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BenzingaOctober 26, 2026 at 2:14 AM NYYesterday

IREN, CRWV, NBIS, APLD Stocks Fall Pre-Market as Analyst Echoes Elon Musk’s Neocloud Debt Warning: ‘Putting GPUs as Collateral Isn’t Enough Anymore'

AI infrastructure stocks fell as rising costs, $5M daily delay penalties and tighter financing threaten neocloud consolidation.

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