Shay Boloor: IREN surges above $65 after ARR guidance lift and $1.6B DELL deal

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27.05.2026

Shay Boloor: IREN surges above $65 after ARR guidance lift and $1.6B DELL deal — IREN climbs on $1.6B DELL agreement

Shay Boloor reports that IREN shares climbed beyond $65 following an increase in its annual recurring revenue guidance from $3.7 billion to $4.4 billion. The rise is attributed to a $1.6 billion agreement with DELL to supply air-cooled Blackwell AI systems at IREN’s Texas centers.

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Boloor has recently highlighted long-term growth stories in the tech sector. He noted that a $10,000 investment in MU at IPO would now be valued around $9.2 million. In a separate report, Boloor covered Stanley Druckenmiller’s decision to sell all GOOGL shares and add positions in several tech stocks, including MU and INTC last quarter.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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