IREN Limited (IREN)

IREN Limited (IREN) Stock Reels After Capital Raise

IREN Limited (NASDAQ:IREN) is an emerging contender among technology firms and has drawn attention from risk-tolerant stock traders.

IREN Limited Soars 371% in 6 Months: Buy, Sell or Hold the Stock?

IREN's 371% stock surge masks heavy capex demands, earnings uncertainty and tough new AI/HPC competition that keep risk elevated.

Why The Market Just Nuked IREN: This Selloff Makes No Sense

IREN Limited is undergoing a strategic pivot from Bitcoin mining to high-margin, contract-backed AI compute, highlighted by a major Microsoft partnership. Recent stock volatility stems from mechanical selloff after a $2B convertible and equity raise, not company-specific distress. Management targets $3.4B annualized AI-cloud revenue by late 2026, with $1.9B expected from the Microsoft deal at full scale.

IREN Limited: A Speculative Gem In The AI Cloud Landscape

IREN is pivoting from Bitcoin mining to an AI cloud and data center business, driving significant investor interest. The company differentiates itself by controlling the entire infrastructure stack, from power substations to GPUs, and focuses on colocation and GPU-as-a-Service offerings. A $9.7 billion, five-year GPU cloud services contract with Microsoft validates IREN's strategic shift and secures a stable, long-term revenue stream.

3 Stocks to Buy for the Evolution of AI Infrastructure

The evolution of artificial intelligence (AI) is tied to physical infrastructure. Every breakthrough in AI models, training speeds, and inference workloads requires massive amounts of power, cooling, and compute capacity.

IREN vs. MARA: Which Bitcoin-Focused Stock Has an Edge?

IREN's rapid AI pivot and heavy capex contrast with MARA's low-cost, vertically integrated strategy as both chase post-bitcoin volatility upside.

10 AI Stocks I'd Buy Right Now

The recent artificial intelligence (AI) sell-off has created attractive entry points in names ranging from chipmakers to data center operators. Infrastructure plays like CoreWeave and Nebius have pulled back sharply despite locking in tens of billions in hyperscaler contracts.

3 Speculative Stocks to Sell Before the Bottom Drops Out

Investors are on edge as the S&P 500 dropped below its 50-day moving average for the first time since the tariff tantrum back in April. But if you've been actively trading these markets, you've likely noticed trouble brewing for a few weeks as speculative assets like AI stocks and Bitcoin have plummeted while gold and safer sectors soar.

IREN Regains Momentum. Here's Why You Should Buy Now

The AI infrastructure sector is going through a rough patch, with shares of high-flyers like CoreWeave ( NASDAQ:CRWV ), Nebius Group ( NASDAQ:NBIS ) and other “neocloud” providers tumbling amid valuation fears, potential delays in hyperscaler spending, and broader market rotation away from growth names.

How Can IREN's Transition Into the AI Cloud Benefit the stock?

IREN pivots from crypto mining to AI cloud, pouring billions into GPUs and power to scale its next growth chapter.

IREN Vs. Cipher: The Former Looks Less Promising

Cipher Mining (CIFR) and IREN Limited (IREN) were pure Bitcoin miners before, and they're now pivoting to AI/data center infrastructure, but with distinct business models and risk profiles. IREN is aggressively scaling GPU cloud capacity and secured a $9.7B Microsoft contract, but faces high CAPEX, dilution risk, and margin pressure from competitors. CIFR's landlord-style model, with long-term contracts from Google and Amazon, offers recurring revenue, lower tech obsolescence risk, and stronger economic returns.

AI Data Centers Are Banging on Crypto's Door

Developers desperately need access to electricity—and bitcoin miners are in a prime position to assist.

IREN Skyrockets 153.1% in 3 months: Buy, Sell or Hold the Stock?

IREN's 153.1% surge sparks debate as its AI pivot, heavy capex and fierce competition test the sustainability of its rapid growth.

IREN: ARR Could Grow 6.8x To $3.4B By Year-End 2026

My thesis rests mainly on IREN's AI Cloud ramp: a $9.7B Microsoft deal targeting $1.9B ARR, and total AI Cloud ARR guided to $3.4B by year-end 2026. The moat of IREN is its power contracts. 140K GPUs by 2026 will use only 16% of 2.91GW secured power, including 2.75GW of West Texas grid connections. The AI cloud segment is still in its early stage. Q1 FY26 revenue of this segment was only 3% of the consolidated revenue of the company.

