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News und Analysen

Iren vs. Applied Digital: Which Is the Better Long-Term Play?: https://g.foolcdn.com/editorial/images/851136/data-center-server-racks-1276747401.jpg
Iren vs. Applied Digital: Which Is the Better Long-Term Play?

If you're comparing two compelling AI infrastructure companies, you may already have Iren (NASDAQ: IREN) and Applied Digital (NASDAQ: APLD) on your radar. Both stocks experienced meteoric gains

The Pick-and-Shovel Phase of AI Has Arrived: 3 Stocks to Watch: https://g.foolcdn.com/editorial/images/846743/ai-icons-held-in-human-hand_gettyimages-1452604857-1201x751-bc3ff22.png
The Pick-and-Shovel Phase of AI Has Arrived: 3 Stocks to Watch

Although ChatGPT creator OpenAI may capture a lot of headlines, especially amid speculation that it's preparing to go public, the company continues to bleed money. Some estimates suggest it will

3 Red-Hot Growth Stocks to Buy in 2026: https://g.foolcdn.com/editorial/images/851845/ai_robot_watching_stocks_rise-gettyimages-1389207041-1201x800-9b9f185.png
3 Red-Hot Growth Stocks to Buy in 2026

Analysts at Bank of America believe artificial intelligence (AI) remains "the place to be" in 2026. Their perspective makes sense considering the tremendous growth expected for the AI industry

Where Will Constellation Energy Be in 3 Years?: https://g.foolcdn.com/editorial/images/851891/man-in-business-suit-looking-through-telescope-toward-horizon-long-term-future-poc-1200x800-5b2df79.jpg
Where Will Constellation Energy Be in 3 Years?

Constellation Energy (NASDAQ: CEG) has come a long way over the past three years. Exelon spun the company off in early 2022, allowing Constellation to focus on generating merchant power while Exelon

Prediction: IREN Could Soar 50% in 2026 if This Happens: https://g.foolcdn.com/editorial/images/851252/iren.png
Prediction: IREN Could Soar 50% in 2026 if This Happens

Iren Limited (NASDAQ: IREN) is racing to scale its AI Cloud capacity, and the Microsoft contract could be the catalyst that turns this former Bitcoin miner into a real contender in AI

Is H2O America Stock a Buy After Investment Firm Ausbil Initiated a Position Worth $2.6 Million?
Is H2O America Stock a Buy After Investment Firm Ausbil Initiated a Position Worth $2.6 Million?

According to an SEC filing dated January 13, 2026, Ausbil Investment Management Ltd reported a new position in H2O America (NASDAQ:SJW) with the purchase of 53,119 shares. The transaction value was

Stock Market Today, Jan. 12: Iren Jumps on Bernstein Naming It Top AI Pick After Microsoft Contract Win
Stock Market Today, Jan. 12: Iren Jumps on Bernstein Naming It Top AI Pick After Microsoft Contract Win

Iren (NASDAQ:IREN), a vertically integrated data center operator previously specializing in Bitcoin (CRYPTO:BTC) mining, closed Monday at $50.33, up 9.34% on the day. Iren IPO'd in 2021 and has

Why Iren Stock Crashed in December: https://g.foolcdn.com/editorial/images/849573/data-center-campus.jpg
Why Iren Stock Crashed in December

Artificial intelligence (AI) infrastructure names were all the rage in 2025. Iren Limited (NASDAQ: IREN) was one big beneficiary. It seemed to be in the right place at the right time. Its

If You Own AES Stock, Take a Look at This Instead: https://g.foolcdn.com/editorial/images/847115/gettyimages-1350722251-1200x675-128554e.jpg
If You Own AES Stock, Take a Look at This Instead

AES Corp. (NYSE: AES) is a U.S. utility company that serves residential customers in Ohio and Indiana, with long-term plans to expand into fulfilling energy needs for data centers. The company's

Iren vs. Applied Digital: What's the Better Long-Term Play?: https://g.foolcdn.com/editorial/images/847527/analyst-stocks.jpg
Iren vs. Applied Digital: What's the Better Long-Term Play?

Hyperscalers, including Microsoft, Amazon, and Alphabet, are increasingly signing multibillion-dollar contracts with data center builders. Iren (NASDAQ: IREN) (formerly Iris Energy) and Applied

Forget Vertiv Stock and Look at This AI Stock Instead: https://g.foolcdn.com/editorial/images/847070/gettyimages-1460653471-1200x675-128554e.jpg
Forget Vertiv Stock and Look at This AI Stock Instead

Vertiv (NYSE: VRT) is one of the top artificial intelligence (AI) stocks thanks to investor enthusiasm regarding its liquid cooling solutions, which are critical for data centers. The stock has

UGI Subsidiary President Joins Insider Trend of Selling Thousands of Shares
UGI Subsidiary President Joins Insider Trend of Selling Thousands of Shares

UGI, a diversified energy provider with strong utility and propane operations, reported a notable insider sale amid robust 1-year returns.

