IREN IREN Limited

Mentions (82)

• Newszacks.com·22h ago·Positive

  IREN Doubles Down on Pricing: Can Revenue Per MW Keep Rising? IREN boosts infrastructure economics as rising revenue per MW, stronger pricing and prepayments improve returns on expanding capacity.

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• Newsbenzinga.com·4d ago·Positive

  IREN Drops 18% in a Week Despite Booming AI Demand as $30B Spending Plan Raises Questions IREN Ltd. (NASDAQ:IREN) shares have lost about 18% from their Sept. 22 close, even as demand for the company's AI computing capacity remains strong.

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• Newszacks.com·7d ago·Positive

  IREN vs. Riot Platforms: Which Bitcoin-to-AI Stock Looks Stronger Now? IREN and Riot take different paths from Bitcoin mining into AI, with cloud services, leases, power capacity and timing shaping their strategies.

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• News247wallst.com·8d ago·Positive

  IREN's Yearlong Downward Trend Continues: A Prominent Wall Street Firm Says It Will Double and Then Some IREN has shed 42% from its peak while rivals like TeraWulf and Cipher Mining kept their yearly gains, yet a prominent Wall Street analyst just slapped a $100 price target on the stock.

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• News247wallst.com·9d ago·Negative

  JPMorgan Predicts IREN Will Generate $24 Billion in Annual Revenue by 2030 A $24 Billion Forecast That Changes How IREN Looks $24 billion. That is how much annual revenue JPMorgan (NYSE:JPM | JPM Price Prediction) projects IREN (NASDAQ:IREN) will bring in by 2030.

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• Newsfool.com·10d ago·Neutral

  2 Data Center Stocks That Could Help Make You a Fortune These stocks are poised for growth as hyperscaler capital spending grows into the trillions.

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• Newsfool.com·10d ago·Positive

  Is It Too Late to Buy IREN Stock After Its Monster Run? IREN stock has run up significantly over the past two years as it pivots from Bitcoin mining to providing AI cloud services. Last year, it announced a five-year, $9.7 billion deal with Microsoft.

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• News247wallst.com·10d ago·Neutral

  The IREN Story Is Changing Fast. We See 82% Upside Potential IREN just wrote off nearly half a billion dollars in Bitcoin mining hardware, and Wall Street is still trying to figure out what company emerged on the other side of that transformation.

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• News247wallst.com·10d ago·Negative

  Neocloud Stocks Fall as Selling Extends After a Week of Research Notes: IREN Drops 4%, CoreWeave Slides 3%, Nebius Eases Neocloud stocks, the specialized providers that build and run data centers packed with graphics processing units (GPUs) for artificial intelligence work, are under pressure, and IREN Limited (NASDAQ:IREN) stock is falling hardest. IREN shares are down 4% to $44.

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• News247wallst.com·11d ago·Neutral

  Nebius Surges 6%, CoreWeave Treads Water as JPMorgan Upgrade Flags Rising Compute Pricing; IREN Slides 4% AI infrastructure stocks are moving in different directions Thursday as investors digest evidence that pricing for computing power is rising while funding and capital-intensity concerns remain important. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock is up 6% to $240.

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• News247wallst.com·13d ago·Negative

  IREN's Energy Pipeline Optionality is Very Appealing So Should You Buy It? IREN has locked up gigawatts of power, billion-dollar contracts with Microsoft and NVIDIA, and analyst targets well above its current price, yet losses are ballooning and the real revenue test has not arrived.

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• Newszacks.com·13d ago·Neutral

  IREN Broadens Its AI Customer Base: Can Diversification Pay Off? IREN expands its AI Cloud customer base with new contracts, stronger pricing and a focus on reducing revenue concentration risk.

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• Newszacks.com·14d ago·Positive

  CRWV vs. IREN: Which Neocloud Stock Offers the Stronger Upside Case? CoreWeave and IREN are scaling AI infrastructure, but capital needs, customer concentration and execution risks shape their outlook.

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• Newszacks.com·14d ago·Negative

  IREN Expands Its 5GW+ Pipeline: Can Execution Match Ambition? IREN rapidly pivots to AI infrastructure, with 5GW+ of power secured and billions in contracted ARR fueling its expansion.

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• Newszacks.com·15d ago·Neutral

  Neocloud Boom: Comparing Nebius, CoreWeave, & IREN Neocloud providers offer compelling "picks and shovels" investments, but not all are created equal.

