Nebius (NBIS) Stock Sinks Despite a Q3 Beat. Here’s What Spooked Investors

TLDR Nebius stock fell about 16% to $130.19 Thursday morning after Q3 results. Revenue jumped 571% to $980.8 million, topping the $907 million estimate. The CEO said some December revenue will land in February instead. 2027 capex is now guided to $40 billion to $45 billion, well above estimates. Nvidia CEO Jensen Huang’s resignation added [...]

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