Nebius Group's stock climbed 4% to $241.80 even as famed investor Michael Burry shifted from shorting its common stock to buying June put options, signaling a bearish outlook on AI stocks. Burry believes the AI bubble may burst soon and seeks more leverage with puts, which profit if the stock falls significantly. Meanwhile, CoreWeave shares rose 2%, Cloudflare slipped slightly, and the broader cloud computing sector remained flat, highlighting Nebius's unique rally. Investors should watch for further moves from Burry or new analyst reports as the debate over AI stock valuations continues.
Nebius Group's stock is up 4.35% at $241.97 on Pluang as of Sep 29, 2026 23:11 WIB, showing strong buying interest with 56% of orders to buy. CoreWeave also gained 1.81%, trading at $86.61 with a high buy order ratio of 81%. Meanwhile, Cloudflare is slightly down 0.41% at $352.77, with all orders on Pluang currently to buy.
Nebius Group (NBIS) is rated a strong buy following its new partnership with Palantir, which is expected to expand its enterprise reach and diversify customer acquisition. This deal could significantly increase NBIS's demand for computing resources, ...
Neocloud stocks, which provide GPU-powered data centers for AI, are declining amid mixed research reports. IREN shares dropped 4%, CoreWeave fell 3%, and Nebius eased 2%, despite broader tech gains. Redburn rated IREN as Neutral, citing balanced risk...
