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Analysis of the latest 13F filing from Leopold Aschenbrenner's Situational Awareness shows a rotation into HPC and mining stocks like BITF, RIOT, BTDR, IREN, CORZ, and INTC.
The data center operator's latest spate of news items confirmed both its upside potential and its lingering risks.
Blockspace's Friday livestream covered IREN's record convertible note offering, CME's compute futures launch, Trump family crypto-linked equity purchases and Hut 8's Illinois data center fight.
AI compute futures are now live on the CME, and IREN has raised $3B in a new convertible note offering.
Mike Alfred explains his deliberate asset concentration in AI stock market leaders IREN (IREN) and Cipher (CIFR).
IREN Limited (Nasdaq: IREN), the Bitcoin (BTC) mining and artificial intelligence (AI) infrastructure company, earlier this month signed a deal with NVIDIA (Nasdaq: NVDA). The company signed a 5-year AI cloud contract with NVIDIA for $3.4 billion. In addition, it also entered into ...
AI compute futures are now live on the CME, and IREN has raised $3B in a new convertible note offering.
Iren Stock Drops on Nearly $3 Billion Convertible Notes Sale
IREN, a prominent Bitcoin mining firm, completed a $3 billion convertible notes offering to accelerate its AI cloud infrastructure buildout.
IREN (NASDAQ: $IREN) has successfully raised $3 billion U.S. to fund its artificial intelligence (A.I.) cloud compu...
IREN closed a $3.0 billion convertible notes deal on Wednesday after the offering grew from an initial $2 billion proposal earlier in the week.
IREN is accelerating its AI infrastructure push with NVIDIA partnerships, secured power capacity and a $10 billion revenue backlog.
IREN (NasdaqGS:IREN) has completed a US$2.6b upsized convertible senior notes offering. The new capital is aimed at speeding up its shift from Bitcoin mining to AI cloud infrastructure. The raise follows a US$3.4b five year AI cloud agreement with NVIDIA and a multi billion equity investment right for NVIDIA in IREN. IREN has also acquired Mirantis and Nostrum/Ingenostrum to build out AI focused data center capabilities in the US and Europe. IREN is moving from a pure play Bitcoin miner to...
Working with Nvidia represents this neocloud operator's second AI hyperscaler deal in the last year.
As the physical layer of the AI revolution becomes the primary bottleneck of growth, IREN Limited has successfully re positioned itself from a crypto miner to a vital infrastructure provider.
Alpine Fox Capital's Q4 2025 SEC filing reveals a $48.4 million stake in Cipher Digital and $25.7 million in IREN, alongside call positions in BlackRock's bitcoin ETF worth about $45…
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) jumped 2.6% in the afternoon session after the company revealed a series of significant investments and partnerships, boosting investor confidence ahead of its earnings report.
IREN Ltd (NASDAQ:IREN) is one of the 7 Best Data Center GPU-as-a-Service Stocks To Buy. On May 5, IREN Ltd (NASDAQ:IREN) agreed to acquire Mirantis, a cloud infrastructure and Kubernetes-based orchestration services provider with enterprise support services. The deal was valued at about $625 million. With this acquisition, the company has expanded its portfolio in […]
We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. IREN Limited (NASDAQ:IREN) ranks #7 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 46 IREN Limited (NASDAQ:IREN) operates large data centers and makes money by renting out computing power […]
Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Stay Invested’s Substack by Denis Gorbunov. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited’s share was trading at $49.48 as of May 4th. IREN’s trailing and forward P/E were 31.71 and 62.50 respectively according to […]
IREN is rapidly evolving from a Bitcoin miner into a major AI infrastructure powerhouse after landing a massive $3.4 billion Nvidia cloud deal.
IREN faces pressure from falling Bitcoin mining revenues, rising impairment charges and premium valuation as AI cloud competition intensifies.
Amid concerns about an AI bubble, Bernstein analysts think Nvidia is trading at a relatively low valuation.
Shares of Nebius Group rose sharply Wednesday after the artificial-intelligence cloud provider reported better-than-expected quarterly results. Nebius stock jumped 14% in premarket trading. Shares have climbed 114% this year and nearly 400% over the last 12 months as of Tuesday’s closing bell.
In today's rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a comprehensive industry comparison, evaluating IREN (NASDAQ:IREN) against its key competitors in the Software industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performance within the industry.
IREN Limited's NVIDIA deal adds $700M ARR potential as the company ramps AI cloud capacity and targets $3.7B ARR by 2026-end.
Applied Digital's ChronoScale stake expands its AI strategy beyond data centers, adding GPU cloud exposure as AI compute demand accelerates.
IREN is planning a $2.3B convertible note offering to scale its AI line and DeFi degens are starting to trade STRC.
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