Microsoft Just Piled Onto the Bad News for CoreWeave, Oracle, and Nebius

Microsoft is reevaluating its neocloud contracts and prioritizing its own data centers, choosing not to renew its Oracle deal. As Microsoft ramps up production of its custom AI accelerator chip (Maia 300) in 2027, it plans to shift more compute workloads in-house. This strategic pivot, combined with rising borrowing costs and investor hesitancy, poses significant challenges for neocloud companies like CoreWeave and Nebius, which are heavily dependent on major customer contracts and external financing.

11/13/2026, 6:20 AM • The Motley Fool

Stock Market Today, Nov. 12: Nebius Group Sinks Nearly 17% After Lowering 2026 Outlook

Nebius Group (NBIS) plummeted 16.84% after lowering its 2026 revenue outlook to the low end of its $3.0-3.4 billion range due to delays in third-party data center construction. Despite the sell-off, the company's fundamentals remain strong with 571% revenue growth, 100% prepayment coverage for expansion costs, and a path to pre-tax profitability by Q4. Peer companies CoreWeave and IREN also declined amid broader pressure on neocloud stocks.

11/12/2026, 5:28 PM • The Motley Fool

Nebius Revenue Jumped 571%, So Why Did the Stock Fall?

Nebius reported a remarkable 571% revenue growth in Q3 2026, yet its stock price fell 18.27%. The article explores why such exceptional revenue growth failed to boost the stock, suggesting the company may have a delivery problem rather than a demand problem. The piece also mentions Nvidia CEO Jensen Huang's resignation as a related development.

11/12/2026, 3:53 PM • The Motley Fool

Stock Market Today, Nov. 11: CoreWeave Surges 25% on Beat-and-Raise Quarter

CoreWeave surged 25% on November 11, 2026, after delivering strong Q3 earnings with $3.66 billion in revenue that beat expectations and raising its full-year 2026 guidance to $13.15 billion. CEO Michael Intrator highlighted multiple funding sources including $9 billion in expected customer prepayments over the next three months, easing investor concerns about data center growth and financing. The broader market also gained with the S&P 500 up 1.31% and Nasdaq up 1.60%, while AI infrastructure peers also rallied.

11/11/2026, 4:54 PM • The Motley Fool

1 Unstoppable AI Stock to Buy Hand Over Fist Before the Next Leg Higher

Iren, an AI data center company, has crashed 70% from its all-time high despite strengthening fundamentals. The company's AI cloud revenue nearly tripled sequentially to $200M, megawatt pricing has more than doubled to $22-40M per megawatt (vs. $9.7M previously), and it has a $20.3B revenue backlog with $1B in operating annual recurring revenue. With a 35-gigawatt development pipeline and strong financing through prepayments, Iren appears undervalued at current levels.

11/11/2026, 6:55 AM • The Motley Fool

Neoclouds Like Nebius Are Much Better Investments Than Colocation Companies Like TeraWulf. Here's Why.

Neoclouds like Nebius command significantly higher megawatt pricing ($20-50M/MW) compared to colocation providers like TeraWulf ($2.4M/MW), enabling faster scaling and better profitability. Nebius benefits from lucrative long-term contracts, declining payback periods (now 1 year 10 months), and the ability to finance capex through prepayments and GPU collateral, positioning neoclouds as superior long-term investments despite higher initial costs.

11/11/2026, 5:20 AM • The Motley Fool

Stock Market Today, Nov. 10: CoreWeave Stock Edges Lower as a Multibillion-Dollar Question Looms Over Earnings

CoreWeave reported strong Q3 results with 168% year-over-year revenue growth to $3.66 billion and raised full-year guidance, but faces significant challenges with a $709 million net loss and $39 billion in expected capital expenditures. The key question for investors is whether the company can convert surging AI infrastructure demand into sustainable profits amid mounting debt and financing costs.

11/10/2026, 4:45 PM • The Motley Fool

Massive News for CoreWeave, Nebius, IREN, and Applied Digital Stock Investors

Recent developments are causing concern among investors in AI infrastructure stocks including CoreWeave, Nebius, IREN, and Applied Digital. The article discusses how these companies are being impacted by recent market movements and investor sentiment shifts in the AI cloud and data center sector.

