Nvidia CEO Jensen Huang resigned amid scrutiny of his relationship with a woman suspected of spying; the news triggered broad selling in AI/data-center and semiconductor stocks, including listed names in the report.
CoreWeave reported strong earnings and said it expects adjusted profitability in H1 2028; the report lifted sentiment in AI infrastructure names, with NBIS and APLD rising.
NBIS is under pressure as worries that AI spending may be overstated spread to neocloud and data-center names. The stock trades around 150, with resistance near 168.50 and a rising 200-day moving average around 177.72. A bullish RSI divergence suggests a possible near-term relief, but a sustained break above key levels is needed to confirm a rebound.
Nebius Group NV's NBIS stock rose after a month‑long decline, aided by a new $3.5 billion Citi credit facility and indications of strong customer demand. Despite warnings of tightened AI infrastructure funding, Nebius' CEO frames financing as a solvable task and expects prepayments plus alternative financing to cover the initial gigawatt. The result is improved liquidity with macro risk intact.
Nebius Group disclosed a $3.5 billion senior secured financing facility with Citi, earmarked for data-center development, GPU procurement, and general corporate purposes. The facility broadens NBIS's funding base and increases financial flexibility for 2027 and beyond, even as a broader AI-infrastructure sector downturn and higher rates weigh on sentiment. Near-term trading moved lower on macro-driven risk-off despite positive long-term funding implications.
Nebius announced a $3.5 billion financing facility from Citi to fund data center expansion. The arrangement signals lender confidence in NBIS's growth trajectory and could accelerate capex deployment, potentially boosting capacity and revenue if milestones are met. Terms, drawdown schedules, and covenants were not disclosed.