Corgi NBIS 2x Daily ETF

NBIC

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AI build-out hits snag as Google and Microsoft put off raising capex forecasts
CNBC·Oct 29, 2026 at 11:30 AM
- Alphabet and Microsoft reported third-quarter capital expenditure figures below analysts' estimates, with Microsoft reducing its yearly forecast to $170 billion and Alphabet maintaining its guidance at $195 billion to $205 billion. - The spending adjustments were attributed to delays from third-party graphics processing unit providers and neocloud partners, causing capacity to be pushed into the first half of 2027. - This infrastructure bottleneck contributed to stock declines for several neocloud companies and Alphabet, while Microsoft shares rose following a strong earnings and revenue beat driven by its Azure cloud business.
CRWV-9.66%GOOG-1.45%
Nebius Group announces date of third quarter 2026 results and conference call | NBIS Stock News
StockTitan·Oct 30, 2026 at 04:00 AM
NBIS-10.38%NBIC-20.56%
Why Is Nebius Stock Falling on Friday?
benzinga_article·Oct 30, 2026 at 05:37 PM
NBIS-10.38%NBIC-20.56%
CoreWeave, other neoclouds rebound, as Crusoe CEO says recent selloffs overblown
businessinsider·Oct 27, 2026 at 07:33 PM
APLD-8.22%CIFR-10.00%
If You Invested $100 In Nebius Group Stock 10 Years Ago, You Would Have This Much Today
benzinga_article·Oct 29, 2026 at 08:00 PM
NBIS-10.38%NBIC-20.56%
Nebius Group Director Arne Grimme Reports Acquisition of $57,739.52 in Common Shares
PUBT·Oct 29, 2026 at 01:08 PM
NBIS-10.38%NBIC-20.56%
Musk Warns of Neocloud Industry Shakeout: What Risks Do CoreWeave, Nebius, and IREN Face?
TradingKey·Oct 31, 2026 at 10:03 PM
CRWV-9.66%IREN-8.76%
Nebius Group Director Arne Grimme Reports Acquisition of $122,437.87 in Common Shares
PUBT·Oct 26, 2026 at 09:06 PM
NBIS-10.38%NBIC-20.56%
CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations
CNBC·Oct 28, 2026 at 09:14 PM
- Shares of neocloud companies such as CoreWeave and Nebius dropped nearly 5% in extended trading following Microsoft's lower-than-expected capital expenditures of $45.2 billion. - Microsoft's capex figure fell short of the $50.7 billion average analyst estimate, signaling that infrastructure partners are taking longer to deliver data center capacity. - Alphabet also reported capex below estimates at $51.36 billion, while broader market concerns regarding tightening debt markets continue to weigh on the sector.
CRWV-9.66%GOOG-1.45%
STOCKS | Amazon and Intel Results Raise AI Cost Concerns as Coreweav, Nebius and Iren Fall Premarket
CoinLive·Oct 30, 2026 at 08:28 AM
CRWV-9.66%INTC-28.58%
10 Information Technology Stocks Whale Activity In Today’s Session
benzinga_article·Oct 29, 2026 at 05:37 PM
- Benzinga's options scanner tracked significant trading activity for ten information technology stocks during the latest session. - The reported whale transactions included a mix of bullish and bearish sentiment across various call and put options with distinct expiration dates and strike prices. - Notable activities featured trades and sweeps in major tickers such as MU, ORCL, CRWV, ZETA, CRWD, LITE, NOW, NBIS, AVGO, and SNDK.
CRWD-4.10%CRWV-9.66%
Alphabet drags on Nasdaq futures as the stock faces a record post-earnings loss
CNBC·Oct 29, 2026 at 11:41 AM
- Alphabet shares dropped over 10 % in premarket trading amid concerns that AI chat and agents are impacting Google Search revenue. - Microsoft shares rose as Azure grew 48 % and full-year capex guidance fell to $ 170 billion, while neocloud stocks declined. - Jio Platforms achieved a market capitalization of $ 137.1 billion following its successful market debut in India.
AMZN-1.41%CRWD-4.10%
Earnings Trigger Pre-Market Drop in US Cloud Computing Sector as ServiceNow Plunges 19% and Alphabet Falls Over 10%
TradingKey·Oct 29, 2026 at 11:06 AM
- On October 29, 2026, U.S. cloud computing stocks experienced a significant pre-market sell-off triggered by earnings reports from ServiceNow and Alphabet. - ServiceNow dropped nearly 19% due to an earnings per share miss and a projected slowdown in cRPO growth, while Alphabet fell over 10% following weaker-than-expected revenue and a surge in capital expenditures to $51.36 billion. - This widespread market reaction reflects growing investor caution and reassessment of valuations as the market questions whether massive AI infrastructure investments can translate into sustainable profits and cash flow.
CRM-0.75%CRWV-9.66%
GOOGL, MSFT AI Capex Worries Hammer Neocloud Stocks: CRWV, NBIS, IREN, APLD Give Up Best Week in Over 2 Months
benzinga_article·Oct 29, 2026 at 12:10 PM
- AI infrastructure and neocloud stocks tumbled after Microsoft and Alphabet reported quarterly capital expenditures below Wall Street expectations. - Microsoft posted $45.2 billion in capex, while Alphabet reported $51.36 billion, both falling short of analyst estimates and raising concerns over the sustainability of AI spending. - The market downturn reflects growing worries about debt access and potential consolidation among leveraged neocloud operators.
APLD-8.22%CRWV-9.66%
Traders are moving towards tokenized AI stocks – But crypto remains persistent
Amb Crypto·Oct 29, 2026 at 01:05 PM
- MEXC reported that crypto traders are increasingly turning to tokenized U.S. AI stocks and pre-IPO assets amid a broader crypto market capital drought. - AI-linked tokenized assets surged 88% in September, with particular focus on semiconductors, computing infrastructure, and pre-IPO offerings like OpenAI. - Despite this rotational shift, crypto-linked sectors and spot crypto ETFs continue to demonstrate strong performance and persistent inflows.
CRCL-9.31%META-1.53%