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Spot Bitcoin has spent 2026 grinding lower while the companies that mine it have ripped higher. iShares Bitcoin Trust ETF (NASDAQ:IBIT), the largest spot Bitcoin ETF on the market, is down roughly 13% year to date, tracking Bitcoin itself almost tick for tick as the coin has slid from around $87,000 at year end to ... Bitcoin Is Down 7 Percent This Year But Bitcoin Mining ETFs Are Up Over 50 Percent. This Is The Real Crypto Story of 2026

IREN (NASDAQ: $IREN) is spending $1.6 billion U.S. to purchase Dell Technologies (NYSE: $DELL) air-cooled Blackwell...

IREN agrees to $1.6 billion deal with Dell Technologies to buy Nvidia Blackwell systems for its AI data center sites. Shares surge.

The company will deploy Blackwell systems for its five-year cloud contract.

IREN disclosed a $1.6 billion purchase agreement with Dell for air-cooled Blackwell systems headed to its Childress, Texas campus. The company said commissioning in early 2027 should lift annualized run-rate…

IREN plans to deploy Blackwell systems at its Childress campus, with commissioning of the new infrastructure expected in early 2027.

IREN Limited (NASDAQ:IREN) said Tuesday it signed a purchase agreement with Dell Technologies Inc. (NYSE:DELL) for NVIDIA Corp. (NASDAQ:NVDA) air-cooled Blackwell systems to support its previously announced five-year, $3.4 billion managed-services AI cloud contract. IREN Expands AI Infrastructure With Dell Blackwell Deal The deployment will take place at IREN's existing data centers in Childress, Texas, with commissioning expected in early 2027. The company said the expansion is designed to acce

IREN (NasdaqGS:IREN) agreed to purchase $1.6 billion of Nvidia Blackwell systems from Dell to power its AI data centers in Texas. The company plans to use this hardware to serve previously announced AI cloud contracts at its existing Texas campus. Management has highlighted power grid constraints as a key risk for new AI data centers, with many projects facing multi year delays. IREN points to its pre secured power infrastructure as a key factor in being able to deploy new AI compute...

The Blackwell systems will be installed at its Texas data center.

Data center operator IREN said on Tuesday it has agreed to buy Nvidia's air-cooled ‌Blackwell systems from Dell for about $1.6 billion, as it ‌aims to bring more capacity online to keep up with soaring ​AI demand. The deal is to service its previously announced five-year $3.4 billion cloud AI service contract with Dell, an AI server maker, IREN said in a statement. The Blackwell systems ‌will be set ⁠up across existing data centers at IREN's Childress, Texas, campus, and are expected to be ⁠ready by early 2027.

As the AI infrastructure race heats up, IREN has already soared over 58% in 2026, fueled by booming demand and growing ties with AI darling Nvidia.

Download the Complete Report Here Alpha Compute Corp. (ALP) Revenue-Generating AI Compute Pivot Now Visible; $21 Million NTM Sales Outlook Highlights Scale-Up Potential Key Takeaways: $32.2 million AI lab contract validates ALP’s pivot to AI GPUaaS and confidential compute, creating $16.1 million of annual contracted revenue. $21 million NTM revenue outlook anchors the scale-up trajectory, […]

Legendary hedge fund manager Paul Tudor Jones has massively increased his stake in data center and infrastructure company IREN Ltd. (NASDAQ:IREN), expanding his position by 57% to capitalize on the explosive artificial intelligence (AI) boom. A Strategic Pivot To Equity According to Tudor Investment Corp's latest first quarter 2026 13F filing, Jones purchased an additional 11.58 million common shares of IREN, bringing his total holdings to a staggering 31.8 million shares. The equity position is

Most people are ignoring these tech stocks, presenting a compelling opportunity for savvy investors.

