U.S. Stocks in Motion | AI Cloud Service Provider Extends Decline, Nebius (NBIS.US) Falls Over 7%

Zhitong Finance APP has learned that on Friday, AI cloud computing service providers extended their declines, with Nebius (NBIS.US) and CoreWeave (CRWV.US) falling more than 7%, and Oracle (ORCL.US) dropping more than 4%. On the news front, negative developments in the AI investment space kept emerging. Amazon continued to maintain high AI capital expenditure, triggering market concerns; Intel, meanwhile, issued guidance below market expectations, forecasting fourth-quarter revenue of $15 billion to $16 billion and adjusted earnings per share of 25 cents, significantly below expectations. Its shares fell sharply after the results, with intraday losses at one point exceeding 30%, and the company's market value evaporated by more than $137 billion. Market concerns about the cost of the AI boom have further intensified.