IREN And 2 Other Top AI Cloud Stocks

Simply Wall St.11-07 10:32

AI infrastructure is suddenly under a microscope after Anthropic cut its planned IPO valuation, putting a question mark over how much investors are willing to pay for the broader theme. That reset has...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2681815564?lang=en_US&edition=fundamental","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=240/https://images.simplywall.st/asset/industry/8041000-choice1-card/1788934448378","is_english":true,"pubTime":"2026-11-07 10:32","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2681815564","market":"hk","top_or_hot":-1,"title":"IREN And 2 Other Top AI Cloud Stocks","media":"Simply Wall St.","content":"<div>\n<p>AI infrastructure is suddenly under a microscope after Anthropic cut its planned IPO valuation, putting a question mark over how much investors are willing to pay for the broader theme. That reset has...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-iren/iren/news/iren-and-2-other-top-ai-cloud-stocks\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IREN And 2 Other Top AI Cloud Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIREN And 2 Other Top AI Cloud Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-07 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nasdaq-iren/iren/news/iren-and-2-other-top-ai-cloud-stocks><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI infrastructure is suddenly under a microscope after Anthropic cut its planned IPO valuation, putting a question mark over how much investors are willing to pay for the broader theme. That reset has...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-iren/iren/news/iren-and-2-other-top-ai-cloud-stocks\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-iren/iren/news/iren-and-2-other-top-ai-cloud-stocks","article_id":"2681815564","we_media_id":null,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=240/https://images.simplywall.st/asset/industry/8041000-choice1-card/1788934448378"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-iren/iren/news/iren-and-2-other-top-ai-cloud-stocks","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2681815564","pubTimestamp":1794018725,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"BBailey PembertonNovember 7, 2026","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"IREN 和其他 2 只顶级人工智能云股票","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/2eb0029c166e2fb9ce4564d52a48e7fe","symbols_score_info":{"STCE":0.6,"SIBM0main":0.6,"IREX":0.6,"WQTM":0.6,"IRE":0.6,"IREN":1.94,"HUTG":0.6,"IBX":0.6,"IREG":0.6,"HUT":1.89,"SKYY":0.6,"BKCH":0.6,"TDIV":0.6,"BLCK":0.6,"IBM":1.84,"WGMI":0.6,"MNRS":0.6,"IREC":0.6,"IREZ":0.6,"FDIG":0.6,"IBLC":0.6,"BITQ":0.6},"content_text":"AI infrastructure is suddenly under a microscope after Anthropic cut its planned IPO valuation, putting a question mark over how much investors are willing to pay for the broader theme. That reset has pulled attention from hype to hard assets, especially the cloud and data center platforms that supply the computing power everyone needs. This piece walks through three stocks from the AI hyperscaler and cloud group that may be worth a closer look. The three stocks covered below are just a starting sample from the AI hyperscaler and cloud group. The full screen surfaced 36 more companies with equally compelling stories that are not covered here. To identify, compare, and analyze the highest conviction plays across this broader group, go straight to the AI - Big Tech and Cloud Providers screener. AdvertisementIREN (IREN) IREN has shifted from being known mainly as a Bitcoin miner to a vertically integrated AI cloud infrastructure play, plugging directly into the screen’s focus on GPU heavy data centers that rent compute to large cloud buyers and AI labs. \"IREN's AI Cloud Services, featuring 816 NVIDIA H100 GPUs, saw a 21% revenue increase in June 2024 due to higher utilisation by their customer, Poolside AI, and the onboarding of new customers.\"What really matters for investors now is how one unresolved funding pressure shapes the economics of that rapid AI capacity buildout. IREN Limited runs and develops AI focused data centers across Australia, Canada and Europe, providing GPU rich cloud and high performance computing hosting while still keeping a Bitcoin mining arm, and the stock is valued at about US$7.7b in the market. That funding question is exactly where the story gets interesting. The full narrative for IREN unpacks how IREN’s AI buildout, risk profile and upside potential fit together. NasdaqGS:IREN 1-Year Stock Price Chart Hut 8 (HUT) Hut 8 is one of the clearest crossover stories in this screen, using power and data center assets to host energy hungry compute for Bitcoin mining and, crucially, AI and high performance workloads that rent GPU and ASIC capacity from converted mining sites. Hut 8 Corp. runs an energy and compute platform across the United States and Canada, with about US$289 million from Compute, US$135 million from Digital Infrastructure and US$29 million from Power, and the stock is valued at roughly US$5.5b in the market. \"Management expects audit results on December 10 and anticipates an unconditional classification on December 17. It says this gives a clear path to energizing the full gigawatt, with 700 MW expected in the first quarter of 2027.\"What really matters now is how one regulatory decision shapes the economics of locking in long term AI hosting contracts on that future capacity. That regulatory hinge is exactly why reading the full narrative for Hut 8 can help you see where Hut 8’s AI hosting story could accelerate or stall next. NasdaqGS:HUT 1-Year Stock Price Chart International Business Machines (IBM) IBM gives this AI and cloud screen a different flavour, because it focuses on hybrid cloud plumbing rather than pure public cloud capacity, tying together on premises servers, Red Hat software and hyperscaler partnerships that large enterprises already rely on. \"IBM's focused strategy on hybrid cloud and AI remains central as software reaches nearly 45% of total revenue and about 80% of that software revenue is recurring.\"The real swing factor is how one less visible shift in client appetite for long term AI and hybrid cloud commitments shapes that recurring mix. That shift in commitment appetite is exactly what the full narrative for International Business Machines unpacks, showing where IBM’s hybrid cloud and AI story could be accelerating or quietly stalling next. NYSE:IBM Earnings & Revenue History as at Nov 2026 Seeking Fresh Alternatives Before They Fly Markets move quickly and fresh breakout stories do not stay under the radar for long. Scan new momentum while it matters, before prices move beyond your comfort zone. Consider acting while opportunities are still developing.  Spot potential high-upside turnarounds early by scanning the 9 elite penny stocks with strong financials, curated for tiny companies with comparatively stronger balance sheets than much of the speculative universe. Follow structural themes by checking the 17 nuclear energy infrastructure stocks, focused on infrastructure operators that are positioned around long-term demand for reactor build-outs and grid support. Review cash-focused miners by using the 33 elite gold producer stocks, a filtered group of producers screened for scale, balance sheet resilience and operational staying power.  This article is general in nature and was produced with the assistance of AI automation,\n        based on data and analysis from Simply Wall St. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.53.0","shortVersion":"4.53.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2681815564","isCrawlerRequest":true}