--- title: "U.S. stock night market volatility: Nebius rose 3.23% in the night market, backed by NVIDIA technology, but concerns about financing dilution still exist" type: "News" locale: "en" url: "https://longbridge.com/en/news/296863974.md" description: "Nebius rose 3.23% in the night session; Microsoft fell 0.13% in the night session, with a trading volume of $6.43 million; Oracle rose 0.63% in the night session, with a trading volume of $6.25 million; Palo Alto Networks rose 0.27% in the night session, with a trading volume of $1.56 million" datetime: "2026-08-25T05:36:58.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296863974.md) - [en](https://longbridge.com/en/news/296863974.md) - [zh-HK](https://longbridge.com/zh-HK/news/296863974.md) generator: "portal-rs" --- # U.S. stock night market volatility: Nebius rose 3.23% in the night market, backed by NVIDIA technology, but concerns about financing dilution still exist **U.S. Stock Night Market Movements** Nebius rose 3.23% in the night market. Based on recent key news: 1. On August 24, Nebius announced that it became the first AI cloud service provider to adopt the NVIDIA Groq 3 LPX inference accelerator, which will be deployed on the Neocloud platform. This move boosted market confidence in the company's technological prospects, driving the stock price up. Source: Zhitong Finance 2. On August 25, Nebius completed a $5.75 billion convertible note issuance, raising concerns in the market about its massive capital expenditures and financing pressures, leading to stock price fluctuations. Source: Wall Street Insight 3. On August 25, Nebius conducted an $800 million debt-to-equity swap, raising market concerns about equity dilution. Despite the company's revenue growing 454% year-on-year, short-term selling pressure remains. Source: Jinshi Data AI industry is growing rapidly, with significant capital inflows. **Stocks with High Trading Volume in the Industry** Microsoft fell 0.13% in the night market. Based on recent key news: 1. On August 23, NVIDIA informed its customers that the prices of AI chip servers would rise by over 15%, affecting data center operators like Microsoft. This news may lead to market concerns about cost pressures on Microsoft, thereby impacting its stock price. 2. On August 22, an analyst report indicated that Microsoft was not included in the recommended buy list, despite its rating being moderately buy. This information may affect investor confidence, leading to stock price fluctuations. 3. On August 22, Microsoft's target price was set at $569.45, which is 17.84% higher than the current price. Analysts have differing views on its long-term valuation, but overall lean towards positive, which may provide support for the stock price. The rise in AI chip prices affects the cost structure of the tech industry. Oracle rose 0.63% in the night market. Based on recent key news: 1. On August 23, NVIDIA notified some major customers that due to soaring storage chip costs, the prices of servers equipped with its AI chips would rise by over 15%. This news affected Oracle and other large data center operators' cost expectations, driving the stock price up. 2. On August 24, analyst Andy Yu CFA maintained a buy rating on Oracle with a target price of $310. This rating enhanced market confidence, further driving the stock price up. 3. On August 22, Oracle announced its Q4 financial report, showing a 21% revenue growth and a 93% increase in operating income. Strong financial data boosted investor confidence, driving the stock price up. The overall industry performed strongly, supported by macroeconomic data that favors tech stock increases. Palo Alto Networks rose 0.27% in the night market. Based on recent key news: 1. On August 24, analyst Lee raised the target price for Palo Alto Networks from $340 to $400 and reiterated a buy rating. This move reflects the market's healthy growth in demand for cybersecurity, especially in AI infrastructure security, driving the stock price up 2. On August 22, Paituo Network announced executive changes in a filing with the SEC, including the appointment of a new Chief Product and Technology Officer. These changes may enhance the company's governance structure and boost investor confidence. 3. On August 24, market analysis showed that although Paituo Network received a moderate buy rating, some top analysts believe that five other stocks offer greater investment value. This may put some pressure on the stock price. 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