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Home / Blog / Markets / Bernstein says IREN selloff re...

Markets

Bernstein says IREN selloff reflects missing AI deal, not earnings, with bitcoin no longer central to investment case

February 06, 2026 1 min read 10 views

Bernstein says IREN selloff reflects missing AI deal, not earnings, with bitcoin no longer central to investment case

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The analysts argued that bitcoin-related volatility is no longer central to the investment case as IREN accelerates its shift toward AI.

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