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UNCOVERED: 2 - Caught on Camera

Another billion‑dollar bet: Microsoft spends $9.7B on NVIDIA GPUs to fuel Copilot and Azure AI

The $9.7B deal highlights how AI demand is outpacing compute supply — and why Microsoft keeps signing billion‑dollar contracts.

Windows Central

Microsoft and IREN’s $9.7B AI Deal Could Spark MSFT Stock Rally

Microsoft’s $9.7B partnership with IREN boosts AI capacity, sustainability, and Azure reach—positioning MSFT for smart, strategic growth ahead

MarketBeat

Quantum Computer That Could 'Hack Everyone's Crypto': Why Eric Jackson Is Betting On BTQ Technologies As His Next 100-Bagger

Eric Jackson, the founder of EMJ Capital, has identified a new, high-stakes bet in his hunt for 100-bagger stocks: BTQ Technologies Corp. (NASDAQ:BTQ). Jackson believes the company is a critical solution to one of the biggest emerging threats in technology: a quantum computer that could “hack into everyone’s crypto wallets…

Benzinga

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TSLA, PLTR, IREN And More: 5 Stocks That Dominated Investor Buzz This Week

Retail investors talked up five hot stocks this week (Nov. 3–7) on X and Reddit’s r/WallStreetBets, driven by earnings, retail hype, AI buzz, and corporate news flow.

Benzinga

Stock Market Today: S&P 500, Nasdaq Futures Down As Tech Stocks Fall— Tesla, Expedia, IREN, Archer Aviation In Focus (UPDATED)

(Editor’s note: The future prices of benchmark tracking ETFs, the lede, and headline were updated in the story.)

Benzinga

3 Small AI Stocks Ready to Explode (All Under $20)

Discover three AI-related stocks under $20 that could deliver outsized returns—plus Nate Tucci’s strategy for earning consistent overnight income.

MarketBeat

Jim Chanos Warns IREN Taking 'All The Risk' In $9.7 Billion Microsoft AI Pact: 'Deal Will Decrease EPS'

Famed short-seller Jim Chanos has poured cold water on the market’s excitement for IREN Ltd.‘s (NASDAQ:IREN) new $9.7 billion AI cloud deal with Microsoft Corp. (NASDAQ:MSFT), warning that the deal is a high-risk financing arrangement that will likely harm shareholder value.

Benzinga

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EXCLUSIVE: October's 12 Most-Searched Tickers On Benzinga Pro — Where Do Apple, Beyond Meat, Tesla Rank?

Each trading day, Benzinga Pro features hundreds of headlines and press releases for traders to peruse the latest market news and individual stocks.

Benzinga

Jim Cramer Says Forget CoreWeave As He Reverses On IREN, Nebius: Past Doubts 'Don't Matter,' Amid 'That Much Demand'

In a significant shift from previous sentiment, CNBC host Jim Cramer has declared that his past doubts regarding AI infrastructure providers IREN Ltd. (NASDAQ:IREN) and Nebius Group NV (NASDAQ:NBIS) are now irrelevant, citing the “demand” in the booming artificial intelligence sector.

Benzinga

A $9.7 Billion Reason to Buy IREN Stock Right Now

IREN stock soars as the company inks a $9.7 billion deal with Microsoft. But IREN shares still aren’t worth owning heading into 2026.

Barchart

This Analyst Is Warning that a Popular AI Data Center Stock Could Plunge More Than 30% from Here

IREN. H.C. Wainwright just downgraded shares and set a $45 price target.

Barchart

IREN, Cipher Bag Billion-Dollar AI Deals: Which Company Is Next?

IREN Ltd (NASDAQ:IREN) and Cipher Mining Inc. (NASDAQ:CIFR) burst into the spotlight on Monday with multi-billion-dollar deals that are reshaping the AI infrastructure arms race.

Benzinga

IREN Stock Update: Data Company Shares Surge After Inking Massive Microsoft Deal

Shares of IREN Ltd. (NASDAQ: IREN) jumped sharply on Monday after the company announced a landmark five-year, $9.7 billion contract with Microsoft Corp. to deliver advanced AI cloud infrastructure powered by NVIDIA GB300 GPUs at its massive Texas campus.

