IREN Limited (IREN) Stock News

News

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  Massive ‧ 2026/11/12

  Stock Market Today, Nov. 12: Nebius Group Sinks Nearly 17% After Lowering 2026 Outlook

  Nebius Group (NBIS) plummeted 16.84% after lowering its 2026 revenue outlook to the low end of its $3.0-3.4 billion range due to delays in third-party data center construction. Despite the sell-off, the company's fundamentals remain strong with 571% revenue growth, 100% prepayment coverage for expansion costs, and a path to pre-tax profitability by Q4. Peer companies CoreWeave and IREN also declined amid broader pressure on neocloud stocks.

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    NBIS$126.96-1.93%
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    CRWV$53.11-7.67%
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    IREN$17.92-8.26%
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  Benzinga ‧ 2026/11/12

  Nebius Crashes 20% as Jensen Huang Shock Rocks AI Stocks: One ETF Is Having a Field Day

  Inverse ETF rallies 39% as Nebius shares plunge nearly 20% amid earnings concerns and Jensen Huang shock exit.

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    NBIS$126.96-1.93%
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    NVDA$162.69-2.60%
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    IREN$17.92-8.26%
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  Massive ‧ 2026/11/12

  Nebius: 3 Overblown Fears Weighing Down the Stock

  Nebius Group delivered exceptional Q3 results with 571% revenue growth and $466M EBITDA, beating Wall Street estimates. However, shares have fallen 50% in three months due to concerns about neocloud debt levels (following CoreWeave's struggles), potential AI data center regulation in Texas, and NVIDIA CEO Jensen Huang's resignation. Analysts argue these concerns are overblown given Nebius's superior debt structure, lack of Texas operations, and binding multi-year contracts.

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    NBIS$126.96-1.93%
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    CRWV$53.11-7.67%
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    IREN$17.92-8.26%
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  Benzinga ‧ 2026/11/12

  Why Is IREN Stock Falling on Thursday?

  IREN stock falls Thursday after Jensen Huang's immediate resignation as Nvidia CEO, adding to pressure on AI infrastructure stocks from midterm ballot measures restricting data centers.

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    IREN$17.92-8.26%
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    NVDA$162.69-2.60%
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  Massive ‧ 2026/11/11

  1 Unstoppable AI Stock to Buy Hand Over Fist Before the Next Leg Higher

  Iren, an AI data center company, has crashed 70% from its all-time high despite strengthening fundamentals. The company's AI cloud revenue nearly tripled sequentially to $200M, megawatt pricing has more than doubled to $22-40M per megawatt (vs. $9.7M previously), and it has a $20.3B revenue backlog with $1B in operating annual recurring revenue. With a 35-gigawatt development pipeline and strong financing through prepayments, Iren appears undervalued at current levels.

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    IREN$17.92-8.26%
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    NBIS$126.96-1.93%
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    MSFT$523.89+0.23%
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  Massive ‧ 2026/11/11

  Neoclouds Like Nebius Are Much Better Investments Than Colocation Companies Like TeraWulf. Here's Why.

  Neoclouds like Nebius command significantly higher megawatt pricing ($20-50M/MW) compared to colocation providers like TeraWulf ($2.4M/MW), enabling faster scaling and better profitability. Nebius benefits from lucrative long-term contracts, declining payback periods (now 1 year 10 months), and the ability to finance capex through prepayments and GPU collateral, positioning neoclouds as superior long-term investments despite higher initial costs.

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    NBIS$126.96-1.93%
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    WULF$12.63-3.22%
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    IREN$17.92-8.26%