Navigating Market Volatility with Growth and Total Return Strategies: Insights from Bloomberg Expert.

IREN Limited reported Q4 FY25 earnings, posting its first full-year profit and a 25% stock jump. EHang Holdings is in the final stages of mass production for commercialization, targeting the smart cities market opportunity. Nu Holdings achieved strong customer growth, adding 18M new customers in the last year, and saw significant top-line growth. Nvidia's recent returns may be difficult to replicate in the future.

IREN Limited (IREN) has reported its Q4 FY25 earnings, marking its first full-year profit and a significant 25% stock jump. The company posted a net income of $176.9 million, a substantial improvement from its regular net losses, and reported revenue of $187.3 million, slightly below Wall Street's estimate [1]. The turnaround was driven by robust growth in its Bitcoin (BTC) mining operations and artificial intelligence (AI) server businesses.

IREN Limited plans to expand its AI Cloud business by adding 10,900 graphics processing units (GPUs) from Nvidia (NVDA), leveraging its Nvidia Preferred Partner status. This expansion is part of the company's strategy to capture a larger share of the AI infrastructure market [1]. The stock of IREN Limited experienced a notable rally, rising by 17.1% in pre-market trading following the announcement. Year-to-date, the stock has increased by 134.62%, and over the past 12 months, it has surged by 191.28%. Analysts have a moderate buy rating for the stock, with an average price target of $20.93, representing a potential 9.16% downside [1].

EHang Holdings, the world’s leading urban air mobility (UAM) technology platform company, is in the final stages of mass production for commercialization, targeting the smart cities market opportunity. The company has signed an investment cooperation agreement with the Hefei government to establish a product hub for its VT35 series in Hefei, covering R&D, testing, manufacturing, airworthiness certification, supply chain management, sales, operations, and talent development [2]. The VT35 is EHang’s next-generation, long-range, lift-and-cruise, pilotless, passenger-carrying eVTOL aircraft, designed for medium- to long-distance air mobility.

Nu Holdings has achieved strong customer growth, adding 18 million new customers in the last year, and saw significant top-line growth. The company's earnings report highlighted its strategic initiatives in the urban air mobility sector [3].

Nvidia's recent returns may be difficult to replicate in the future. The company's strong Q4 FY25 earnings were driven by robust demand for its GPUs, particularly in the AI and data center markets. However, the company's stock price has been volatile in recent months, and analysts have warned that future growth may be challenging to achieve [4].

References:
[1] https://www.tipranks.com/news/iren-earnings-iren-limited-stock-rallies-on-q4-results-nvidia-update
[2] https://www.globenewswire.com/news-release/2025/08/26/3138968/0/en/ehang-deepens-partnership-with-hefei-government-to-establish-vt35-series-long-range-evtol-product-hub-in-hefei.html
[3] https://www.ainvest.com/news/ehang-reports-q2-2025-earnings-revenue-20-yoy-net-loss-widens-58m-2508/
[4] https://www.ainvest.com/news/nvidia-q4-2025-earnings-strong-growth-ai-data-center-demand-2508/