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Why Is IREN Stock Soaring Today? $9.7 Billion Microsoft Cloud Deal
/ Market Analysis

Why Is IREN Stock Soaring Today? $9.7 Billion Microsoft Cloud Deal

IREN stock surged 22% after announcing a $9.7 billion, five-year GPU cloud deal with Microsoft, signaling a major step forward in its AI cloud strategy.

November 03, 2025
Microsoft’s AI Plans: What if OpenAI Breaks Free?

Microsoft’s AI Plans: What if OpenAI Breaks Free?

AI models are still far from robust, which leaves Microsoft with plenty of leeway to deliver automation of mental tasks across its products without OpenAI.

June 19, 2025
Why OpenAI’s Google Deal is Key in its Efforts to Decouple from Microsoft

Why OpenAI’s Google Deal is Key in its Efforts to Decouple from Microsoft

OpenAI's strategic partnership with Google Cloud diversifies its compute sources beyond Microsoft.

June 10, 2025
MSFT vs. AMZN: Cloud in Focus with Recent Earnings

MSFT vs. AMZN: Cloud in Focus with Recent Earnings

Ultimately, Amazon and Microsoft will be complementary in their AI approaches, but Microsoft has the upper hand as OpenAI comfortably sits on top of Microsoft’s ecosystem.

May 02, 2025
Tech Stocks Rise as Meta, Microsoft Report Better than Expected Quarterly Results

Tech Stocks Rise as Meta, Microsoft Report Better than Expected Quarterly Results

Meta and Microsoft have posted strong quarterly earnings, driven by advancements in AI and advertising revenue.

May 01, 2025