International Business Times

IREN Stock Is Surging Monday: What's Going On?

Shares of IREN Ltd (NASDAQ:IREN) are trading higher Monday morning, continuing a rise that has seen the stock climb over 500% year-to-date. Investor enthusiasm is largely tied to the company’s aggressive pivot to becoming a key AI utility, leveraging its renewable energy-powered data centers.

Benzinga

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Benzinga

Vivek Ramaswamy's 'Anti-Woke' Asset Management Company Is Surging: Here's Why

Asset management company, Strive Inc. (NASDAQ:ASST) has been surging since Friday, with the stock up 27.29% during the day and another 40% in overnight trade.

Benzinga

Stock Of The Day: Will IREN Breakout?

IREN Limited (NASDAQ:IREN) is our Stock of the Day because it may be on the verge of a breakout.

Benzinga

Jane Street Takes 5% Stake In BTC Miner Cipher Mining That Eric Jackson Bet On

Cipher Mining Inc. (NASDAQ:CIFR) has captured the market’s attention after quantitative trading behemoth Jane Street Group, LLC disclosed a 5% passive stake in the company. The Schedule 13G filing, detailing an aggregate 19.68 million share position, was first highlighted in an SEC filing dated Oct. 24.

Benzinga

Tradr Launches 9 Single-Stock 2X ETFs With First-Of-Its-Kind OpenDoor, Gold And AI Exposure

Tradr ETFs has introduced nine new single-stock leveraged ETFs designed to provide twice the daily performance of their underlying stocks. Seven of these ETFs are first-to-market strategies.

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Benzinga

Bitfarms Massive AI Fundraise Puts It on the IREN, Hut 8 Path

Bitfarms Ltd. (NASDAQ:BITF) is moving beyond Bitcoin (CRYPTO: BTC) mining into the fast-growing sector of high-performance computing (HPC) and AI datacenters.

Benzinga

IREN Stock Is Sliding Thursday: What's Sparking The Weakness?

IREN Limited (NASDAQ:IREN) shares are trading lower Thursday amid a drop in Bitcoin (CRYPTO: BTC) prices and broader crypto weakness.

Barchart

This Data Center Stock Is Up 733% in a Year

IREN, formerly known as Iris Energy (IREN) , operates renewable-powered data centers for Bitcoin mining and artificial intelligence. IREN has surged 733% in the past year, with strong technical indicators and a Trend Seeker “Buy” signal. Analysts project robust revenue and earnings growth for IREN, but opinions are mixed due...

Benzinga

Famed Short Seller Jim Chanos Slams IREN Growth Story, Cites 'Ridiculous Assumptions' And 'Hopium'

Renowned short-seller Jim Chanos has publicly attacked the growth narrative for bitcoin miner and AI cloud provider IREN Ltd. (NASDAQ:IREN), alleging that a recent bullish analyst report is built on “ridiculous assumptions” and unrealistic financial projections.

Benzinga

OPEN, IREN And Now HUT: Eric Jackson Takes Long Position In Hut 8, Citing Pivot To AI Infrastructure

Eric Jackson, founder of EMJ Capital, has announced a new long position in Hut 8 Corp. (NASDAQ:HUT), arguing the market misunderstands the company as a simple Bitcoin (CRPTO: BTC) miner when it is rapidly pivoting to become a significant player in AI infrastructure.

Benzinga

IREN, Nebius Emerge As Top 'AI Utility' Picks As Expert Says Next Wave Of AI Trade Is 'Industrial'

As the artificial intelligence (AI) boom continues to reshape industries, there has also been some attention on the companies that form the foundational infrastructure for powering AI, apart from the immediate buzz of AI chipmakers.

Benzinga

Rocket Lab, MP Materials, And IREN Are Among The Top 10 Large-Cap Gainers Last Week (Oct. 6-Oct. 10): Are The Others In Your Portfolio?

These ten large-cap stocks were top performers last week. Are they a part of your portfolio?

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