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Invesco QQQ Trust Series 1

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is trending as investors anticipate upcoming earnings and potential hyperscaler announcements, crucial for the company's AI infrastructure growth. Community discussions revolve around the timing of a new lease and the impact of Macquarie's recent funding draw. Bullish sentiment remains high due to the expected increase in AI data center demand and APLD's strategic position.

SEALSQ Corp. is a holding company, which engages in the security of microcontrollers. It operates through the following geographical segments: North America, Europe, Middle East, Africa, Asia Pacific, and Latin America. It focuses on authentication process, digital certification, and covering individual patents of semiconductors. The company was founded on April 1, 2022 and is headquartered in Cointrin, Switzerland.

SEALSQ Corp

SEALSQ (LAES) is trending due to a strategic partnership to develop 'Made in US' post-quantum cryptography solutions for US government and defense, sparking bullish sentiment. The community is actively discussing the potential for a short squeeze and significant upside, drawing comparisons to other quantum stocks. With high trading volume and positive news, investors are optimistic about the company's future growth and potential double-digit price targets.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath ($PATH) is trending due to recent AI partnerships, sparking investor excitement about its potential in the agentic AI space; some view it as undervalued compared to competitors like $PLTR. The community is discussing its strategic shift from RPA to AI-driven automation and whether it can sustain growth, while others are eyeing potential short squeezes.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending amid discussions around its valuation, potential for a short squeeze, and a recent healthcare partnership with OneMedNet; the community is debating whether the stock is overvalued and if it can sustain its high growth, while some point to the potential for breakout traders to drive the price higher. Bullish sentiment remains strong despite some concerns about the company's valuation and the sustainability of its growth.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

SLV is trending as silver prices approach multi-decade highs, sparking discussions about a potential breakout. Community members are debating whether demand is crushing short positions and anticipating further gains, with some pointing to a possible short squeeze. The broader context involves rising interest in precious metals as a hedge against economic uncertainty, amplified by a potentially weaker dollar and a possible government shutdown.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense & Security Solutions is trending amid discussions about defense spending, potential contract wins, and comparisons to other high-growth tech and defense companies. The community is actively debating its valuation, potential for acquisitions, and upcoming catalysts like government contracts and drone technology advancements. Some traders are taking profits after a significant run-up, while others see it as a long-term growth play.

SPDR Gold Trust - SPDR Gold Shares ETF

SPDR Gold Shares ETF

GLD is trending as gold prices surge to new all-time highs, driven by safe-haven demand amid economic uncertainty and geopolitical tensions, potentially signaling a broader market correction. Community members are actively debating whether this rally is sustainable, with some pointing to overbought conditions while others anticipate further gains due to ongoing global instability and central bank activity. Discussions also revolve around the relationship between gold, the dollar, and other asset classes like equities and crypto.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

SERV is trending due to its expanding partnerships in the autonomous delivery space, particularly with DoorDash, sparking discussions about the company's growth potential and market dominance. Community members are actively discussing the high call option volume, potential for a short squeeze, and the long-term prospects of robotic food delivery. Despite some concerns about high operating costs, the stock is seeing increased attention as a strong relative strength name in the robotics sector.

Global Health Solutions Inc is an American company that works with partners to eliminate diseases that have plagued humanity for centuries and protect the health of populations by helping countries build strong health systems. The private company is located in the US. The company brings together key stakeholders around the world with a common goal to stop diseases and strengthen health systems through powerful partnerships. The company consists of programs and focus areas that cover a range of health issues including neglected tropical diseases, infectious diseases, vaccines, field epidemiology, public health informatics, health workforce development, and health ethics. The company's end goal is to eliminate diseases and protect the health of populations.

Turn Therapeutics Inc.

Turn Therapeutics Inc

Turn Therapeutics ($TTRX) is trending due to significant price volatility following its recent IPO, with the community actively debating potential short squeezes and bag holding scenarios. Discussions revolve around the stock's rapid price fluctuations and whether it represents a genuine opportunity or a classic pump-and-dump scheme. The stock's performance is also drawing comparisons to other recent high-flying biotech stocks.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf ($WULF) is trending as investors discuss a potential short squeeze, fueled by its high short interest and growing optimism around its transition to AI and high-performance computing. Community members are pointing to the stock's setup mirroring past breakouts, while also highlighting analyst price targets and the increasing open interest in call options. Some are closely watching for news regarding the Lake Cayuga site approval, which could act as a further catalyst.

