마켓 · 리포트
IREN closed at 38.69, -6.3% on the day
업계 전문지Slicast · 2026년 10월 7일 20:00 UTC · 글로벌 · 출처: Yahoo Finance
중요도 66.3In-depth analysis
CommentaryIREN Stock News, October 2026: AI Cloud Momentum Meets Capital Intensity ReckoningCommentaryIREN Stock News, September 2026: JPMorgan Double Upgrade and the Neocloud GPU Pricing ShiftRelated reports
자본시장IREN Climbs 6%, Nebius Jumps 10% as GPU Rental Rates Head Higher; CoreWeave Slips2026-10-08자본시장NVIDIA-backed Lambda Labs seeks a $4 billion funding round at a soaring valuation, targeting a 2027 IPO to compete with CoreWeave, IREN, and Nebius in the GPU cloud market.2026-10-08헤드라인IREN accelerates transformation: AI cloud revenue +94% QoQ in Q3 to $33.6 million, holds $3.4 billion five-year NVIDIA contract2026-10-07컴퓨트·클라우드IREN은 비트코인 채굴에서 AI 클라우드 컴퓨팅 및 GPU 임차로 방향을 전환하며 투자자 내러티브와 수익 다각화 전략을 재구성하고 있다.2026-10-07컴퓨트·클라우드Nebius 6% 급등, CoreWeave 보합, JPMorgan 상향이 컴퓨팅 가격 상승 신호; IREN 4% 하락2026-10-06