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 risks and efficiency, while SemiAnalysis rated CoreWeave and Nebius as top-tier. The sell-off reflects uncertainty over execution and tenant demand, with investors watching for new tenant agreements and progress in capacity delivery as key factors for recovery.
Following the recent sell-off in neocloud stocks, CoreWeave and Nebius continue to show declines on Pluang as of Sep 25, 2026 23:21 WIB. CoreWeave trades at USD 87.72, down 2.67% for the day, while Nebius is priced at USD 237.61, down 2.41%. Investor activity on Pluang reflects a balanced sell-buy split for CoreWeave and a stronger sell bias for Nebius, indicating ongoing caution among traders.
Akamai Technologies surged 15% after signing a $11.6 billion, seven-year cloud infrastructure deal with AI company Anthropic, marking a shift in AI compute providers. The deal focuses on Anthropic's CPU workloads running on Akamai's distributed cloud...
AI infrastructure stocks show mixed reactions despite rising compute prices and a JPMorgan upgrade for CoreWeave. Nebius surged 6% after announcing significant price hikes on Nvidia GPU offerings, signaling strong pricing power and rapid revenue grow...
Oracle's stock fell 6% to $136.73, diverging sharply from the broader cloud sector which remained stable. This decline reflects company-specific issues rather than sector-wide weakness, as peers like Snowflake and CoreWeave showed minimal movement. D...
UBS has given CoreWeave an initial 'Buy' rating with a $120 price target, suggesting about 40% upside. The bank highlighted strong and durable demand for AI computing power from enterprises and AI labs as key growth drivers. Despite cautious market s...
CoreWeave, a key player in AI infrastructure, has dropped nearly 44% from its 52-week high but shows strong growth potential with a $104 billion backlog and new AI commitments exceeding $25 billion. Despite recent losses due to high capital expenditu...
