YahooAugust 21, 2026 at 2:50 PM NY13 days ago
BCA Research Sees a Dangerous Risk in CoreWeave (CRWV) and Nebius (NBIS)
BCA Research has a warning for investors chasing the AI cloud boom. In a recent note, strategist Noah Weisberger argued that neocloud companies risk destroying capital because they are using borrowed money to build what could ultimately become a low-margin, commoditized computing service. CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group N.V. (NASDAQ:NBIS) sit near the center […]
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