$IREN News

Last published 4h ago

4h agoMSFT IRENCoreWeave turns to customer prepayments, shorter contracts to fund AI growthTechCrunchCoreWeave is increasingly asking customers to pay upfront, borrowing against specific contracts, and even looking to short-term deals that could lead to higher prices, according to the company’s third-quarter earnings.
2d agoCRWV NBIS NVDA AMD+4CoreWeave confronts 'doom cycle' narrative as neocloud credit risk overshadows growthCNBCLeading neoclouds CoreWeave and Nebius have both lost about half their value in the past month as they get set for earnings reports this week.
5d agoMSFT CRWV NBIS CHRN+3Microsoft plans to use fewer neoclouds as AI buildout shows signs of strainCNBCMicrosoft is winding down the number of neoclouds it counts as partners, picking key suppliers and focusing on its own data centers.
5d agoNVDA AMD NBIS CRWV+8AI stocks hammered by midterm shock as data center buildout becomes a 'war of attrition'CNBCThe election rout landed on an AI trade already under pressure from high interest rates, heavy capital spending and questions about returns.
6d agoMU GEV SNDK CRWV+2Jim Cramer says the AI sell-off isn't over, but it isn't another dot-com crashCNBCCramer warned that the sell-off in AI stocks likely has further to run.
6d agoIREN CRWV NBISNeocloud IREN says $4 billion in annualized revenue being delayed due to customer requestCNBCFollowing a dramatic plunge in its stock price, IREN said some revenue is being delayed from 2026 until early next year.
6d agoIRENIREN Ltd - EX-99.1Earnings ReleasesForm 8-K - Current report - Item 2.02 Item 9.01
6d agoIRENIREN Reports Q1 FY27 ResultsGlobeNewswireQuarterly AI Cloud Revenue Nearly Triples to $200 Million Summary: Total quarterly revenue increased 66% sequentially to $228 millionAI Cloud quarterly revenue increased 182% sequentially to $200 million1AI Cloud
1w agoNXT-AU GMG-AU DLR CRWV+1NextDC shares surge 43% after Goodman, Digital Realty stake purchasesCNBCNextDC shares surged more than 40% Thursday morning after Goodman Group and Digital Realty sought to acquire up to a 9.9% stake.
1w agoAAPL MSFT AMZN NVDA+4Jim Cramer warns investors may be reading too much into Wall Street's post-election rallyCNBCCramer warned that Wall Street may be getting ahead of itself following the midterm elections.
1w agoANET AMD ORCL NVDA+9Jim Cramer sees signs of life in tech stocks — but not from the usual winnersCNBCCramer said a new group of technology stocks may be emerging as market leaders.
1w agoNVDA MSFT IREN BXNvidia weighs playing the cosigner for Nscale’s AI data center in West VirginiaTechCrunch
1w agoGOOGL MSFT CRWV NBIS+7Alphabet drags on Nasdaq futures as the stock faces a record post-earnings lossCNBCConcerns rise that the Google-parent is taking a hit from AI competition
1w agoGOOGL MSFT CRWV NBIS+7AI build-out hits snag as Google and Microsoft put off raising capex forecastsCNBCMicrosoft and Alphabet both reported capital expenditures that fell short of estimates, adding to concern over the cost of the AI build-out.
1w agoOPEN IREN BKKTMike Alfred joins Opendoor Board of DirectorsGlobeNewswireSAN FRANCISCO, Oct. 29, 2026 (GLOBE NEWSWIRE) -- Opendoor Technologies Inc. ("Opendoor") (NASDAQ:OPEN), the e-commerce platform for residential real estate, today announced that Mike Alfred, Founder and
2w agoCRWV NBIS MSFT IREN+3CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectationsCNBCShares of CoreWeave, Nebius and IREN fell as Microsoft's lower-than-expected capex figure points to infrastructure partners taking longer to deliver capacity.
2w agoIREN OBDC OWLIREN and Wingspire Equipment Finance Complete $363 Million Financing for High-Density AI Compute AssetsBusiness WireWingspire Equipment Finance and IREN Limited (NASDAQ:IREN) ("IREN") announced the closing of a $363 million equipment financing transaction supporting IREN’s AI compute business.The Equipment Finance Agreement
2w agoCRWV BX ANTHR.FG AVGO+4Jim Cramer warns investors not to get fooled by the latest AI stock rallyCNBCCNBC’s Jim Cramer warned that the latest rally in AI stocks doesn't mean the data center trade is out of the woods.
2w agoCRWV NBIS IRENNeocloud stocks fall as Elon Musk says more than 200 of them face 'guppy-level death'CNBCInvestors are already questioning the debt-fueled expansion of neoclouds and whether the large AI infrastructure build-out will generate long-term returns.
