Nebius Group (NASDAQ:NBIS) Now Covered by Rothschild & Co Redburn
The firm said falling GPU prices, rising hyperscaler capacity and expensive financing could squeeze returns on neocloud operators.
6 Articles
6 Articles
Rothschild Redburn Downgrades Nebius, CoreWeave to Sell on Lower GPU Prices
The post Rothschild Redburn Downgrades Nebius, CoreWeave to Sell on Lower GPU Prices appeared first on 24/7 Wall St.. Rothschild Redburn opened bearish coverage on two of the market’s most-watched AI infrastructure names, initiating Sell ratings on both Nebius Group and CoreWeave. The firm’s thesis: lower GPU pricing, more in-house hyperscaler capacity, and expensive financing will eventually compress neocloud returns. For long-term investors, t…
NBIS Stock Jumps 5.6% as AI Pricing Boosts Momentum
TLDR NBIS stock gained 5.60%, outperforming the Industrial & Commercial Services sector’s 0.52% rise. Nebius raised prices for premium AI compute services, including Nvidia GPU and AMD CPU instances. Strong enterprise demand and limited high-performance computing capacity continue to support Nebius’ pricing power. Technical indicators remain constructive, with MACD at 1.219 and RSI at 56.523. [...]
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