Nebius (NASDAQ:NBIS) shares fall as AI plan shifts capex burden
Nebius dropped 12.6% to $174.31 as of 1:07 p.m. EDT, wiping out a 2.8% rise from Wednesday. U.S. markets stayed open.
Nebius Shares Slide 19% Even After Securing $775 Million GPU-Backed Loan
Nebius Group shares dropped 19.1% last week, even after obtaining its first senior secured loan. The $775 million loan is collateralized by deployed GPUs and customer cash flow commitments.
Sandisk $41.6 bln in contracts now up against buyer-hedge test
Sandisk Corporation shares fell 12.4% in early U.S. trading Wednesday as traders weighed a new challenge to the storage firm’s efforts to manage memory cycles. CoreWeave, Inc., which locked in a long-term supply deal with Sandisk, is looking at ways to hedge against a possible drop in chip prices, according to a source cited by Reuters. The person said discussions are at an early stage and there’s no trade yet.
CoreWeave (NASDAQ:CRWV) falls as Nasdaq-100 spot faces pressure, Meta cloud worries weigh on AI pricing
CoreWeave heads into Monday with something different than the usual AI stock issues. The Nasdaq closed Friday for the Independence Day holiday, so Thursday’s finish is the latest print: $81.75 a share, off 4.6% for the day, down 15.4% from the previous Friday.
CoreWeave slides as Meta risk hangs over backlog defense
CoreWeave, Inc. headed into the extended U.S. holiday break with shares showing more strain than momentum. U.S. equity markets were closed Friday, July 3, for the Independence Day observance. Trading also paused Saturday. NYSE’s posted 2026 calendar confirms July 3 as a holiday closure.
IREN drops after Russell 1000 debut wipes out $2.8 billion, compensation questions rise
U.S. equity markets are closed Friday for the Independence Day holiday, so Thursday’s session marked the last trading for IREN Limited. According to Nasdaq, July 3, 2026 is listed as a market holiday for Independence Day observed. Usual hours run from 9:30 a.m. to 4:00 p.m. Eastern.
OpenAI proposal could hand $42.6 billion in AI equity to U.S. government
OpenAI has reportedly offered the U.S. government a 5% stake, which at the company’s latest $852 billion valuation would value the holding at $42.6 billion. That potential piece would be bigger than most recent direct government stakes in U.S. companies and could be key for IPO buyers to watch. OpenAI in March said it closed $122 billion in committed capital.
Wall Street money moved out of AI chips and into defensives after soft jobs data
Investors rotated money out of AI hardware plays and into defensive stock funds Thursday. The Dow ended about flat, but the Nasdaq showed more pain beneath the surface. Same-day ETF fund-flow numbers were not out. ETF.com says the data usually arrives the following day, and there’s no way to see flows intraday.
Nasdaq under pressure with chip names lower; futures drift before jobs data
U.S. stock-index futures pointed to a mixed start Thursday. Dow and Russell 2000 futures edged up in early New York trading, but Nasdaq 100 futures slipped. Traders are watching for a jobs report that could shift rate hike bets ahead of a three-day break. Nasdaq’s premarket goes from 4:00 a.m. to 9:30 a.m. ET, and the regular session opens at 9:30 a.m. and ends at 4:00 p.m. ET.
CoreWeave faces $35 billion Meta exposure as stock slumps
CoreWeave, Inc. shed nearly as much in market cap in a single day as a third of its newest Meta Platforms, Inc. deal. Traders are shifting focus from just the company’s backlog to who will end up owning the future supply of AI compute.
Meta Platforms (NASDAQ:META) surge values AI cloud bet at $128 billion
Meta Platforms jumped 8.8% in early New York premarket Thursday after a Reuters item said Bloomberg News reported Meta is planning to offer extra AI compute power through a new cloud business. The Nasdaq opens for its normal session at 9:30 a.m. EDT. With markets closed Friday for the Independence Day holiday, Thursday is the last U.S. cash trading day before the long weekend.
