Mark Cuban Warns Nvidia Is 'Funding Everyone' in the AI Boom. IREN Stock Proves His Point. Nvidia has committed billions to IREN, but can the company fund its AI buildout without overextending itself? Barchart · Aug 12
AI Data Centers Are Splitting Winners From Pretenders in Infrastructure Stocks AI data center demand is splitting the market: CoreWeave, Nebius and IREN show strong capital access, while Applied Digital and HIVE Digital face debt and dilution risks in the crypto-to-AI pivot. MarketBeat · Aug 10
A $2.8 Billion Reason to Buy IREN Stock Here IREN just landed $2.8 billion in AI cloud contracts, boosting its outlook and strengthening its position as one of the fastest-growing AI infrastructure plays. Barchart · Jul 22
IREN’s $2.8 Billion AI Contract Haul Changes the Stock’s Story IREN stock jumped nearly 20% after $2.8 billion in new AI cloud contracts pushed 2026 revenue targets above $4 billion, accelerating its shift from Bitcoin mining to AI infrastructure. MarketBeat · Jul 21
Stock Market Today: Dow, S&P 500, Nasdaq 100 Futures Rise as Tech Stocks Lead the Rally—Nebius, Archer, IREN in Focus (UPDATED) (Editor’s note: The ETFs data was updated.) Benzinga · Jul 21
Iren shares jump 16% as $2.8 billion AI cloud deals lift revenue target IREN shares surged after the company secured $2.8 billion in AI cloud contracts and raised its 2026 revenue target. Strong demand for GPU infrastructure, backed by major clients like Microsoft and Nvidia, highlights its shift from bitcoin mining to AI, with capacity expansion and prepayment-backed deals supporting growth visibility. The Economic Times · Jul 20
Intel Stock Has Doubled, So Why Is JPMorgan Calling It a Top Short? Intel Corp’s (NASDAQ:INTC) turnaround has become one of Wall Street’s favorite semiconductor trades. Benzinga · Jul 10
Why Penguin Solutions May Be the Smartest AI Infrastructure Stock Penguin Solutions posted a nearly 48% revenue jump and raised guidance in fiscal Q3, prompting analysts to lift price targets amid strong institutional buying and a rallying stock. MarketBeat · Jul 8
Chip Rally Ignites Nasdaq 100 Rebound Ahead of SK Hynix's US Listing: Stock Market Today A powerful rebound in semiconductor stocks lifted Wall Street on Monday, driving the tech-heavy Nasdaq 100 sharply higher, as investors dumped defensive corners of the market in a broad risk-on rotation. Benzinga · Jul 6
IREN Paradox: Cutting-Edge 'AI Cloud' Powerhouse or Corporate Payout Machine? Jim Chanos Sounds the Alarm on New Executive 'Stock Grant' IREN Ltd. (NASDAQ:IREN) is rapidly expanding as a dominant ‘AI Cloud’ powerhouse, but a controversial new executive ‘stock grant’ has renowned short-seller Jim Chanos questioning if the firm is becoming a corporate payout machine. Benzinga · Jul 2
Why Jefferies Is Betting That IREN Stock Will Gain 30% from Here Thanks to a string of major AI deals and an expanding cloud platform, IREN has won over Jefferies, which sees more than 30% upside ahead. Barchart · Jun 22
SharonAI Shares Surged After Securing a Six-Year Agreement With Nvidia. SHAZ Stock Needs a Lot More to Become a Long-Term Buy. SharonAI Holdings secured a six-year compute agreement with Nvidia to build 72 MW of new data center capacity and scale up to 40,000 Grace Blackwell GB300 GPUs, pushing its total AI factory footprint to 132 MW. Barchart · Jun 16
MarketBeat Week in Review – 06/08 - 06/12 Stocks rallied on optimism surrounding a potential U.S.-Iran peace deal and SpaceX's historic IPO debut, reinforcing investor confidence and market momentum MarketBeat · Jun 13
Applied Digital Is Building a $36 Billion AI Real Estate Empire Applied Digital is successfully transitioning into a premier digital infrastructure landlord by securing massive hyperscaler commitments for its data centers. MarketBeat · Jun 12
MarketBeat · Jun 7 3 Stocks Under $20 to Buy Before a Broader Market Rally Market rotation into robotics, crypto infrastructure, AI data centers, and precious metals is creating opportunities in speculative stocks under $20, including SERV, BTBT, and CDE.
MarketBeat · Jun 6 IREN's 800MW Bet Flips the AI Power Switch IREN Limited is pivoting from Bitcoin mining to AI infrastructure, securing an 800MW data center campus in Australia and a $3.65 billion Microsoft-backed financing facility.