One commands massive customer contracts but bleeds cash. The other faces customer concentration but boasts superior margins.

AI infrastructure stocks are moving in different directions Thursday as investors digest evidence that pricing for computing ...

IREN Limited (IREN) is down 3.6% today. Here is some analysis on what might have caused this price movement. Analysis: The ...

SemiAnalysis reviewed 77 GPU cloud providers, testing managed clusters rather than data-center assets or credit quality. Its ...

The latest report from one of the world’s most influential neocloud researchers appears to support Firmus’ ambitious IPO pitch — but it pulls no punches on Sharon AI and IREN.

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, ...

<?xml encoding="utf-8" ?> IREN Ltd. IREN stock rose about 2% Tuesday, supported by positive analyst momentum and the ...

IREN has locked up gigawatts of power, billion-dollar contracts with Microsoft and NVIDIA, and analyst targets well above its ...

IREN expands its AI Cloud customer base with new contracts, stronger pricing and a focus on reducing revenue concentration risk.

Message to Readers (Introduction): "I've been seeing the name 'IREN' a lot on my timeline and among stock traders lately, but ...

IREN (IREN) stock climbed 3% amid Bitcoin's rally and Northland's $99 price target, reflecting growing confidence in its AI infrastructure transition.

IREN stock rose 3% as Bitcoin rallied and Northland’s new $99 price target strengthened optimism around its AI infrastructure ...