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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is rallying after announcing new multi-year AI cloud contracts valued at $2.8 billion, which boosted its year-end ARR target to over $4 billion. The market is reacting positively to the improved revenue visibility, high customer prepayments, and the company's strong cash position, with the community actively debating the balance between execution, share dilution, and the potential for a short squeeze.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors react to a $775 million secured debt financing deal, which is viewed as a strategic move to fund AI infrastructure expansion without relying on equity dilution. Community sentiment is mixed, with bulls focusing on institutional confidence and long-term contracted revenue, while bears remain skeptical of the stock's recent volatility and broader sector valuation concerns.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending as investors debate the stock's persistent price volatility, with community sentiment split between those accumulating shares for long-term growth and others frustrated by dilution and weak performance. Conversations are heavily focused on the company's upcoming earnings report, the impact of institutional accumulation, and whether the stock's recent price action reflects fundamental value or ongoing market manipulation.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is capturing investor attention following the unveiling of 'Thunder,' an autonomous hybrid-electric VTOL aircraft developed in partnership with Anduril Industries for defense and commercial use. While some community members are optimistic about potential defense revenue and institutional partnerships, others remain focused on the company's capital burn rate and the timeline for successful piloted commercial flight transitions.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending as investors weigh strong government support and facility expansion news against market-wide volatility and ongoing political scrutiny regarding company leadership. The community remains focused on the stock's potential for a long-term turnaround as a domestic alternative to foreign-controlled critical mineral supply chains.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is trending as investors grapple with significant selling pressure following the recent TopBuild acquisition, with the community actively debating whether the decline represents a long-term accumulation opportunity or a structural failure in leadership execution. Sentiment is heavily polarized between long-term holders banking on CEO Brad Jacobs track record and frustrated retail investors venting about dilution, lack of transparency, and the stock's persistent inability to hold gains.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital Inc. is trending as investors focus on its potential to address surging AI data center power demand through behind-the-meter LNG generation. Community discussion is centered on the stock's inclusion in the Russell indexes, high short interest, and persistent rumors regarding an imminent major tenant contract for its Texas infrastructure projects.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is experiencing intense community interest following a sharp pullback, with investors debating whether the stock is a long-term value play or entering further decline. Market participants are actively discussing the impact of the Rhode acquisition, potential tariff relief, and whether the stock's recent volatility represents a classic capitulation event or a buying opportunity for a growth rebound.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant selling pressure as investors grapple with broad market volatility, concerns over rising capital expenditures in the AI infrastructure sector, and continued insider share sales. Despite these headwinds, the community remains divided, with many long-term bulls highlighting a substantial revenue backlog and strategic support from major industry players like NVIDIA as reasons to view the current price action as a discount opportunity.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing a sharp decline as investors grapple with concerns over the company's aggressive capital expenditures, rising debt levels, and its heavy reliance on AI infrastructure demand. While the community remains deeply divided, with some calling for a total collapse, long-term bulls argue that the massive contracted backlog and essential role in the AI arms race present a generational buying opportunity.

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Recent Dividend Increases - Updated 07/19/26 https://www.dividendpower.org/dividend-increases/ $RF $MS $FAST $NNN $CMI

We track and update this list of stocks that have announced dividend increases and reinstatements each week. The list is searchable.