9:37am ET
Investing
Why Investors Should Buy IREN Limited Over Nebius
Two AI infrastructure companies just reported earnings that look nothing alike, and the worse-looking quarter might belong to the better buy.
Companies
/Financial Services
IREN Limited
$43.83
▲ $0.19 (+0.44%) today
Markets closed · 6:32pm ET
IREN Coverage
Page 2
7:33am ET
Investing
IREN Limited Keeps Falling: A Respected Ratings Agency Sees 185% Growth Anyway
A respected analyst just slapped a Street-high price target on a stock that cratered after reporting a $684 million loss, and the reasoning has Wall Street genuinely divided on whether this is…
12:43pm ET
Investing
Applied Digital Sinks 7%, IREN Tumbles 13% as Data Center Selloff Broadens Past One Name
A nine-figure writedown at one AI data center operator sent shockwaves through the entire sector Friday, and the stocks bleeding hardest have no bad news of their own to explain the damage.
12:19pm ET
Investing
IREN Just Locked In $4 Billion in ARR — Wall Street Still Sees Only Losses
IREN signed enough AI cloud contracts to dwarf its reported revenue, yet shares collapsed after earnings. The reason why reveals a growing fault line between how Wall Street reads a balance sheet…
9:04am ET
Investing
IREN Falls 6% as $639M Mining Rig Writedown Overshadows AI Cloud Growth, TeraWulf Eases
A nearly $640 million writedown just sent IREN tumbling despite its AI Cloud business more than doubling, and the question now is whether today's selloff reflects a company in crisis or one…
4:16pm ET
Investing
Live: Will IREN Smash Q4 Earnings After 12% 1-Month Rally?
IREN's $3.4 billion NVIDIA contract and a 12% monthly rally set sky-high expectations heading into tonight's fiscal Q4 report, but a massive impairment charge and a brutal revenue miss are already rattling…
11:12am ET
Investing
TeraWulf Jumps 6% as NVIDIA’s Guidance Reignites the Compute Trade, Applied Digital Gains 5%
NVIDIA's blowout earnings sent shockwaves through a corner of the market that had nothing to do with chips, lifting two power-hungry capacity operators on a read-across trade that reveals exactly how leveraged…
2:09pm ET
Investing
IREN Slides 6% as Traders De-Risk Before Q4 Earnings, Core Scientific Declines 4%
IREN stock is shedding 6% ahead of back-to-back reports from NVIDIA tonight and IREN itself Thursday, putting traders who bought yesterday's rally in an uncomfortable spot before two of the most consequential…
3:34pm ET
Investing
Wall Street Just Invented the ‘Neocloud’ ETF. It Owns the Companies Renting AI Compute to Everyone Else
A new ETF launched this August targets the companies renting AI compute directly to hyperscalers, offering something QQQ never could: pure-play exposure to contracted infrastructure backlogs worth hundreds of billions. The tradeoffs,…
2:30pm ET
Investing
Applied Digital and IREN Climb 6% as the Digital Infrastructure Bid Broadens Past Bitcoin, Core Scientific Gains 4%
Hyperscaler and GPU customers are driving a surprise rotation into digital infrastructure stocks, and the companies benefiting most are not the ones you would expect from a Bitcoin rally.
1:24pm ET
Investing
Nebius Rises 4% Despite Adding $5.75B in Convertible Debt, Snapping a Six-Session Slide
Nebius just closed a convertible debt deal that blew past its own raised target, and instead of punishing the stock, investors sent it higher. Here is why the size of this raise…
11:10am ET
Investing
Crypto Mining Stocks Rally as Bitcoin Hovers Around $80K: MARA Jumps 7%, TeraWulf and IREN Climb 5%
Bitcoin briefly cracked $80,000 for the first time in months, sending crypto mining stocks surging well past the broader digital infrastructure pack, but not every miner is rallying for the same reason.
10:11am ET
Investing
CoreWeave’s AI Data Center Capacity Is Exploding — Its $35 Billion Debt Load Still Makes the Stock Untouchable
CoreWeave is racing to build the AI infrastructure backbone that hyperscalers desperately need, and its revenue backlog dwarfs what most companies ever dream of. But a closer look at what is financing…
12:10pm ET
Investing
Hut 8 Craters 11% Despite a $19.6B Beacon Point Backlog, TeraWulf Falls 5%, IREN Drops 3%: What’s Pressuring These AI Miner Stocks?
AI-pivoting Bitcoin miners are selling off hard on Friday, but the damage is hitting each stock in a very specific order that reveals exactly who has been buying and why they are…
10:20am ET
Investing
IREN Jumps 6% but Then Gives Up Gains as Microsoft Accepts Horizon 1; TeraWulf Ticks Up, Cipher Digital Drops 5%
Microsoft just signed off on a Texas data center that could flip IREN's bear case upside down, but the stock gave back its entire 6% surge within the first hour of trading.…