U.S. Stocks on the Move | AI New Cloud Duo CoreWeave (CRWV.US) Falls Over 8%, NEBIUS (NBIS.US) Plunges Over 18% as Latter's ARR Target Delayed

Zhitong Finance APP has learned that on Thursday, AI neocloud duo CoreWeave (CRWV.US) fell more than 8%, while NEBIUS (NBIS.US) plunged more than 18%. On the news front, Nebius reported third-quarter revenue of $981 million (up 571% year-over-year) and adjusted EBITDA of $466 million, both beating expectations. However, the company delayed and narrowed its annualized recurring revenue (ARR) guidance, saying it no longer applies, while sharply raising its 2026 capital expenditure to $27 billion and expecting it to rise further to $40 billion to $45 billion in 2027.