Actualités

Iren is starting to make money from its Microsoft deal, and that will make it less reliant on issuing corporate bonds.

Microsoft (NasdaqGS:MSFT) has accepted the first 50MW of AI cloud capacity from IREN at the Childress campus under a multibillion dollar contract. The deployment is designed for hyperscale AI workloads and forms part of Microsoft’s buildout of next generation cloud infrastructure. IREN has received NVIDIA Exemplar Cloud status in connection with the project, alongside a sizable financing package to fund the build. Consider broadening your research to other companies building AI...

Cipher remained the fund’s largest reported holding by value, while Soluna entered the portfolio and two other infrastructure operators disappeared from the filing.

The company made its first deployment in a contract with an important client.

IREN shares surge after Microsoft accepts first Texas AI cloud installation

Iren Ltd. (NASDAQ:IREN) has been transitioning itself from being a Bitcoin miner into a major neocloud provider. The company has been leveraging its massive power infrastructure to provide AI cloud compute for tech giants such as NVIDIA Corporation (NASDAQ:NVDA) and Microsoft Corporation (NASDAQ:MSFT). No wonder one Wall Street firm believes compute scarcity and higher prices could […]

Microsoft just signed off on IREN's first major AI data center, and NVIDIA piled on with a rare technical designation, sending shares surging. But with $5.8 billion in GPU purchases still ahead and a short seller circling, the real question is whether this milestone marks a turning point or just the beginning of the risk.

IREN Limited recently confirmed that Horizon 1, the first of four 50MW direct-to-chip liquid-cooled AI cloud deployments, has been delivered to and accepted by Microsoft under their five-year, US$9.70 billion cloud services contract. In parallel, IREN secured NVIDIA Exemplar Cloud status for its GB300 NVL72 deployment at Horizon 1, underscoring its capability to run high-performance AI workloads at scale for hyperscale customers. We’ll now explore how Microsoft’s acceptance of Horizon 1...

CoreWeave's Q2 blowout sent shares surging, but the stock still sits deep in the red over three months while one Wall Street firm holds a price target that implies a runway most investors are ignoring.

IREN Ltd. (NASDAQ:IREN) shares jumped over 10% Thursday after Microsoft Corp. (NASDAQ:MSFT) formally approved Horizon 1, clearing the first of four AI data centers IREN is building under their five-year, $9.7 billion cloud services deal. The milestone may be the...

IREN co-founder and co-CEO Daniel Roberts said that IREN looks forward to “building on this momentum with Microsoft” as the remaining Horizon deployments come online.

IREN Limited (NASDAQ:IREN) shares gained 6% on Thursday morning after the company completed delivery of its Horizon 1 AI infrastructure deployment to Microsoft and secured NVIDIA Exemplar Cloud status for its GB300 NVL72 installation. The milestones mark further progress in IREN’s large-scale AI Cloud expansion strategy and its five-year agreement with Microsoft.

Microsoft accepted the first of four liquid-cooled deployments under IREN’s $9.7 billion contract, while NVIDIA awarded the GB300 system Exemplar Cloud status after testing.

CHICAGO ATL BDC (LIEN) delivered earnings and revenue surprises of -15.00% and -10.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

U.S. stocks advanced on Aug. 12 after fresh inflation data showed consumer prices rose 3.4% year over year in July, slightly below the previous month’s 3.5% reading, helping fuel gains across technology and AI-linked stocks. The Nasdaq Composite was up about 0.5% during the session. AI ...

The entire AI data center industry still appears to be firing on all cylinders after all, with more of the same in the cards.

Neocloud stocks just posted some of the wildest single-session gains of the AI buildout cycle, and the valuation math behind them is stranger and more compelling than it looks at first glance.

By Avinash P and Purvi Agarwal Aug 12 (Reuters) - The S&P 500 and the Nasdaq rose on Wednesday as upbeat earnings from AI infrastructure firms boosted technology stocks, while largely in-line

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

AI infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

Super Micro and Nebius also rallied as strong forecasts reinforced demand for AI infrastructure.

Shares of CoreWeave and Super Micro Computer climbed premarket on Wednesday after ‌upbeat forecasts from the two AI infrastructure companies ‌reinforced demand expectations for computing capacity. Shares of neocloud provider CoreWeave rose more ​than 18%, with peer Nebius Group rising 10%. Server maker Super Micro's shares climbed nearly 9%.

CoreWeave and Nebius have emerged as major beneficiaries of the AI boom and surging demand for cloud infrastructure.

A surprise lease announcement sent Riot Platforms surging after hours, leaving traders scrambling to decide whether a single contract just rewrote the entire valuation story for former Bitcoin miners racing into AI infrastructure.

When a caller asked about IREN Limited (NASDAQ:IREN) during the lightning round of the August 6 episode of Mad Money, Jim Cramer remarked, “If you like IREN… you got to go buy CoreWeave. CoreWeave is cheaper and better, okay?” Capital Models and Historical Commentary Examining past Mad Money commentary clarifies how these strategies evolved. On […]

A 20-year lease with Anthropic and a massive asset sale have put one Bitcoin miner at the front of a pack racing to reinvent itself as AI infrastructure, but the real question is whether the stock's already-substantial gain leaves room for what comes next.

IREN (NasdaqGS:IREN) is drawing fresh attention after management outlined a pivot toward AI-focused cloud computing, highlighting plans for large scale GPU deployments and data center build outs alongside a reduced emphasis on Bitcoin mining. See our latest analysis for IREN. IREN's 1-day share price return of 8.70% and 7-day share price return of 12.04% suggest investors are reacting to the AI cloud shift, even though the 90-day share price return is down 25.24%. At the same time, the 1-year...

Zuckerberg’s confirmation of AI compute scarcity strengthens the case for Iren's strategy, positioning it for substantial long-term value.

Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited’s share was trading at $37.93 as of August 6th 2026. IREN’s trailing and forward P/E were 47.82 and 136.99 respectively according […]

CoreWeave is the leading neocloud provider, while IREN is an emerging player in the space.