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• Newsbenzinga.com·19d ago·Positive

  Why Is IREN Stock Surging Thursday? Shares of IREN Limited (NASDAQ:IREN) are trading higher Thursday morning, advancing alongside a broader market rebound as equity indices push past Wednesday afternoon's hawkish Federal Reserve interest rate decision.

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• Newsseekingalpha.com·19d ago·Neutral

  IREN Limited's Next AI Breakout Depends On This IREN Limited has contracted $4 billion of ARR from 2026 capacity, although only $1 billion was operational by late August. Horizon 1 acceptance validates execution, while Horizons 2 through 4 become the critical test for IREN's December commissioning targets. Customer prepayments cover 45% to 55% of GPU capex, while equipment financing can fund approximately 90% of GPU costs.

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• Newszacks.com·19d ago·Positive

  IREN Rebounds After Earnings Dip: Time to Buy or Hold the Stock? IREN's AI cloud revenues surge as contracted demand grows, but heavy spending, execution risks and a premium valuation keep investors cautious.

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• News247wallst.com·20d ago·Neutral

  Cipher Digital Surges 9% on Conditional ERCOT Status for 3.2 GW of Texas Capacity; Core Scientific Rises 4%, IREN Nudges Higher Shares of Cipher Mining (NASDAQ:CIFR) are up 9% to $16.42 in early Wednesday trading after the Electric Reliability Council of Texas (ERCOT) disclosed conditional grid capacity covering 3.2 gigawatts across Cipher's Texas projects.

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• Newsinvezz.com·22d ago·Neutral

  IREN, Nebius, CoreWeave:  Here's why these neocloud stocks are falling Top neocloud companies have dropped sharply this year, even as their revenue growth continues. CoreWeave, the pioneer of the industry, slipped to $87, down sharply from its all-time high of $186.

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• Newsfool.com·22d ago·Neutral

  IREN's Latest Deal Just Became More Than a Promise IREN (IREN +0.43%) has crossed an important line from AI promise to execution. Microsoft's acceptance of Horizon 1 gives investors real evidence that the company can deliver advanced capacity.

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• Newsbarrons.com·22d ago·Positive

  Iren Stock Receives Double Upgrade to Buy. Why the AI Opportunity Underpins 48% Upside View. Iren stock is double upgraded and J.P. Morgan sees 48% with business momentum continuing for the burgeoning neocloud company.

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• News247wallst.com·26d ago·Positive

  Could IREN Become the Next Nvidia-Backed AI Winner? A former Bitcoin miner now holds billions in contracted AI cloud revenue and a direct NVIDIA investment commitment, but the path to capturing that upside runs through one of the most ambitious infrastructure buildouts in the sector's history.

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• Newsglobenewswire.com·28d ago·Neutral

  IREN's 2GW Sweetwater Hub Included as Base Load in ERCOT Batch Zero NEW 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 Reliability Council of Texas (“ERCOT”) Batch Zero process as Base Load.

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• News247wallst.com·28d ago·Positive

  IREN's AI Pricing Is Exploding — Why the Neocloud's $2.6 Billion Contract Base Could Scale Dramatically $25 Million Per Megawatt Changes the IREN Math The consequential number in IREN (NASDAQ:IREN)'s Q4 FY26 report sits outside the income statement.

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• Newsfool.com·29d ago·Neutral

  Analyzing Applied Digital vs. IREN: Accelerating Upward Trajectories vs. When evaluating the underlying top-line business performance between these two distinct organizations, Applied Digital displays a steeper, significantly more consistent upward revenue trajectory than IREN without showing signs of a plateau. Observing the historical data over the last eight quarters, Applied Digital has achieved continuous quarter-over-quarter revenue expansion, whereas IREN experienced steady initial increa…

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• Newsfool.com·29d ago·Positive

  What Should I Invest In? I'm Putting My Money in These 2 Stocks for 2027. I'm long these two stocks and intend to build my positions in both of them next year.

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• Newsfool.com·31d ago·Positive

  Applied Digital vs. IREN: Evaluating the Better Artificial Intelligence Stock to Buy for 2026 Applied Digital delivers infrastructure specifically designed for the massive processing needs of artificial intelligence. IREN is aggressively shifting its business model from crypto mining toward high-value AI cloud and colocation services.

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• Newsfinbold.com·32d ago·Positive

  Wall Street sets IREN stock price for the next 12 months As IREN Ltd. (NASDAQ: IREN) stock surged by more than 14% over the past two days, driven by strong institutional demand for its Artificial Intelligence (AI) cloud infrastructure, Gautam Chhugani, an analyst at Bernstein, expects it to rally towards a new all-time high (ATH) over the next 12 months.

