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SpaceX shares have dropped 35% from their post-IPO peak to trade near $146, leaving the aerospace and AI infrastructure company with a $1.9 trillion valuation that analysts warn may face pressure amid lofty expectations.
Iren has officially delivered its 50-megawatt Horizon 1 data center facility to tenant Microsoft, validating its execution capability and establishing a key revenue pipeline as the company aims for $4 billion in annual recurring revenue by 2026.
A summer decline in artificial intelligence infrastructure stocks was driven primarily by forced liquidations rather than weakening business performance. Key players including Nvidia, CoreWeave, and Nebius have shown signs of rebound as underlying hardware valuations and corporate earnings remain resilient.
