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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 ($OPEN) is trending as investors digest news of warrant distributions to shareholders, a move perceived by some as a strategic alignment of management incentives while others fear potential dilution. Community members are debating the implications of these warrants, particularly how they might impact the stock's price and future partnerships, especially a speculated collaboration with Robinhood ($HOOD). The broader discussion revolves around Opendoor's long-term vision, its shift towards becoming a technology-driven marketplace for real estate, and its ability to navigate a challenging housing market.

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 active following shareholder approval of Elon Musk's compensation package, sparking debate about the company's future and Musk's role. Community discussions revolve around ambitious targets tied to the package, including market cap growth and robotaxi deployment. Some traders anticipate increased volatility and a potential short squeeze, while others express skepticism about the company's valuation and long-term prospects.

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 a new partnership with ESPN and anticipation for upcoming earnings, though some express concerns about increased spending and competition from prediction markets. Community discussions revolve around the deal's potential impact, the company's profitability, and whether it can maintain its market position. Some investors are optimistic about long-term growth, while others cite recent disappointing results and a challenging economic climate.

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 ($ACHR) is trending amid discussions around a recent capital raise and the acquisition of Hawthorne Airport, sparking debates about dilution and strategic implications. Community members are weighing the potential benefits of the airport acquisition against concerns over cash burn and management decisions. Speculation about partnerships, particularly with Tesla, and upcoming earnings are also fueling active discussions.

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

SOUN is trending as investors discuss the company's recent earnings report and future profitability, with community members highlighting a beat on expectations and a raised full-year outlook. Despite positive results, the stock's price action is generating mixed sentiment, as some express concerns about broader market conditions and potential government shutdowns impacting performance. Optimistic investors focus on SoundHound's AI technology, partnerships, and long-term growth potential in the rapidly expanding AI sector.

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 grapple with the stock's recent sharp decline and speculate on potential catalysts. Community discussions revolve around the upcoming earnings report and the impact of U.S.-China trade relations on the rare earth market, with some highlighting long-term growth potential amid concerns about near-term volatility and Chinese competition.

Amprius Technologies, Inc. engages in the development, manufacture, and market lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the United States and Rest of the World geographical segments. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is trending following its Q3 2025 earnings report, which highlighted significant revenue growth and positive margins, alongside a mention of continued progress in their relationship with Amazon. The community is dissecting the earnings call for insights on future prospects, particularly regarding potential Amazon partnerships and government/army deals. Bullish sentiment revolves around the company's growth trajectory, zero debt, and potential for significant returns in the coming years, while some are wary of broader market conditions impacting the stock.

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

Trade Desk ($TTD) is trending with discussions focused on its recent earnings call and subsequent after-hours price action, characterized by significant volatility. Community members are debating the strength of the company's long-term prospects and whether the recent pullback represents a buying opportunity, particularly given management's confident outlook and zero worry about Amazon competition.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media is trending amid discussions around the ongoing government shutdown and its potential impact on the economy and air travel. The community is focused on the stock's performance and broader political implications, with debates about the administration's handling of economic issues and recent job cuts. Commentary also includes a wide range of viewpoints, from unwavering support to strong criticism of the company and its namesake.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer ($PFE) is trending amid a bidding war with Novo Nordisk ($NVO) for Metsera, an obesity drug developer, with the community debating the strategic value and potential overpayment. Discussions also revolve around Pfizer's upcoming earnings, dividend payouts, and the implications of a lawsuit filed against Metsera and Novo Nordisk. Some traders express frustration with the stock's price action and discuss options strategies.

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IREN Limited (IREN) Reports Q1 Loss, Beats Revenue Estimates

IREN Limited (IREN) delivered earnings and revenue surprises of -342.86% and +8.83%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?

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.

Equity

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 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.

$NBIS

$CIFR

$IREN

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Which of these data center stocks are you most bullish on for the next 5 years?

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$0.15	$0.16	9.16%	BEAT
Q4 '25	$0.18	$0.19	7.53%	BEAT
Q3 '25	$0.12	--	--	N/A
Q1 '25	-$0.08	--	--	N/A
Q4 '24	$0.03	--	--	N/A

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