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• Newsseekingalpha.com·33d ago·Neutral

  IREN's Customers Are Starting To Fund The Build IREN has approximately $4 billion of contracted ARR, while current negotiations approach $25 million of annual revenue per MW. Three-year contract pricing increased 125% since November, suggesting scarce AI power is translating directly into stronger unit economics. Customer prepayments cover roughly 45% to 55% of GPU CapEx, reducing the equity intensity of IREN's massive expansion.

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• Newszacks.com·33d ago·Neutral

  IREN's Mining Exit Accelerates: Will AI Cloud Offset the Transition? IREN's Bitcoin mining exit accelerates as AI Cloud scales rapidly, but revenue timing, heavy capital spending and GPU delivery remain key tests.

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• Newszacks.com·34d ago·Neutral

  IREN's CapEx Plan Accelerates: Can Funding Keep Up With Expansion? IREN plans $25B-$30B in CapEx for its AI cloud expansion, backed by $14B in existing funding and a push for more GPU financing and prepayments.

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• Newsseekingalpha.com·35d ago·Positive

  IREN: $4 Billion Of Contracted ARR Changes The Story I am reiterating my Strong Buy rating on IREN Limited and raising my price target to $52 per share following Q4 2026 results. IREN's entire $4 billion 2026 ARR target is now contracted, with demand risk shifting to execution and delivery of Horizon 2–4 capacity. Recent contract economics have improved, with 3-year deals above $20 million per IT MW and a broader AI customer base supporting higher monetization.

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• Newsseekingalpha.com·35d ago·Negative

  IREN: $19M Of Ebitda Against $30B Of CapEx IREN Limited is downgraded to Strong Sell due to unsustainable economics and mounting financial risks. IREN's AI cloud revenue surpassed mining, but FY revenue missed estimates and adjusted EBITDA was insufficient to cover soaring stock-based compensation. Operating cash flow is inflated by deferred revenue, masking weak underlying business economics and significant liabilities.

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• Newszacks.com·35d ago·Negative

  IREN vs. CIFR: Which Bitcoin Miner Is the Better AI Play? IREN Limited IREN and Cipher Digital Inc. CIFR started from the same advantage — access to large amounts of power built for Bitcoin mining. The infrastructure has become more valuable as AI developers and hyperscalers compete for data center capacity, turning both companies into increasingly direct plays on the shortage of powered sites.

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• Newszacks.com·35d ago·Positive

  IREN's $4B Contracted ARR: How Quickly Can It Convert Into Revenues? IREN targets over $4B in ARR by December, but late-quarter capacity additions push most revenue gains into March 2027.

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• News247wallst.com·35d ago·Negative

  Investors Freaked Out Over IREN's $30 Billion Capex — CEO Explains Why They're Dead Wrong AI infrastructure has entered the phase where the numbers are getting almost comically large.

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• Newsseekingalpha.com·36d ago·Neutral

  IREN: AI Scarcity Is Rewriting The Economics IREN has contracted over $4 billion of AI Cloud ARR, while 2026 capacity is largely sold out and 2027 discussions advance. Three-year pricing exceeds $20 million per MW, while customer prepayments now finance approximately 45% to 55% of GPU CapEx. IREN targets roughly 800 MW of IT capacity by 2027, against more than 5 GW of secured grid connections globally.

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• News247wallst.com·36d ago·Positive

  Why Investors Should Buy IREN Limited Over Nebius Two AI infrastructure companies just reported earnings that look nothing alike, and the worse-looking quarter might belong to the better buy.

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• News247wallst.com·36d ago·Neutral

  IREN Limited Keeps Falling: A Respected Ratings Agency Sees 185% Growth Anyway A respected analyst just slapped a Street-high price target on a stock that cratered after reporting a $684 million loss, and the reasoning has Wall Street genuinely divided on whether this is the buying setup of the year or a

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• Newsseekingalpha.com·36d ago·Negative

  IREN Limited: The Market Is Too Pessimistic IREN's AI transition is moving faster than I expected, with AI cloud revenue already above mining revenue and around $4B of contracted ARR. The biggest positive for me is the contract economics: pricing per MW is rising while customers increasingly help fund the required infrastructure upfront. The $25B-$30B FY 2027 CapEx plan looks extreme, but IREN is relying much less on equity (previous overhang) than the headline number suggests.

