The Zhitong Finance App learned that on Thursday, AI Xinyun Shuangxiong CoreWeave (CRWV.US) fell more than 8%, and NEBIUS (NBIS.US) plummeted by more than 18%. According to news, Nebius' third-quarter revenue reached US$981 million (up 571% year over year) and adjusted EBITDA of US$466 million, both exceeding expectations. However, the company delayed and narrowed the annualized recurring revenue (ARR) guidance, saying it is no longer applicable, while drastically raising capital expenditure to $27 billion in 2026 and anticipating a further increase to $40 billion to $45 billion in 2027.
Zhitongcaijing · 2d ago
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The Zhitong Finance App learned that on Thursday, AI Xinyun Shuangxiong CoreWeave (CRWV.US) fell more than 8%, and NEBIUS (NBIS.US) plummeted by more than 18%. According to news, Nebius' third-quarter revenue reached US$981 million (up 571% year over year) and adjusted EBITDA of US$466 million, both exceeding expectations. However, the company delayed and narrowed the annualized recurring revenue (ARR) guidance, saying it is no longer applicable, while drastically raising capital expenditure to $27 billion in 2026 and anticipating a further increase to $40 billion to $45 billion in 2027.
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