23 February 2026 | 4:18PM EST Equity Research GLOBAL TECHNOLOGY Global Data center Supply/Demand update: Tight conditions likely to extend through 2026 + Read-across for Power, Hardware, and Industrial Tech / Engineering Since the October update of our data center supply/demand model, where we updated for 2Q25, fundamental supply/demand indicators remain healthy in the medium term, occupancy rates continue at elevated levels for outsourced data center providers across key global markets, and our checks cont ...

​IREN Limited (NASDAQ:IREN) is one of the Most Promising Stocks to Invest In Before They Take Off. On February 17, IREN Limited (NASDAQ:IREN) announced the appointment of John Gross as Chief Innovation Officer, which is a newly established role in the company. The Chief Innovation Officer will oversee engineering standards, thermal architecture, and commissioning for the company’s upcoming data centers as it transitions into high-performance computing. ​Management highlighted that Gross brings more than ...

Core Viewpoint - IREN Limited (NASDAQ:IREN) has been added to the MSCI USA Index, which is expected to enhance its visibility and accessibility to institutional investors and index-tracking funds [2][3]. Group 1: Company Overview - IREN Limited, founded in 2018, operates renewable-energy-powered data centers focused on Bitcoin mining and AI cloud services, with its headquarters in Sydney, Australia [4]. Group 2: MSCI USA Index Inclusion - The inclusion in the MSCI USA Index will take effect after market close on February 27, 2026, and the index tracks approximately 85% of the U.S.'s free float-adjusted market capitalization [2]. - Co-Founder and Co-CEO Daniel Roberts stated that this milestone reflects the scale and liquidity built in the business and will broaden institutional access as the company executes its AI Cloud strategy [3]. Group 3: Analyst Ratings - On February 10, 2026, Canaccord Genuity analyst Joseph Vafi reiterated a Buy rating on IREN Limited with a price target of $70 [3].

Group 1 - The investor has been involved in Bitcoin since 2018, motivated by the belief in digital transactions and its role as a medium of exchange [1] - The investor focuses on equities in technology, energy, and consumer staples, while also recognizing the potential in emerging markets [1] - The investor has experience as an analyst at Crowdsense, which specializes in identifying events that impact specific assets for investors [1] Group 2 - The investor aims to bridge communication skills with capital market interests by writing for Seeking Alpha [1] - The investor believes in contributing to the investment community by helping others identify value or risks in closely followed assets [1]

Core Viewpoint - The article emphasizes the importance of identifying high-yield investment opportunities for individual investors, aiming to simplify complex financial concepts for better portfolio management [1]. Group 1 - The focus is on uncovering investment opportunities that yield high returns for individual investors [1]. - The background of the author in professional prop trading is highlighted, indicating a strong foundation in financial markets [1]. - The goal is to provide clear and actionable insights to help investors achieve better returns [1].

Cantor Fitzgerald significantly expanded its stake in Bitcoin (BTC) mining and AI cloud firm IREN Ltd (Nasdaq: IREN). In a Feb. 17 filing with the U.S. Securities and Exchange Commission (SEC), the financial services firm reported purchasing 3,333,423 additional shares of IREN worth nearly $171.96 million based on average quarterly prices. The move increased the firm’s quarter-end IREN holding by roughly $124.65 million, underscoring Wall Street’s growing interest in AI cloud and virtual asset plays. Fo ...

IREN Ltd (NASDAQ:IREN) is one of the best stocks to buy and hold for the next 6 months. On February 6, analysts at Compass Point reiterated a Buy rating on IREN Ltd (NASDAQ:IREN) and settled on a $105 price target. Iren Limited (IREN) is a Buy Amid Pivot from Bitcoin Mining to Data Centers Source: unsplash The positive stance follows the company expanding its secured power base to 4.5GW of grid-connected power with the addition of 1.6GW from the Oklahoma campus. The company is increasingly advancing dep ...

On February 17, 2026, Cantor Fitzgerald, L. P. disclosed in an SEC filing a buy of IREN (NASDAQ:IREN). What happened According to a filing with the U.S. Securities and Exchange Commission dated February 17, 2026, Cantor Fitzgerald, L. P. acquired 3,333,423 additional shares of IREN. The estimated transaction value is $171.96 million, calculated using the average closing price for the quarter. The quarter-end value of the IREN position increased by $124.65 million, reflecting both new purchases and price ...

Core Insights - IREN exceeded bottom-line estimates for Q2'26 but missed revenue expectations, resulting in a sell-off of shares that have not yet recovered [1] Group 1: Financial Performance - IREN performed well in executing its growth plans despite the revenue miss [1]

Core Insights - IREN is perceived as a narrative stock, primarily associated with AI cloud developments, but lacks immediate validation in its performance [1] Group 1: Company Overview - IREN is often discussed in the context of AI and cloud technology, indicating a speculative interest among investors [1] Group 2: Investment Philosophy - The investment approach emphasizes value investing, focusing on long-term value creation and understanding resilient business models [1] - The analysis includes a disciplined, fundamentals-first methodology, highlighting the importance of identifying mispriced quality companies [1]