Meanwhile, Core Weeave dropping for a second day in a row after announcing its buying data center provider Core Scientific. The company getting a slew of downgrades today as analysts worry about near-term overhang. City putting the AI cloud infrastructure company on a 90-day downside catalyst watch.The analyst behind that call, Tyler Radkkey, joins us here on Fast Now. Tyler, great to have you with us. Nice to see you again.Um, this all has to do with lockups. So, it's sort of a a technical alert. Can you w ...

Key Takeaways NBIS shares are up 81% YTD, far outpacing sector and the S&P 500. NBIS raised its 2025 capex to $2B. Execution risks tied to data center expansion and competition are concerns. NBIS expects full-year EBITDA to stay negative, even as it targets $500M-$700M in 2025 revenues.Nebius Group N.V. (NBIS) shares have gained 81.4% year to date, outperforming the Zacks Computer & Technology sector and the Zacks Internet Software Services industry’s growth of 7.9% and 26.8%, respectively. The S&P 500 Co ...