S&P 500 edges lower post-bell as AI chip stocks drag, broader market holds up
U.S. stocks closed a bit lower Wednesday, but after-hours action told a different story. Most S&P 500 names traded higher even as AI-linked stocks dropped. As of 17:02 EDT, the main session had wrapped and after-hours was underway. Nasdaq's regular hours run from 9:30 a.m. to 4 p.m. ET, with after-hours from 4 p.m. to 8 p.m. ET.
Meta (NASDAQ:META) cloud move rattles CoreWeave (NASDAQ:CRWV), Nebius (NASDAQ:NBIS) as $15 billion AI compute deal shifts to risk
Meta Platforms jumped nearly 10% Wednesday after Bloomberg News said, via Reuters, that the company is starting a cloud business to sell surplus AI computing power. CoreWeave was down 14% and Nebius Group dropped 16% as of 10:50 a.m. in New York, according to current data.
Meta Platforms (NASDAQ:META) cloud report sends shares higher, weighs on CoreWeave (NASDAQ:CRWV), Nebius (NASDAQ:NBIS)
Shares of Meta Platforms rallied Wednesday following a Bloomberg News report that the Facebook owner is planning to launch a cloud service, selling extra AI computing power. That move could help address investor concerns about high AI costs by adding a new source of revenue. Reuters, quoting the Bloomberg story, said it could not verify the report, and Meta did not reply to a Reuters request for comment.
Nebius (NASDAQ:NBIS) in focus after Vineland power test, CoreWeave (NASDAQ:CRWV) shows live AI capacity
Nebius Group rolled out Nebius AI Cloud 3.6 on Wednesday, adding an infrastructure-control agent, more security, and better storage for production AI workloads. The Amsterdam-based firm announced the new software release, but the main question for investors stays the same: how quickly it can turn its contracted power into running AI capacity.
Russell Reconstitution 2026: NASDAQ:CRWV, NYSE:BE Lead the Great Index Migration
U.S. index funds are preparing for a concentrated wave of orders at Friday’s close as CoreWeave enters the Russell 1000 from outside the Russell universe and Bloom Energy moves up from the Russell 2000. The reset includes 62 additions to the large-cap Russell 1000, including 43 promotions from the Russell 2000, and 237 additions to the small-cap index, including 37 moving down from the Russell 1000.
CoreWeave steady ahead of Nasdaq-100 debut; backlog optimism supports CRWV
CoreWeave traded at $118.00 ahead of Wednesday’s open, steady after a 9.67% gain to $117.03 on Tuesday. The AI cloud stock was little changed in early premarket quotes, with the regular U.S. session still to come.
CoreWeave shares surge after CRWV added to Nasdaq-100
CoreWeave, Inc. surged Friday as Nasdaq announced the AI cloud infrastructure company is set to join the Nasdaq-100 Index. Shares of CRWV traded at $104.42 in the early afternoon, climbing $8.68, or about 9.1%, from the previous close. The stock hit an intraday high of $105.52 and traded on volume topping 25 million shares.
CRWV Stock Jumps Before Earnings: Why Meta’s $21 Billion AI Deal Has Wall Street Watching
CoreWeave shares pushed higher in early U.S. trading Tuesday, recapturing market focus just before the AI cloud firm’s May 7 earnings. Investors zeroed in on an expanded contract backlog, now shored up by Meta Platforms. After sliding alongside other AI infrastructure names on worries over spending from major clients, CRWV was back in view.
CoreWeave Stock Faces Make-or-Break Q1 Earnings Week After $154 Million Holder Sale
CoreWeave Inc faces a crucial stretch for its shares, as recent filings revealed that Magnetar Financial LLC and related firms — holding a 10% stake — unloaded 1,284,876 Class A shares on May 1. According to the filings, those shares moved at a weighted-average price near $119.91, putting the total value at about $154.1 million.
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