This article first appeared on GuruFocus. Alphabet (GOOG, Financials) has approved a new compensation package for Chief Executive Sundar Pichai that could reach up to $692 million over the next three years, placing him among the highest-paid corporate leaders globally. The bundle comes with two sets of performance stock units, each worth $63 million. These awards are based on how well Alphabet's t...
This article first appeared on GuruFocus. Alphabet (GOOG, Financials) has approved a new compensation package for Chief Executive Sundar Pichai that could reach up to $692 million over the next three years, placing him among the highest-paid corporate leaders globally. The bundle comes with two sets of performance stock units, each worth $63 million. These awards are based on how well Alphabet's total shareholder return compares to those of firms in the S&P 100. The first part is for the years 2026 to 2027, while the second part is for the years 2026 to 2028. The amount of shares that vest might be anything from 0% to 200% of the objective, depending on how well the firm does relative to its competitors. The prizes could not vest at all if Alphabet doesn't do well. Pichai will also get $84 million in restricted stock units that will vest over three years, as long as he stays with the firm. Alphabet's new technology divisions are also getting further incentives. Waymo, the self-driving car company, is responsible for nearly $130 million in stock awards, while Wing Aviation, the drone delivery company, is responsible for around $45 million. Pichai's base compensation is still $2 million, which hasn't increased since 2020. The CEO is not eligible for an annual cash bonus.
Oil ( CL1:COM ) prices have surged sharply since the outbreak of the U.S.–Iran conflict, but a growing divergence between crude prices and energy equities may signal the rally is nearing exhaustion, according to BTIG. West Texas Intermediate crude has climbed from a Feb. 27 closing price of $67.02 per barrel to roughly $94.52, marking a gain of about 41%. During the surge, prices briefly spiked as...
Oil ( CL1:COM ) prices have surged sharply since the outbreak of the U.S.–Iran conflict, but a growing divergence between crude prices and energy equities may signal the rally is nearing exhaustion, according to BTIG. West Texas Intermediate crude has climbed from a Feb. 27 closing price of $67.02 per barrel to roughly $94.52, marking a gain of about 41%. During the surge, prices briefly spiked as high as $119.48 per barrel as geopolitical tensions intensified and traders priced in potential supply disruptions across the Middle East. Despite the dramatic move in crude, the Energy Select Sector SPDR Fund ( XLE ) has lagged behind the commodity’s advance. Over the same period, the ETF has risen from $55.05 to $56.62, a modest 2.8% increase, with its high point of $57.88 reached last week. The divergence has caught the attention of BTIG’s chief market technician, Jonathan Krinsky, because energy equities often lead commodity prices during sustained rallies. When stocks fail to confirm higher oil prices, it can indicate the move is losing momentum. The current stretch in crude is also historically extreme. At one point Friday, WTI traded roughly 45% above its 200-day moving average Krinsky noted— a level rarely seen over the past four decades. Similar overextensions occurred during the 1990 Gulf War and the 2022 Russia-Ukraine conflict, both of which ultimately proved to be short-lived oil spikes. Other energy and oil focused ETFs that may be worth monitoring include the following: Energy ETFs: ( VDE ) ( AMLP ), ( XOP ), ( OIH ), and ( IXC ). Oil ETFs: ( USO ), ( UCO ), ( DBO ), ( OILK ), and ( USL ). More on markets Dividend stocks build momentum as Middle East tensions push oil above $100/bbl Turkey says NATO shot down second Iranian ballistic missile after airspace breach RBC Capital Markets holds S&P 500 target, says Iran conflict too early to shift view BTIG warns: A break below 6,700 could send S&P 500 toward 200-day moving average How high can oil rise this year?...
Okta OKTA shares have appreciated 12.5% following the fourth-quarter fiscal 2026 results on March 4. The company reported earnings of 90 cents per share, which beat the Zacks Consensus Estimate by 6.36% and increased 15.4% year over year. Total revenues increased 11.6% year over year to $761 million, surpassing the consensus mark by 1.59%. Okta’s prospects benefit from an expanding clientele, driv...