On Nov. 26, 2025, Hans G. Bell, President of a subsidiary

This Is One of the Best Artificial Intelligence (AI) Stocks to Hold for the Next 10 Years: https://g.foolcdn.com/editorial/images/847508/artificial-intelligence-ai-on-circuit-board.jpg
This Is One of the Best Artificial Intelligence (AI) Stocks to Hold for the Next 10 Years

Shares of Iren (NASDAQ: IREN) more than tripled in 2025. The Bitcoin miner, founded in 2018, is pursuing a massive opportunity by offering its data centers for artificial intelligence (AI) cloud

Can Iren Stock Beat the Market in 2026?: https://g.foolcdn.com/editorial/images/844171/gettyimages-1275073399-1200x675-128554e.jpg
Can Iren Stock Beat the Market in 2026?

Iren (NASDAQ: IREN) has more than tripled this year, comfortably outpacing the S&P 500, due to its pivot to AI infrastructure. However, the growth stock has lost more than 50% of its value in less

The AI Bubble Is Popping: Why These Stocks Are Crashing
The AI Bubble Is Popping: Why These Stocks Are Crashing

In this video, I will explain why Nebius (NASDAQ: NBIS), Iren, CoreWeave, and other artificial intelligence (AI) stocks have recently pulled back. Watch the short video to learn more, consider

Why Iren Stock Was Getting Clobbered This Week
Why Iren Stock Was Getting Clobbered This Week

Iren (NASDAQ: IREN), a crypto miner that's been leaning harder into its data center operations, hasn't been an investor favorite over the past few trading sessions. It's struggling with several

Are Democrats Still Buying Teslas? Are Republicans Replacing Lost Buyers? Here's What the Data Says
Are Democrats Still Buying Teslas? Are Republicans Replacing Lost Buyers? Here's What the Data Says

In some businesses, CEOs can wade into politics without fearing a consumer backlash. On the left, George Soros doesn't need to raise capital from Republican voters. On the right, boycotts of Koch

Evaluating Constellation Energy (CEG) Stock's Actual Performance
Evaluating Constellation Energy (CEG) Stock's Actual Performance

Constellation Energy (NASDAQ: CEG) is the country's largest producer of carbon-free energy. It's the leader in generating nuclear energy. Constellation also operates a mix of hydro, wind, and solar

Prediction: Iren Could Soar Another 150%
Prediction: Iren Could Soar Another 150%

Iren (NASDAQ: IREN) is racing to become a significant force in AI cloud computing, backed by a huge Microsoft contract and rapid GPU expansion. This video breaks down the bullish case, the

Why Have Nebius, CoreWeave, and Iren Stock All Fallen This Week?
Why Have Nebius, CoreWeave, and Iren Stock All Fallen This Week?

In this video, I will discuss the recent surge in space data and its potential impact on Nebius (NASDAQ: NBIS), Iren, and CoreWeave and review Oracle's earnings report. Watch the short video to

Better AI Infrastructure Stock: Nebius Group vs. Iren Limited
Better AI Infrastructure Stock: Nebius Group vs. Iren Limited

There are a few interesting ways to invest in the growth of artificial intelligence (AI), but one of my favorites right now is AI infrastructure. Nvidia CEO Jensen Huang has estimated that companies

Forget Iren's Explosive Growth: Buy This Better Long-Term Stock Instead
Forget Iren's Explosive Growth: Buy This Better Long-Term Stock Instead

Iren (NASDAQ: IREN) has been a massive winner over the past three years. The explosive revenue growth of 750% for the company has driven the stock price up by 3,360% during that period. The company

2 Things Every Iren Investor Needs to know
2 Things Every Iren Investor Needs to know

Most Iren (NASDAQ: IREN) investors probably first heard about the stock this year as its price ramped up more than 1,400% from its April low of $5.12 to a November high of $76.87 on enthusiasm about

Why Iren Stock Plummeted Today
Why Iren Stock Plummeted Today

Nobody likes a big pile of debt, and that holds doubly true for investors concerned about the balance sheets of their investments.

On Tuesday, cryptocurrency miner and data center operator Iren

Precigen Stock Up 280% in a Year — Is FDA Approval Behind This Big New Investor Bet?
Precigen Stock Up 280% in a Year — Is FDA Approval Behind This Big New Investor Bet?

On November 14, San Diego-based Tang Capital Management disclosed a new position in Precigen (NASDAQ:PGEN), adding approximately $40.8 million, or 12.4 million shares, per SEC filings.

According to