Nebius Is Still Down 21% in a Month: Did Today Just Mark the Bottom?
The move follows a month-long 21% slide in Nebius and a 20% drop in CoreWeave, underscoring a broader repricing of pure-play AI cloud stocks.
- On Thursday, Nebius Group notified customers of higher on-demand rental rates for AI GPU capacity effective October 1, signaling rare pricing power in the neocloud sector.
- Nebius stock remains down 21% over the past month despite a 5% gain on Wednesday, while CoreWeave fell nearly 20% during the same period, signaling shared repricing.
- Markets reacted positively to the pricing disclosure, with Nebius stock climbing 10% to $229.67 and IREN Limited stock rising 6% to $45.20 on the capacity repricing read-through.
- CoreWeave stock trades at $84.11, up 4% today, tracking the Nebius move closely and revealing how neocloud operators respond to pricing power signals.
- Broader tech markets showed mixed results: the Invesco QQQ Trust rose 1.62% to $716.12, the SPDR S&P 500 ETF Trust declined 2%, and the Global X Data Center & Digital Infrastructure ETF trailed at 1%.
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10 Articles
Nebius Group (NBIS) Stock Price Slides 12.9% Despite Landing Palantir Partnership (PLTR) As Sovereign AI Cloud Provider
Nebius Group (NASDAQ: NBIS) shares have fallen 12.9% following the announcement of a landmark partnership with Palantir Technologies (NASDAQ: PLTR) that designates Nebius as Palantir’s preferred sovereign AI infrastructure provider. The deal, announced on September 8, 2026, integrates Nebius’ AI-native cloud and inference endpoints directly into Palantir’s commercial perimeter, giving eligible customers greater control over […]
Nebius Is Still Down 21% in a Month: Did Today Just Mark the Bottom?
The post Nebius Is Still Down 21% in a Month: Did Today Just Mark the Bottom? appeared first on 24/7 Wall St.. Shares of Nebius Group (NASDAQ:NBIS) are bouncing Wednesday, but the question worth asking is whether the move ends the slide or just adds to a string of one-day bids that haven’t held. Nebius stock is still down sharply over the past month, and today’s gain has to fit inside that context to matter. The First Trust Cloud Computing ETF (…
IREN Climbs 6%, Nebius Jumps 10% as GPU Rental Rates Head Higher; CoreWeave Slips
The post IREN Climbs 6%, Nebius Jumps 10% as GPU Rental Rates Head Higher; CoreWeave Slips appeared first on 24/7 Wall St.. The neocloud trade split three ways Thursday morning after Nebius Group (NASDAQ:NBIS) notified customers of higher on-demand rental rates for a range of AI graphics…
Nebius Stock Climbs 9% After GPU Price Hikes; List Rates Still Aren’t Realized Revenue
Nebius is asking more for some of its most sought-after cloud capacity, and investors are treating that as a margin event. The harder question is how much of a higher list price will survive contract discounts and the cost of a vast data-center buildout. Nebius Group shares traded at $228.70 at 7:53 a.m. Eastern on…
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