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• Newsfool.com·36d ago·Negative

  IREN Stock Plunged Last Week. Now Could Be a Good Time to Buy. Companies want access to IREN's AI data centers. Customers are paying a premium to secure the compute they need.

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• Newsfool.com·37d ago·Neutral

  Iren's Earnings Weren't Groundbreaking, but 2027 Looks Very Promising Iren didn't deliver blowout earnings, which wasn't a big surprise. The delivery of Horizon 1 and upcoming projects signal substantial revenue growth in fiscal 2027 that will carry over into future years.

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• Newsfool.com·38d ago·Neutral

  IREN's Powerful AI Milestones Could Reshape Valuation, With Critical Risk IREN (IREN -12.53%) just gained major validation from Microsoft and Nvidia as its AI infrastructure transformation accelerates. The question is whether these milestones can convince investors to value the company differently, potentially unlocking a much larger upside case, while execution remains the key risk.

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• Newsseekingalpha.com·38d ago·Neutral

  IREN: AI Pivot Continues IREN Limited delivered strong growth in its AI cloud services segment, which is where revenues more than doubled quarter-over-quarter. IREN recently raised its annual recurring revenue guidance from $3.7B to over $4B on $2.8 billion worth of new AI cloud contracts. IREN's neocloud strategy targets hyperscalers like MSFT and META, as well as frontier AI labs, positioning the company for high growth but with notable volatility.

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• Newsseekingalpha.com·38d ago·Positive

  IREN: Why The Bullish Narrative Still Holds After Earnings IREN: Why The Bullish Narrative Still Holds After Earnings

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• News247wallst.com·38d ago·Negative

  Applied Digital Sinks 7%, IREN Tumbles 13% as Data Center Selloff Broadens Past One Name AI data center pure plays are unwinding together Friday, with a fiscal 2026 impairment charge at IREN Limited (NASDAQ:IREN) dragging capex-heavy peers. The broadening move signals investors re-pricing the group's transition costs across the cohort.

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• News247wallst.com·38d ago·Negative

  IREN Just Locked In $4 Billion in ARR — Wall Street Still Sees Only Losses $4 Billion ARR Target IREN (NASDAQ:IREN) said on its August 27, 2026 fiscal fourth-quarter call that it has locked in $4 billion of contracted annualized recurring revenue tied to its 2026 capacity, a forward-looking target management expects to be operational

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• Newsseekingalpha.com·38d ago·Neutral

  IREN: Patience Is Warranted IREN Limited is undergoing a major transition from Bitcoin mining to AI Cloud compute, with most new capacity coming online by 2028. The company targets $4 billion in contracted ARR by year-end, with potential for $40–100 billion in ARR from its 5+ GW data center pipeline. Recent contracts show rising revenue per MW, with active discussions at ~$25 million/MW and substantial customer prepayments supporting GPU capex.

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• Newsseekingalpha.com·38d ago·Negative

  IREN's Ugly Quarter Hides The Opportunity IREN reported $137.2 million Q4 revenue and a $684 million loss, largely reflecting its accelerating exit from Bitcoin mining. Operating ARR reached roughly $1 billion after Horizon 1, versus more than $4 billion of already contracted ARR. Customer prepayments and financing now cover roughly 90–96% of GPU CapEx, materially reducing the equity funding burden.

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• Newsseekingalpha.com·38d ago·Negative

  IREN: Bitcoin-To-Neocloud Transition Stumbles, Eyeing ARR IREN Limited receives a Hold rating due to questionable valuation, persistent losses, and high short interest amid its transition from Bitcoin mining to AI Cloud Services. Q4 results were mixed: a $684M net loss driven by a $450M impairment, but AI Cloud revenue surged to $128.8M and adjusted EBITDA reached $245.7M for the year. Management targets expanding data center IT capacity to 0.8 GW by 2027, backed by $4B in contracted ARR and maj…

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• Newszacks.com·38d ago·Neutral

  IREN Q4 Earnings Call Focuses on AI Cloud Scale & Funding IREN says that FY26 AI cloud capacity is largely sold out, putting delivery, funding and FY27 contracting in focus as ARR is set to top $4B by December.

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• Newsschaeffersresearch.com·38d ago·Negative

  IREN Stock Dinged by Impairment Charge, Neocloud Transition IREN Ltd (NASDAQ:IREN) stock is down 8.3% to trade at $37.16 this morning as one of the worst stocks on the Nasdaq this morning.

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• News247wallst.com·39d ago·Neutral

  IREN Falls 6% as a $639M Mining Rig Writedown Overshadows AI Cloud Growth, TeraWulf Eases The pivot from Bitcoin mining to AI cloud infrastructure got messier this morning as IREN, the sector's most aggressive rebuild, wrote down its old business to make room for the new one.

