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Penguin Solutions posted a nearly 48% revenue jump and raised guidance in fiscal Q3, prompting analysts to lift price targets amid strong institutional buying and a rallying stock.
Shares of TeraWulf (NASDAQ:WULF) are up 12% to $22.67 in mid-morning trading, leading a broad rebound across AI-infrastructure names that were hammered on Tuesday. IREN (NASDAQ:IREN) stock is up 7% to $42.55, while peers Applied Digital (NASDAQ:APLD) and Cipher Mining (NASDAQ:CIFR) are up 3% to $31.53 and up 5% to $21.45, respectively. Today’s move mirrors ... TeraWulf Rises 12%, IREN Climbs 7% as AI-Infrastructure Stocks Bounce Back
Shares of TeraWulf (NASDAQ:WULF) are down 8% to $20.41 in Tuesday’s midday session, reversing yesterday’s rally on the Anthropic mega-deal. The drop lands in a broad AI-infrastructure pullback, with the NASDAQ 100 down 1.5% intraday. The move gives back most of the July 6 pop but leaves TeraWulf stock still up 78% year to date ... TeraWulf Drops 8% Even as Analysts Raise Price Targets on $19B Anthropic Deal, IREN Falls 7%, Applied Digital Slides 6%
IREN Ltd (NASDAQ:IREN) is one of the top 10 AI stocks that will skyrocket. On June 29, IREN Ltd (NASDAQ:IREN) disclosed that it has been included in the Russell 1000 Index after the recent reconstitution of FTSE Russell Indexes. The inclusion became effective at the close of play on June 26. Addition to the Russell […]
IREN rallies as bullish analyst backs $58 price target
TeraWulf signed a 20-year, $19 billion lease with Anthropic for its Kentucky data center and sold its Abernathy stake for $450 million to fund the buildout amid high short interest.
The leading AI model builders are relentless in their pursuit of power and compute.
In recent weeks, IREN Limited has been identified as a leading contender for Anthropic’s reported A$22.00 billion, 1.40-gigawatt Australian AI cloud capacity tender, leveraging its Bundey campus and secured grid connections. This potential Anthropic contract, alongside IREN’s existing Microsoft and Nvidia agreements, highlights how its large powered land bank could underpin its AI cloud ambitions. We’ll now examine how Anthropic’s interest in IREN’s Australian footprint could reshape the...
IREN is poised to benefit from Anthropic's 1.4 GW search in Australia, but it may not be first in line.
Shares of TeraWulf (NASDAQ:WULF) extended a powerful rally on Monday afternoon, separating the stock from its bitcoin-mining peers by a wide margin. WULF stock is up 4% today and up 95% year to date to $22.10, marking its most sustained rerating since going public. The catalyst is a landmark 20-year lease with Anthropic, the private ... TeraWulf Stock Is Up 95% This Year: Here’s Why
IREN Limited (NASDAQ:IREN) is one of the 7 Underperforming Data Center Stocks to Buy According to Short Sellers. According to a report released on July 1, Bernstein analyst Gautam Chhugani reiterated a Buy rating on the stock along with a $100 price target. The firm’s price target suggests an impressive 157% upside from the current […]
The Number Leaked Anthropic documents reportedly point to a 1.4 gigawatt Australian capacity push worth roughly $22 billion, and IREN (NASDAQ:IREN) sits among a short list of operators with announced gigawatt-scale Australian ambitions to bid for it. The figure reflects a reported market opportunity drawn from third-party documents, sitting outside company guidance and signed backlog. ... Does IREN Have the Inside Track on This $22 Billion Opportunity?
Freedom Capital upgraded the renewable energy-focused data center operator to ‘Buy’ from ‘Hold.’
TeraWulf's 20-year lease deal with Anthropic is expected to generate $19 billion in revenue—and major Bitcoin mining stocks are surging.
↗️ easyJet (UK:EZJ): The budget U.K. airline agreed in principle to a takeover offer by U.S. investment firm Castlelake, in a deal that could exceed $7 billion. Shares jumped in London. ↗️ Strategy (MSTR): Shares in Michael Saylor's bitcoin-hoarding company climbed premarket, setting it up to extend recent gains on the back of a turnaround meant to shore up investor confidence.
Anthropic is seeking to procure at least 1.4 gigawatts of cloud capacity from Australian data centers, according to a new tender.
IREN gave its co-CEOs a $700 million stock grant locked until 2033, the year the founders' super-voting shares expire.
IREN's bold transformation from a Bitcoin miner to an AI infrastructure company is paying off.
APLD is ramping up AI data center expansion with billions in new financing, as much of its contracted capacity has yet to generate recurring revenues.
The updated blended fair value estimate for Iren has moved from US$70.40 to US$80.93, a shift that puts fresh attention on what is driving analysts’ models for the stock. This change sits against a backdrop of enthusiasm around Iren’s AI data center contracts with Microsoft and NVIDIA, while also being tempered by concern about execution risks as the company moves away from crypto mining. Read on to see how this evolving narrative could shape your own view of Iren over time. Stay updated as...
IREN's board has approved a multi year equity compensation package for its co founders, together valued at nearly $800 million and carrying significant potential dilution for existing shareholders. The company has also signed a $50 million per year jersey sponsorship with the Golden State Warriors, described as the largest such sports deal in North America. These decisions have triggered criticism from some investors and commentators, who are questioning governance, long term alignment with...
IREN's board voted to issue nearly $700M in restricted stock to the co-CEOs at a 4-year vesting schedule with a total 6 year lock-up period.
IREN's co-CEOs Daniel Roberts and William Roberts will both receive 9 million in restricted stock for the next 4 years.
IREN shares fell over 10% on Thursday, marking their worst single-day drop in a month and heading for a second straight weekly decline.
IREN Ltd (NASDAQ:IREN) is one of the 10 Bitcoin Miners That Are Now Data Center Companies. Gautam Chhugani from Bernstein reaffirmed a Buy rating on IREN Ltd (NASDAQ:IREN), along with the price target of $100 on June 23. The firm’s price target reflects an impressive 117% upside from the current levels. The firm’s price target […]
This deal could be a masterstroke, but investors need more clarity on the company's direction.
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