$CoreWeave, Inc.(CRWV)$ it wil

$CoreWeave, Inc.(CRWV)$ it will rise again

Nebius Turns Profitable, Surges 16% on Earnings: Has $NBIS Won?

Nebius surged 15.7% after reporting 1Q26 revenue of $399M, up 684% YoY and 75% QoQ, with its market cap closing in on CoreWeave. The company is reshaping AI infrastructure at a remarkable pace — contracted compute capacity rivals CoreWeave, it holds a $27B Meta deal, and M&A activity is accelerating. Can the NBIS story continue? And why did CoreWeave crater post-earnings while Nebius surged — what differentiates these two NVDA ecosystem plays?

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