Application Software

IREN

IREN Acquires Creative Media Agency Awaken to Expand Global Brand Presence

IREN Ltd. Completes $3 Billion Convertible Note Offering

IREN Prices $2.6 Billion Convertible Bond for Specific Purposes

IREN's Stock Suffers After Missing Earnings

IREN Plans to Issue $2 Billion Convertible Senior Notes

IREN Ltd and NVIDIA Corp Form AI Cloud Partnership

Bernstein Raises Iren's Target Price to $100

IREN released FY2026 Q3 earnings on May 7 After-Market EST, actual revenue USD 144.8 M (forecast USD 219.03 M), actual EPS USD -0.7469 (forecast USD -0.2447)

IREN released FY2026 9 Months Earnings on May 7 After-Market EST, actual revenue USD 569.78 M, actual EPS USD -0.1816

IREN Signs $3.4B AI Cloud Contract With NVIDIA

IREN Limited Acquires Ingenostrum, S.L. Entering European Market

NVIDIA to Invest up to $2.1 Billion in IREN

NVIDIA and IREN Announce Strategic Partnership to Accelerate Deployment of Up to 5 GW of AI Infrastructure

IREN to acquire Mirantis for about $625 million

Artemis Investment Management Reduces Holdings in IREN Limited

IREN Limited's Sweetwater 1 Data Center Successfully Powered On

IREN transitions to AI cloud infrastructure with Microsoft collaboration

FactSet Downgrades Iris Energy Ltd's 2026 EPS Forecast to $0.52

IREN Limited's stock price rises with mixed analyst ratings

Cantor Fitzgerald Analyst Downgrades Iren Limited Price Target

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

InMed Pharmaceuticals

Amesite

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

Meiwu Tech

NextNRG

Generation Income Properties

MetaVia

CN Energy

Co-Diagnostics

IREN Ltd (IREN.US) Q1 2026 Fiscal Year Earnings Conference Call

GOOG

GOOGL

CRWV

CLOU

Google partners with Blackstone to establish a $5 billion AI cloud, causing a backlash as new AI computing forces decline for two consecutive days. CoreWeave (CRWV.US) fell over 5%, Nebius, IREN, and Hut 8 dropped 5%-6%, while the NBIS leveraged ETF (NEBX.US) declined nearly 10%. Oracle remained stable against the trend

- On May 19, 2026, AI compute service stocks declined, with CoreWeave dropping 5.43% and Nebius Group falling 4.73%.  
- A report indicated that Google and Blackstone plan to form an AI cloud service company, raising concerns about profitability for newer entrants like CoreWeave.  
- Oracle’s stock rose slightly, reflecting investor preference for established cloud computing firms amidst increasing risks for AI-driven companies.

Movers Alert

Alphabet - C

Alphabet

Hut 8 Mining

Nebius

Coreweave

Tradr 2X Long NBIS Daily ETF

Direxion Daily GOOGL Bull 2X Shares

Tradr 2X Long CRWV Daily ETF

T-REX 2X Long CRWV Daily Target ETF

Global X Data Center & Dgtl Infrs ETF

GraniteShares 2x Long NBIS Daily ETF

Leverage Shares 2X Long NBIS Daily ETF

Global X Cloud Computing ETF

Oracle

Defiance Daily Target 2X Long ORCL ETF

Blackstone

Citigroup

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Google partners with Blackstone to form a $5 billion AI cloud. CoreWeave (CRWV.US) drops over 5%, Nebius (NBIS.US) falls nearly 5%

MARA

CORZ

RIOT

CLSK

Bernstein has given Outperform ratings to four Bitcoin miners, highlighting over $90 billion in AI deals and significant power capacity. Price targets suggest substantial upside potential for IREN, CleanSpark, Riot Platforms, and Core Scientific. Miners control over 27 GW of power, positioning them favorably in AI infrastructure. However, they face regulatory challenges and company-specific risks, including exposure to market fluctuations and environmental scrutiny.

benzinga_article

Mara

Core Scientific, Inc.

Riot Platforms

CleanSpark

AllianceBernstein

Amazon

CLEANSPARK INC C/WTS 29/12/2028 (TO PUR COM)

Core Scientifc - CW29

Core Scientifc - CW27

Bitcoin Miners Will Gain From AI Deals, Bernstein Says: The Tickers To Watch

GBTC

IREX

Bernstein analysts see bitcoin miners benefiting from rising AI infrastructure demand, assigning 'Outperform' ratings to IREN, Riot Platforms, CleanSpark, and Core Scientific, while MARA Holdings is rated 'Market Perform.' IREN shows a potential 98.1% upside, with other miners also having significant upside potential. The report highlights over $90 billion in AI deals and the miners' control of 27 gigawatts of power capacity, despite facing regulatory challenges and risks related to energy consumption.

