IREN 주가는 Anthropic과의 클라우드 계약 관련 보도가 확인되지 않은 채 남아 있다는 소식에 5% 하락했으며, 이는 투자자 신뢰를 흔들었다.

IREN's stock fell 5% after a report that Anthropic is the customer behind its mystery AI cloud contract failed to gain confirmation from either company. The initial surge in shares was driven by speculation, but the lack of contract details and the silence from both parties led to a sharp pullback. IREN has confirmed a separate contract with Microsoft, which remains a solid foundation for its AI cloud business. Investors are advised to watch for official confirmation or new contract updates to gauge the stock's future movement.

Following the fading buzz around Anthropic as a cloud contract partner, Core Scientific's shares also declined. On Pluang, Core Scientific (CORZ) was priced at USD 14.70, down 2.13% as of October 13, 2026, at 21:01 WIB. The stock is trading closer to its 52-week low of USD 13.57 than to its high of USD 29.16, reflecting cautious sentiment among investors in the technology sector.