247wallst.com reports that IREN sank 9% to $19.70 on November 5, 2026, after a report citing unnamed sources said delays at its Childress site led Microsoft to push back planned capital expenditures, while Nebius fell 11% and CoreWeave 7% in a broader AI data center selloff. The site notes Democrat Gina Hinojosa's Texas governor win as a concern, and IREN was due to report Q1 FY2027 results that day, with analysts expecting a 9% sales decline.