- Analysts at Bernstein report that bitcoin miners might benefit from rising AI infrastructure demand, assigning “Outperform” ratings to IREN, Riot Platforms, CleanSpark, and Core Scientific, while MARA Holdings is rated “Market Perform.”  
- They highlight over $90 billion in AI deals involving miners, who control more than 27 gigawatts of planned power capacity, serving an increasing compute demand amid regulatory challenges.  
- Despite risks, miners are seen as well-positioned due to existing grid access and operational sites, though companies face scrutiny over energy consumption and potential regulatory shifts.

The Block

Coinbase

Grayscale Bitcoin Trust BTC - ETF

CoinShares Bitcoin ETF

ARK 21Shares Bitcoin ETF

Valkyrie Bitcoin and Ether Strategy ETF

Franklin Bitcoin ETF

Tradr 2X Long IREN Daily ETF

GraniteShares 2x Long MARA Daily ETF

Valkyrie Bitcoin Miners ETF

Invesco Galaxy Bitcoin ETF

Fidelity Wise Origin Bitcoin Fund - ETF

VanEck Bitcoin ETF

ProShares Bitcoin Strategy ETF

Amplify Transform Data Sharing ETF

Defiance Daily Target 2X Long IREN ETF

WisdomTree Bitcoin Fund

iShares Bitcoin Trust ETF

Bitwise Bitcoin ETF

Direxion Daily Crypto Industry Bull2XETF

Defiance Daily Target 2X Long RIOT ETF

Tradr 2X Long CORZ Daily ETF

NVIDIA

NVIDIA Corporation

‘Follow the gigawatts’: Bernstein sees upside in several bitcoin miners amid $90 billion in AI data center deals

On May 18, Eastern Time, IREN options saw a total of 300232 contracts traded, with calls accounting for 65% and puts making up 34%.

Options Flow

Trending | IREN Decreases 4% on Monday, Some Put options Soar 150%

ABTC

Leopold Aschenbrenner, a former OpenAI researcher, has updated his 'Situational Awareness Fund' portfolio, focusing on AI, data centers, and Bitcoin mining. Key holdings include Bloom Energy ($878.7M), Sandisk ($724.4M), and CoreWeave ($556.1M), along with investments in companies like Iren Limited, Core Scientific, and semiconductor stocks such as AMD and Intel.

CoinLive

American Bitcoin

Invesco AI and Next Gen Software ETF

Former OpenAI Researcher Updates Stock Portfolio with Focus on AI and Bitcoin Mining

Iren's (IREN) stock rose after the company acquired Awaken, a creative agency, to enhance its brand awareness. This follows a 9% drop due to share dilution concerns. The acquisition aligns with Iren's expansion plans in North America, Europe, and APAC, supported by a recent $5.6 billion deal with Nvidia. Iren aims to strengthen its market position as it transitions from Bitcoin mining to broader cloud services.

Tip Ranks

Iren Stock Rises on Surprising Acquisition

On May 15, Eastern Time, IREN options saw a total of 356877 contracts traded, with calls accounting for 57% and puts making up 42%.

Trending | IREN Plummets 9% last Friday, Some Put options Soar 100%

IREN Limited has acquired Awaken, a creative agency, to enhance its brand growth. Awaken's team, including CEO Chris Parker, will join IREN to strengthen brand awareness as the company expands globally. This move reflects IREN's strategy to integrate marketing capabilities in-house, supporting its AI Cloud initiatives across North America, Europe, and APAC.

StockTitan

IREN Acquires Awaken to Support Global Brand Growth | IREN Stock News

NVDA

Australia plans to eliminate the 50% capital gains discount and introduce a 30% minimum tax, impacting low-income crypto investors. Meanwhile, IREN has pivoted from Bitcoin mining to AI, securing a $3.4B cloud deal with NVIDIA and raising $3B in notes. These developments reflect significant regulatory and profitability pressures reshaping the crypto industry.

- Australia plans to eliminate the 50% capital gains discount and introduce a 30% minimum tax, significantly impacting low-income crypto investors.  
- IREN has secured a $3.4 billion AI cloud deal with NVIDIA while raising $3 billion in notes, transitioning its focus from Bitcoin mining to AI infrastructure.  
- These policy changes and business pivots underscore regulatory and profitability pressures that are reshaping the future of the crypto industry.

Australia’s crypto tax overhaul and IREN’s $3B AI pivot reshape industry

IREN(IREN.US)