2w agoNVDA CRWV NBIS IREN+3Nvidia's role as AI financier faces first big test as neoclouds take market hitCNBCAs Nvidia has gone from chipmaker to industry financier, some investors see the company taking on outsized risk tied to the AI buildout.
2w agoSKHY META GOOGL CRWV+6Turmoil hits AI buildout as neoclouds face pressure, credit risks mount and Solidigm pulls IPOCNBCStock slumps, pulled IPOs, and rising spreads on credit default swaps this week sets stage for hyperscaler earnings.
2w agoIRENIREN to Release Q1 FY27 Results on November 5, 2026GlobeNewswireNEW YORK, Oct. 22, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) ("IREN") will release its financial results for the quarter ended September 30, 2026, on Thursday, November 5, 2026 and host a conference
3w agoHOST CRWV APLD WULF+1When AI Debt Prices in the Mid-Teens, a Signed Lease and a Strong Co-Signer Matter MoreGlobeNewswireNEW YORK, Oct. 21, 2026 (GLOBE NEWSWIRE) -- Wall Street Investor News Commentary - On October 15, the cost of insuring the debt of one of the best-known AI cloud companies against default hit a record of about
3w agoNBIS CRWV IREN SPCX+2Investors are questioning neoclouds' business model but Nebius says AI computing prices are risingCNBCThe comments come as investors scrutinize the debt, borrowing costs and economics of companies building AI infrastructure.
3w agoIRENIREN to Advance Europe’s Sovereign AI Ambitions with 300MW Spanish CampusGlobeNewswirePlanned 300MW Badajoz campus provides foundation for European AI Cloud capacity; initial operations targeted for 2028IREN establishes IREN Europe, with Roberto Purcaro appointed as Executive Director for Europe, and the
3w agoCRWV NBIS IREN MU+6CoreWeave credit default swaps hit distress levels as investors sour on AI debtCNBCSigns of distressed deepened in CoreWeave on Thursday.
4w agoAZIO IREN CIFR APLD+1The Infrastructure Bottleneck Investors Should Watch as AI Demand AcceleratesGlobeNewswireAUSTIN, Texas, Oct. 14, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: Computing capacity is what the AI industry is sprinting to add. Just as fast, though, a different limit is taking shape: power supply.
1mo agoVDTA IREN NBIS APLD+1AI Infrastructure: The Trillion-Dollar Market Growing Behind the AI RevolutionGlobeNewswireNEW YORK, Sept. 15, 2026 (GLOBE NEWSWIRE) -- Market News Updates News Commentary - If looking for one of the biggest technology growth stories taking shape right now, AI infrastructure deserves a serious look. The AI
2mo agoIRENIREN - Goldman Sachs Communacopia + Technology Conference - IREN LTDEarnings Call TranscriptsGreat. Good afternoon, everybody. Welcome to the IRN Fireside Chat at the Goldman Sachs Communicopia and Technology Conference. My name is Mike Ng, and I cover IRN and data centers here at Goldman. And I have the privile
2mo agoIRENIREN’s 2GW Sweetwater Hub Included as Base Load in ERCOT Batch ZeroGlobeNewswireNEW YORK, Sept. 08, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ:IREN) ("IREN") today announced that its 2GW Sweetwater Hub (Sweetwater 1 and Sweetwater 2) has been conditionally included in the Electric
2mo agoHCWC IREN WULF HUT+1The Scarcest Thing In The AI Buildout Is A Site That Already Has PowerGlobeNewswireIssued on behalf of Healthy Choice Wellness Corp. / Host Digital Infrastructure NEW YORK, Sept. 03, 2026 (GLOBE NEWSWIRE) -- Equity Insider News Commentary - The artificial intelligence buildout has run into a wall
2mo agoIREN DELL NVDADell surges 5% after lifting fiscal 2027 forecast on AI server strengthCNBCDell sees AI server revenue tripling in fiscal 2027. Six months ago, it was looking for the number to double.
