LON:BA 10 July 2026 - 30 July 2026

LIVEMarkets rolling coverageStarted: July 30, 2026, 4:00 AM EDTUpdated: July 30, 2026, 1:36 PM EDT IREN Jumps 26% on 5GW AI Strategy, Drives Debate Over Valuation July 30, 2026, 1:36 PM EDT. IREN soared 26.3% to $37.03 following the announcement of a 5GW AI roadmap aiming for over $4 billion in annualized revenue by 2026, outpacing revenue density at rivals including TeraWulf and Applied Digital. The stock recovered after losing 13.6%, but remains down 33% for the month. Elsewhere, Microsoft was up 15%, the Nasdaq Composite gained 2.2%, and the semiconductor index climbed 6.7% with continued strength in AI infrastructure