EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersFXEmpire is owned and operated by Empire Media Network LTD., Company Registration Number 514641786, registered at 7 Jabotinsky Road, Ramat Gan 5252007, Israel. The content provided on this website includes general news and publications, our personal analysis and opinions, and materials provided by third parties. This content is intended for educational and research purposes only. It does not constitute, and should not be interpreted a ...

Company Overview - IREN Limited is a leading AI Cloud Service Provider, specializing in large-scale GPU clusters for AI training and inference [3] - The company operates a vertically integrated platform supported by an extensive portfolio of grid-connected land and data centers located in renewable-rich regions across the U.S. and Canada [3] Financial Results Announcement - IREN will release its financial results for the three months ended December 31, 2025, on February 5, 2026 [1] - A conference call will be held at 5:00 p.m. Eastern Time on the same day, with a live webcast available [1] - Participants can register for the conference call and will receive dial-in information upon registration [1] Q&A Session - A Q&A session will follow the financial results presentation, allowing participants to ask questions via phone or during the live webcast [2] - Webcast participants can pre-submit questions upon registration or submit them during the event [2]

Core Insights - OpenAI, the creator of ChatGPT, is facing significant financial challenges, with estimates suggesting it may need to spend over $200 billion to achieve its growth objectives [1] Group 1: Investment Opportunities - Investing in companies that provide essential services to the AI sector, referred to as "pick-and-shovel" plays, may be a more prudent strategy than waiting for OpenAI to become investable [2] - Astera Labs, Iren, and Nokia are identified as key "pick-and-shovel" businesses that are well-positioned to benefit from the ongoing AI megatrend [3] Group 2: Company Profiles - Astera Labs specializes in products that enhance connectivity within AI data centers, addressing the significant computational needs of AI systems [5] - The company reported a remarkable 104% year-over-year revenue increase in Q3, reaching $230.6 million, with Q4 sales projected between $245 million and $253 million [7] - Iren, originally a Bitcoin mining business, is pivoting to expand its cloud computing capacity to meet the growing demand from hyperscalers for AI processing power [8]

FBTC, in contrast, provides direct exposure to bitcoin’s price movements, with nearly its entire portfolio allocated to Bitcoin (XBTUSD). There is no sector diversification, meaning returns will closely track the cryptocurrency itself rather than the fortunes of crypto-related companies. This pure-play structure may appeal to those wanting unfiltered bitcoin exposure without the additional risks (or potential rewards) of operating companies.BITQ targets the broader crypto economy by investing in 33 companie ...

Group 1 - IREN Limited is a new player in the cloud infrastructure sector for AI, offering a unique advantage due to its existing capacity for data deployment [1] - The company aims to identify profitable and undervalued investment opportunities primarily in the U.S. market, focusing on building a high-yield, balanced portfolio [1] Group 2 - The analysis combines macro-economic insights with real-world trading experience to provide actionable investment ideas [1]

智通财经APP获悉，周二美股盘前，比特币概念股普跌，比特币一度跌破9.1万关口，最低触及90679美 元。Strategy(MSTR.US)跌超5%，Coinbase(COIN.US)、Circle(CRCL.US)跌超4%，Mara Holdings(MARA.US)跌超4.7%, IREN Ltd(IREN.US)跌超6%。 ...

U.S. tech index futures are under pressure ahead of the market open, driven by concerns over President Donald Trump's rebuffed efforts to take over the Danish territory of Greenland and the threat of mutual tariffs between the world's largest economy and a group of European nations. The Invesco QQQ Trust Series, an exchange-traded fund that tracks the tech heavy Nasdaq 100 index, is down 2% in pre market trading following the long weekend to mark Martin Luther King Jr. Day on Monday. Trump indicated he ...

Industry Overview - Artificial intelligence stocks have been among the best investments over the past year, outperforming the S&P 500 in 2025, with potential for continued success into 2026 and beyond [1] Company: IREN - IREN (NASDAQ:IREN) is an AI infrastructure company with a significant 5-year, $9.7 billion deal with Microsoft (NASDAQ:MSFT) for 200 megawatts, highlighting the demand for data centers and energy to support AI workloads [2] - The company has approximately three gigawatts in its pipeline, with its 1.4 gigawatt Sweetwater 1 site expected to be operational by April, ahead of competitors [3] - Although IREN started as a crypto miner, the Microsoft deal and potential for similar agreements are expected to shift its business trajectory, with the stock price increasing over 300% in the past year [4] Company: Rezolve AI - Rezolve AI (NASDAQ:RZLV) has a market cap of $1.5 billion and has seen a rally of over 90% in the past year, despite a 40% decline from its all-time highs [5] - The company exited 2025 with approximately $209 million in annual recurring revenue and anticipates reaching at least $500 million by the end of 2026, with projected earnings of $350 million in 2026 compared to $40 million in 2025 [6][7] Company: Aeluma - Aeluma (NASDAQ:ALMU) is a semiconductor company that has nearly tripled in value over the past year, attracting significant investment despite only generating $1.4 million in Q1 FY26 [8] - The company has secured new partnerships and extended contracts, including with NASA, and expects to generate $4 million to $6 million in revenue in fiscal 2026 as it expands into commercial markets [9] - Aeluma has no long-term debt and holds $38 million in cash, positioning it for potential significant returns if commercialization efforts succeed [10]

Core Viewpoint - Iren Ltd. is positioned as a leading player in the AI sector, with significant growth potential driven by a major deal with Microsoft and a robust development pipeline [1][4]. Group 1: Company Developments - Iren Ltd. has received a double upgrade from H.C. Wainwright analyst Mike Colonnese, moving from Sell to Buy with a price target of $80.00, indicating strong confidence in the company's future [1]. - The company has secured a $9.7 billion, five-year AI cloud deal with Microsoft, expected to generate approximately $1.94 billion in annual recurring revenue (ARR) once 200 MW of capacity is deployed [4]. - Iren has over 2 GW of incremental capacity planned to be energized by 2027, which is anticipated to facilitate growth in AI colocation services [5]. Group 2: Market Trends and Analyst Insights - Analysts predict that the AI infrastructure trade will remain a significant investment theme through 2026, driven by hyperscaler capital expenditure budgets and increasing demand for large-scale power [2]. - Colonnese highlights that Iren offers the most leveraged exposure among its coverage universe due to its substantial AI contract with a reputable counterparty, which is not fully reflected in the current stock price [3]. - The stock has experienced a correction of approximately 35% from its all-time highs in early November 2025, presenting a favorable entry point for investors [6].

We recently published 10 Firms Making Effortless 10-40% Gains. IREN Ltd. (NASDAQ:IREN) was one of Friday's top performers. IREN ended two days of losses on Friday, climbing 11.43 percent to close at $57.82 apiece as investors took path from this year’s higher spending from one of the world’s largest semiconductor manufacturers amid the strong demand from the rapidly growing AI sector. On Friday, Taiwan Semiconductor Manufacturing Company (TSMC) announced that it was setting aside a 33 to 37 percent highe ...