Nebius Vaults 200% Vs CoreWeave: The AI Trade That Defies Logic?

In the whirlwind world of AI infrastructure, Nebius Group NV NBIS has surprised investors with a 200% rally compared to CoreWeave Inc CRWV since hitting its low on June 9. Meanwhile, CoreWeave, the larger and more fundamentally grounded player, has lagged behind, leaving traders asking: is Nebius a rational bet, or a hype-fueled anomaly? Track NBIS stock rally here. Paying Up For The Hype The valuation gap is staggering. Nebius trades at a price-to-sales ratio of 64.3, more than five times CoreWeave's 12.9, ...