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IREN Limited (IREN) Moves 6.8% Higher: Will This Strength Last?

IREN Limited (IREN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

IREN Energy (IREN) stock fell 4.9% in extended trading on Tuesday after the company revealed its intention to offer $875 million worth of convertible senior notes.The offering comes after IREN stock closed at an all-time high of $61.68. IREN had about 272 million outstanding shares as of June 30. The company stated that it also expects to grant the initial purchasers of the six-year bonds an option to purchase up to an additional $125 million principal amount of notes.The company intends to utilize the proceeds from the fundraising for general corporate purposes and to enter into capped call transactions, which are generally expected to reduce the potential dilution to IREN’s ordinary shares upon any conversion of the notes.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/IREN">IREN stock</a> was still in the ‘extremely bullish’ territory compared with ‘bullish’ a day ago.<figure class="image"><img style="aspect-ratio:792/99;" src="https://news.stocktwits-cdn.com/IREN_Oct_8_JPG_4d05741d6e.webp" alt="IREN’s Sentiment Meter and Message Volume as of 11:28 p.m. ET on Oct. 7, 2025 | Source: Stocktwits" width="792" height="99"><figcaption>IREN’s Sentiment Meter and Message Volume as of 11:28 p.m. ET on Oct. 7, 2025 | Source: Stocktwits</figcaption></figure>The Bitcoin miner is undergoing a strategic shift to become an artificial intelligence data center operator. Last month, the company announced the doubling of its AI Cloud GPU capacity to 23,000, targeting $500 million in annualized revenue by early 2026.IREN stock jumped 6.8% on Tuesday after the company said it has signed additional multi-year cloud services contracts with leading AI companies for NVIDIA Blackwell GPU deployments. It noted that to date, it has secured contracts for slightly less than half of the 23,000 GPUs, representing approximately $225 million in AI Cloud annualized run-rate revenue, expected to be in operation by the end of 2025.The company also stated that it is engaging with existing and prospective customers through site tours, technical diligence, and commercial negotiations for additional contracts beyond the 23,000 GPUs.One Stocktwits user wrote that the company now has more cash to bolster its GPU holdings. “This could finish out the Canadian GPU expansion and bring the CSP [Cloud Service Provider] revenue to $1.3B ARR. &nbsp;This pushes the share price over $100 even with dilution,” the trader noted.<stembedurl>https://stocktwits.com/GordonGekko888/message/631402662</stembedurl>“If you believe the growth story, stop worrying about the converts; you need capital to grow, otherwise you stall,” another user said.<stembedurl>https://stocktwits.com/robpas/message/631394863</stembedurl>IREN stock has jumped nearly sixfold this year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/exxon-eyes-return-to-iraq-plans-to-explore-majnoon-oil-field/ch6E54rR3LR">Exxon Eyes Return To Iraq, Plans To Explore Majnoon Oil Field: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Iren Energy Limited. 

Why Did IREN Energy Stock Slide Nearly 5% After Hours?

The company said earlier that it has signed additional multi-year cloud services contracts with leading AI companies for NVIDIA Blackwell GPU deployments.

Equity

The company said earlier that it has signed additional multi-year cloud services contracts with leading AI companies for NVIDIA Blackwell GPU deployments.


IREN (IREN) announced on Tuesday that it has entered into new multi-year agreements with major AI firms, tied to the deployment of the Nvidia Blackwell GPUs (graphics processing units).&nbsp;Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/IREN">IREN stock</a> traded over 8% higher in Tuesday’s premarket.&nbsp;These recent contracts follow the company's expansion of its AI Cloud capacity, with IREN forecasting that its GPU infrastructure could generate over $500 million in annual recurring revenue (ARR) once its fleet of 23,000 GPUs is fully online by the end of the first quarter (Q1) 2026.&nbsp;Retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume improved to ‘high’ from ‘low’ in 24 hours.&nbsp;Out of the 23,000 GPUs planned for operation, contracts are already in place for roughly 11,000 units. These agreements represent an estimated $225 million in annual cloud revenue, expected to be active by the end of 2025.According to IREN, these contracts are being signed at pricing levels that allow for revenue payback within about two years, and most are structured with two-year terms.“With nearly 3GW of grid-connected power across North America and a cloud services business scaling in size and reputation, we believe IREN is well-positioned to scale with the rapid growth in AI compute needs,” said co-founder and co-CEO of IREN, Daniel Roberts.&nbsp;IREN holds a portfolio of 2,910 megawatts (MW) of power and accompanying land assets. Its campuses in British Columbia, combined with its Horizon 1 and Horizon 2 data centers currently being constructed in Childress, Texas, are designed to accommodate more than 100,000 GPUs once fully operational.IREN stock has gained 488% in 2025 and over 591% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/grrr-shares-rally-over-4-percent-pre-market-retail-says-stock-should-be-trading-over-40/ch6PBTQR3Wu">GRRR Shares Rally Over 4% Pre-Market, Retail Says Stock Should Be Trading Over $40: ‘Unbelievable! Way, Way Undervalued’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the IREN Limited logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

