Nebius (NASDAQ:NBIS), and IREN (NASDAQ:IREN) all falling around 2.5% in Sunday overnight trading. The latest weakness comes amid a warning from Elon Musk about the future of the neocloud industry, ...

IREN shed nearly half its value in a single month and now sits at a 52-week low, yet top Wall Street analysts are holding price targets that imply the stock could multiply several times over. The gap ...

In his Sunday column for Investing Club subscribers, Jim Cramer explains why the AI trade has cracked and what he's doing ...

IREN stock fell 43% in October 2026 as Morningstar and Gartner warned of neocloud financing risk, despite its $9.7B Microsoft ...

Nebius, CoreWeave, and IREN face divergent risk/reward profiles as AI infrastructure growth tests capital intensity and cash ...

These five neocloud stocks offer investors a way to tap into the booming demand for AI computing, but the young industry ...

IREN stock fell 11% to $26.99 on AI financing fears. See analyst targets, key support at $26.55 and what to watch before the ...

We open with four things to look for in the Anthropic IPO filing, which could be public next week. Plus, we cover a bank note ...

IRON Financial LLC shifted its 2026 Q3 portfolio from energy/consumer staples to tech/healthcare, exiting Exxon Mobil, TJX ...

Neoclouds like CoreWeave and Nebius rent Nvidia GPUs to AI labs, and several started out mining crypto. Here's how the AI cloud model works.

CoreWeave stock rebounded amid Goldman Sachs' upgrade to buy on views that its rising debt to build AI data centers is manageable.

The operational backdrop is the planned Redbank data center campus near Wagga Wagga in New South Wales. IREN opened public ...