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CoreWeave and Nebius Just Got Sell Ratings. Can Their AI Economics Hold Up?
Insider Monkey1d agobearish
CoreWeave and Nebius Just Got Sell Ratings. Can Their AI Economics Hold Up?

The neocloud trade finally has a fresh bear case that attacks the business model rather than simply calling the stocks expensive. On September 21, Rothschild Redburn initiated CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group N.V. (NASDAQ:NBIS) at Sell, arguing that falling GPU-rental prices, hyperscalers’ own capacity and expensive financing could compress returns. Both stocks rose around […]