Okta OKTA shares have appreciated 12.5% following the fourth-quarter fiscal 2026 results on March 4. The company reported earnings of 90 cents per share, which beat the Zacks Consensus Estimate by 6.36% and increased 15.4% year over year. Total revenues increased 11.6% year over year to $761 million, surpassing the consensus mark by 1.59%. Okta’s prospects benefit from an expanding clientele, driven by an innovative product pipeline and strong demand for Identity solutions. Customers with more than $100K in Annual Contract Value increased 6% year over year to 5,100. OKTA ended fiscal 2026 with more than 20,000 customers. These factors are expected to help OKTA shares recover, which have dropped 23.2% in the trailing 12 months, underperforming the broader Zacks Computer & Technology sector and peers, including Microsoft MSFT, Palo Alto Networks PANW and Cisco Systems CSCO. Over the same timeframe, the broader sector, Cisco and Microsoft have returned 33.6%, 26.7% and 7.6%, respectively, while Palo Alto Networks has dropped 5%. OKTA Stock’s Performance Zacks Investment Research Image Source: Zacks Investment Research OKTA Offers Positive FY27 Guidance For fiscal 2027, OKTA expects revenues between $3.17 billion and $3.19 billion, indicating 9% growth from the figure reported in fiscal 2026. Okta expects fiscal 2027 non-GAAP earnings between $3.74 and $3.82 per share. The Zacks Consensus Estimate for Okta’s earnings has increased by a nickel to $3.71 per share over the past 30 days. The earnings estimate suggests 6% growth over the figure reported in fiscal 2026. The consensus estimate for revenues is currently pegged at $3.18 billion, suggesting 9% growth from the figure reported in fiscal 2026. Okta, Inc. Price and Consensus Okta, Inc. Price and Consensus Okta, Inc. price-consensus-chart | Okta, Inc. Quote Okta expects first-quarter fiscal 2027 revenues between $749 million and $753 million, indicating 9% year-over-year growth. Okta anticipates non-GAAP earnings betw...
(RTTNews) - Precision BioSciences said the U.S. Food and Drug Administration has granted Fast Track designation to its investigational therapy PBGENE-DMD for the treatment of Duchenne muscular dystrophy. The company said the designation is intended to facilitate development and speed the review of therapies that address serious conditions with significant unmet medical needs. "Fast Track designati...
(RTTNews) - Precision BioSciences said the U.S. Food and Drug Administration has granted Fast Track designation to its investigational therapy PBGENE-DMD for the treatment of Duchenne muscular dystrophy. The company said the designation is intended to facilitate development and speed the review of therapies that address serious conditions with significant unmet medical needs. "Fast Track designation is an important regulatory milestone for PBGENE-DMD and reflects the significant unmet need in DMD," said Michael Amoroso, Chief Executive Officer of Precision BioSciences. "We believe this designation, together with our recent IND clearance, supports PBGENE-DMD's continued momentum towards clinical investigation in boys living with DMD." The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Intel® Core™ Series 2 processors with P-cores launches as industrial-ready platform for mission-critical edge applications Edge AI Suite for Health & Life Sciences provides validated reference pipelines for AI-powered patient monitoring solutions NUREMBERG, Germany — March 9, 2026 — At Embedded World 2026, Intel launched the Intel® Core™ processor Series 2 with P-cores, an industrial-ready platfor...
Intel® Core™ Series 2 processors with P-cores launches as industrial-ready platform for mission-critical edge applications Edge AI Suite for Health & Life Sciences provides validated reference pipelines for AI-powered patient monitoring solutions NUREMBERG, Germany — March 9, 2026 — At Embedded World 2026, Intel launched the Intel® Core™ processor Series 2 with P-cores, an industrial-ready platform engineered for mission-critical edge applications. Intel also announced its latest Edge AI suite for Health & Life Sciences, providing validated reference pipelines and benchmarking tools for AI-powered patient monitoring solutions. "Intel continues to lead in edge computing, which remains one of our fastest-growing business segments," said Dan Rodriguez, Intel corporate vice president and general manager of the Edge Computing Group. " With the introduction of Core Series 2, our CES launch of Core Ultra Series 3, and our expanding Edge AI Suites, we continue to deliver comprehensive platforms that meet diverse edge customer needs with breakthrough performance, reliability, and integrated AI acceleration." Intel Core Series 2 Solves Industrial Real-Time Challenges Intel Core Series 2 processors address the critical challenges facing modern industrial operations, which demand processors that can handle multiple critical workloads simultaneously—from safety-critical control systems to real-time data processing—all while maintaining precise timing and deterministic performance. Traditional processors often force manufacturers to choose between computational power and real-time reliability, leading to complex multi-processor architectures that increase costs and system complexity. Intel Core Series 2 processor take these challenges head-on. Compared to AMD Ryzen™ 7 9700X, Intel Core Series 2 processors deliver up to 4.4x lower max PCIe latency1, up to 2.5x more deterministic response time2, up to 3.8x better deterministic performance3, and up to 1.5x higher multi-thread perfor...
