Strong Momentum in AI Cloud Boosts IREN's Prospects IREN is aiming to reach $3.4 billion in annualized run-rate revenues (ARR) by the end of calendar 2026, mainly from its AI cloud business. In the second quarter of fiscal 2026, IREN reported around $2.3 billion of ARR under contract, which includes its large AI cloud agreement with Microsoft (MSFT) and about $0.4-$0.5 billion of ARR from the Prince George site. Here, the management expects Prince George's revenues to increase as the remaining capacity is f ...

All right. So, my next guest sees cracks forming in this market even though uh several individual names and moves have been exaggerated. She says, "You know what? That still impacts this market in a negative way." So, let's bring a simpler trading their VP of options uh Daniel Shay.And Daniel uh so how do you how do you wait this out. Like do you wait it out looking at a calendar. Do you wait it out looking at any particular points on the chart.You know, this this volatility. So, Charles, what I like to do ...

Following earnings, BTIG lowered the firm’s price target on Strategy to $250 from $630 and kept a Buy rating on the shares. The company’s Q4 earnings call was overshadowed by bitcoin prices that traded off 8% in the hours leading up to the call, the analyst said. BTIG reminds investors that Strategy’s convertible debt is “extremely over-collateralized” and is covered even if bitcoin prices drew down 80%. Further, the company has 30 months of USD reserves to cover preferred equity dividend payments, added th ...

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Iren's pivot from Bitcoin mining to Microsoft-backed AI infrastructure is redefining its long-term narrative, today, Feb. 6, 2026.NASDAQ : IRENIrenToday's Change( 5.23 %) $ 2.08Current Price$ 41.87Key Data PointsMarket Cap$13BDay's Range$ 36.52 - $ 44.2052wk Range$ 5.13 - $ 76.87Volume2.6MAvg Vol40MGross Margin31.17 %Iren (IREN +5.23%), a vertically integrated data center operator originally focusing on Bitcoin (BTC +10.82%) mining, closed Friday at $41.83, up 5.13%. The stock rebounded as investors reasses ...

Bitcoin Miner IREN Rebounds After Q2 Miss; AI Services Pick Up | Investor's Business DailyBREAKING: [Dow Jones Tops 50,000, But Nasdaq Below Key Level]---IREN stock rebounded with bitcoin Friday after the miner and artificial intelligence play late Thursday missed estimates for its fiscal Q2 2026. Shares tumbled more than 11% on Thursday as bitcoin undercut $63,000 to fall to 16-month lows. IREN (IREN) late Thursday reported a net loss of $155.4 million, compared with net income of $19 million last year. To ...

Here's what I think about IREN Limited ( IREN ). The headline numbers this quarter still show us a business that is mostly Bitcoin mining, even though that is no longerI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation for the rigor and challenges behind drug developmen ...

Key Takeaways IREN came with Q2 FY26 loss of 44 cents per share as revenues slid 23.1% sequentially and missed estimates.Bitcoin revenues fell 28.2% Q/Q, while AI cloud services revenues jumped 137% from the prior quarter.Results were hit by unrealized losses and debt conversion expense, partly offset by tax benefits.IREN Limited’s (IREN) second-quarter fiscal 2026 loss of 44 cents per share came in wider than the Zacks Consensus Estimate pegged at a loss of 9 cents per share. The company reported earnings ...

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.Oakoff Investments is a personal portfolio manager and a quantitative research analyst with 5 years helping readers find a reasonable balance between growth and value by sharing proprietary Wall Street information. He leads the investing group Beyond ...

Iren Limited (NASDAQ: IREN) shares may be getting a bit of a boost along with other tech sector names today, but the stock of the artificial intelligence (AI) infrastructure company has tanked this week. Shares of the Bitcoin miner turned AI cloud infrastructure owner have plunged nearly 20% this week as of midday Friday, according to data provided by S&P Global Market Intelligence. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, w ...