Nebius Beat But Fell. Still Trust Neoclouds?
Nebius Beat But Fell. Still Trust Neoclouds?
2026.11.12 (EST) Pre-Market
Nebius beat Q3 estimates, but shares slid after it lifted 2026 capex to $27bn and delayed its $7bn ARR goal. CoreWeave plans at least $4bn of investment-grade loans.
