IREN: The Market Has It Wrong

10:21am, Thursday, 09'th Jul 2026
IREN strengthened its AI platform through new executive hires, Mirantis integration, Russell 1000 inclusion and continued infrastructure execution milestones. Meta Compute primarily threatens spot GPU
IREN is rapidly transforming from a Bitcoin miner to a vertically integrated AI infrastructure leader, trading at a 43%+ discount to consensus. AI Cloud Services revenue grew 94.2% QoQ in Q3 FY2026, o
Meta Platforms is several years away from providing neocloud services, while neocloud pure plays are rapidly expanding their gigawatt pipelines.
Nebius is rated Buy, driven by its superior AI infrastructure platform and robust inference software solutions. NBIS boasts a diversified customer base, a healthy funding model, and a strong cash posi
Fund bets on data center and Bitcoin mining operator as portfolio outperforms S&P 500 by 141 percentage points.

IREN: The Deal That Isn't Signed Yet

10:01am, Tuesday, 07'th Jul 2026
IREN Limited offers significant power capacity, positioning it as a key AI cloud infrastructure player amid sector volatility. Monday's momentum stems from a potential Anthropic deal, though this rema

Is AI Cracking – or About to Break Out?

05:00pm, Monday, 06'th Jul 2026
Why this AI pullback isn't the top
Leaked Anthropic documents reportedly point to a 1.4 gigawatt Australian capacity push worth roughly $22 billion, and IREN (NASDAQ:IREN) sits among a short list of operators with announced gigawatt-sc
All eyes are on Terawulf (WULF) shares this morning after the digital infrastructure firm revealed a monumental $19 billion contracted revenue deal with Anthropic. But it's not all about WULF only; ne
Sell-offs create opportunities, especially for these three stocks
IREN's bold transformation from a Bitcoin miner to an AI infrastructure company is paying off.
IREN stock is crashing this morning, and the sell-off is being attributed primarily to Meta Platforms' reported plans to launch a commercial cloud infrastructure business. But a deeper dive reveals th
IREN Ltd (NASDAQ:IREN) shares are trading lower by about 12% Thursday afternoon as investors continue to digest concerns around executive compensation and amid overall market weakness.
This deal could be a masterstroke, but investors need more clarity on the company's direction.
NEW YORK, July 02, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (“IREN”) today announced the appointment of Kambiz Aghili as Chief Product Officer and Michael Nudelman as Chief Development
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