A handful of the worst performing companies in the IPO class of 2025 are staring down the risk of a “negative feedback loop” as selling restrictions for long-term investors and management teams are lifted after earnings, according to the head of PricewaterhouseCoopers ’ US listing practice. This month, ticket seller Stubhub Holdings Inc. and cybersecurity company Netskope Inc. are facing a combina...
A handful of the worst performing companies in the IPO class of 2025 are staring down the risk of a “negative feedback loop” as selling restrictions for long-term investors and management teams are lifted after earnings, according to the head of PricewaterhouseCoopers ’ US listing practice. This month, ticket seller Stubhub Holdings Inc. and cybersecurity company Netskope Inc. are facing a combination of earnings and the expiration of restrictions on insiders selling shares following their respective IPOs. The companies are among a handful whose prices have stumbled in a volatile market . “If you have bad results right around the same time lock-ups are expiring, that creates a flywheel that can create poor stock performance,” said Mike Bellin , who leads the US IPO practice at PwC. Companies with first-time share sales on US exchanges between September and November have registered a weighted-average decline of 15% from their IPO price, and the five largest deals are all trading in the red, data compiled by Bloomberg show. The coming days and weeks are expected to see the expiration of post-IPO lockup agreements — measures intended to reassure new buyers that current backers are in it, if not for the long haul, at least for 180 days or so. The lifting of these restrictions will put pressure on long-term investors, to decide if they want to stay along for the ride, or cut losses and redeploy cash. Read More: Middle East Conflict Presses IPO Hopefuls to Get Deals Done The lifting of restrictions for Klarna Group Plc coincided with a modest relief rally as shares perked up nearly 5%, though the stock remains down 64% from its listing price. Stubhub rose 7% as restrictions ended, though it is still down more than 60% from the IPO . For Netskope insiders, earnings on Wednesday will be closely-watched followed by the lifting of the lock-up on Friday. Its shares are down 36% from a September listing . For the latest news on equity capital markets activity in the US, Canada ...
As one of the leaders in the artificial intelligence (AI) revolution, Nvidia (NVDA +1.15%) is closely watched within the tech industry for insight into what's next. The company's graphics processing units (GPUs) are at the heart of AI processing, and being a component supplier can have significant implications for a company's success or failure in AI. Nvidia has been a major contributor to the suc...
As one of the leaders in the artificial intelligence (AI) revolution, Nvidia (NVDA +1.15%) is closely watched within the tech industry for insight into what's next. The company's graphics processing units (GPUs) are at the heart of AI processing, and being a component supplier can have significant implications for a company's success or failure in AI. Nvidia has been a major contributor to the success of Micron Technology (MU +2.55%). Unprecedented demand for Nvidia's GPUs has fueled equally impressive demand for Micron's high-bandwidth memory (HBM), DRAM, and NAND processors, as the company is a major chip supplier to Nvidia. However, a persistent shortage of these data center memory chips -- which play a crucial role in AI processing -- may be working against Micron. For its flagship Vera Rubin chip, scheduled for release in the second half of 2026, Nvidia is reportedly using memory chips from Micron's biggest competitors. Left out in the cold? Reports out this morning suggest that SK Hynix and Samsung Electronics (SSNLF +55.02%) will be the sole suppliers of sixth-generation HBM4 for the Vera Rubin processor, according to an article that first appeared in The Korea Economic Daily. The publication cited sources that suggest SK Hynix will supply more than half of Nvidia's total HBM supply this year, while Samsung will be the leading supplier of HBM4 chips for the Vera Rubin. SK Hynix and Samsung Electronics are the world's largest suppliers of HBM, with 34% and 33% of the market, respectively, according to Counterpoint Research. Micron controls 26% of the market, coming in third. Expand NASDAQ : MU Micron Technology Today's Change ( 2.55 %) $ 9.45 Current Price $ 379.75 Key Data Points Market Cap $417B Day's Range $ 357.69 - $ 381.50 52wk Range $ 61.54 - $ 455.50 Volume 953K Avg Vol 34M Gross Margin 45.53 % Dividend Yield 0.12 % This could have serious implications for Micron's future. Nvidia is the gold standard and market leader in data center GPUs, with an estim...