What’s Pushing IREN Stock Higher Pre-Market Today?

The recent contracts follow the company's expansion of its AI Cloud capacity, with IREN forecasting that its GPU infrastructure could generate over $500 million in annual recurring revenue.

IREN Ltd (IREN) stock gained 5.8% in extended trading on Monday, after rising over 14% in the regular session to hit a fresh all-time high.The stock gained over 77% in September, its best monthly performance since May 2024. Monday’s gains came amid a rise in broader markets propelled by a deal between OpenAI and AMD, which could hand the Sam Altman-led company a 10% stake in the chipmaker. Bitcoin prices also jumped to all-time highs.However, the Bitcoin miner is undergoing a strategic shift to become an artificial intelligence data center operator. Last month, the company announced the doubling of its AI Cloud GPU capacity to 23,000, targeting $500 million in annualized revenue by early 2026. Iren is expected to provide a monthly update later this week.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/IREN">IREN</a> was in the ‘bullish’ territory at the time of writing, while retail message volume jumped over 385% over the past 24 hours.<figure class="image"><img style="aspect-ratio:787/90;" src="https://news.stocktwits-cdn.com/IREN_Oct_7_JPG_ac2e1caf85.webp" alt="IREN’s Sentiment Meter and Message Volume as of 12:07 a.m. ET on Oct. 7, 2025 | Source: Stocktwits" width="787" height="90"><figcaption>IREN’s Sentiment Meter and Message Volume as of 12:07 a.m. ET on Oct. 7, 2025 | Source: Stocktwits</figcaption></figure>“It’s institutional flow, hedge funds, or shorts covering. Whatever it is, it isn’t dumb retail money,” one Stocktwits user wrote, speculating whether a large deal might be around the corner.<stembedurl>https://stocktwits.com/GordonGekko888/message/631249181</stembedurl>“The only way this ramps this heavy … is if institutions have given up holding it back. Someone knows something. News is imminent,” another user wrote.<stembedurl>https://stocktwits.com/DeMaven/message/631244910</stembedurl>The company stated last month it had acquired an additional 12,400 GPUs for roughly $674 million. This includes 7,100 Nvidia B300s, 4,200 Nvidia B200s, and 1,100 AMD MI350Xs. Iren and its peers, such as Cipher Mining, are capitalizing on a surge in demand for AI data center capacity. Last month, a pure-play data center firm, Nebius, signed a $17.4 billion contract with Microsoft to provide GPU infrastructure.IREN, which runs its data centers entirely through renewable energy, already has 810 megawatts of installed capacity in the U.S. across five locations. The company is also adding further capacity, with 2.1 GW under construction and over 1 GW in the pipeline.IREN stock has risen more than fivefold this year. However, its lofty valuation has also attracted some scrutiny on Wall Street. Last month, JPMorgan Chase analysts downgraded the stock due to concerns over the recent surge in share prices.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-solaris-energy-infrastructure-stock-dip-over-6-after-hours/ch62UlDR3WT">Why Did Solaris Energy Infrastructure Stock Dip Over 6% After-Hours?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin Miner IREN’s Stock Hits All-Time High — Retail Ponders If A Big Deal Is On The Cards

The rise comes amid the company’s strategic shift to becoming an artificial intelligence data center operator.

3 Best Performing Stocks in 2025 (OKLO, IREN, NBIS)

Oklo Inc., IREN Limited, and Nebius Group N.V. have been the best performing stocks in the market this year thanks to the AI boom. Can they continue to rally?

