Today: 23 April 2026
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MTA:IREN 3 November 2025 - 14 April 2026

IREN stock jumps as AI data-center race heats up after CoreWeave, Nebius deals

IREN stock jumps as AI data-center race heats up after CoreWeave, Nebius deals

IREN shares rose to $43.07 Tuesday, up $3.76, as Meta’s $21 billion CoreWeave deal and Nebius’ up-to-$27 billion Meta agreement fueled interest in AI infrastructure stocks. IREN aims for a 150,000-GPU buildout and targets over $3.7 billion in annualized AI cloud revenue by end-2026, though most is not yet contracted. Microsoft’s $9.7 billion contract and $3.6 billion in GPU financing back the expansion.
Why IREN Stock Is Back in Focus as AI Ambitions Meet Funding Fears

Why IREN Stock Is Back in Focus as AI Ambitions Meet Funding Fears

IREN shares rose 1.8% to $35.74 Wednesday as investors assessed its $6 billion share program and shift from bitcoin mining to AI cloud services. The company’s revenue fell to $184.7 million last quarter, with a net loss of $155.4 million. IREN recently announced a five-year, $9.7 billion AI cloud deal with Microsoft. Options trading volume hit 103,000 contracts Tuesday, with sentiment described as mixed.
8 April 2026
IREN’s 500% Rally: How a Bitcoin Miner Became an AI Cloud Juggernaut

Why Iren S.p.A. Stock Is Making Headlines in November 2025 – Price Surge, Analyst Warnings & Big Plans Ahead

Iren S.p.A. shares traded near €2.56 on November 3, 2025, up over 30% year-to-date but down about 6% in late October after analyst downgrades. Kepler Cheuvreux and Equita SIM cut ratings to “Hold” ahead of Q3 results and a new strategic plan due November 13. H1 2025 revenue rose 29% to €3.49 billion, with net profit up 24%. Consensus price targets suggest limited upside from current levels.
3 November 2025

Stock Market Today

  • Thermo Fisher Q1 Earnings Beat Estimates with $5.44 EPS on $11.01 Billion Revenue
    April 23, 2026, 9:17 AM EDT. Thermo Fisher Scientific (TMO) reported first-quarter earnings of $5.44 per share, exceeding the Zacks consensus estimate of $5.20. Revenues rose to $11.01 billion, also topping estimates by 1.62%. This marks the fourth consecutive quarter the company has beaten earnings and revenue forecasts. Despite strong results, Thermo Fisher's stock has declined about 11.3% year-to-date, underperforming the S&P 500's 4.3% gain. The company holds a Zacks Rank #3 (Hold) rating, signaling expected market-level performance in the near term. Future stock movement will heavily depend on management's outlook during the earnings call and how earnings estimates for upcoming quarters adjust. Medical - Instruments industry trends will also influence Thermo Fisher's stock trajectory amid this mixed earnings revisions environment.

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Amazon Stock (AMZN) Gains After $25 Billion Anthropic Deal, With AWS Earnings Now the Key Test

Amazon Stock (AMZN) Gains After $25 Billion Anthropic Deal, With AWS Earnings Now the Key Test

23 April 2026
Amazon shares rose 2.18% to $255.36 after the company expanded its partnership with Anthropic, which committed to spend over $100 billion on AWS over 10 years. Amazon will invest $5 billion in Anthropic now, with a possible $20 billion more tied to milestones. The deal comes ahead of Amazon’s first-quarter earnings on April 29. Analysts raised price targets, citing stronger AWS prospects.
Nvidia Stock Today: NVDA Rises as Google Unveils New AI Chips, Still Backs Vera Rubin

Nvidia Stock Today: NVDA Rises as Google Unveils New AI Chips, Still Backs Vera Rubin

23 April 2026
Nvidia shares rose 1.3% to $202.50 premarket after Google launched new TPU 8 AI chips and announced it will offer Nvidia’s Vera Rubin NVL72 server platform. Alphabet kept its 2026 spending plan at $175 billion to $185 billion. SK Hynix reported AI memory demand outstripping supply. Broadcom signed a deal to supply Google’s custom AI chips through 2031.
Microsoft Stock Falls Ahead of Earnings as $18 Billion Australia AI Bet Runs Into Fresh Wall Street Doubts

Microsoft Stock Falls Ahead of Earnings as $18 Billion Australia AI Bet Runs Into Fresh Wall Street Doubts

23 April 2026
Microsoft shares fell about 2% in premarket trading Thursday after announcing a A$25 billion ($17.9 billion) AI investment in Australia, its largest ever in the country. The drop followed sector-wide declines sparked by IBM and ServiceNow growth concerns. Microsoft’s plan includes Azure AI infrastructure, cybersecurity, and training three million Australians by 2028. Investors await April 29 earnings for signs AI spending is boosting cloud growth.
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