IREN: A 40% Pullback In A $3.4B ARR Future

Iren Limited (IREN) is a rapidly growing dual data center business with a unique blend of Bitcoin mining and AI/HPC hosting operations. IREN's vertical integration, secured 2.9GW power capacity, and strong financing position it well for future growth, despite recent share price volatility. Valuation suggests significant upside potential if execution matches guidance, with a forward P/S ratio becoming attractive by 2027.

3 Crypto Mining Stocks To Buy Now

Crypto mining stocks have silently crushed the stock market this year as many crypto mining companies pivot to artificial intelligence.

Morgan Stanley's Stephen Byrd: Data centers will face 20% energy shortfall through 2028

Stephen Byrd, Morgan Stanley global head of thematic research, joins CNBC's 'Money Movers' to discuss outlooks on energy demand as AI buildouts ramps up across the U.S.

Bear of the Day: IREN Limited (IREN)

IREN Limited ( IREN ), formerly known as Iris Energy, delivered a solid report on Thursday for their Q1 FY26 financial results, with total revenue increasing 355% year-over-year to a record $240.3 million. And net income increased to a record $384.6 million vs.

IREN Shares Slip 12% on Q1 Earnings Miss, Revenues Rise Q/Q

IREN shares fall after Q1 earnings miss estimates, but soaring revenues, stronger liquidity, and bold AI targets hint at growth ahead.

IREN's Massive Microsoft Pact: Could This AI Powerhouse Triple to $200?

IREN: A Renewable-Powered Data Center Play Positioned for the AI Supercycle

IREN has all the intangibles needed to become a big winner, including, a booming AI industry, explosive EPS and revenue growth, and a bullish chart pattern.

Should You Buy, Sell or Hold IREN Stock Ahead of Q1 Earnings?

IREN's soaring bitcoin and AI revenues show promise, but mounting debt, competition, and valuation risks make caution key ahead of Q1 results.

This Bitcoin Miner's Stock Is Soaring on a $9.7B AI Data Center Deal With Microsoft

IREN (IREN) shares jumped to an all-time high Monday after the Australian Bitcoin miner and data center company said it inked a $9.7 billion deal with Microsoft (MSFT).

IREN Stock: Ride The Wave, But This Is A Long-Term Sell

IREN Limited is up 18% after securing a deal with Microsoft. The agreement puts IREN on the map and secures ~$2 billion in ARR. Despite current hype, IREN lacks a long-term economic moat and remains vulnerable if GPU demand or AI trends subside.

Can IREN Limited's Growing AI Cloud Business Push the Stock Higher?

IREN's AI cloud expansion and surging GPU investments push annualized revenue toward $1.25 billion, as shares soar over 500% year to date.

IREN Limited (IREN) Reports Next Week: Wall Street Expects Earnings Growth

IREN Limited (IREN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Applied Digital vs. IREN: Which AI Data Center Stock Has an Edge?

APLD's AI-optimized data centers, powered by its CoreWeave deal, give it an edge over IREN Limited's bitcoin-exposed growth story.

These stock categories are crushing it in 2025; Time to buy?

As the stock market hits new highs, equities in cryptocurrency mining and data center infrastructure are emerging as some of 2025's biggest winners.

IREN's 8.26X P/B Suggests Stretched Valuation: Hold or Fold the Stock?

IREN's soaring valuation at 8.26X P/B and modest earnings outlook raise doubts despite its rapid Bitcoin and AI Cloud growth.

Defiance Launches IRE: The First 2X Long ETF for IREN Limited

MIAMI, Oct. 21, 2025 (GLOBE NEWSWIRE) -- Defiance ETFs is proud to announce the launch of the Defiance Daily Target 2X Long IREN ETF (Ticker: IRE) , expanding its suite of single-stock leveraged ETFs designed for active traders seeking amplified exposure to innovative, high-growth companies. The newest addition, IRE, is designed for traders who seek magnified, short-term bullish exposure to IREN Limited (NASDAQ: IREN), a global data center operator and Bitcoin mining company.