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IREN (IREN.US) data center delivery delays reduce Microsoft’s capital expenditure! Stock price under pressure before earnings report, AI infrastructure delivery risks attract attention

IREN (IREN.US) data center delivery delays reduce Microsoft’s capital expenditure! Stock price under pressure before earnings report, AI infrastructure delivery risks attract attention

智通财经智通财经2026/11/05 09:16
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According to Zhitong Finance APP, on Wednesday, as cloud and AI stocks came under pressure following the Democrats' victory in the midterm elections, IREN (IREN.US) attracted the attention of retail traders. The Australian data center company also came under scrutiny due to a report claiming it was the reason for Microsoft’s decline in AI capital expenditure last quarter.
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