The artificial intelligence boom has kicked off one of the largest infrastructure races since the early internet era. Nvidia (NASDAQ:NVDA) GPUs are selling faster than they can be packaged. High-bandwidth memory has become scarce enough that companies like Micron Technology (NASDAQ:MU) and SK hynix are effectively sold out months in advance. Utilities from Virginia to ... IREN’s CEO Just Said 11 Words that Delivered the AI Boom a Brutal Reality Check

Cipher Digital's long-term hyperscale leases and $11.4B in contracted revenues give it an edge over IREN Limited as AI infrastructure demand accelerates.

Demand for Nvidia's AI chips keeps rising, but its stock portfolio can become a catalyst for future earnings.

Nvidia's dramatic 2,400% increase of its quarterly dividend from $0.01 to $0.25 per share coincides with the release of its latest Q1 fiscal 2027 earnings record, which highlights revenue of $81.6 billion. But bulls are betting on growth.

IREN Limited has been added to the Russell 3000 Index, bringing it into a widely followed U.S. equity benchmark. The inclusion recognizes IREN's pivot toward AI and cloud infrastructure alongside its existing crypto operations. The change is linked to index rebalancing that affects which companies are tracked by index funds and ETFs. NasdaqGS:IREN has drawn more attention recently, with the share price at $56.83 and very large 1 year gains, up roughly 7x. The stock is also up 7.3% over the...

SharpLink Gaming and BitMine Immersion enter the index despite mixed earnings results as Ethereum trades down more than 4% in the past 24 hours.

IREN Limited (NASDAQ:IREN) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio. On May 18, 2026, IREN Limited (NASDAQ:IREN) announced the acquisition of Awaken, a creative and media agency specializing in brand development for high-growth companies. Upon completion of the transaction, Awaken will cease all independent operations, and its team will integrate directly […]

Nvidia now has a financial incentive to help this emerging AI data center company succeed.

Our IREN (NASDAQ:IREN) call is constructive. Shares closed at $47.74 on May 19, 2026, well off the post-earnings high near $60.80 but still up 459% over the past year. Our 24/7 Wall St. price target for IREN is $64.62, implying 35.36% upside over the next 12 months. Our model carries a constructive rating on IREN ... IREN’s $3.4 Billion NVIDIA Deal Points To Something Big Around The Corner

IREN (NasdaqGS:IREN) is back in focus after a sharp pivot toward AI cloud and data center infrastructure, anchored by a five year AI cloud services contract with NVIDIA and related equity rights. See our latest analysis for IREN. Recent trading reflects that story clearly, with the share price up 10.15% in the past day, a 30 day share price return of 28.54% and a 90 day share price return of 45.22%, while the 1 year total shareholder return is extremely high and signals strong momentum...

The Dow hit a record close as oil prices fell further. Amazon led AI stocks in buy areas even as Nvidia retreated.

Nvidia GPU Power Crunch Sends Shockwaves Through Neocloud Winners

IREN is betting on AI cloud growth to offset weaker Bitcoin mining revenues as GPU demand and contracted capacity expand.

CleanSpark Inc. (NASDAQ:CLSK) is one of the 10 Stocks With Powerful Gains. Shares of CleanSpark rallied for a second day on Tuesday, jumping 9.30 percent to close at $14.69 apiece, as investors took heart from an investment firm’s bullish call for its stock. In a market note, CleanSpark Inc. (NASDAQ:CLSK) received a $24 price target […]

IREN (NasdaqGS:IREN) has agreed to acquire Awaken, a creative and media agency, to build out its global brand and marketing capability. The CEO of Awaken, Chris Parker, will take on a leadership role in IREN’s brand and marketing following the transaction. The move comes as IREN accelerates its pivot from bitcoin mining toward AI cloud infrastructure and enterprise AI services. IREN is in the middle of a sizeable repositioning, with the stock trading at $50.46 and showing a very large 1...

Keel Infrastructure is a smaller crypto miner that is pivoting to AI, and investors are missing out.