IREN stock saw a bearish shift in rating from JPMorgan Chase &amp; Co., which downgraded the stock to ‘Underweight’ from ‘Neutral’ amid questions about the sustainability of its recent valuation surge, according to TheFly.&nbsp;Analyst Reginald Smith, however, raised the price target on the stock to $24 from $16. IREN’s valuation appears to reflect expectations&nbsp;around a massive colocation agreement exceeding one gigawatt at its Sweetwater site in Texas.Following the rating update,&nbsp;<a href="https://stocktwits.com/symbol/IREN">IREN stock&nbsp;</a>traded over 6% lower in Friday’s premarket and was the second-most trending equity ticker on Stocktwits. Retail sentiment around the stock improved to ‘extremely bullish’ territory from ‘bullish’ amid ‘high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:928/100;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_26_070745_png_4fa6413e96.webp" alt="IREN’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Sep. 26, 2025 | Source: Stocktwits" width="928" height="100"><figcaption>IREN’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Sep. 26, 2025 | Source: Stocktwits</figcaption></figure>The stock saw a 134% increase in user message count over the past week. Stocktwits users appeared to remain optimistic about the company despite the downgrade.&nbsp;<stembedurl>https://stocktwits.com/Liquidmotions/message/630093147</stembedurl><stembedurl>https://stocktwits.com/arbitraryalien/message/630092065</stembedurl>If finalized, the colocation agreement&nbsp;would represent a historic level of capital investment and operational scale in the bitcoin mining and high-performance computing sector, said the analyst.&nbsp;JPMorgan acknowledges the potential for this scale of growth to materialize in time. However, the firm believes that the risks currently outweigh the potential rewards. The reassessment comes as mining economics continue to shift, with fluctuations in bitcoin prices and upside from high-performance computing (HPC).On September 23, IREN said it has doubled its AI Cloud capacity to a total of 23,000 GPUs (graphic processing units), supporting the company’s goal of achieving more than $500 million in annualized AI Cloud revenue by the first quarter of 2026.IREN stock has gained over 371% in 2025 and 407% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fund-strat-s-tom-lee-compares-nvidia-valuation-with-walmart-costco-and-cisco-s-dotcom-peak/chDVITZR3I1">Is Nvidia Stock A Bargain Buy? FundStrat’s Tom Lee Compares Valuation With Walmart, Costco And Cisco’s Dotcom Peak</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Is IREN Stock Falling Today? 

JPMorgan cited that IREN’s valuation appears to reflect expectations around a massive colocation agreement exceeding one gigawatt at its Sweetwater site in Texas.

4 Top-Performing ETF Areas of First Nine Months of 2025

In 2025, the best-performing ETF themes include gold and silver mining (SLVP, RING), bitcoin miners (WGMI), uranium (URA) and defense (EUAD, SHLD).

U.S. equities declined in Wednesday’s afternoon trade as investors cautiously await the release of key economic data this week, including the third estimate of gross domestic product (GDP) for the second quarter (Q2) on Thursday, and the personal consumption expenditures (PCE) price index on Friday.The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which mirrors the S&amp;P 500 index, was down 0.39% at the time of writing, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ), which mirrors the Nasdaq, fell 0.6%. The&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA), which tracks the Dow Jones Industrial Average, declined 0.31%.Here are the top stocks making the biggest moves in Wednesday’s midday trade:<a href="https://stocktwits.com/symbol/LAC">Lithium Americas Corp. (LAC)</a>Lithium Americas’ shares skyrocketed over 96% in Wednesday’s afternoon trade after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lithium-americas-stock-surge-captures-wall-street-attention-here-is-why/chD1GtUR33g">confirmed</a> that it is in talks with the U.S. Department of Energy and its joint venture partner General Motors Co. (GM) in the Thacker Pass lithium project over the renegotiation of a $2.26 billion Energy Department loan.<a href="https://stocktwits.com/symbol/LAC">LAC stock</a> is up 101% year-to-date.<a href="https://stocktwits.com/symbol/BABA">Alibaba Group Holdings (BABA)</a>Alibaba’s U.S.-listed shares surged more than 9% in Wednesday’s afternoon session after the company announced plans to boost investment in artificial intelligence by over $53 billion.<a href="https://stocktwits.com/symbol/BABA">BABA stock</a> is up 110% year-to-date.<a href="https://stocktwits.com/symbol/QURE">uniQure NV (QURE)</a>uniQure shares soared more than 260% on Wednesday afternoon after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uniqure-stock-rises-pre-market-after-investigational-huntingtons-disease-drug-slows-disease-in-trial/chD1GAOR33X">said</a> that a high dose of its experimental gene therapy AMT-130 demonstrated a statistically significant slowing of disease progression in Huntington’s disease in an early-to-mid stage trial.<a href="https://stocktwits.com/symbol/QURE">QURE stock</a> is up 178% year-to-date.<a href="https://stocktwits.com/symbol/IREN">IREN (IREN)</a>IREN shares surged over 16% on Wednesday afternoon following an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iren-stock-surged-15-percent-today-here-is-a-price-target-update/chD1drjR33t">announcement</a> by the company that it has doubled its AI Cloud capacity to a total of 23,000 GPUs (graphic processing units), supporting the company’s goal of achieving more than $500 million in annualized AI Cloud revenue by the first quarter of 2026.<a href="https://stocktwits.com/symbol/IREN">IREN stock</a> is up 393% year-to-date.<a href="https://stocktwits.com/symbol/CDTX">Cidara Therapeutics Inc. (CDTX)</a>Cidara shares gained over 21% in Wednesday’s afternoon trade after the company announced plans for a Phase 3 study for CD388, a non-vaccine preventative of seasonal influenza.<a href="https://stocktwits.com/symbol/CDTX">CDTX stock</a> is up 232% year-to-date.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/scott-bessent-surprised-by-strength-of-fed-chair-candidates/chD1cDJR33N">Scott Bessent Says He’s Surprised By Strength Of Fed Chair Candidates: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A bull statue and a bear statue stand outside the Frankfurt Stock Exchange on April 7, 2025 in Frankfurt, Germany

