IREN

IREN

Yahoo Finance • 4 days ago

Nvidia-backed neocloud Lambda is raising $4B in final round before IPO - WSJ

[IPO Concept with Stock Market Graphs] AlexSecret Nvidia-backed cloud computing firm Lambda is raising as much as $4 billion in the final round of fundraising before the company's planned initial public offering. The funding will give th... Full story

Yahoo Finance • 5 days ago

Did IREN’s Pivot From Bitcoin Mining to AI Cloud Deals Just Shift IREN's (IREN) Investment Narrative?

In the past month, IREN Limited reported its fiscal 2026 results and highlighted a transition of its sizable Bitcoin-focused data center capacity toward AI compute workloads, underpinned by new multi-year AI Cloud agreements and ongoing co... Full story

Yahoo Finance • 6 days ago

Most shorted stocks on Wall Street

[short sale] abluecup As October begins, investors are keeping a close eye on heavily shorted stocks that could see heightened volatility. The latest mid- to mega-cap screen shows 39 stocks with short interest above 20% of shares outstan... Full story

Yahoo Finance • 11 days ago

Iren (BIT:IRE) And The Infrastructure Upgrade Narrative Behind Its Valuation

Iren (BIT:IRE) has drawn attention after its share price closed at €2.44, with the move coming after a year-to-date decline of about 5.9% and a modest one-year pullback. Iren's recent share price softness, including a 7 day share price re... Full story

Yahoo Finance • 12 days ago

Nvidia Drops Massive Number on Anthropic AI Spending

This article first appeared on GuruFocus. Anthropics artificial-intelligence infrastructure commitments are becoming enormous, with Nvidia (NASDAQ:NVDA) saying the AI developer now has more than $180 billion of contracted value across clo... Full story

Yahoo Finance • 13 days ago

IREN Just Got a Reality Check From Wall Street

This article first appeared on GuruFocus. IREN Limited (IREN, Financials) declined by 3% in premarket trade after Jones trade launched coverage with a Hold recommendation, citing multiple obstacles that hinder the AI cloud company's growt... Full story

Yahoo Finance • 15 days ago

Is IREN (IREN) Cheap As Sector Selling And Mixed Views Test Its AI Buildout?

IREN (NasdaqGS:IREN) is back in focus after a sector wide selloff hit neocloud peers, with selling pressure layered on top of mixed research views and recent technical underperformance against CoreWeave and Nebius. At a share price of $46... Full story

Yahoo Finance • 17 days ago

Nvidia Is Backing This AI IPO Candidate. It Lost $1 Billion in Just 6 Months

Nscale filed for a U.S. initial public offering on September 18 with one number that makes the AI-cloud boom look radioactive: the company lost $1.02 billion in the first six months of 2026 on just $140.6 million of revenue. Yet NVIDIA Cor... Full story

Yahoo Finance • 18 days ago

IREN Has Microsoft and $14 Billion of Funding. Execution Is the Real Test

IREN's AI pivot has reached the point where the balance sheet looks almost as dramatic as the growth plan. The Bitcoin miner-turned-AI cloud operator ended June with about $7.6 billion of cash, including $1.7 billion that was restricted, w... Full story

Yahoo Finance • 18 days ago

IREN’s Energy Pipeline Optionality is Very Appealing So Should You Buy It?

Quick Read IREN trades at $47.23, roughly 41% below the mean analyst target of $80, backed by $13 billion in combined Microsoft and NVIDIA contracts. Under 10% of IREN's 5-gigawatt power portfolio is monetized, and pricing near $25 millio... Full story

Yahoo Finance • 19 days ago

IREN Broadens Its AI Customer Base: Can Diversification Pay Off?

IREN Limited IREN is broadening its AI Cloud customer base as it seeks to reduce dependence on a handful of large counterparties. The company is targeting hyperscalers, enterprises, AI developers, frontier labs and channel partners across... Full story

Yahoo Finance • 20 days ago

IREN Expands Its 5GW+ Pipeline: Can Execution Match Ambition?

IREN Limited IREN is accelerating its shift from Bitcoin mining to AI infrastructure, with roughly 5 GW of contracted or secured power capacity across the United States, Canada, Spain and Australia as of June 30, 2026. Its announced pipeli... Full story

Yahoo Finance • 20 days ago

Neocloud Boom: Comparing Nebius, CoreWeave, & IREN

The AI Buildout is Accelerating The current artificial intelligence buildout is the largest industrial buildout since the railroad boom in the 1800s. America's leading big tech companies are spending hundreds of billions of dollars to cap... Full story

Yahoo Finance • 21 days ago

The Unexpected Rival Threatening to Shake Up CoreWeave's Market

CoreWeave (NASDAQ: CRWV) generated incredible excitement when it went public in March 2025. Shares soared from their initial public offering (IPO) price of $40 to over $180 per share within just a few months. That was because the company... Full story

Yahoo Finance • 22 days ago

IREN (IREN) Stock Fair Value Edges Lower As AI Cloud Wins Meet Build Out Risks

The latest update on IREN trims the Fair Value estimate from US$80.93 to US$79.03, a relatively modest adjustment given the size of its AI ambitions. Analysts link this move to a mix of growing AI cloud contracts and ongoing questions arou... Full story

Yahoo Finance • 22 days ago

IREN Shares Rise as Northland Targets $99

This article first appeared on GuruFocus. IREN Ltd. (NASDAQ:IREN) rose 1.82% premarket after Northland Capital initiated coverage at Outperform with a $99 price target, implying more than 100% upside from the prior close. It adds to an an... Full story

Yahoo Finance • 24 days ago

Nebius stock jumps 9% as reported compute price hikes boost AI cloud peers

This article first appeared on GuruFocus. Nebius Group N.V. (NBIS, Financials) just offered the market another reason to assume AI compute is still scarce. The company provides AI infrastructure and rents computer capacity to businesses a... Full story

Yahoo Finance • 24 days ago

IREN Climbs 6%, Nebius Jumps 10% as GPU Rental Rates Head Higher; CoreWeave Slips

Quick Read Nebius's GPU rate hike effective October 1 lifted NBIS 10% and IREN 6%, while CoreWeave fell on debt and locked-in capacity concerns. DTCR trailing QQQ confirms this is a neocloud-specific repricing story, not a broad data cent... Full story

Yahoo Finance • 24 days ago

Nebius Stock Jumps 9% After Raising GPU Rates

This article first appeared on GuruFocus. Nebius Group N.V. (NASDAQ:NBIS) rose 9.15% premarket after raising prices on its on-demand compute from October 1, according to a customer communication reshared on Reddit and X. IREN Ltd. (NASDAQ... Full story

Yahoo Finance • 24 days ago

Nebius Stock and CoreWeave Jump. AI Neoclouds Are Flexing Their Pricing Power.

Nebius Group was leading its fellow so-called neoclouds higher early Thursday. There’s more evidence that computing power is in enormous demand and artificial-intelligence chips are holding their value. Nebius recently informed customer... Full story