Nebius Stock Falls, CoreWeave Steadies After AI Selloff. Why Another Shoe Could Drop.
1. CoreWeave's revenue guidance misses expectations, causing a 16% decline. 2. Significant capital expenditures expose neocloud companies to market volatility. 3. The viability of business relies on Nvidia chip value and lifespan assumptions. 4. Optimistic renewal of contracts provides temporary stability amidst volatility risks. 5. Concerns over AI investment bubble remain, affecting overall market confidence.