Bloom Energy, CoreWeave & Nebius Soar as Fund Margin Calls Ease
Bloom Energy, CoreWeave, and Nebius rebound as Microsoft’s 43% Azure growth and Mizuho/Truist Buy upgrades help ease AI fund margin-call selling pressure.
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#IREN↓
IREN Secures $2.8 Billion in AI Cloud Contracts, Raises 2026 Revenue Target to Over $4 Billion
IREN has rapidly expanded its AI Cloud capacity from 3 MW to 480 MW delivered, with a target of 1.2 GW by 2027.
Jefferies Initiates Buy Coverage on IREN with $79 Price Target on AI Pivot
The analyst highlights the company’s large powered land bank and strategic pivot to AI cloud infrastructure.
IREN to Build Australia’s Biggest AI Data Center: 800MW Campus in South Australia
IREN will build a huge 800MW AI data center in South Australia, powered by clean energy, creating 500+ jobs by 2028.
IREN Targets $4.4 Billion ARR with $1.6B Blackwell GPU Deal at Childress
IREN signs $1.6B Dell deal for AI hardware, boosting revenue target to $4.4B as it expands data centers by 2027.
IREN Shares Drop as Company Announces $2 Billion Convertible Notes Offering
IREN is raising $2B via convertible notes to fund AI growth after Nvidia deal, but shares fell due to possible future dilution.