Tag: Nebius Group NV
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CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations
Shares of CoreWeave, Nebius and IREN fell as Microsoft’s lower-than-expected capex figure points to infrastructure partners taking longer to deliver capacity.
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Neocloud stocks fall as Elon Musk says more than 200 of them face ‘guppy-level death’
Investors are already questioning the debt-fueled expansion of neoclouds and whether the large AI infrastructure build-out will generate long-term returns.
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Nvidia’s role as AI financier faces first big test as neoclouds take market hit
As Nvidia has gone from chipmaker to industry financier, some investors see the company taking on outsized risk tied to the AI buildout.
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On the ground at Nvidia GTC Berlin: Jensen Huang, robot ducks and neocloud distress
The word on the ground from Nvidia’s German showpiece conference.
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Sellers are back in tech, while bear market grips Chinese stocks
Here are the key things investors need to know to start the trading day.
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Futures orbit around SpaceX as Tesla merger talk cheers investors
Here are the key things investors need to know to start the trading day.
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Investors are questioning neoclouds’ business model but Nebius says AI computing prices are rising
The comments come as investors scrutinize the debt, borrowing costs and economics of companies building AI infrastructure.
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CNBC Daily Open: SpaceX and Tesla may merge in the multiverse of Musk
Over in the AI space, investors are also increasingly wary of the massive amounts of money being poured into data centers.
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Anthropic in talks with neocloud Nscale over second multibillion-dollar deal, source tells CNBC
Anthropic and Nscale previously inked a similar deal for a data center on the same site in the U.S.
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Data center stocks slide as Korea IPO plunges 30%, pressuring tech sentiment
Neocloud stocks are falling again following the sector’s troubles last week
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