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IREN Shares Rise 6% After Microsoft Horizon 1 Delivery and NVIDIA Cloud Recognition
InvestorsHub9d agoneutral
IREN Shares Rise 6% After Microsoft Horizon 1 Delivery and NVIDIA Cloud Recognition

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.

AI Tailwinds and Faster CyberArk Integration Power Palo Alto Networks (PANW)
Insider Monkey9d agoneutral
AI Tailwinds and Faster CyberArk Integration Power Palo Alto Networks (PANW)

TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, […]

Nebius and Vantage Plan Nvidia-Powered AI Infrastructure Deployment in South Wales
InvestorsHub9d agoneutral
Nebius and Vantage Plan Nvidia-Powered AI Infrastructure Deployment in South Wales

Vantage Data Centers (AMEX:VNTG) and Nebius (NASDAQ:NBIS) have agreed to deploy Nvidia-powered artificial intelligence infrastructure at Vantage’s CWL1 data centre campus in Newport, Wales, expanding the region’s role in the UK’s growing AI infrastructure market. The agreement represents the first announced commercial capacity commitment within the South Wales AI Growth Zone.

Intuitive Surgical (ISRG) Backs Long-Term Moat Amid Near-Term Volatility
Insider Monkey9d agoneutral
Intuitive Surgical (ISRG) Backs Long-Term Moat Amid Near-Term Volatility

TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, […]

SLB (SLB) Is Considered a Good Investment by Brokers: Is That True?
Zacks9d agoneutral
SLB (SLB) Is Considered a Good Investment by Brokers: Is That True?

According to the average brokerage recommendation (ABR), one should invest in SLB (SLB). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Wall Street Analysts Think RTX (RTX) Is a Good Investment: Is It?
Zacks9d agoneutral
Wall Street Analysts Think RTX (RTX) Is a Good Investment: Is It?

According to the average brokerage recommendation (ABR), one should invest in RTX (RTX). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?