Shares of AI computing rental companies fell at the US open on October 26, according to BIT (Bit.com) market data cited by BlockBeats.
Reported opening moves
Nebius was down 5%, CoreWeave 4.1% and IREN 3.3% in the cited snapshot.
The flash also recalled an earlier statement by Elon Musk that these companies would face major consolidation and failures. That is an attributed view, not a confirmed company outlook or event.
Source: BlockBeats, 2026-10-26 13:41:30 UTC.