{"id":2960,"date":"2026-07-06T16:42:30","date_gmt":"2026-07-06T16:42:30","guid":{"rendered":"https:\/\/retrotradingreport.com\/index.php\/2026\/07\/06\/its-not-just-terawulf-iren-shares-are-soaring-because-of-anthropic-too\/"},"modified":"2026-07-06T16:42:30","modified_gmt":"2026-07-06T16:42:30","slug":"its-not-just-terawulf-iren-shares-are-soaring-because-of-anthropic-too","status":"publish","type":"post","link":"https:\/\/retrotradingreport.com\/index.php\/2026\/07\/06\/its-not-just-terawulf-iren-shares-are-soaring-because-of-anthropic-too\/","title":{"rendered":"It’s not just Terawulf, IREN shares are soaring because of Anthropic too"},"content":{"rendered":"
<\/div>\n

All eyes are on Terawulf (WULF) shares this morning after the digital infrastructure firm revealed a monumental $19 billion contracted revenue deal with Anthropic<\/a>.<\/p>\n

But it\u2019s not all about WULF only; neocloud provider IREN Ltd (IREN) is soaring this morning as well, and it also has the same artificial intelligence (AI) research lab to thank. <\/p>\n

Despite today\u2019s gains, however, IREN shares are hovering just over the price at which they started 2026.<\/p>\n

Here\u2019s why IREN stock is soaring on Monday<\/h2>\n

The primary catalyst fueling IREN stock at writing is the revelation that the company has been shortlisted for Anthropic\u2019s massive, confidential data center procurement project in Australia.<\/p>\n

According to reports from The Australian Financial Review\u2019s<\/em> Street Talk column, the high-profile AI lab behind the Claude family of LLMs wants to secure a whopping 1.4 gigawatts of operational capacity in a regional expansion valued between $12 billion and $15 billion.<\/p>\n

Being named an elite bidder alongside institutional real estate giants like AirTrunk and NextDC heavily validates IREN\u2019s rapid pivot into high-performance computing (HPC).<\/p>\n

This validation is further amplified today by a broader tech sector rebound \u2013 with Nasdaq futures gaining over 1.1% to lift high-beta AI growth names across the board.<\/p>\n

IREN shares to benefit from enterprise contracts<\/h2>\n

The structural implications of Anthropic\u2019s multi-billion-dollar tender transform IREN\u2019s long-term commercial outlook as it positions the company to lock in highly lucrative, multi-decade enterprise hosting contracts.<\/p>\n

It also sharpens investor focus on IREN\u2019s balance\u2011sheet discipline and its ability to scale without diluting shareholders.<\/p>\n

A bid of this magnitude signals that IREN\u2019s modular HPC architecture, renewable\u2011heavy power strategy, and accelerated commissioning timelines meet the technical and operational thresholds demanded by frontier\u2011model developers.<\/p>\n

Just being in the final cohort improves IREN shares\u2019 credibility with hyperscalers, strengthens its negotiating leverage for future enterprise contracts, and broadens the probability for long\u2011duration, inflation\u2011protected revenue streams that could reshape its valuation trajectory.<\/p>\n

How Wall Street recommends playing IREN Ltd<\/h2>\n

As regular trading progresses, the dual announcements from TeraWulf and IREN clearly signal that frontier AI enterprises are looking past traditional hyperscalers to secure raw, grid-allocated power.<\/p>\n

Anthropic\u2019s multi-billion-dollar infrastructure commitments prove that AI capital expenditures are being distributed across multiple agile infrastructure providers rather than a single winner-take-all monopoly.<\/p>\n

For IREN stock, transitioning its massive 5-gigawatt secured power pipeline into multi-decade enterprise hosting leases completely reshapes its forward-looking revenue predictability heading into the upcoming August earnings cycle.<\/p>\n

While execution risks regarding capital dilution remain a standard talking point on Wall Street, the mid-summer market price action demonstrates that institutional investors are aggressively buying the dip on verified megawatt ownership.<\/p>\n

Note that Wall Street currently has a \u201cModerate Buy<\/a>\u201d rating on IREN Ltd, with a mean price target of nearly $81.<\/p>\n

The post It's not just Terawulf, IREN shares are soaring because of Anthropic too<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

All eyes are on Terawulf (WULF) shares this morning after the digital infrastructure firm revealed a monumental $19 billion contracted revenue deal with Anthropic.But it\u2019s not all about WULF only; neocloud provider IREN Ltd (IREN) is soaring this morning as well, and it also has the same artificial intelligence (AI) research lab to thank. Despite…<\/p>\n","protected":false},"author":1,"featured_media":2961,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-2960","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing"],"_links":{"self":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/2960","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/comments?post=2960"}],"version-history":[{"count":0,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/2960\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media\/2961"}],"wp:attachment":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media?parent=2960"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/categories?post=2960"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/tags?post=2960"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}