Wedbush’s Global Head of Technology Research, Dan Ives, joined CNBC’s “Closing Bell” with Scott Wapner and Michael Santoli to dissect Palantir Technologies’ market position and future trajectory, particularly in the lead-up to its earnings report. The discussion centered on Palantir’s robust AI capabilities, its ambitious valuation, and the critical role of its commercial growth in […]
IREN Limited (NASDAQ: IREN) and Cipher Mining Inc. (NASDAQ:CIFR), Bitcoin miners pivoting to AI infrastructure providers, are making some hefty business moves today, and their stocks have been reflecting it.
IREN signed a five-year, $9.7 billion agreement with Microsoft for GPU cloud computing services. The deal gives Microsoft access to NVIDIA GB300 GPUs managed by IREN at its Childress, Texas campus, with a phased deployment of GPU capacity throughout 2026.
The contract includes a 20% prepayment and positions IREN as a key hyperscaler partner for the first time.
Four new liquid-cooled data centers, Horizon 1 through Horizon 4, will support 200 megawatts of critical IT load, while a separate $5.8 billion agreement with Dell Technologies covers the purchase of GPUs, servers, and associated infrastructure.
CEO Daniel Roberts said the partnership could generate roughly $1.94 billion in annualized revenue once fully deployed. Following the announcement, IREN shares jumped more than 28% in pre-market trading.
The stock is now up 8% in intraday trading. IREN, which has seen its Nasdaq stock surge over 500% this year, joins other AI-focused “neocloud” providers, many of which originated in cryptocurrency mining.
Cipher Mining’s deal with Amazon
Meanwhile, Cipher Mining secured a $5.5 billion, 15-year lease agreement with Amazon Web Services (NASDAQ: AMZN) to provide turnkey space and power for AI workloads.
Cipher will deliver 300 megawatts of capacity in 2026 through air- and liquid-cooled facilities in two phases, with rent starting in August 2026. Additionally, the company announced a joint venture to develop a 1-gigawatt site named “Colchis” in West Texas, in which it will hold roughly 95% equity.
Combined with prior deals with Fluidstack and Google, Cipher’s AI hosting contracts now represent approximately $8.5 billion in lease payments.
Cipher shares rose 15% in pre-market trading following the news. The stock is now up 14% in intraday trading.
Bitcoin mining success with an AI twist
Bitcoin mining and crypto infrastructure stocks have seen a big rally over the past six months, and IREN Limited is a standout example.
Investors have rewarded companies that can combine traditional bitcoin mining with scalable, revenue-generating AI or data-center services.
In IREN’s case, the stock’s recent surge comes after a major GPU expansion and analyst upgrades, and now this new Microsoft news is helping boost the price.
This reflects a wider market appetite for miners that offer optionality: steady bitcoin cash flows to fund new ventures, while also positioning for high-growth technology trends.
In essence, the past half-year has favored bitcoin-mining firms that can monetize excess power, land, and data-center capacity beyond mining.
The rally is less about bitcoin prices alone and more about miners evolving into hybrid tech infrastructure operators with diversified revenue streams.
Norwegian Cruise Line Holdings, a major player in the cruise industry, is currently navigating through turbulent waters in the stock market. After a notable drop in share prices, many investors are questioning whether this dip signals a hidden bargain or a deeper issue within the cruise sector. For those seeking investment opportunities in the travel and tourism industry, this may be the perfect time to dive into Norwegian’s stock.
Recent Price Drop: An Opportunity for Global Investors
Over the past month, Norwegian Cruise Line’s stock has dropped by 7.3%, and the company has seen a year-to-date loss of 13.5%. Despite this, investors who look at the long-term performance of Norwegian Cruise Line Holdings may see an opportunity. In the last three to five years, the company has posted impressive growth figures, showing that past drops may be just temporary setbacks.
For global travelers and investors interested in the cruise industry, Norwegian Cruise Line has proven itself as a consistent player. Its recent challenges might be tied to market conditions and shifting trends in travel demand, particularly post-pandemic. Nevertheless, this stock’s trajectory remains one to watch closely.
Analyzing the Numbers: Is Norwegian Cruise Line Undervalued?
One key aspect that may interest potential investors is the valuation of Norwegian Cruise Line. According to the Discounted Cash Flow (DCF) analysis, the company appears to be trading below its fair market value. The DCF model estimates Norwegian’s intrinsic value at $44.91 per share, which suggests the stock is undervalued by nearly 50%.
For those new to investing, the DCF model is a financial tool used to estimate a company’s real worth based on its future cash flows. Although the latest financial figures indicate a negative free cash flow (FCF) of $730 million, analysts are optimistic. The company’s FCF is expected to reach $1.97 billion by 2029, driven by improvements in operational efficiency. If the projections hold true, the stock could see significant growth over the next few years.
Norwegian’s Market Performance: Looking Beyond the Headlines
In addition to the DCF analysis, investors should also consider the Price-to-Earnings (P/E) ratio when evaluating the stock. Currently, Norwegian Cruise Line’s P/E ratio stands at 14.2, which is well below the industry average of 23.3. This suggests that Norwegian is trading more conservatively than its peers, making it an appealing option for those who believe the company’s future growth potential isn’t fully reflected in its stock price.
