Shares of CoreWeave, Nebius, and Oracle fell significantly due to concerns about their heavy borrowing to finance AI infrastructure expansion. CoreWeave led the decline with a 7% drop, followed by Nebius down 6% and Oracle down 5%, while broader cloud software stocks remained relatively stable. The selloff highlights investor worries about rising long-term interest rates increasing the cost of debt for these companies, which contrasts with more stable subscription-based cloud software firms. The market will watch interest rate trends closely, as easing borrowing costs could stabilize these stocks.
Following the selloff in AI infrastructure names, CoreWeave shares on Pluang are down 7.61% at USD 81.72 as of Oct 09, 2026 01:01 WIB, reflecting active trading with 14% sell orders. Nebius also shows a similar decline of 7.20% at USD 220.01, while Oracle is down 4.83% at USD 136.63, with a longer typical hold time of 72 days. These figures illustrate the ongoing market caution around heavily financed tech firms on Pluang.
CoreWeave, a company renting AI computing power, reported Q2 2026 revenue of $2.58 billion, up 112% year-over-year, with a backlog of $104 billion including major contracts from Meta and others. Despite a high debt-to-equity ratio of 8.94 and rising ...
Nebius stock surged 9% following an AI inference deal with undisclosed terms, highlighting investor confidence in future contracted demand despite its high 197x trailing earnings multiple. The company acquired Inferize, a startup that reduces GPU idl...
Cloudflare's stock surged 4%, outperforming peers Oracle and CoreWeave, as investors show strong preference for high-beta cloud computing stocks tied to AI infrastructure. Oracle saw a modest 0.7% gain, while CoreWeave fell 2%, highlighting selective...
