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Iren is starting to make money from its Microsoft deal, and that will make it less reliant on issuing corporate bonds.

Microsoft (NasdaqGS:MSFT) has accepted the first 50MW of AI cloud capacity from IREN at the Childress campus under a multibillion dollar contract. The deployment is designed for hyperscale AI workloads and forms part of Microsoft’s buildout of next generation cloud infrastructure. IREN has received NVIDIA Exemplar Cloud status in connection with the project, alongside a sizable financing package to fund the build. Consider broadening your research to other companies building AI...

Cipher remained the fund’s largest reported holding by value, while Soluna entered the portfolio and two other infrastructure operators disappeared from the filing.

The company made its first deployment in a contract with an important client.

Iren Ltd. (NASDAQ:IREN) has been transitioning itself from being a Bitcoin miner into a major neocloud provider. The company has been leveraging its massive power infrastructure to provide AI cloud compute for tech giants such as NVIDIA Corporation (NASDAQ:NVDA) and Microsoft Corporation (NASDAQ:MSFT). No wonder one Wall Street firm believes compute scarcity and higher prices could […]

IREN Limited recently confirmed that Horizon 1, the first of four 50MW direct-to-chip liquid-cooled AI cloud deployments, has been delivered to and accepted by Microsoft under their five-year, US$9.70 billion cloud services contract. In parallel, IREN secured NVIDIA Exemplar Cloud status for its GB300 NVL72 deployment at Horizon 1, underscoring its capability to run high-performance AI workloads at scale for hyperscale customers. We’ll now explore how Microsoft’s acceptance of Horizon 1...

CoreWeave's Q2 blowout sent shares surging, but the stock still sits deep in the red over three months while one Wall Street firm holds a price target that implies a runway most investors are ignoring.

IREN co-founder and co-CEO Daniel Roberts said that IREN looks forward to “building on this momentum with Microsoft” as the remaining Horizon deployments come online.

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.

Microsoft accepted the first of four liquid-cooled deployments under IREN’s $9.7 billion contract, while NVIDIA awarded the GB300 system Exemplar Cloud status after testing.

CHICAGO ATL BDC (LIEN) delivered earnings and revenue surprises of -15.00% and -10.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

U.S. stocks advanced on Aug. 12 after fresh inflation data showed consumer prices rose 3.4% year over year in July, slightly below the previous month’s 3.5% reading, helping fuel gains across technology and AI-linked stocks. The Nasdaq Composite was up about 0.5% during the session. AI ...

The entire AI data center industry still appears to be firing on all cylinders after all, with more of the same in the cards.

By Avinash P and Purvi Agarwal Aug 12 (Reuters) - The S&P 500 and the Nasdaq rose on Wednesday as upbeat earnings from AI infrastructure firms boosted technology stocks, while largely in-line

Nvidia has committed billions to IREN, but can the company fund its AI buildout without overextending itself?

Shares of CoreWeave and Super Micro Computer climbed premarket on Wednesday after ‌upbeat forecasts from the two AI infrastructure companies ‌reinforced demand expectations for computing capacity. Shares of neocloud provider CoreWeave rose more ​than 18%, with peer Nebius Group rising 10%. Server maker Super Micro's shares climbed nearly 9%.

CoreWeave and Nebius have emerged as major beneficiaries of the AI boom and surging demand for cloud infrastructure.

A 20-year lease with Anthropic and a massive asset sale have put one Bitcoin miner at the front of a pack racing to reinvent itself as AI infrastructure, but the real question is whether the stock's already-substantial gain leaves room for what comes next.

IREN (NasdaqGS:IREN) is drawing fresh attention after management outlined a pivot toward AI-focused cloud computing, highlighting plans for large scale GPU deployments and data center build outs alongside a reduced emphasis on Bitcoin mining. See our latest analysis for IREN. IREN's 1-day share price return of 8.70% and 7-day share price return of 12.04% suggest investors are reacting to the AI cloud shift, even though the 90-day share price return is down 25.24%. At the same time, the 1-year...

Zuckerberg’s confirmation of AI compute scarcity strengthens the case for Iren's strategy, positioning it for substantial long-term value.

Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited’s share was trading at $37.93 as of August 6th 2026. IREN’s trailing and forward P/E were 47.82 and 136.99 respectively according […]

CoreWeave is the leading neocloud provider, while IREN is an emerging player in the space.

CleanSpark (CLSK) delivered earnings and revenue surprises of -33.33% and -1.00%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Decentralized crypto exchange PancakeSwap (CRYPTO: $CAKE) expanded its tokenized equities offering on Thursday, lis...

CoreWeave has shed a third of its value in three months while its analyst consensus held firm through every dip, and one prominent tech analyst argues the selloff created the exact entry point investors needed.

Iren peaked in Q3 2025 before sliding back, while AeroVironment's revenue more than tripled over the same period.

The customer list now includes Microsoft and Nvidia. The hard part is building fast enough to serve them.

IREN acquired software firm Mirantis for $625 million in an all-stock deal, with Mirantis operating as a standalone subsidiary that continues serving its existing customers while IREN taps it for…

Hut 8 (NASDAQ:HUT) reported second-quarter 2026 revenue growth and improved adjusted EBITDA as its compute operations expanded, while management highlighted progress on its AI data center development projects and project-level financing strategy. Revenue rose approximately 81% year over year to $74

Bloom Energy, SanDisk, Hive Digital, CleanSpark and IREN have been highlighted in this Investment Ideas article.