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• Newsinvezz.com·39d ago·Neutral

  IREN stock falls as the Nvidia-backed neocloud company hits a key milestone IREN stock retreated by over 6% in the premarket session as investors reacted to its financial results. It slipped to $38, down sharply from the year-to-date high of $70.60.

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• Newsseekingalpha.com·39d ago·Negative

  IREN: High-Risk High-Reward Neocloud IREN Limited is undergoing a high-stakes transition from Bitcoin mining to AI cloud compute, with execution risk front and center. Q4 2026 results showed revenue decline and a substantial net loss, driven by mining asset impairments and heavy upfront hiring for AI operations. Despite execution setbacks, IREN has $4B ARR under contract for 2026 capacity, with major clients like Microsoft and several AI labs, and expects significant revenue ramp in early 2027.

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• Newsbarrons.com·39d ago·Neutral

  This Bitcoin Miner Sees AI Cloud Revenue Grow 110%. Why the Earnings Selloff Could Be a Time to Buy. Iren, which has moved to the AI compute business from Bitcoin miner, is falling on earnings but it could be a buying opportunity, according to one Wall Street firm.

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• Newsseekingalpha.com·39d ago·Positive

  IREN Limited (IREN) Q4 2026 Earnings Call Transcript IREN Limited (IREN) Q4 2026 Earnings Call Transcript

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• Newsmarketbeat.com·39d ago·Neutral

  IREN Q4 Earnings Call Highlights IREN NASDAQ: IREN said it ended fiscal 2026 with $4 billion in contracted annualized recurring revenue, or ARR, for its 2026 capacity, including $1 billion that was operating following Microsoft's acceptance of the Horizon 1 deployment.

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• Newszacks.com·39d ago·Neutral

  IREN Limited (IREN) Reports Q4 Loss, Beats Revenue Estimates IREN Limited (IREN) came out with a quarterly loss of $0.41 per share versus the Zacks Consensus Estimate of a loss of $0.5. This compares to earnings of $0.08 per share a year ago.

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• Newsbenzinga.com·39d ago·Negative

  IREN Stock Wavers on Q4 Revenue Miss: Details IREN Ltd. (NASDAQ:IREN) posted its fourth-quarter results after Thursday's closing bell, missing the consensus revenue estimate for the quarter.  Here's a look at the details inside the report.

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• Newsglobenewswire.com·39d ago·Neutral

  IREN Reports FY26 Results New Multi-Year Contract with Leading Frontier AI Lab $4bn Contracted ARR for 2026 Capacity; $1bn Operating ARR Today 1, 2 $2.8bn GPU Financings Fund 90% of Associated GPU Capex

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• Newsbenzinga.com·39d ago·Neutral

  IREN Stock Rises Ahead of Q4 Earnings: What's Going On? IREN Ltd. (NASDAQ:IREN) shares are climbing Thursday as investors position ahead of the company's fourth-quarter results, due after today's market close.

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• Newsinvezz.com·39d ago·Positive

  IREN stock jumps ahead of earnings as neoclouds cheer Nvidia's results IREN stock jumped over 4%, mirroring gains at other neocloud companies like CoreWeave and Nebius following strong Nvidia earnings and guidance. Shares climbed to $43.25, but this rally will be put to the test when the company publishes its own earnings later today.

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• Newsbenzinga.com·40d ago·Neutral

  IREN Q4 Preview: Stock Down 48% From Highs, Will Data Center Monetization Shine Through in Earnings? Data center company IREN Limited (NASDAQ:IREN) looks to regain stock momentum when the company reports fourth-quarter financial results Thursday after market close.

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• Newszacks.com·40d ago·Neutral

  IREN to Report Q4 Earnings: Should You Buy, Sell or Hold the Stock? IREN's AI cloud growth and stronger funding face near-term pressure from falling Bitcoin mining revenues and impairments ahead of fiscal Q4 results.

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• Newszacks.com·45d ago·Neutral

  IREN Heads Into FY2026 Results: Can Growth Momentum Continue? IREN heads into fiscal 2026 results with AI cloud growth in focus as it targets over $4 billion in year-end annualized run-rate revenues.

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• News247wallst.com·45d ago·Positive

  IREN Jumps 6% but Then Gives Up Gains as Microsoft Accepts Horizon 1; TeraWulf Ticks Up, Cipher Digital Drops 5% Former Bitcoin (CRYPTO:BTC) miners pivoting into AI infrastructure are moving Friday morning after a landmark acceptance milestone.

