IREN Limited (IREN) News
Follow IREN Limited (IREN) news in one place: company catalysts, earnings, analyst actions and wider market developments. Review 147 public stories across 59 publication days to understand how the story developed. Public news appears after a 15-minute delay; LiveCast subscribers can follow new headlines and hear important updates without this additional delay.
M
Akamai and Iren Shares Diverge After Earnings
Akamai and Iren shares moved in opposite directions after their earnings reports, following a difficult day for technology stocks. The available report says Akamai beat analyst estimates for earnings, but provides no fur
EARNINGS | Nov 05, 2026, 10:48 PM UTC
M
Iren Announces New Cloud-Computing Deal
Iren announced a cloud-computing deal and said much of its backlog is tied to investment-grade counterparties.
EQUITY | Nov 05, 2026, 10:21 PM UTC
L
IREN and Microsoft Negotiate Revised Timeline for Texas Site
Officials from IREN and Microsoft negotiated a revised timeline that may push the Texas site's completion back by several weeks or months.
EQUITY | Nov 05, 2026, 03:56 PM UTC
M
Nasdaq Set for Lower Open as Chip and Data Center Stocks Fall
Losses in chip and data center-related stocks weighed on Nasdaq futures, while broader markets were steady after the prior session’s rally following Democrats’ midterm election victory.
EQUITY | Nov 05, 2026, 01:51 PM UTC
M
AI and Data-Center Stocks Slip as Democrats’ Sweep Clouds Expansion Plans
AI and data-center-linked stocks fell in premarket trading after Democrats’ sweeping U.S. midterm victory raised concerns about potential hurdles to industry expansion.
EQUITY | Nov 05, 2026, 12:49 PM UTC
M
AI and Data-Center Stocks Slip on Concerns Over Expansion Plans
AI and data center-linked stocks fell in premarket trading after Democrats’ US midterm victory raised concerns about potential hurdles to industry expansion.
EQUITY | Nov 05, 2026, 11:21 AM UTC
M
IREN Shares Drop After Report Links Company to Microsoft AI Spending Delay
A report said IREN contributed to Microsoft’s lower AI capital spending last quarter. The body also says cloud and AI stocks came under pressure Wednesday.
EQUITY | Nov 05, 2026, 03:53 AM UTC
L
AI Data Center Stocks Dip as Renewables Surge After Democrat Sweep
Data center shares fell in premarket trading while clean-energy stocks rose after Democrats won both chambers of Congress, the report says.
EQUITY | Nov 04, 2026, 11:32 AM UTC
M
CoreWeave, Nebius and IREN shares fall
CoreWeave is down 4%, Nebius falls 4.5% and IREN drops 3.1%.
EQUITY | Nov 02, 2026, 02:37 PM UTC
M
CoreWeave, Nebius and IREN shares rise
CoreWeave is up 4.9%, Nebius 3.2% and IREN 2.9%.
EQUITY | Nov 02, 2026, 12:29 PM UTC
M
RDDT, IREN and MBLY Hit 52-Week Lows as Shares Fall
Reddit, IREN and Mobileye shares hit fresh 52-week lows Friday. Reddit fell 29%, while IREN and Mobileye dropped 8% and 7%, respectively.
EQUITY | Nov 02, 2026, 04:00 AM UTC
M
IREN Closes USD 363 Million Financing for AI Compute Business
IREN closed a USD 363 million financing for its AI compute business.
EQUITY | Oct 29, 2026, 04:00 PM UTC
M
Alphabet Q3 revenue misses expectations; neocloud shares fall
Alphabet’s third-quarter revenue missed expectations, and neocloud-related companies’ shares fell.
EQUITY | Oct 29, 2026, 09:33 AM UTC
M
CoreWeave, Nebius and IREN shares fall 6%, 6.6% and 5%
EQUITY | Oct 29, 2026, 08:43 AM UTC
M
Nebius Shares Jump More Than 11%, Leading Neocloud Rebound
Nebius Group shares rose more than 11% Tuesday. CoreWeave gained about 8% and IREN roughly 8% as neocloud and AI infrastructure stocks rebounded after weeks of selling pressure.
EQUITY | Oct 28, 2026, 04:53 PM UTC
M
IREN Raises $363 Million by Refinancing AI Computing Equipment
IREN raised $363 million by refinancing recently purchased AI computing equipment, providing cash for its expansion.
EQUITY | Oct 28, 2026, 03:42 PM UTC
M
IREN secures financing for AI infrastructure
IREN has completed financing with Wingspire Equipment Finance for AI infrastructure.