Key Points Micron has been a key beneficiary of the accelerating adoption of AI, as a key supplier to Nvidia. However, reports suggest that Micron's biggest competitors will be the sole suppliers of HBM4 for Nvidia's new flagship Vera Rubin chip. This situation could be temporary, and there will likely still be plenty of other demand for Micron's memory chips. These 10 stocks could mint the next w...
Key Points Micron has been a key beneficiary of the accelerating adoption of AI, as a key supplier to Nvidia. However, reports suggest that Micron's biggest competitors will be the sole suppliers of HBM4 for Nvidia's new flagship Vera Rubin chip. This situation could be temporary, and there will likely still be plenty of other demand for Micron's memory chips. These 10 stocks could mint the next wave of millionaires › As one of the leaders in the artificial intelligence (AI) revolution, Nvidia (NASDAQ: NVDA) is closely watched within the tech industry for insight into what's next. The company's graphics processing units (GPUs) are at the heart of AI processing, and being a component supplier can have significant implications for a company's success or failure in AI. Nvidia has been a major contributor to the success of Micron Technology (NASDAQ: MU). Unprecedented demand for Nvidia's GPUs has fueled equally impressive demand for Micron's high-bandwidth memory (HBM), DRAM, and NAND processors, as the company is a major chip supplier to Nvidia. However, a persistent shortage of these data center memory chips -- which play a crucial role in AI processing -- may be working against Micron. For its flagship Vera Rubin chip, scheduled for release in the second half of 2026, Nvidia is reportedly using memory chips from Micron's biggest competitors. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Left out in the cold? Reports out this morning suggest that SK Hynix and Samsung Electronics (OTC: SSNLF) will be the sole suppliers of sixth-generation HBM4 for the Vera Rubin processor, according to an article that first appeared in The Korea Economic Daily. The publication cited sources that suggest SK Hynix will supply more than half of Nvidia's total HBM supply this year, while Samsung will be the leading sup...
Micron Investors Just Got Terrible News From Nvidia Yahoo Finance Micron Investors Just Got Terrible News From Nvidia The Motley Fool Samsung, SK Hynix win Vera Rubin HBM4 slots, widening lead over Micron The Korea Economic Daily Global Edition
Micron Investors Just Got Terrible News From Nvidia Yahoo Finance Micron Investors Just Got Terrible News From Nvidia The Motley Fool Samsung, SK Hynix win Vera Rubin HBM4 slots, widening lead over Micron The Korea Economic Daily Global Edition
The critics are cheering from the sidelines. Bitcoin (BTC +2.94%) isn't holding up to its perception as a store of value and hedge against macro and geopolitical uncertainty. As of March 5, it trades 44% off its peak from last October. Financial markets are complex, so it's not always easy to find a clear explanation for any asset's price action. While I believe the superior cryptocurrency has imm...
The critics are cheering from the sidelines. Bitcoin (BTC +2.94%) isn't holding up to its perception as a store of value and hedge against macro and geopolitical uncertainty. As of March 5, it trades 44% off its peak from last October. Financial markets are complex, so it's not always easy to find a clear explanation for any asset's price action. While I believe the superior cryptocurrency has immense long-term upside, it's facing three big trillion-dollar competitive risks right now. Bitcoin is fighting for capital In the past decade, Bitcoin has skyrocketed almost 18,000%. It now commands a meaningful $1.4 trillion market cap. And given its neutral, digital, and decentralized nature, it competes for capital on a global level. This pits it against large pools of capital that can draw attention away from Bitcoin. For starters, nothing has captured the imagination of investors more recently than the artificial intelligence (AI) boom. Some of the most dominant businesses we've ever seen are going all in, sparing no expense to build computing capacity to develop this technology. The ultimate payoff is highly uncertain. But the market is bullish, exhibited by the "Magnificent Seven" group's total market cap of $20 trillion, representing about one-third of the S&P 500 index, according to the latest research by The Motley Fool. Domestically, the U.S. housing market is a massive capital magnet estimated to be worth $55 trillion as of last June. The 30-year fixed mortgage rate is 6% for the first time since 2022. If rates continue dropping, home values could get a lift. For middle-class Americans, homes are a leading store of wealth. Another trillion-dollar competitive risk is in U.S. Treasuries, which carry a nominal value right now of $29 trillion. This is an extremely liquid market. And they're backed by the full faith and credit of the U.S. government, making them an essential reserve asset for central banks around the world. Bitcoin's scarcity is what matters in the lo...