11/10/2026, 7:30 AM • The Motley Fool

Cerebras Systems vs. Nebius: Which Artificial Intelligence Stock Is a Better Buy Going into 2027?

The article compares two AI infrastructure companies: Cerebras Systems, which specializes in wafer-scale chips for AI training, and Nebius Group, which provides a unified AI cloud platform. While both companies show strong revenue growth, Cerebras achieved a 75.7% revenue increase with a 46.6% net margin, while Nebius saw explosive 479% growth but with a lower 15.6% net margin. The author recommends Cerebras for 2027, citing its proprietary wafer-scale technology advantage, successful partnerships with OpenAI and Oracle, and superior gross margins despite higher valuation multiples.

11/06/2026, 8:20 PM • The Motley Fool

The Biggest Stock Winners and Losers From the Midterm Elections

Following the midterm elections, certain stocks are positioned to benefit or suffer based on potential policy shifts. Retailers like Amazon, Shopify, and e.l.f. Beauty could gain from tariff rollbacks, while neoclouds like Space Exploration Technologies and other data center companies face headwinds from tougher permitting. Palantir Technologies may see slower government growth depending on administrative changes.

11/06/2026, 3:55 AM • The Motley Fool

CoreWeave vs. Nebius: Which Is the Better AI Neocloud Stock to Own for the Next 3 Years?

Nebius emerges as the superior AI neocloud investment over CoreWeave for a 3-year horizon. CoreWeave faces financial strain with a 0.46 current ratio and corporate bonds yielding 15% APR, requiring debt refinancing. Nebius boasts a stronger 4.03 current ratio and finances 50-60% of capex through customer prepayments. While CoreWeave currently generates more revenue ($2.6B vs $582.3M in Q2), Nebius's 454% growth rate versus CoreWeave's 112% suggests it will close the gap. Nebius's available capacity positions it better to capitalize on rising megawatt prices ($40-50M per megawatt for short-term deals), while CoreWeave's capacity is locked into long-term contracts.

11/05/2026, 5:00 PM • The Motley Fool

Nebius Stock: The Bull Case, the Bear Case, and My Call Before Nov. 12

Nebius Group stock has fallen 47% from its June peak to around $152. The bull case rests on management's target of $7-9 billion annualized run-rate revenue by year-end 2026 (up from $3 billion in June), with the company demonstrating strong growth momentum. However, the bear case highlights massive capital expenditure needs ($20-25 billion in 2026) requiring significant external funding, customer concentration risk (3 customers = 59% of revenue), and reliance on share dilution and debt. The analyst recommends waiting for Q3 results on Nov. 12 to assess if the company remains on track for its targets before making an investment decision.

11/05/2026, 3:41 AM • The Motley Fool

3 Nasdaq-100 Stocks That Can Double, According to Wall Street

Wall Street analysts identify three Nasdaq-100 stocks with potential to double based on median target prices: CoreWeave (140% upside) as a leading AI cloud provider with strong revenue growth but profitability concerns due to high debt; Nebius Group (100% upside) as an emerging AI cloud competitor with faster revenue growth but expensive valuation; and Alnylam Pharmaceuticals (100% upside) as an RNA interference therapy leader with an attractive valuation and promising pipeline.

11/04/2026, 5:16 AM • The Motley Fool

BigBear.ai vs. Nebius: Which AI Stock Is the Better Buy for 2027?

The article compares two AI stocks: BigBear.ai, which provides defense-focused decision-intelligence software but faces declining revenue and significant losses, versus Nebius, a cloud infrastructure company experiencing explosive 444% revenue growth and recent profitability. The author recommends Nebius for 2027 despite its high valuation multiples and recent 38% stock decline, citing its scarce, high-demand infrastructure assets and strong earnings trajectory.

11/03/2026, 8:36 PM • The Motley Fool

CoreWeave's 15% Bond Yield Is a Warning for AI Debt. Here Are the Stocks Most Exposed.

CoreWeave, a rapidly growing AI infrastructure provider, is raising red flags with its 15% bond yields and high leverage (debt-to-equity ratio of 14.3), despite strong revenue growth. The company spends a quarter of its revenue on interest payments and faces potential refinancing challenges if rates continue rising. While competitors like Nebius and IREN have lower leverage, CoreWeave's financial stress could impact the broader neocloud sector's ability to secure affordable financing.

11/03/2026, 11:55 AM • The Motley Fool