$Nebius(NBIS.US) fell five to six points, $Coreweave(CRWV.US) and $Penguin Solutions(PENG.US) also followed with a drop of three to five points. The AI data center batch is experiencing an overall pullback amid doubts about capex returns. It's important to distinguish here: it's not that a particular company had an earnings bomb, but that the capex cycle is transitioning from an acceleration phase to a steady verification phase—cloud and computing power leasing bear the pressure first, followed by the hardware side, which is the standard rhythm. $Nebius(NBIS.US) just came down from its historical high of the past two days, so a larger pullback is normal. Before the Q2 earnings report, the realization of computing power revenue is the key focus.