EQUITY | Oct 28, 2026, 01:20 PM UTC
M
IREN Closes Financing With Wingspire for AI Infrastructure
IREN closed financing with Wingspire for AI infrastructure.
EQUITY | Oct 28, 2026, 01:20 PM UTC
M
IREN Secures $363 Million Equipment Financing for AI Infrastructure
IREN secured $363 million in equipment financing with Wingspire for AI infrastructure.
EQUITY | Oct 28, 2026, 01:20 PM UTC
M
IREN Completes $363 Million Financing for AI Compute Assets
Wingspire Equipment Finance and IREN announced the closing of a $363 million equipment financing transaction supporting IREN’s AI compute business. The agreement refinanced recently acquired, revenue-generating AI comput
EQUITY | Oct 28, 2026, 01:17 PM UTC
M
Nebius, CoreWeave and IREN shares rise
Nebius is up 4.3%, CoreWeave rises 4.5% and IREN gains 2.2%.
EQUITY | Oct 27, 2026, 12:46 PM UTC
M
Iren Sees 2028 EBITDA and Net Profit Targets
Iren sees EBITDA and net profit targets for 2028.
EARNINGS | Oct 27, 2026, 10:21 AM UTC
M
Nasdaq rises about 320 points as AI stocks advance
AI stocks rose as Anthropic made its IPO filing public, while the Nasdaq gained about 320 points. The report cited concerns that AI infrastructure investment is relying on debt.
EQUITY | Oct 26, 2026, 04:35 PM UTC
M
AI-Linked Stocks Rally After Anthropic Seeks Record IPO
AI-related stocks rose after Anthropic sought a record-setting IPO, according to the headline.
EQUITY | Oct 26, 2026, 04:30 PM UTC
L
Neocloud Shares Fall as Musk Warns of Consolidation and Failures
Neocloud shares declined Monday after SpaceX CEO Elon Musk said the sector could face consolidation and failures, adding to concerns about AI infrastructure investment and revenue generation.
EQUITY | Oct 26, 2026, 02:16 PM UTC
M
Nebius falls 5%, CoreWeave 4.1% and IREN 3.3%
EQUITY | Oct 26, 2026, 01:35 PM UTC
L
Emerging cloud provider stocks fall after Musk warns of consolidation, bankruptcies
Emerging cloud provider stocks fell in premarket trading after Elon Musk said the sector could face consolidation and bankruptcies, intensifying concerns about AI infrastructure investment and revenue.
EQUITY | Oct 26, 2026, 12:33 PM UTC
M
Musk warning weighs on ‘neocloud’ stocks amid debt concerns
Neocloud stocks fell in premarket trading after Elon Musk said the sector could face consolidation and bankruptcies, Reuters reported.
EQUITY | Oct 26, 2026, 11:59 AM UTC
L
Neocloud Shares Extend Slide After Musk Rules Out SpaceX Acquisition Interest
CoreWeave and Nebius shares each fell 2.3% in overnight trading after Elon Musk said SpaceX has no interest in buying a neocloud company. He also predicted “guppy-level death and consolidation” in the sector.
EQUITY | Oct 26, 2026, 01:57 AM UTC
M
Short Sellers Gain $6 Billion as Neocloud Shares Slide
Investors betting against US neocloud and data center companies have made $6 billion in paper profits so far this month as fears over debt-fueled AI expansion sparked a selloff.
EQUITY | Oct 22, 2026, 01:47 PM UTC
M
AI-Linked Stocks Rebound; CoreWeave Gains 3.4% After Goldman Upgrade
AI-linked stocks rebounded Monday after last week’s selloff, with lower Treasury yields and easing crude prices offering relief. CoreWeave gained 3.4% after a Goldman rating upgrade.
EQUITY | Oct 19, 2026, 01:59 PM UTC
M
IREN, CIFR and DKNG Hit Fresh 52-Week Lows Friday
IREN and Cipher Mining fell 11% and 10%, respectively, as DraftKings also reached a fresh 52-week low. The report cites concerns about AI infrastructure spending and new sports-betting limits.
EQUITY | Oct 19, 2026, 05:05 AM UTC
M
IREN Shares Close at $26.90, Down 65% From Peak
IREN ended the week at $26.90, down 65% from its all-time high, with its market capitalization falling from over $24 billion to $10.9 billion. The article cites headwinds facing its AI data-center pivot and technical ind
EQUITY | Oct 18, 2026, 04:45 PM UTC
M
CoreWeave Bonds Fall as Investors Reassess AI Buildout Financing
CoreWeave bonds declined this week as rising borrowing costs and scrutiny of debt-funded expansion weigh on investor willingness to finance AI infrastructure.
