names are pushing higher midday Friday against a softer broad tape. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.4% to $769.81, while the Invesco QQQ Trust (NASDAQ:QQQ) is down 0.1% to $717.34. Capital continues to flow into specific corners of the AI buildout. IREN (NASDAQ:IREN) stock is up 4% […]
Cramer favors CoreWeave as the strongest neocloud bet, despite rapid growth at IREN and Nebius.
Blue Owl Capital led a $2.4 billion senior secured financing for IREN, split evenly between a term loan and secured notes, both carrying 9% interest and maturing two and a…
Today, we break down Cipher Digital’s plan to build 2.5 GW of gas pipelines to expedite its data center buildouts, including which sites will most likely benefit from the behind-the-meter…
Bitcoin miners turned data center operators are surging today, but the rally reveals a strange disconnect: these stocks still chase the coin even as billion-dollar AI lease deals rewrite what these companies actually are.
Sam Altman just called out the AI compute buildout as heading toward unsustainable territory, and six publicly traded names are squarely in the crosshairs. Their disclosed contracts tell one story, but their debt loads and development pipelines tell another.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.49% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.76%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.54%. E-mini S&P futures (ESU26 ) are up +0.50%, and September E-mini...
The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.81%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.53%. E-mini S&P futures (ESU26 ) are up +0.59%, and September E-mini...
The 30-month financing will fund air-cooled NVIDIA Blackwell Ultra infrastructure at IREN’s Mackenzie campus, with capital drawn as equipment is delivered and commissioned.
AI data center platform IREN Limited (Nasdaq: IREN) obtained a $2.4 billion financing package led by private lenders to purchase Nvidia Blackwell Ultra GPUs. Blue Owl Capital Corp. is the administrative agent, collateral agent and note agent, according to a 10-K filing released on Aug. 27. The financing was completed on Aug. 25. PIMCO participated in the financing, according to a statement by IREN. The agreement includes a $1.2 billion senior term loan and $1.2 billion of senior secured notes. P
Citizens kept an $80 price target as IREN's AI cloud business rapidly expands and Bitcoin mining becomes less important.
IREN (NasdaqGS: IREN) is set to benefit from the Public Utility Commission of Texas unanimously approving a new 765-kilovolt transmission line to the Permian Basin. The approval directly targets power availability near IREN's Sweetwater campuses, a key constraint for scaling its Texas data center operations. The transmission upgrade is expected to support future expansion of AI and data center capacity for operators across the region. This regulatory decision introduces a clearer path for...
IREN's Bitcoin mining exit accelerates as AI Cloud scales rapidly, but revenue timing, heavy capital spending and GPU delivery remain key tests.
AI’s rise is putting neocloud cybersecurity in focus.
The Public Utilities Commission of Texas approved one of three high-voltage transmission routes to West Texas last Friday, significantly derisking expansion plans for Core Scientific, Cipher Digital, and IREN —…
IREN plans $25B-$30B in CapEx for its AI cloud expansion, backed by $14B in existing funding and a push for more GPU financing and prepayments.
Rising Treasury yields are carving through Bitcoin mining and AI infrastructure stocks Tuesday, but the real story is what a single basis point shift in long-term rates actually costs a company running a $25 billion capex pipeline.
IREN (NASDAQ:IREN) spent years mining Bitcoin. On August 27, the company told investors that the chapter is closing for good. Fourth-quarter AI cloud revenue more than doubled to $70.5 million, and IREN now has $4 billion in contracted revenue booked against its 2026 capacity, with $1 billion of that already generating cash. The proof point […]
IREN Limited (NASDAQ:IREN) told investors on August 27 that its 2026 AI capacity is largely sold out and carries about $4 billion of contracted annualized run-rate revenue. The stock fell the next day. H.C. Wainwright responded by reiterating a Buy rating and a $90 target, creating the sort of contradiction that deserves a closer look […]
Today, we open with an AI stock update with a specific focus on IREN, Cipher Digital, and Hut 8, plus SpaceX’s move into turbine blade manufacturing.
IREN's co-CEO just made a bold claim about how the company funds its massive fiscal 2027 buildout without a big equity raise, and the market is reacting while peers like TeraWulf head in the opposite direction.
Is IREN's contracted AI demand, broader cloud model and lower price-to-sales multiple making it the stronger AI play versus Cipher's lease-focused approach?
IREN targets over $4B in ARR by December, but late-quarter capacity additions push most revenue gains into March 2027.
IREN stock sank on Friday on a Q2 net loss and rising capital expenditures. But there are ample reasons for long-term investors to stick with IREN shares.
IREN posted a nine-figure loss and announced a capex plan large enough to rattle even seasoned investors, but the CEO says the market is drawing completely the wrong conclusions from both numbers.
IPO Edge hosted a fireside chat on Aug. 26 at Nasdaq MarketSite with Brittany Kaiser, Chief Executive Officer of Alpha Compute Corp. (Nasdaq: ALP). The in-person interview was joined by […]
Daniel Roberts said customer prepayments and debt should fund most of IREN’s FY27 buildout, while its unencumbered data centers provide another financing option.
Two AI infrastructure companies just reported earnings that look nothing alike, and the worse-looking quarter might belong to the better buy.
AI cloud revenue surged to $70.5M as company pivots from Bitcoin mining to GPU infrastructure.
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