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Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor (OPEN) is trending amidst discussions about newly announced warrants for shareholders, intended to align shareholder and management interests. While some investors view the warrants positively, others express concerns about potential dilution and the company's overall financial health. The community is also focused on a recent financial open house, with varied opinions on its impact and the company's future direction.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI Inc. is trending due to positive Q3 earnings, including significant revenue growth and a raised full-year outlook, sparking discussions about the company's path to profitability. The community is focused on the company's strong cash position, expansion across multiple sectors, and potential for a short squeeze, while acknowledging broader market pressures on AI stocks. Some see it as a long-term play with potential for significant growth, while others focus on near-term price movements and the impact of broader market conditions.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla's stock is trending as shareholders voted to approve Elon Musk's highly debated compensation package, potentially worth up to $1 trillion, and the community is split on whether this is a win for shareholders or a sign of overvaluation and dilution. Discussions range from the ambitious performance targets Musk must meet, including milestones for market capitalization, robotaxis, and humanoid robots, to concerns about the impact on the company's financials and future direction. Some investors are also reacting to Musk's vision for Tesla beyond cars, including plans for AI-driven robotics and potential partnerships.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is trending due to anticipation surrounding its upcoming earnings report and speculation about a potential partnership with Tesla, fueled by a recent commercial featuring Tesla's bot. Community discussions revolve around the company's progress towards certification, updates on VTOL capabilities, and the strategic implications of their recent acquisition of Hawthorne Airport. Despite recent volatility and mixed sentiment, some investors are optimistic about Archer's long-term prospects, particularly in the context of the broader eVTOL market and potential defense contracts.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending as investors discuss its recent earnings and a major deal with Microsoft, with many anticipating analyst upgrades and a continued surge. Community members are debating the company's valuation and potential, particularly within the context of the AI infrastructure and data center sector. Bullish sentiment is fueled by strong revenue growth and future projections, though some express concern over costs and market manipulation.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is trending amid news of an exclusive ESPN partnership, with community debate focused on whether this deal will boost the stock despite a broader market downturn and investor concerns about profitability. A $2 billion share buyback announcement has further fueled discussions, with some questioning the company's financial capacity while others see it as a bullish signal. Technical analysis suggests a potential turning point, as bulls eye the ESPN pipeline while bears cite dilution and competition concerns.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Recent news of a CRO change, bringing in a former Google VP, is sparking mixed reactions and driving active discussion around the company's future direction. While some view this as a positive move, others express concerns about the timing and potential implications for upcoming earnings. Community sentiment appears divided as investors weigh the potential impact on TTD's competitive position within the broader ad tech landscape.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as investors debate the recent pullback despite positive production news and upcoming earnings. Community discussions revolve around whether the dip represents a buying opportunity or reflects concerns about the long-term impact of potential trade agreements and sector valuations. Bullish sentiment remains due to the company's role in the US rare earth supply chain and key partnerships.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending as community members discuss the potential impact of a possible deal with Tesla, fueled by comments from Elon Musk, while also pointing out the stock's perceived undervaluation. Traders are closely watching market maker activity and debating whether recent price action indicates a buying opportunity or further downside, especially amidst broader market volatility and concerns about an AI bubble. Some investors express frustration with perceived manipulation and short-selling tactics affecting the stock's performance.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UNH is trending downwards, with the community pointing to a potential Warren Buffett sell-off and DOJ investigations as possible catalysts; some traders speculate on a healthcare spending deal potentially driving a future rebound. The stock's recent decline, despite strong earnings, has frustrated investors who are questioning leadership and possible leaked bad news, while others are seeing the dip as a buying opportunity for a long-term winner.

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IREN (NASDAQ:IREN) Shares Down 12.4% on Disappointing Earnings

IREN (NASDAQ:IREN) Stock Price Down 12.4% on Disappointing Earnings...

Roth Capital Weighs in on IREN's Q3 Earnings (NASDAQ:IREN)

IREN Limited (NASDAQ:IREN - Free Report) - Equities researchers at Roth Capital raised their Q3 2026 earnings estimates for shares of IREN in a research report issued to clients and investors on...

Buy 2 AI-Focused Stocks on Robust Spending and Solid Demand Outlook 

Micron and ASML shine as AI demand surges, with soaring earnings outlooks and growing tech investments driving momentum.

