IREN ▲ +16.2% - IREN Limited $IREN IREN Limited pushes its $4B+ ARR target to January 2027 from December 2026 — Could slip to end of February if suppliers run late — Microsoft asked for network upgrades across 200MW, and that is what moved the timing, not demand — Capacity is contracted and fully funded, and the extra capex is immaterial — Still targeting 0.8GW operating by end of 2027, with Childress builds now spread across 2027 06-NOV-2026 05:22 AM ET