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Posted on 10/27/26 at 8:26 am to djrunner
Posted on 10/27/26 at 8:27 am to bayoubengals88
Posted on 10/27/26 at 9:40 am to bayoubengals88
Lol, not even close to what Elon said. He basically said that many of the neoclouds would face guppy level death and consolidate because debt markets have almost completely shut off funding for firms lacking in revenue outside of AI data centers. He didn't say every neocloud would be shut out.
Posted on 10/27/26 at 11:27 am to Hitman67
I mean, it's not far off from what he said.
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 10/27/26 at 12:00 pm to bayoubengals88
YUUUUGE
Posted on 10/27/26 at 12:16 pm to bayoubengals88
I like this. Good for stock price, but also nice that Nebius has assets to leverage if they are ever in a bind with respect to raising capital.
Posted on 10/28/26 at 6:54 am to Jax-Tiger
One year ago, Nebius was trading at $125/share. The average daily trade volume was about 600,000.
Today, the average volume is over 20,000,000/day.
Today, the average volume is over 20,000,000/day.
Posted on 10/28/26 at 7:41 am to Jax-Tiger
Paul in shambles
Posted on 10/28/26 at 1:39 pm to DawgCountry
shooting up 
Posted on 10/28/26 at 3:12 pm to jefforize
Posted on 10/28/26 at 4:21 pm to Jax-Tiger
WTH is going on after hours, down 5%. That's a big drop, seems more so than simply profit-taking. Not seeing any news.
Posted on 10/28/26 at 4:26 pm to Naked Bootleg
Google missed earnings.
Posted on 10/28/26 at 4:41 pm to Jax-Tiger
quote:
Google missed earnings.
Because of search and YT ads. Google cloud beat expectations and expanded operating margins on that business. So of course it's time to hammer AI infrastructure spending.
Posted on 10/28/26 at 4:54 pm to Naked Bootleg
The real news is a fear of capex growth peak. Not a decline in nominal capex but a rate of change towards normalizing in 2027.
No idea if this is the result but that’s what has traded the AI supply chain down, IMO.
Less hyperscaler spend versus expectations = less revenue for some of the AI supply chain.
However
Read the first paragraph.
No idea if this is the result but that’s what has traded the AI supply chain down, IMO.
Less hyperscaler spend versus expectations = less revenue for some of the AI supply chain.
However
Loading Twitter/X Embed...
If tweet fails to load, click here. Read the first paragraph.
Posted on 10/28/26 at 4:55 pm to LSUcam7
Good news for nebius
Posted on 10/28/26 at 4:57 pm to Sabans straw hat
Let’s see what Microsoft says. Their contract is locked in.
Posted on 10/29/26 at 5:22 pm to LSUcam7
Buckle up for tomorrow after these poor earnings. Doesn’t instill confidence for NBIS coming up
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