US Stocks Movement | AI new cloud leaders CoreWeave (CRWV.US) drop over 8%, NEBIUS (NBIS.US) plunges over 18%; the latter's ARR target postponed

智通财经2026/11/12 15:51

Show original

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold. Trade now!

A welcome pack worth 6200 USDT for new users! Sign up now!

Zhihu Finance APP reported that on Thursday, the new AI cloud leaders CoreWeave (CRWV.US) fell more than 8%, while NEBIUS (NBIS.US) plunged over 18%. In terms of news, Nebius recorded Q3 revenue of $981 million (up 571% year-on-year) and adjusted EBITDA of $466 million, both exceeding expectations. However, the company delayed and narrowed its annual recurring revenue (ARR) guidance, stating it is no longer applicable. At the same time, capital expenditure for 2026 was significantly raised to $27 billion and is expected to further increase to between $40 billion and $45 billion in 2027.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.

Trade now！

In October, U.S. existing home sales declined by 5.5% month-on-month, with the annualized rate dropping to 3.75 million units, the lowest since 2010. In the Western region, sales fell to the lowest level since record-keeping began in 1999. Mortgage rates above 7% and persistently high inflation are the main reasons for this downturn. Meanwhile, existing home inventory for sale in October rose to the peak level seen in the same period of 2019, and price momentum has significantly weakened. According to the NAR chief, once interest rates turn around, suppressed homebuying demand could erupt all at once.

华尔街见闻•2026/11/12 15:51