---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000806172.md"
description: "$IREN(IREN.US) +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure.$Hut 8 Mining(HUT.US) +10.45% off a 15Y $9.8B AI DC lease$Cipher Digital(CIFR.US) +16.76%$CleanSpark(CLSK.US) +13.7%$Whitefiber(WYFI.US) +9.18%$Nebius(NBIS.US) and $Coreweave(CRWV.US) are taking their time in the shower.But does look like Neoclouds/Colo players are sharply recovering following new catalysts, such as Kimi compute shortage news and new contracts."
datetime: "2026-07-20T17:22:05.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000806172.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000806172.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000806172.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# $IREN(IREN.US) +19.69% after revising ARR target t…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**