How Schwab Network’s view on $IREN changed

Channel profile →This channel has 11 credited speakers: BFA and JP Morgan, Bank of America, Berenberg, CEO, Citizens, JP Morgan Chase, Morgan Stanley, Oppenheimer, Truist, UBS, Wall Street Journal2 entries

2026-09-17Bullish

“Trading Opportunities in MRVL, MU & IREN: Charles Moon on AI Stock Picks”

IREN has superior fundamentals to peers and is positioned for a technical breakout above $50 towards $60-$65 and potentially $76.

Your next choice is "Iron," which used to mine Bitcoin and has now become the "Neo" cloud . You are saying that you see a significant technical setup above the $50 level. So why is this level so important here and what might drive the stock up again towards 70 to 76?

Watch the source09:05

2026-09-14Bullish

“Monday's First Moves: IREN Double Upgrade, COIN New Bull, HPE Downgrade”JP Morgan Chase

JP Morgan upgraded IREN to overweight with a $65 target due to strong AI cloud revenue growth and key partnerships.

we look here at Iran Iren, I don't know exactly. I R E N, right? How do you say it anyhow? And let's talk about this name. >> Uh it's a neo cloud provider here. Um it's getting a bullish view today.

It's not reflected in the share price because as you mentioned, we've been watching stocks under pressure that are part of the AI story. This is one that was originally a Bitcoin miner story, but it's now turning into an AI infrastructure story.

Watch the source00:06