IREN: A Renewable-Powered Data Center Play Positioned for the AI Supercycle
IREN has all the intangibles needed to become a big winner, including, a booming AI industry, explosive EPS and revenue growth, and a bullish chart pattern.
Should You Buy, Sell or Hold IREN Stock Ahead of Q1 Earnings?
IREN's soaring bitcoin and AI revenues show promise, but mounting debt, competition, and valuation risks make caution key ahead of Q1 results.
IREN's Got Room For More Than Just Microsoft
IREN Limited signed a $9.7B, 5-year deal with Microsoft this morning, sending IREN stock up over 20%. The more capacity to lease out from IREN's potential capacity of 2.91 GW, the more upside we see for the stock in 2026. There is a cyclical build-out of AI compute capacity, with 3 out of 4 tier 1 players raising FY25 CapEx, and we see IREN being a popular choice for lease agreements.
IREN Limited: Microsoft Just Picked This Winner
IREN Limited is a data center operator and Bitcoin miner that I've been covering this year, and they've gone on a tremendous run. Despite the 800% gain since my first recommendation, I'm still holding my IREN shares. This is because they are continuing to gain momentum with contracts from Microsoft and Dell to continue building out their data centers.
IREN Shakes Up the Data Center Game With Microsoft Deal
IREN Ltd (NASDAQ:IREN) is putting the data center sector on notice today, after the former Bitcoin (BTC) mining company inked a five-year $9.7 billion cloud infrastructure deal with Microsoft (MSFT) to utilize Nvidia (NVDA) GPUs.
IREN Secures $9.7 Billion Microsoft Contract
IREN has signed a multi-year deal with Microsoft to use its cloud-based graphics processing services.
IREN Stock Soars 25%. It's All About These AI Deals With Microsoft and Dell.
The five-year agreement will give Microsoft access to more Nvidia chips.
Can IREN Limited's Growing AI Cloud Business Push the Stock Higher?
IREN's AI cloud expansion and surging GPU investments push annualized revenue toward $1.25 billion, as shares soar over 500% year to date.
IREN Limited (IREN) Reports Next Week: Wall Street Expects Earnings Growth
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.
Applied Digital vs. IREN: Which AI Data Center Stock Has an Edge?
APLD's AI-optimized data centers, powered by its CoreWeave deal, give it an edge over IREN Limited's bitcoin-exposed growth story.
IREN: Wonderful Business, Fair Valuation Into Earnings
IREN Limited boasts unique dual focus on AI infrastructure and Bitcoin mining. Despite IREN not looking cheap from multiples perspective, Wall Street analysts believe that the stock is fairly valued. IREN's earnings surprise record is short and not quite impressive. However, I think that investors will be paying more attention to the management's forward-looking statements.
These stock categories are crushing it in 2025; Time to buy?
As the stock market hits new highs, equities in cryptocurrency mining and data center infrastructure are emerging as some of 2025's biggest winners.
