--- title: "U.S. stock night trading volatility: Can AI chip benefits save IREN? Night trading down 3%, competition concerns suppress stock price" type: "News" locale: "en" url: "https://longbridge.com/en/news/294015185.md" description: "IREN fell 3.00% in the night session; Palantir Tech fell 0.10% in the night session, with a trading volume of USD 12.79 million; Strategy fell 3.19% in the night session, with a trading volume of USD 12.33 million; Circle fell 3.87% in the night session, with a trading volume of USD 8.41 million" datetime: "2026-07-28T05:42:06.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294015185.md) - [en](https://longbridge.com/en/news/294015185.md) - [zh-HK](https://longbridge.com/zh-HK/news/294015185.md) generator: "portal-rs" --- # U.S. stock night trading volatility: Can AI chip benefits save IREN? Night trading down 3%, competition concerns suppress stock price **U.S. Stock Night Market Movements** IREN fell 3.00% in the night market. Based on recent news, 1. On July 26, IREN and Nebius adopted different strategies in pursuing AI infrastructure opportunities. The market expressed concern over the competition between the two companies in the AI field, leading to fluctuations in IREN's stock price. 2. On July 25, chip manufacturers raised their outlook: Intel, TSMC, and ASML reported strong AI-driven revenue growth and raised guidance, indicating sustained demand for advanced chips. Neocloud stocks rose: CoreWeave and IREN are considered high-growth AI infrastructure companies with a large backlog of orders and aggressive expansion plans. 3. On July 25, clean energy drives AI: With the surge in energy demand from data centers, investments in renewable energy and battery storage accelerated, benefiting companies like Bloom Energy and GE Vernova. The demand for AI infrastructure remains strong, and chip manufacturers have an optimistic outlook. **Top Stocks by Industry Trading Volume** Palantir Tech fell 0.10% in the night market. Based on recent key news: 1. On July 27, analyst Michael Burry continued to short Palantir, leading to increased market concerns about its future performance. Burry's short position reflects his skepticism about the authenticity of AI infrastructure demand, further pressuring Palantir's stock price. 2. On July 27, Citigroup analyst Tyler Radke reiterated a buy rating on Palantir and set a target price of $200, showing confidence in the company's long-term growth potential; however, concerns about its high valuation remain. 3. On July 27, Oppenheimer maintained an outperform rating on Palantir with a target price of $200, believing the company has an innovative advantage in the growing AI demand, but high valuation continues to be a focal point for the market. Competition in the AI industry intensifies, revealing valuation pressures. Strategy fell 3.19% in the night market. Based on recent key news: 1. On July 27, Strategy raised $544.5 million by selling 5.4 million shares of MSTR while repurchasing $25 million of STRC preferred stock. This move increased the company's dollar reserves to $3.75 billion, alleviating market concerns about its liquidity. 2. On July 27, Strategy announced the initiation of a repurchase plan for STRC preferred stock, aiming to maintain its stock price close to $100 to ensure high liquidity and low volatility. 3. On July 27, Strategy did not purchase Bitcoin last week, pausing its Bitcoin accumulation strategy for five consecutive weeks, leading to ongoing market doubts about the sustainability of its Bitcoin strategy The increase in US dollar reserves has improved liquidity. Circle fell 3.87% in after-hours trading. Based on recent key news: 1. On July 27, Circle announced the acquisition of IBM's blockchain patent portfolio. This move makes Circle a major holder of blockchain patents in the United States, supporting its USDC and Circle payment network, with stock prices rising 2.8% in pre-market trading. Source: Jinse Finance 2. On July 27, USDC Treasury minted an additional 250 million USDC on the Solana blockchain, demonstrating Circle's activity in the stablecoin market. Source: Jinse Finance 3. On July 26, despite rapid growth expectations in the stablecoin market, Circle's long-term position in this market remains uncertain. Source: Jinse Finance. The stablecoin market is growing rapidly and competition is fierce ### Related Stocks - [IREN.US](https://longbridge.com/en/quote/IREN.US.md) - [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md) - [MSTR.US](https://longbridge.com/en/quote/MSTR.US.md) - [CRCL.US](https://longbridge.com/en/quote/CRCL.US.md) ## Related News & Research - [Iren Limited’s AI Data Center Build Faces High Execution Risk and Potential Revenue Delays](https://longbridge.com/en/news/297470856.md) - [IREN Stock: Why Technical Indicators Are Still Flashing 'Sell' After Q4 Earnings](https://longbridge.com/en/news/297684002.md) - [Mamdani is putting AI on recess for 600,000 students](https://longbridge.com/en/news/297813637.md) - [Security Risk Advisors Launches SCALR AI as a Free SOC AI Platform for Security Teams](https://longbridge.com/en/news/297523531.md) - [Alset AI Ventures Inc. GAAP EPS of $0.19](https://longbridge.com/en/news/297563122.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**