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FORGOTTEN HISTORY: Iren | History Defined

Short Sellers Are Betting Against 3 AI Infrastructure Stocks—What Could Turn the Tide?

Super Micro Computer, CoreWeave, and IREN all carry heavy short interest as investors weigh rapid AI infrastructure growth against margin, cash flow, and spending concerns.

MarketBeat

A $4 Billion Reason to Buy the Recent Dip in IREN Stock Today

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.

Barchart

IREN’s AI Pivot Looks Real, But the Market Wanted a Faster Payoff After Earnings

IREN's fiscal Q4 revenue fell year-over-year but beat estimates as AI cloud revenue surged, even as shares dropped and management pointed to 2029-2030 for sustained profitability.

MarketBeat

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Data center firm IREN signs new deal with frontier AI lab; quarterly loss hits shares

IREN shares ‌fell more ⁠than ⁠7% in extended trading after the company swung to a quarterly loss, driven by costs tied to retiring bitcoin mining hardware as it shifts to AI cloud services.

The Economic Times

Coatue Management Bought 9.72 Million Shares of Hut 8 in Q2. How to Play HUT Stock Now.

The investment firm has added to its Hut 8 investment amid the AI boom.

Barchart

IREN Just Passed Its Biggest AI Test as Microsoft and Nvidia Bet Billions

IREN's first Microsoft data center is now live, giving investors early proof that its AI pivot can turn massive contracts into revenue.

Barchart

IREN Is Quietly Outpacing CoreWeave on One AI Metric that Matters

The AI infrastructure race is usually measured by GPU clusters, hyperscaler contracts or multibillion-dollar backlogs. But a new ranking suggests investors may want to watch a different metric: how much contracted revenue companies generate from every megawatt of AI capacity.

Benzinga

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2 Major Catalysts Are Lifting IREN Stock. How to Play It Here.

Microsoft's acceptance and Nvidia's grant of Exemplar Cloud status have added to the stock's upmove.

Barchart

Consumer Tech (Aug 10-14): Trump Faces Federal Lawsuits, Apple & Alibaba To Create AI Model For China & More

Ukraine’s military intelligence service is warning that Russia is accelerating deployment of its planned Rassvet low-Earth-orbit satellite constellation, which could eventually provide Moscow with Starlink-like battlefield connectivity.

Benzinga

Riot Platforms Re-Wires the Ledger for a $9B AI Power Play

Riot Platforms posted a $237.2M net loss, but a 20-year, $9.1B Anthropic data center lease at Rockdale signals its pivot from crypto mining to AI hosting infrastructure.

MarketBeat

Mark Cuban Warns Nvidia Is 'Funding Everyone' in the AI Boom. IREN Stock Proves His Point.

Nvidia has committed billions to IREN, but can the company fund its AI buildout without overextending itself?

Barchart

AI Data Centers Are Splitting Winners From Pretenders in Infrastructure Stocks

AI data center demand is splitting the market: CoreWeave, Nebius and IREN show strong capital access, while Applied Digital and HIVE Digital face debt and dilution risks in the crypto-to-AI pivot.

MarketBeat

A $2.8 Billion Reason to Buy IREN Stock Here

IREN just landed $2.8 billion in AI cloud contracts, boosting its outlook and strengthening its position as one of the fastest-growing AI infrastructure plays.

Barchart

IREN’s $2.8 Billion AI Contract Haul Changes the Stock’s Story

IREN stock jumped nearly 20% after $2.8 billion in new AI cloud contracts pushed 2026 revenue targets above $4 billion, accelerating its shift from Bitcoin mining to AI infrastructure.

MarketBeat

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Benzinga

Stock Market Today: Dow, S&P 500, Nasdaq 100 Futures Rise as Tech Stocks Lead the Rally—Nebius, Archer, IREN in Focus (UPDATED)

(Editor’s note: The ETFs data was updated.)

The Economic Times

Iren shares jump 16% as $2.8 billion AI cloud deals lift revenue target

IREN shares surged after the company secured $2.8 billion in AI cloud contracts and raised its 2026 revenue target. Strong demand for GPU infrastructure, backed by major clients like Microsoft and Nvidia, highlights its shift from bitcoin mining to AI, with capacity expansion and prepayment-backed deals supporting growth visibility.

Benzinga

Intel Stock Has Doubled, So Why Is JPMorgan Calling It a Top Short?

Intel Corp’s (NASDAQ:INTC) turnaround has become one of Wall Street’s favorite semiconductor trades.

MarketBeat

Why Penguin Solutions May Be the Smartest AI Infrastructure Stock

Penguin Solutions posted a nearly 48% revenue jump and raised guidance in fiscal Q3, prompting analysts to lift price targets amid strong institutional buying and a rallying stock.

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Benzinga

Chip Rally Ignites Nasdaq 100 Rebound Ahead of SK Hynix's US Listing: Stock Market Today

A powerful rebound in semiconductor stocks lifted Wall Street on Monday, driving the tech-heavy Nasdaq 100 sharply higher, as investors dumped defensive corners of the market in a broad risk-on rotation.

Benzinga

IREN Paradox: Cutting-Edge 'AI Cloud' Powerhouse or Corporate Payout Machine? Jim Chanos Sounds the Alarm on New Executive 'Stock Grant'

IREN Ltd. (NASDAQ:IREN) is rapidly expanding as a dominant ‘AI Cloud’ powerhouse, but a controversial new executive ‘stock grant’ has renowned short-seller Jim Chanos questioning if the firm is becoming a corporate payout machine.

Barchart

Why Jefferies Is Betting That IREN Stock Will Gain 30% from Here

Thanks to a string of major AI deals and an expanding cloud platform, IREN has won over Jefferies, which sees more than 30% upside ahead.

Barchart

SharonAI Shares Surged After Securing a Six-Year Agreement With Nvidia. SHAZ Stock Needs a Lot More to Become a Long-Term Buy.

SharonAI Holdings secured a six-year compute agreement with Nvidia to build 72 MW of new data center capacity and scale up to 40,000 Grace Blackwell GB300 GPUs, pushing its total AI factory footprint to 132 MW.

MarketBeat

MarketBeat Week in Review – 06/08 - 06/12

Stocks rallied on optimism surrounding a potential U.S.-Iran peace deal and SpaceX's historic IPO debut, reinforcing investor confidence and market momentum

MarketBeat

Applied Digital Is Building a $36 Billion AI Real Estate Empire

Applied Digital is successfully transitioning into a premier digital infrastructure landlord by securing massive hyperscaler commitments for its data centers.

MarketBeat

3 Stocks Under $20 to Buy Before a Broader Market Rally

Market rotation into robotics, crypto infrastructure, AI data centers, and precious metals is creating opportunities in speculative stocks under $20, including SERV, BTBT, and CDE.

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