CoreWeave and Nebius, two leading AI cloud providers, saw their stock prices drop by about half in a month due to political risks slowing data center expansions. CoreWeave faces a tougher challenge with high debt and a pending class action, needing strong Q3 results on November 10 to prove margin growth and revenue backlog stability. Nebius, reporting on November 12, must meet revenue targets to maintain its optimistic outlook despite recent dilution and customer concentration concerns. Nebius appears to have a clearer path to recovery, while CoreWeave's comeback depends on precise execution amid rising interest costs.
As of Nov 06, 2026 23:51 WIB, CoreWeave (CRWV) is trading at USD 45.69 with a 1-day gain of 4.65%, while Nebius Group NV (NBIS) is priced at USD 129.30, up 7.42% on the day. Despite the recent stock price drops noted in the news, on Pluang, CoreWeave shows a strong buying interest with 76% of orders to buy, contrasting with Nebius, where 82% of orders are to sell. Nebius has a notably higher market cap of $32.72 billion compared to CoreWeave's $24.08 billion, highlighting its larger scale on the platform.
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A $500 million package of AI data center loans, reportedly from Dutch bank ING, went up for auction, causing a sharp selloff in related stocks like Oracle and CoreWeave. The auction includes loans tied to private data center firms and a $25 million l...
Local voters across multiple states overwhelmingly opposed new data center projects in 40 of 41 ballot measures, causing sharp declines in AI infrastructure stocks including SpaceX, CoreWeave, and Nebius. Elon Musk, who invested heavily in political ...
CoreWeave's stock dropped sharply due to investor concerns that Democratic control after the midterm elections could slow artificial intelligence development. However, CEO Michael Intrator reassured that the company's existing customer commitments an...