RATES | Oct 16, 2026, 10:09 AM UTC
M
Nike, Moderna and Walmart Rise as Investors Rotate From AI Stocks
Nike, Moderna and Walmart shares climbed Thursday as investors shifted out of technology and AI stocks for a second session. AI infrastructure shares fell, with Dell down more than 9% and Broadcom down 2.5% early Thursda
EQUITY | Oct 15, 2026, 06:15 PM UTC
M
IREN Shares Fall as AI Infrastructure Concerns Weigh on Neocloud Stocks
IREN shares were down 5.30% at $28.94 at publication. The article cites concerns about AI infrastructure spending, credit risk and rising rate-hike expectations; Gartner’s warning did not name IREN specifically.
EQUITY | Oct 15, 2026, 01:03 PM UTC
H
IREN Shares Fall 10.78% to $31.05 After Hot CPI
IREN shares were down 10.78% at $31.05 at publication Wednesday, near their 52-week low of $28.93. September CPI rose 3.7% year over year, above the 3.6% forecast, while core CPI increased 2.6% versus 2.5% expected.
EQUITY | Oct 14, 2026, 04:26 PM UTC
M
Nebius Shares Fall 4.44% to $200.73 Amid AI Spending Concerns
Nebius shares were down 4.44% at $200.73 Tuesday. The report cites technology-sector weakness, concerns about AI infrastructure spending and IREN’s reported multiyear cloud-computing deal with Anthropic.
EQUITY | Oct 13, 2026, 02:16 PM UTC
M
IREN Rises 3.67% After Report of Anthropic Cloud Deal
IREN rose 3.67% in premarket after The Information reported an unannounced multiyear cloud deal between IREN and Anthropic. Neither company had commented.
EQUITY | Oct 12, 2026, 06:11 PM UTC
M
IREN Shares Rise on Report of Multiyear Anthropic Cloud Deal
A report by The Information linked data-center operator IREN to a multiyear cloud arrangement with Anthropic, potentially identifying the customer behind a contract disclosed in August. IREN shares advanced more than…
EQUITY | Oct 12, 2026, 05:11 PM UTC
H
IREN Scores Major AI Cloud Deal With Anthropic: Report
IREN Ltd. (NASDAQ: IREN ) could unlock more value from its AI data-center infrastructure after Anthropic reportedly signed a multi-year cloud contract with the company, adding another major customer to its growing comput
LIVE | Oct 12, 2026, 01:14 PM UTC
M
IREN Stock Rises on Report of Possible Anthropic Customer
IREN shares rose after a report said Anthropic may be among the company's new customers.
EQUITY | Oct 12, 2026, 11:35 AM UTC
M
IREN Shares Rise 8% on Report Naming Anthropic as Mystery Customer
IREN shares rose 8% in overnight trading after a report identified Anthropic as the AI cloud customer IREN had alluded to on an earnings call. The report's claim is not confirmed in the supplied text.
EQUITY | Oct 12, 2026, 01:58 AM UTC
H
Bitcoin Slide Meets 5.7% Bond Yields: Neoclouds Get Hit From Both Sides
The former Bitcoin (CRYPTO:BTC) miners that rebuilt themselves as AI data-center landlords are getting squeezed from two sides Thursday. Bitcoin is sliding again, and long-term borrowing costs keep climbing for a group t
LIVE | Oct 08, 2026, 03:23 PM UTC
H
Why Is Nebius Group Stock Soaring Tuesday?
