Nebius Shares Fall 4.44% to $200.73 Amid AI Spending Concerns
Nebius shares were down 4.44% at $200.73 Tuesday. The report cites technology-sector weakness, concerns about AI infrastructure spending and IREN’s reported multiyear cloud-computing deal with Anthropic.
V. (NASDAQ: NBIS) shares fell Tuesday as technology stocks weakened, investors weighed concerns about AI infrastructure spending, and reports said IREN Limited (NASDAQ: IREN) had secured a multiyear cloud computing deal with Anthropic. 06%. IREN’s reported Anthropic agreement has raised competition concerns for Nebius.
The stock is lower amid speculation that Nebius may have missed a chance to partner with Anthropic. Investors had considered Nebius a potential partner, citing its NVIDIA computing clusters and higher capital expenditure guidance in May 2026, according to Pro. At the DBS Asia Future Forward Conference in Singapore on Monday, Broadcom Inc. (NASDAQ: AVGO) CEO Hock Tan warned of funding challenges and said capital availability could be the biggest constraint on AI infrastructure expansion.
Intel Corporation (NASDAQ: INTC) CEO Lip-Bu Tan, who attended the same panel, also pointed to infrastructure pressures. Investors may be concerned that limited Limited access to capital could make it more difficult for AI infrastructure firms such as Nebius to fund data-center expansion. That could delay revenue growth and raise financing costs. ### Technical Analysis Nebius remains in a longer-term uptrend, although short-term momentum is weakening.
57. The moving average convergence divergence (MACD) indicator is still below its signal line, and its histogram is negative, pointing to weaker buying momentum. Nebius reached a 52-week high in June and then set another swing high in August before falling below a key support level. Traders are monitoring $195 as immediate support.
The $230 level remains key resistance, near the stock’s short-term moving averages. 73 at the time of publication Tuesday, according to Pro data. Image via Shutterstock Read Also: Charlie Bilello Says Iran War Inflation Is 'Rewarding Big Oil,' Flags a 56% Spread Between XLE and XLY