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Demand for AI cloud services continues to grow.

IREN (NasdaqGS:IREN) announced new multi year AI Cloud contracts with leading technology companies, including Microsoft and NVIDIA. The company raised its annualized run rate revenue guidance linked to these agreements. Large prepayments tied to GPU capital expenditure have improved IREN’s cash position. For investors watching IREN at a share price of $33.62, these fresh AI Cloud contracts mark a significant update in the company’s story. The stock is up 85.2% over the past year and has...

Four battered AI infrastructure stocks are staging a violent Monday morning bounce after losing up to 43% in a single month, but the question dividing bulls and bears is whether the buying signals a real shift or just a dead-cat relief pop before the next leg down.

IREN said new multi-year contracts cover about 85% of its revised annualized run-rate revenue goal as it prepares to deliver 480 MW of AI cloud capacity this year.

Iren raised its 2026 annualized run-rate revenue target to more than $4 billion, up from $3.7 billion, following the signing of new multi-year cloud services contracts with leading AI developers.

IREN lifts cloud revenue forecast, as it upgrades contracts with AI leaders. Hut 8 lands a new $9.8 billion deal, with room to grow.

IREN Limited (NASDAQ:IREN) shares climbed 7% on Monday after the company announced $2. 8 billion in new multi-year AI cloud services contracts and increased its year-end 2026 AI Cloud annualised run-rate revenue (ARR) target to more than $4 billion, up from its previous forecast of $3.

IREN and Hut 8 were rising sharply early on Monday as both companies announced more customers were spending on their cloud-computing infrastructure. IREN shares rose 9% in the premarket after it said it had agreed new multiyear cloud contracts with artificial-intelligence developers representing $2.8 billion in total contract value. IREN was previously an Australian Bitcoin miner called Iris Energy before pivoting to AI computing as part of a wave of “neoclouds” building out cloud computing infrastructure.

Stock Market Today: The Dow Jones index rose Monday on rising U.S.-Iran peace hopes. Nvidia, Micron and Sandisk rebounded.

AI stocks are mounting a comeback as investors get over the worst of their fears about cheap Chinese large-language models.

Chip and AI-linked stocks have whacked in recent weeks after a sharp run-up, while inflation concerns, the U.S.-Iran conflict, and stretched valuations have also weighed on sentiment.

Once the Magnificent Seven’s most enthusiastic fans, they are looking elsewhere for the next superstar tech stocks.

CoreWeave has lost nearly half its value in a year while one analyst just reaffirmed a price target that implies 243% upside, and his reasoning hinges on a single contractual clause that most investors seem to be ignoring.

Nebius just unveiled an asset-light pivot designed to outmaneuver CoreWeave and the miner-to-AI crowd, yet the stock is cratering anyway. Here is what the selloff reveals about which neocloud models can actually survive the derating.

IREN stock has shed 41% in a single month alongside every major miner-turned-AI-infrastructure name, but a $3.4 billion NVIDIA contract and zero idle GPUs tell a very different story than the price action suggests.

Fred Alger Management, an investment management company, released its “Alger Capital Appreciation Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. US equities strongly rebounded in the second quarter, with the S&P 500 Index rising 15.2%. Easing geopolitical tensions and technological advancements fueled market optimism, propelling the Information Technology and […]

Hammersley will oversee security across IREN’s data centers and compute stack as the company expands its AI Cloud platform and power portfolio.

Retail traders plan to buy dips as competition from Meta and valuation concerns pressure the sector.

IREN Limited (NASDAQ:IREN) is one of the 10 Best Growth Stocks With Highest Upside Potential. On July 6, 2026, Freedom Capital upgraded IREN Limited (NASDAQ:IREN) to Buy from Hold with an unchanged price target of $58. The firm said the shares have fallen with peers, creating “enough upside” to warrant a higher rating. Freedom Capital […]

IREN Limited (NASDAQ:IREN) is one of the stocks set to explode in the next 2 years. On June 1, IREN and BE Networks announced a collaboration to utilize NVIDIA DSX Air to simulate and validate the network architecture for an upcoming deployment of over 50,000 NVIDIA Blackwell Ultra GPUs. By creating a production-representative digital twin, […]

IREN Limited (NASDAQ:IREN) is one of the 10 Best Data Center Stocks to Buy in July. On July 7, TipRanks reported that Bernstein analyst Gautam Chhugani reiterated a Buy rating on IREN while setting a price target of $100.00. Similarly, Freedom Capital upgraded its rating on IREN to Buy from Hold on July 6, maintaining […]

What the new C-suite hires could mean for IREN stock IREN (NasdaqGS:IREN) has appointed Kambiz Aghili as Chief Product Officer and Michael Nudelman as Chief Development Officer, putting experienced cloud and data center leaders at the center of its expanding AI infrastructure business. For investors watching IREN stock, these hires are worth understanding because they directly oversee two areas that sit at the core of the company’s model: AI Cloud products and large scale data center build...

IREN stock has delivered a very large 3 year return, yet the current valuation checks lean expensive rather than cheap, even as recent news keeps expectations high around its AI data center pivot. Over the past 3 years the share price has returned roughly 5x, which sets a high bar for any further gains to be supported by fundamentals. Investor enthusiasm around IREN's AI cloud expansion, major compute contracts and index inclusion can support rich expectations, while concerns over large...

The AI infrastructure trade has minted winners across the neocloud sector, but one name has been conspicuously left out. CoreWeave (NASDAQ:CRWV) has fallen 40.57% over the past year, even as Nebius Group (NASDAQ:NBIS) has surged 359.62% and IREN (NASDAQ:IREN) has climbed 154.62%. Even NVIDIA (NASDAQ:NVDA), CoreWeave’s largest partner, is up 27.74% over the same stretch. ... Down 40%, CoreWeave Is Being Left Behind By the Market

MARA Holdings vaulted Thursday after signing a deal for a new Texas data center site. AI, crypto plays surge. Bitcoin price rises.

Independent chair David Bartholomew published a shareholder letter explaining why the board granted each co-founder over 9 million restricted stock units, arguing the biggest risk to IREN's plan is losing…

IREN Limited (NASDAQ:IREN) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer mentioned the stock and its peers during the episode, as he remarked: How about the small operators? You hear their names all the time. These are more like hybrids between neoclouds and specialized real […]

TeraWulf, IREN, and Hut 8 stocks surge as Bitcoin miners pivot to AI data centers, decoupling their share prices from crypto.

IREN Limited (NASDAQ:IREN) is among the best under-the-radar stocks. On July 2, Forbes reported that IREN Limited (NASDAQ:IREN)’s board approved a four-year equity compensation package valued at $788 million for co-founders and co-CEOs Will Roberts and Daniel Roberts. They are receiving more than 9 million shares each that vest through 2030. The company said the program […]

Meta Platforms is several years away from providing neocloud services, while neocloud pure plays are rapidly expanding their gigawatt pipelines.