Iren
$IREN · NASDAQ · FINANCIAL SERVICES · 2 stories in 30 daysThe wire on $IREN
newest first · duplicate source posts collapse into one event · direct subject stories onlyJim Cramer: CoreWeave is the only neocloud he likes, dismisses IREN
Jim Cramer said CoreWeave is the only neocloud he likes. He made the comment when asked about IREN stock. The remark suggests Cramer does not favor IREN in the neocloud space.
neutral 50 · impact 20IREN signs AI Cloud contract with frontier lab; FY26 revenue misses estimates
IREN reported FY26 revenue of $707M, below the $740M estimate, and adj. EBITDA of $245.7M, missing consensus. Q4 adj. EBITDA of $19.2M was well below the $41.1M estimate. The company posted a net loss of $702.6M, largely from non-cash impairments. AI Cloud revenue rose to $128.8M. IREN also announced a new multi-year AI Cloud contract with a leading frontier AI lab, with 2026 capacity largely sold out and $4B in contracted ARR. Shares fell more than 10%.
bearish 35 · impact 60News tells you what happened. The tape shows whether it mattered.
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