Rising Treasury yields are carving through Bitcoin mining and AI infrastructure stocks Tuesday, but the real story is what a single basis point shift in long-term rates actually costs a company running a $25 billion capex pipeline.

Los operadores ven un importante acuerdo de miles de millones de dólares como un catalizador clave para que las acciones vuelvan a subir.

IREN Limited (NASDAQ:IREN) told investors on August 27 that its 2026 AI capacity is largely sold out and carries about $4 billion of contracted annualized run-rate revenue. The stock fell the next day. H.C. Wainwright responded by reiterating a Buy rating and a $90 target, creating the sort of contradiction that deserves a closer look […]

IREN Limited is downgraded to Strong Sell due to unsustainable economics and mounting financial risks. Click here to read this IREN stock update.

IREN Ltd shares jumped 9.11% in premarket trading as Co-CEO Daniel Roberts revealed that 85% of the $4 billion 2026 ARR target is secured. The rally follows a $2.8 billion contract signing with AI developers and an appointment of a new CISO. Despite trading below key moving averages, the company maintains a strong cash position of $2.213 billion.

IREN targets over $4B in ARR by December, but late-quarter capacity additions push most revenue gains into March 2027.

IREN Ltd posted a $684M quarterly loss from Bitcoin mining writedowns while guiding $25-30B in AI infrastructure capex for FY2027. CEO says

IREN stock sank on Friday on a Q2 net loss and rising capital expenditures. But there are ample reasons for long-term investors to stick with IREN shares.

Two AI infrastructure companies just reported earnings that look nothing alike, and the worse-looking quarter might belong to the better buy.