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.
CoreWeave is well-positioned to benefit from the growing demand for AI and cloud infrastructure, presenting significant upside for investors willing to take on higher risk. The company is rapidly expanding its infrastructure to capitalize on the AI m...
Shares of AI cloud companies CoreWeave, Nebius, Cloudflare, and Snowflake dropped significantly after Microsoft and Alphabet reported lower-than-expected capital spending, raising concerns about future demand for external computing power. CoreWeave a...
Microsoft CEO Satya Nadella criticized AI cloud business models dependent on a few large customers, calling such growth unsustainable. This comment followed Microsoft’s strong quarterly results, including 48% Azure revenue growth and $92.28 billion r...
Microsoft and Alphabet reported earnings that disappointed investors, casting uncertainty on the future growth of artificial intelligence (AI) investments. Despite the hype around AI, their results suggest that spending in this area may not be as rob...
Nebius Group stands out in the competitive AI cloud market by refusing to engage in price wars, instead setting its own terms and maintaining strong pricing power. Despite a recent 21.36% stock drop, Nebius reported a 454% revenue increase year-over-...