Lithium Americas, Alibaba, uniQure, IREN, Cidara: Stocks Making The Biggest Moves Today

Lithium Americas’ shares skyrocketed over 96% in Wednesday’s afternoon trade after the firm confirmed that it is in talks with the Energy Department and GM over the $2.6 billion Thacker Pass project loan.

IREN stock drew the spotlight on Wednesday as momentum around data centers remains high due to demand for infrastructure in the artificial intelligence space.&nbsp;Arete Research has initiated coverage on IREN with a ‘Buy’ rating, according to TheFly. The firm has set a price target of $78, signaling strong upside potential driven by artificial intelligence (AI) infrastructure and bitcoin mining operations.<a href="https://stocktwits.com/symbol/IREN">IREN stock</a> traded over 15% higher on Wednesday morning and was among the top five trending equity tickers on Stocktwits. Retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:933/107;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_24_103100_png_c47fd9807b.webp" alt="IREN’s Sentiment Meter and Message Volume as of 10:35 a.m. ET on Sep. 24, 2025 | Source: Stocktwits" width="933" height="107"><figcaption>IREN’s Sentiment Meter and Message Volume as of 10:35 a.m. ET on Sep. 24, 2025 | Source: Stocktwits</figcaption></figure>The stock saw a 431% increase in user message count over the past month.&nbsp;Arete highlighted that growing demand from AI-related computing is likely to provide sustainable growth opportunities for miners like IREN, which are actively aligning their business models to capitalize on this trend.According to the firm, the Bitcoin miner has recently made strategic moves to expand its role in the broader digital infrastructure space. IREN stands out by funding its own data center development while also modernizing its crypto mining operations.On Tuesday, IREN said it has doubled its AI Cloud capacity to a total of 23,000 GPUs (graphic processing units), supporting the company’s goal of achieving more than $500 million in annualized AI Cloud revenue by the first quarter of 2026.To meet increasing demand from enterprise customers, the company invested approximately $674 million to acquire 12,400 additional GPUs, including 7,100 NVIDIA B300s, 4,200 NVIDIA B200s, and 1,100 AMD MI350Xs.IREN stock has gained over 389% in 2025 and over 435% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/micron-stock-draws-investor-attention-as-wall-street-praises-q4-print-and-outlook/chD1TK0R33m">Micron Stock Draws Investor Attention As Wall Street Praises Q4 Print, Outlook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

IREN Stock Surged 15% Today – Here’s A Price Target Update 

Arete cited that IREN stands out by funding its own data center development while also modernizing its crypto mining operations.

Can an Expanding Clientele Push WULF Stock's Top-Line Growth?

TeraWulf secures a $6.7B deal with Fluidstack, backed by Alphabet, as it scales data center capacity and eyes HPC growth.


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.

Will JP Morgan Chase ($JPM) beat quarterly earnings?  
 
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Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$0.16	--	--	N/A
Q4 '25	$0.18	$0.19	7.53%	BEAT
Q3 '25	$0.12	--	--	N/A
Q1 '25	-$0.08	--	--	N/A
Q4 '24	$0.03	--	--	N/A

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