Key Points As a global and neutral asset, Bitcoin is fighting for capital from other asset classes. There are gargantuan pools of capital allocated to the AI boom, U.S. residential real estate, and Treasuries. Bitcoin investors’ patience and discipline are always being tested, so it’s important to focus on the next decade. 10 stocks we like better than Bitcoin › The critics are cheering from the s...
Key Points As a global and neutral asset, Bitcoin is fighting for capital from other asset classes. There are gargantuan pools of capital allocated to the AI boom, U.S. residential real estate, and Treasuries. Bitcoin investors’ patience and discipline are always being tested, so it’s important to focus on the next decade. 10 stocks we like better than Bitcoin › The critics are cheering from the sidelines. Bitcoin (CRYPTO: BTC) isn't holding up to its perception as a store of value and hedge against macro and geopolitical uncertainty. As of March 5, it trades 44% off its peak from last October. Financial markets are complex, so it's not always easy to find a clear explanation for any asset's price action. While I believe the superior cryptocurrency has immense long-term upside, it's facing three big trillion-dollar competitive risks right now. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Bitcoin is fighting for capital In the past decade, Bitcoin has skyrocketed almost 18,000%. It now commands a meaningful $1.4 trillion market cap. And given its neutral, digital, and decentralized nature, it competes for capital on a global level. This pits it against large pools of capital that can draw attention away from Bitcoin. For starters, nothing has captured the imagination of investors more recently than the artificial intelligence (AI) boom. Some of the most dominant businesses we've ever seen are going all in, sparing no expense to build computing capacity to develop this technology. The ultimate payoff is highly uncertain. But the market is bullish, exhibited by the "Magnificent Seven" group's total market cap of $20 trillion, representing about one-third of the S&P 500 index, according to the latest research by The Motley Fool. Domestically, the U.S. housing market is a massive capital magnet esti...
Snowflake SNOW shares have lost 18.9% in the past three months, underperforming the Zacks Computer and Technology sector’s decline of 6.7% and the Zacks Internet Software industry’s decrease of 11.5%. SNOW shares have declined as the company’s free cash flow margin faced a 150-basis-point headwind in the fourth quarter of fiscal 2026 due to the Observe acquisition. Stiff competition also remains a...
Snowflake SNOW shares have lost 18.9% in the past three months, underperforming the Zacks Computer and Technology sector’s decline of 6.7% and the Zacks Internet Software industry’s decrease of 11.5%. SNOW shares have declined as the company’s free cash flow margin faced a 150-basis-point headwind in the fourth quarter of fiscal 2026 due to the Observe acquisition. Stiff competition also remains a concern. Snowflake’s margins are impacted by the lower margin profile of new AI products and potential infrastructure costs associated with supporting AI-driven initiatives. SNOW Stock's Performance Zacks Investment Research Image Source: Zacks Investment Research However, SNOW is benefiting from strong adoption and increasing usage of its platform, as reflected by the net revenue retention rate of 125% in the fourth quarter of fiscal 2026. In the fourth quarter of fiscal 2026, Snowflake added 740 net new customers, up 40% year over year. The company now has 733 customers spending more than $1 million annually, up 27% year over year, and 56 customers spending more than $10 million annually, up 56% year over year. SNOW Benefits From Expanding Portfolio SNOW’s expanding portfolio has been noteworthy. In 2026, Snowflake launched more than 430 product capabilities, including Snowflake Intelligence, Cortex Code, Snowflake OpenFlow, and Snowflake Postgres. These innovations enhanced the platform’s usability and scalability. The company’s AI-driven products, particularly Snowflake Intelligence and Cortex Code, have been a major growth driver. In 2026, Snowflake Intelligence, which provides enterprise-grade agent capabilities, has been adopted by more than 2,500 accounts within just three months of its launch, nearly doubling quarter-over-quarter. Cortex Code, a transformational coding agent, has been embraced by more than 4,400 customers, enabling faster development and deployment of AI-powered applications. Further expanding its portfolio, Snowflake announced that its Cortex Cod...