Zacks Investment Ideas feature highlights: IREN and Alphabet's 

IREN and Alphabet's have been highlighted in this Investment Ideas article.


IREN: A Renewable-Powered Data Center Play Positioned for the AI Supercycle

IREN has all the intangibles needed to become a big winner, including, a booming AI industry, explosive EPS and revenue growth, and a bullish chart pattern.

Stock Market News for Nov 4, 2025

Wall Street ended mostly higher, with the Nasdaq and the S&P 500 finishing in positive territory, as investors once again flocked to artificial intelligence (AI) stocks following the announcement of a spate of new deals.

Should You Buy, Sell or Hold IREN Stock Ahead of Q1 Earnings?

IREN's soaring bitcoin and AI revenues show promise, but mounting debt, competition, and valuation risks make caution key ahead of Q1 results.

<ul class="summary-bullets"><li>IREN said that, as per the deal terms, IREN will provide Microsoft with access to Nvidia (NVDA) GB300 GPUs over a five-year term, with the contract also including a 20% prepayment.</li><li>The company added that it has also agreed with Dell Technologies to purchase the GPUs and ancillary equipment for about $5.8 billion.</li><li>IREN noted that the GPUs are expected to be deployed in phases through 2026 at IREN’s 750MW Childress, Texas campus.</li></ul>IREN (IREN) said on Monday that it has signed a multi-year Graphics Processing Unit (GPU) cloud services contract&nbsp;valued at nearly $9.7 billion with Microsoft (MSFT).Shares of IREN jumped nearly 22% in premarket trading on Monday, while Microsoft stock was marginally up.IREN said that, as per the deal terms, IREN will provide Microsoft with access to Nvidia (NVDA) GB300 GPUs over a five-year term, with the contract also including a 20% prepayment.The company added that it has also agreed with Dell Technologies to purchase the GPUs and ancillary equipment for about $5.8 billion. The company noted that the GPUs are expected to be deployed in phases through 2026 at IREN’s 750MW Childress, Texas campus.The deployment will be conducted in conjunction with the delivery of new liquid-cooled data centers, which will collectively support 200 megawatts of critical IT load, according to IREN.<h2 class="st-heading-2">Executive View On The Contract</h2>Co-Founder &amp; Co-CEO of IREN, Daniel Roberts, said that the agreement also opens access to a new customer segment among global hyperscalers.“It marks another major step forward for IREN as we continue to expand large-scale GPU deployments across our 3GW secured power portfolio in North America, reinforcing our position as a leading AI Cloud Service Provider,” Roberts said.“IREN’s expertise in building and operating a fully integrated AI cloud — from data centers to GPU stack — combined with their secured power capacity, makes them a strategic partner,” said Jonathan Tinter, President of Business Development and Ventures at Microsoft.<h2 class="st-heading-2">AI Boost And Partnerships</h2>The announcement of IREN’s partnership with Microsoft comes on the heels of Nvidia's announcement last week, which included a slew of partnerships aimed at scaling artificial intelligence.Nvidia is collaborating with the U.S. Department of Energy to develop seven new artificial intelligence-powered supercomputers and launching its NVQLink architecture.&nbsp;The company also announced a $1 billion investment in the Finnish telecom equipment maker Nokia (NOK) to accelerate AI-RAN innovation and lead the transition from 5G to 6G.Retail sentiment on IREN remained unchanged in the ‘bearish’ territory, with message volumes at ‘low’ levels, according to data from Stocktwits.<a href="https://stocktwits.com/symbol/IREN">Shares of IREN</a> have gained nearly 614% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/li-auto-deliveries-drop-38-percent-in-october-but-global-expansion-plans-accelerate/cL2NTYxR3z4">Li Auto Deliveries Drop 38% In October, But Global Expansion Plans Accelerate</a>

In this photo illustration, a person holds a smartphone displaying the logo of Iren Energy Limited. 

Microsoft Signs $9.7B AI Cloud Deal With IREN For Nvidia GPU Access

IREN added that it has also agreed with Dell Technologies to purchase the GPUs and ancillary equipment for about $5.8 billion.

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Can IREN Limited's Growing AI Cloud Business Push the Stock Higher?

IREN's AI cloud expansion and surging GPU investments push annualized revenue toward $1.25 billion, as shares soar over 500% year to date.


IREN Limited (IREN) Reports Next Week: Wall Street Expects Earnings Growth

IREN Limited (IREN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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