---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42185219.md"
description: "$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."
datetime: "2026-06-25T10:07:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42185219.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42185219.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42185219.md)
author: "[特大肠粉](https://longbridge.com/en/profiles/27514705.md)"
generator: "portal-rs"
---

# $Nebius(NBIS.US) fell five to six points, $Corewea…


### Related Stocks

- [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md)
- [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md)
- [PENG.US](https://longbridge.com/en/quote/PENG.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**