What investment signals are released by the "three giants" of AI New Cloud?

Intelligent Finance APP has learned that the latest Q3 financial reports from three leading "new cloud" (neocloud) companies have addressed the two main concerns of the market separately: demand remains strong, but delivery has faltered. CoreWeave (CRWV.US) and Nebius (NBIS.US) released their quarterly reports one after the other this week, and along with IREN (IREN.US) previously, all three companies exceeded revenue expectations and reached record high contract reserves. However, the share prices of these three companies did not all rise together—CoreWeave’s stock surged more than 15% following its financial report, while Nebius closed down 16.8% to $128.64.