In trading on Monday, shares of Forestar Group Inc (Symbol: FOR) crossed below their 200 day moving average of $25.16, changing hands as low as $24.30 per share. Forestar Group Inc shares are currently trading off about 5% on the day. The chart below shows the one year performance of FOR shares, versus its 200 day moving average: Looking at the chart above, FOR's low point in its 52 week range is ...
In trading on Monday, shares of Forestar Group Inc (Symbol: FOR) crossed below their 200 day moving average of $25.16, changing hands as low as $24.30 per share. Forestar Group Inc shares are currently trading off about 5% on the day. The chart below shows the one year performance of FOR shares, versus its 200 day moving average: Looking at the chart above, FOR's low point in its 52 week range is $18 per share, with $30.74 as the 52 week high point — that compares with a last trade of $24.78. Click here to find out which 9 other stocks recently crossed below their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Monday, shares of Chimera Investment Corp (Symbol: CIM) crossed below their 200 day moving average of $13.30, changing hands as low as $13.06 per share. Chimera Investment Corp shares are currently trading off about 1.8% on the day. The chart below shows the one year performance of CIM shares, versus its 200 day moving average: Looking at the chart above, CIM's low point in its 52 we...
In trading on Monday, shares of Chimera Investment Corp (Symbol: CIM) crossed below their 200 day moving average of $13.30, changing hands as low as $13.06 per share. Chimera Investment Corp shares are currently trading off about 1.8% on the day. The chart below shows the one year performance of CIM shares, versus its 200 day moving average: Looking at the chart above, CIM's low point in its 52 week range is $9.85 per share, with $14.88 as the 52 week high point — that compares with a last trade of $13.35. Click here to find out which 9 other dividend stocks recently crossed below their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Monday, shares of Sensata Technologies Holding PLC (Symbol: ST) crossed below their 200 day moving average of $32.06, changing hands as low as $31.07 per share. Sensata Technologies Holding PLC shares are currently trading off about 3% on the day. The chart below shows the one year performance of ST shares, versus its 200 day moving average: Looking at the chart above, ST's low point...
In trading on Monday, shares of Sensata Technologies Holding PLC (Symbol: ST) crossed below their 200 day moving average of $32.06, changing hands as low as $31.07 per share. Sensata Technologies Holding PLC shares are currently trading off about 3% on the day. The chart below shows the one year performance of ST shares, versus its 200 day moving average: Looking at the chart above, ST's low point in its 52 week range is $17.32 per share, with $39.09 as the 52 week high point — that compares with a last trade of $32.07. Click here to find out which 9 other dividend stocks recently crossed below their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. NasdaqGS:IREN has launched an at-the-market equity program of up to US$6b to fund a major expansion into AI data centers and GPU infrastructure. The company plans large-scale purchases of Nvidia GPUs to build out AI cloud services alongside its existing bitcoin mining operations. The ...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. NasdaqGS:IREN has launched an at-the-market equity program of up to US$6b to fund a major expansion into AI data centers and GPU infrastructure. The company plans large-scale purchases of Nvidia GPUs to build out AI cloud services alongside its existing bitcoin mining operations. The size of the offering and pace of the pivot have drawn attention from industry analysts and short sellers, with questions around dilution and near-term revenue visibility. For you as an investor, this move puts NasdaqGS:IREN firmly at the intersection of bitcoin mining and AI compute. The company is looking to move beyond pure mining into AI-focused data center services, an area many operators see as closely linked due to shared needs in power, cooling, and high-performance infrastructure. The US$6b program gives IREN capacity to raise capital as market conditions and demand for AI capacity evolve, but it also raises practical questions about execution, governance, and future shareholder ownership levels. How management sequences equity issuance, signs AI customers, and discloses progress will likely be central to how the stock trades around this new story. Stay updated on the most important news stories for IREN by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on IREN. NasdaqGS:IREN 1-Year Stock Price Chart See which insiders are buying and buying and selling IREN following this latest news. For existing shareholders, the US$6b at-the-market program sits on top of an already large funding stack, with IREN having secured about US$9.3b of financing in recent months across prepayments, convertibles, leasing and GPU financing. That scale of capital points to very high ambition for AI data-center growth, but it also helps explain why investor debate has focused on dilution, execution risk and shorter term visibility. ...