2mo agoHCWC NVDA CRWV IREN+1A Single AI Data Center Lease Just Locked In Up to $3.2 Billion, and a Tiny Public Company Is About to Inherit ItGlobeNewswireNEW YORK, Aug. 31, 2026 (GLOBE NEWSWIRE) -- Equity Insider News Commentary - The scarcest commodity in artificial intelligence right now is not talent or even chips. It is power-ready real estate: sites with energized
2mo agoIRENIREN FY26 Results - IREN LTDEarnings Call TranscriptsGood day and thank you for standing by. Welcome to IRON FY2026 results call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be question and answer session. To ask a q
2mo agoIRENIREN Reports FY26 ResultsGlobeNewswireNew Multi-Year Contract with Leading Frontier AI Lab$4bn Contracted ARR for 2026 Capacity; $1bn Operating ARR Today1,2$2.8bn GPU Financings Fund 90% of Associated GPU Capex NEW YORK, Aug. 27, 2026 (GLOBE NEWSWIRE) --
3mo agoIRENIREN to Release FY26 Results on August 27, 2026GlobeNewswireNEW YORK, Aug. 13, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) ("IREN") today announced that it will release its financial results for the fiscal year ended June 30, 2026, on Thursday, August 27, 2026
3mo agoIRENIREN Delivers Horizon 1 to Microsoft and Achieves NVIDIA Exemplar Cloud Status on GB300 NVL72GlobeNewswireNEW YORK, Aug. 13, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ:IREN) ("IREN") today announced that Horizon 1 has been delivered to and accepted by Microsoft, and that IREN has achieved NVIDIA Exemplar Cloud
3mo agoAZIO VRT APLD IREN+1The AI Revolution Is Winning the Software Race but Losing the Infrastructure BattleGlobeNewswireAUSTIN, Texas, Aug. 12, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The technology driving artificial intelligence is advancing faster than the physical systems required to support it. The International
3mo agoAIBZ IREN NBIS WULF+1Clean Energy Is AI's New Bottleneck. Bitzero Is Building Around It.GlobeNewswireVANCOUVER, British Columbia, Aug. 05, 2026 (GLOBE NEWSWIRE) -- Equity Insider News Commentary - Artificial intelligence runs on electricity, and the scramble for clean, abundant, low-cost power has become one of the
3mo agoIRENIREN Completes Acquisition of MirantisGlobeNewswireNEW YORK, Aug. 04, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ:IREN) ("IREN") today announced it has completed the acquisition of Mirantis, Inc. ("Mirantis"), a leading provider of cloud software and
3mo agoNBIS BE SNDK CRWV+8Why Situational Awareness hedge fund imploded, even in a tame stock marketCNBCLeopold Aschenbrenner's $45 billion hedge fund was forced to slash public stock positions after a historic momentum reversal triggered margin calls.
3mo agoIRENIREN Signs $2.8bn in New Customer Contracts with Leading AI Developers, Raises 2026 ARR Target to over $4bnGlobeNewswireNEW YORK, July 20, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ:IREN) ("IREN") today announced that it has raised its year-end AI Cloud annualized run-rate revenue ("ARR")1 target from $3.7bn to more
3mo agoIRENIREN Appoints Chief Information Security OfficerGlobeNewswireNEW YORK, July 15, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) ("IREN") today announced the appointment of Eric Hammersley as Chief Information Security Officer. The appointment follows the recent
4mo agoIRENIREN Appoints Chief Product Officer and Chief Development OfficerGlobeNewswireNEW YORK, July 02, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ:IREN) ("IREN") today announced the appointment of Kambiz Aghili as Chief Product Officer and Michael Nudelman as Chief Development Officer.
4mo agoIRENIREN Added to Russell 1000 IndexGlobeNewswireNEW YORK, June 29, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ:IREN) ("IREN") today announced that it has been added to the Russell 1000 Index effective after market close on June 26, following the FTSE
4mo agoIRENIREN Completes Acquisition of Nostrum Group Expanding AI Cloud Platform to EuropeGlobeNewswireNEW YORK, June 15, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ:IREN) ("IREN") today announced it has completed the acquisition of Ingenostrum, S.L. (Nostrum Group), a developer of grid-connected AI data centers based
5mo agoIRENIREN Announces First Australian Data Center Campus - 800MW in South AustraliaGlobeNewswireNEW YORK, June 03, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ:IREN) ("IREN") today announced the signing of a transmission connection agreement to support a planned 800MW data center campus in Bundey, South
5mo agoIRENIREN Closes $3.65bn Investment-Grade GPU FinancingGlobeNewswireNEW YORK, June 01, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ:IREN) ("IREN") today announced it has closed a $3.65bn investment-grade GPU financing facility to support the delivery of its AI Cloud contract with
5mo agoIRENIREN and BE Networks Accelerate Deployment of Large-Scale AI Factory with NVIDIA DSX AirPR NewswireBE Networks, a leading provider of networking and observability software solutions for AI datacenters today announced that it is working with IREN...
5mo agoIRENIREN Targets $4.4bn in ARR with Blackwell Deployment at ChildressGlobeNewswireNEW YORK, May 26, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ:IREN) ("IREN") today announced it has entered into a purchase agreement with Dell for air-cooled Blackwell systems to service its previously announced