Furthermore, Norwegian’s “Fair PE Ratio” has been calculated at 37.6x, signaling that the market is undervaluing the company relative to its potential. Investors who see value in the company’s future may find this stock to be a solid addition to their portfolio.
What Does This Mean for Travelers?
While this analysis is mostly geared towards investors, it also holds relevance for travel enthusiasts and tourists looking to explore the high seas. A healthy, growing Norwegian Cruise Line means more opportunities for travelers worldwide to embark on luxurious voyages, including exciting destinations like the Caribbean and Mediterranean.
If you’ve been thinking about booking a cruise, now might be a great time to consider Norwegian Cruise Line. A company with a robust financial forecast could provide more expansive offerings, upgraded fleet options, and better deals for future cruise-goers. As the cruise line continues to improve its operations, travelers can expect an even more seamless travel experience in the years to come.
Conclusion: A Balanced View of Norwegian Cruise Line’s Future
For global travelers and investors alike, Norwegian Cruise Line Holdings presents a compelling opportunity despite recent stock market fluctuations. The company’s strong long-term growth prospects, coupled with its undervalued stock, make it an attractive choice for investors. As for travelers, this could mean more exciting and innovative cruise offerings in the near future. Whether you’re considering an investment or your next cruise vacation, Norwegian Cruise Line is certainly a brand to keep an eye on.
The same week that Nvidia became the world's first $5 trillion company, significantly propelled by its AI-related investments and products, Meta's stock had its worst day in three years because traders fear that Meta has overspent on AI.
Michael Saylor’s Strategy (NASDAQ: MSTR) released its third-quarter earnings after market close on Oct. 30, posting net income of $2.8 billion.
Diluted earnings per share (EPS) came in at $8.42, surpassing analyst expectations of $8.15. As of Oct. 26, 2025, Strategy held 640,808 BTC, acquired for a total of $47.44 billion at an average price of $74,032 per coin.
The company reported a year-to-date Bitcoin yield of 26%, generating $12.9 billion in gains amid the ongoing 2025 crypto bull market.
Looking forward, Strategy projects full-year 2025 operating income of $34 billion and net income of $24 billion, or $80 per share — highlighting its transformation from a business intelligence firm into a de facto corporate Bitcoin investment vehicle.
Total revenues for Q3 reached $128.7 million, up 10.9% year-over-year and above the $118.43 million analysts had forecast.
The firm’s Bitcoin holdings have already produced gains of 116,555 BTC in 2025, translating to $12.9 billion in dollar terms based on an average BTC price of roughly $110,600 as of Oct. 24, nearing its full-year target of $20 billion.
Michael Saylor is the epitome of a bitcoin bull
Michael Saylor said recently at Money 20/20, “By the time the bankers tell you it’s a good idea, it’ll cost $10 million per Bitcoin.” He added that Bitcoin is currently at a “99% discount.”
NEW: Michael Saylor says, “By the time the bankers tell you it’s a good idea, it’ll cost $10 million per Bitcoin.”
And Saylor’s public discourse towards bitcoin backs this belief up. Saylor reiterated his bullish outlook on Bitcoin, projecting $150,000 by the end of 2025 and up to $1 million within four to eight years.
He cited growing institutional adoption, driven by industry shifts, new investment products, and Strategy’s recent B-minus credit rating, as key catalysts.
Saylor highlighted Strategy’s digital credit instruments offering 8–12.5% yields, tax-efficient returns, and tailored risk profiles. He noted increasing acceptance of Bitcoin by major U.S. banks and praised supportive regulatory policies.
Strategy with a trillion-dollar Bitcoin balance sheet
In a recent interview with Bitcoin Magazine, Michael Saylor outlined his ambitious vision for Strategy: building a trillion-dollar Bitcoin balance sheet to transform global finance.
Saylor sees his firm — and potentially other Bitcoin treasury companies — accumulating massive Bitcoin holdings, leveraging the cryptocurrency’s historical 21% annual appreciation to supercharge capital growth.
Central to his plan is the creation of Bitcoin-backed credit markets offering yields significantly higher than traditional fiat debt. By over-collateralizing capital, Saylor argues the system could be safer than AAA corporate debt while providing healthier returns for investors.
This approach, he suggests, could revitalize credit markets worldwide, offering alternatives to low-yield bonds that dominate Europe and Japan.
Saylor also envisions Bitcoin becoming embedded across corporate, banking, and sovereign balance sheets, gradually turning traditional equity indexes into indirect Bitcoin vehicles.
This integration could boost public companies, redefine savings accounts and money market funds, and allow tech giants like Apple and Google to bring hundreds of millions into the digital economy.
Those interested in learning more about Strategy’s earnings report can watch in full detail here.
Tune in for the Strategy (MSTR) Q3 Earnings Call 2025, featuring Strategy Executives Michael Saylor, Phong Le, Andrew Kang and Shirish Jajodia.Includes a liv...
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