IREN

1. Big mover29 Sept 2026

   IREN falls 42pc from its high even as revenue jumped 41pc

   IREN shares are down 45.4% from their 52-week high and slid another 11.7% this week. The FY26 results on 27 August showed revenue up 41% to $707 million but a $684 million net loss and a warning of $25-30 billion in 2027 capex. Analysts at Redburn then started the neocloud group at Neutral, dragging IREN down with CoreWeave and Nebius even as JPMorgan raised its own target to $65.

   IRENsaasrise.com247wallst.com

   Since this note:IREN −14.4%(S&P 500 +1.1%)

Written by AI from share prices, the companies' posts and the news. Can be wrong; not financial advice.

• IREN@IREN_Ltd · 8 OctNVIDIA-validated performance for production AI at scale. IREN is an NVIDIA Exemplar Cloud provider on NVIDIA GB300 NVL72 connected with NVIDIA Quantum-X800 InfiniBand networking for training workloads. This validates performance against NVIDIA reference architecture, meeting the threshold across all benchmarking recipes. For AI builders choosing where to run their most demanding workloads, IREN AI Cloud delivers verified performance, end-to-end control of the stack, and the scale to meet what AI demands next. Read more about IREN's NVIDIA Exemplar Cloud achievement: https://iren.com/resources/news/nvidia-exemplar-cloud-nvidia-gb300-nvl72-status891451.1K
• IREN@IREN_Ltd · 8 Oct"Strategically, we're thinking about where we want to be in 5-10 years: diversifying our customer base and making sure we have a really strong ecosystem of end-users within the AI sphere." IREN's Kent Draper explores the state of AI, plus our plan to meet expanding demand. (Source: @NYSE Floor Talk)6979783
• IREN@IREN_Ltd · 29 SeptDay 1 at #Yotta2026: IREN's John Gross joined leading engineers from NVIDIA, AMD and DLB Associates on stage to talk AI infrastructure for density and efficiency.   The entire ecosystem, from the supply-chain side to owner-operators, showed up with the innovation and energy the moment demands.   Two more days to go.2039443
• IREN@IREN_Ltd · 29 SeptIREN welcomes the many leaders in AI and digital infrastructure taking over Las Vegas for #Yotta2026. Join IREN in conversations about the speed, scale, and support needed for the next evolution of AI.2838522
• IREN@IREN_Ltd · 28 SeptJoin IREN Chief Innovation Officer John Gross at #Yotta2026. AI workloads demand denser racks while power limits how much new capacity can be built. John joins industry leaders to discuss how to design AI factories for that density and how to get more usable compute from every watt in existing facilities. Panel 1: Monday, September 28, 9:20–10:00am PDT Designing the AI Factory: How Dense Can We Really Go? Session Link: https://www.yotta-event.com/designing-the-ai-factory-how-dense-can-we-really-go/ Panel 2: Wednesday, September 30, 7:30–8:20am PDT Tokens per Watt: Efficiency as the Fastest Path to AI Capacity Session Link: https://www.yotta-event.com/tokens-per-watt-efficiency-as-the-fastest-path-to-ai-capacity---meal-seating-limited-to-first-100-participants/ 📍 Yotta 2026, Caesars Forum, Las Vegas1827365