IREN: A Perfect Put-Selling Opportunity

11:29am, Friday, 20'th Feb 2026
IREN Limited is transitioning from bitcoin mining to AI cloud computing, anchored by a $9.7B Microsoft contract. Despite strong long-term prospects and 4.5 GW in secured power capacity, near-term earn
Added 3,333,423 shares of IREN; estimated trade size $171.96 million (based on quarterly average price). IREN stake's quarter-end value rose by $124.65 million, reflecting both stock price movements a

IREN: Major ARR Uplift Incoming

10:10am, Wednesday, 18'th Feb 2026
Iren is executing a successful pivot from Bitcoin mining to AI Cloud services, targeting 140,000 GPUs deployed by year-end. Q2'26 results beat EPS estimates but missed on revenue, triggering a sell-of

IREN: The Dark Before The AI Dawn

09:45am, Wednesday, 18'th Feb 2026
Q2 revenue fell to $184.7M as Bitcoin declined, but $3.4B AI ARR target remains intact for 2026. Over 4.5GW secured power portfolio, yet only ~10% required to support $3.4B contracted ARR plan. $3.6B
Strategy's expanding Bitcoin holdings and lower valuation give it an edge over IREN, which faces near-term pressure from its AI pivot.

IREN: Crypto Pain, AI Gain

08:13am, Tuesday, 17'th Feb 2026
IREN Limited missed Q2 revenue expectations badly due to the Bitcoin selloff, but the market is already looking past mining volatility toward the AI data center buildout. Specifically, Q2 revenue fell
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IREN Investors: Look Beyond That $3.4B Target

11:31am, Monday, 16'th Feb 2026
IREN Limited remains a compelling buy after a 22% post-earnings pullback, with robust AI cloud growth offsetting Bitcoin mining headwinds. Q2 FY26 revenues surged 60% to $184.7M, driven by a 541% y/y
IREN (NASDAQ:IREN) and Cipher Mining (NASDAQ:CIFR) are former crypto miners that have pivoted to AI infrastructure.
After IREN (NASDAQ:IREN) plunged 13.9% on February 4, 2026, retail sentiment soured as Reddit's sentiment score dropped to 39 this week from a quarterly average of 42, with discussions emerging on r/w
IREN Limited is transitioning from bitcoin mining to an AI infrastructure provider, with a focus on capacity, capital, and execution de-risking. Q2 '26 results show 47.5% YoY mining revenue growth to

IREN Added to MSCI USA Index

06:33pm, Thursday, 12'th Feb 2026
NEW YORK, Feb. 12, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (“IREN”) today announced it will be added to the MSCI USA Index, effective after close of trading on February 27, 2026.
The trading week following IREN Limited's NASDAQ: IREN second-quarter earnings report has provided a textbook example of market resilience. On Feb. 5, the company released financial results that misse
Iren didn't announce a new deal in its earnings but hinted at multiple advanced negotiations leading up to the energization of Sweetwater 1. Tech companies need AI data center providers like Iren to s
IREN targets $3.4 billion AI cloud ARR by 2026, backed by Microsoft deals, GPU financing and 4.5 GW of secured power capacity.
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