CoreWeave and Nebius, two AI cloud companies, reported triple-digit revenue growth and high demand for GPUs but saw their stocks fall about 40% in a month. CoreWeave relies heavily on debt, with interest expenses surpassing operating income, raising concerns about its financial sustainability. Nebius uses customer prepayments and share sales to fund growth, diluting shareholders but maintaining a stronger balance sheet. Upcoming earnings and market conditions will test if their strategies can support long-term profitability amid rising costs and political scrutiny.
CoreWeave and Nebius stocks are both down on Pluang, with CoreWeave at USD 46.32, down 4.34%, and Nebius at USD 134.61, down 4.88%. CoreWeave sees more selling pressure with 64% of orders to sell, while Nebius has 67% buy orders. These figures are as of Nov 05, 2026 21:03 WIB.
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