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• Newszacks.com·46d ago·Neutral

  IREN Builds AI Cloud Momentum: Can Growth Accelerate From Here? IREN's Horizon 1 acceptance, $9.7B Microsoft deal and contracted demand strengthen its AI cloud push as 2026 capacity targets come into focus.

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• Newszacks.com·46d ago·Neutral

  Earnings Preview: IREN Limited (IREN) Q4 Earnings Expected to Decline 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.

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• Newszacks.com·48d ago·Negative

  What IREN's Microsoft Delivery Means for Its $9.7 Billion AI Pivot IREN's Horizon 1 acceptance turns part of its $9.7B Microsoft AI deal into delivered infrastructure, with three 2026 phases still ahead.

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• Newszacks.com·48d ago·Positive

  Should Investors Buy IREN as AI Growth Meets a Premium Valuation? IREN's AI cloud revenue is scaling fast, but a 4.59X forward sales multiple and heavy expansion spending raise the stakes for execution.

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• Newszacks.com·48d ago·Positive

  IREN Gains 11.7% in the Past Month as AI Cloud Momentum Accelerates IREN shares gained 11.7% in a month as $2.8B in new AI cloud contracts and Horizon 1 acceptance sharpen visibility on its cloud transition.

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• Newszacks.com·49d ago·Neutral

  IREN's NVIDIA Status and Microsoft Win: Time to Buy or Hold the Stock? IREN's Microsoft delivery and NVIDIA Exemplar Cloud status boost its AI credibility, but capital needs and execution risks keep the risk-reward balanced.

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• Newsfool.com·51d ago·Positive

  Iren Won't Have to Raise Capital for Much Longer After the Horizon 1 Delivery Iren is starting to make money from its Microsoft deal, and that will make it less reliant on issuing corporate bonds.

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• Newsseekingalpha.com·53d ago·Positive

  IREN: One AI Stock That Still Looks Cheap IREN (IREN) is pivoting from bitcoin mining to large-scale AI data center operations, targeting a 10x capacity buildout by 2028. I assign a Buy rating and $72.25 price target, reflecting ~65% upside as contracted ARR ramps from $4B in 2026 to $10B by 2028. Major partnerships with Microsoft and Nvidia underpin $2.8B+ in multi-year deals, with 85% of 2026 ARR already contracted and significant prepayments mitigating capex risk.

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• News247wallst.com·53d ago·Negative

  IREN Rallies 6% as Microsoft Signs Off on Horizon 1, NVIDIA Grants Exemplar Cloud Status IREN (NASDAQ:IREN) shares are up 6% to $46.42 in Thursday midday trading after the company said Microsoft (NASDAQ:MSFT | MSFT Price Prediction) formally accepted the Horizon 1 data center handoff at Childress, Texas.

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• Newsglobenewswire.com·54d ago·Negative

  IREN Delivers Horizon 1 to Microsoft and Achieves NVIDIA Exemplar Cloud Status on GB300 NVL72 NEW 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 status on NVIDIA GB300 NVL72.

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• Newsinvezz.com·55d ago·Neutral

  IREN stock analysis after CoreWeave earnings and Anthropic deal IREN stock rose by over 7.5% in the premarket session after a series of good news in the neocloud industry. It jumped to $43.3, up by nearly 50% from its lowest level on June 29 this year.

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• News247wallst.com·56d ago·Neutral

  Riot Platforms Soars 17% on $9.1B Anthropic Data Center Deal; AI Infrastructure Peers IREN, Applied Digital, TeraWulf Head Higher Shares of Riot Platforms (NASDAQ:RIOT | RIOT Price Prediction) are up 17% to $22.64 Tuesday morning after the company disclosed a landmark AI data center lease alongside its latest quarterly report.

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• Newsfool.com·56d ago·Negative

  IREN's $4 Billion AI Target Just Became Far More Credible IREN (IREN -4.49%) has raised its annualized AI cloud revenue target above $4 billion after signing $2.8 billion in new contracts. Its most valuable asset, however, may be the massive power pipeline supporting that growth.

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• Newsfool.com·57d ago·Positive

  Here's Why Iren Has an Edge in the Neocloud Market, According to Meta's Mark Zuckerberg The Meta Platforms CEO says AI compute is becoming more valuable as demand continues to outpace supply. Rather than locking up all its future capacity early, Iren retained uncommitted infrastructure that could command higher prices.

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