Nebius Group N.V. (NASDAQ: NBIS ) is strengthening its position in AI infrastructure as rising cloud-compute demand, higher GPU pricing and expanded inference capabilities support its growth outlook. Nebius Expands AI In
LIVE | Oct 06, 2026, 04:02 PM UTC
H
IREN Drops 18% in a Week Despite Booming AI Demand as $30B Spending Plan Raises Questions
IREN Ltd. (NASDAQ: IREN ) shares have lost about 18% from their Sept. 22 close, even as demand for the company’s AI computing capacity remains strong. The concern is what that growth will cost. IREN plans $25 billion to
LIVE | Oct 01, 2026, 05:05 PM UTC
L
IREN Price Target Cut to $91.00/Share From $96.00 by B. Riley Securities
Ratings actions from Benzinga: GMT) IREN Is Maintained at Buy by B. Riley SecuritiesRatings actions from Benzinga
NEWS | Sep 29, 2026, 03:50 PM UTC
L
Crypto Stocks Rise With Bitcoin Above $84K — Analysts Raise Riot, Robinhood Price Targets
Crypto-linked stocks moved higher in morning trade Tuesday as Bitcoin (BTC) reclaimed $84,000, giving digital-asset equities a lift despite mixed analyst calls across the sector.Bitcoin’s price rose about 1.2% over the p
CRYPTO | Sep 29, 2026, 02:12 PM UTC
L
Goldman Sachs Flags SpaceX Stock in Unusual Growth Screen
Goldman Sachs is pointing investors toward a different way to hunt for opportunities in expensive growth stocks: find companies where Wall Street cannot agree on how fast revenue will grow.Chief U.S. equity strategist Be
EQUITY | Sep 28, 2026, 05:18 PM UTC
H
Shares of software companies are trading lower as rising oil prices and Treasury yields weigh on broader market sentiment. Elevated energy prices are fueling inflation concerns and expectations for interest rates to remain elevated, potentially pressuring growth-oriented stocks.
Shares of software companies are trading lower as rising oil prices and Treasury yields weigh on broader market sentiment. Elevated energy prices are fueling inflation concerns and expectations for interest rates to rema
LIVE | Sep 28, 2026, 03:43 PM UTC
L
IREN Just Got a Reality Check From Wall Street
IREN Limited (IREN, Financials) declined by 3% in premarket trade after Jones trade launched coverage with a Hold recommendation, citing multiple obstacles that hinder the AI cloud company's growth story despite robust c
NEWS | Sep 28, 2026, 02:58 PM UTC
H
Why Is Nebius Stock Surging on Friday?
Nebius Group N.V. (NASDAQ: NBIS ) stock is trading higher on Friday. The move builds on gains from Thursday’s session and comes alongside broader strength across the market. Nasdaq futures are up 0.58% while S&P 500 futu
LIVE | Sep 25, 2026, 12:58 PM UTC
L
Bitcoin miners reveal the real AI scarcity trade
By Pranav KiranCipher Digital, TeraWulf and Hut 8 are leasing the electricity they once used to generate digital coins to chatbot operators. Rival IREN instead built a one-stop server-farm shop. Investors value the landl
CRYPTO | Sep 23, 2026, 03:25 PM UTC
H
Transcript: IREN Q4 2026 Earnings Conference Call
IREN (NASDAQ: IREN ) released fourth-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below. This content is powered APIs. For comprehensive financial data and transcripts,
LIVE | Sep 22, 2026, 12:01 PM UTC
M
IREN shares jump after Northland initiates $99 Outperform
IREN rose 1.82% premarket after Northland Capital initiated coverage at Outperform with a $99 price target.
EQUITY | Sep 18, 2026, 04:31 PM UTC
H
What's Going On With IREN Stock Friday?
IREN Ltd. (NASDAQ: IREN ) stock rose almost 2% in Friday premarket trading as investors weighed its expanding AI and power infrastructure portfolio alongside recent analyst support. Nasdaq futures gained 0.16%, while S&P
LIVE | Sep 18, 2026, 01:30 PM UTC
H
Why Is IREN Stock Surging Thursday?
Shares of IREN Limited (NASDAQ: IREN ) are trading higher Thursday morning, advancing alongside a broader market rebound as equity indices push past Wednesday afternoon’s hawkish Federal Reserve interest rate decision. T
LIVE | Sep 17, 2026, 01:22 PM UTC
M
Nebius shares jump after raising on-demand GPU compute rates
Nebius Group N.V. (NBIS) rose about 9.15% premarket after it raised on-demand compute prices effective October 1, with customer communication reshared on Reddit and X. IREN (5.16%) and CoreWeave (CRWV) also rose premarke
EQUITY | Sep 17, 2026, 12:11 PM UTC
L
IREN Draws a Two-Notch Upgrade on Neocloud Pricing
IREN Ltd. NASDAQ:IREN was upgraded to Overweight from Underweight by JPMorgan, which raised its price target to $65 from $46. The firm said IREN is establishing itself as a top tier neocloud provider on the back of its p
NEWS | Sep 15, 2026, 12:21 PM UTC
L
Iren Target Raised to $65.00 From $46.00 by JPMorgan
Iren Target Raised to $65.00 From $46.00 by JPMorgan
NEWS | Sep 14, 2026, 06:22 AM UTC