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06-08

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Goldman Upgrades CRWV to Buy; Will Neocloud Split Widen?
CoreWeave fell 0.44% while Nebius rose 2.88% despite Goldman Sachs upgrading CoreWeave to Buy. Bulls argue asset-backed financing costs are manageable and higher revenue per unit of compute could improve returns. Bears note the stock failed to rally, while leverage, depreciation, and repeated fundraising remain concerns. Should investors assess CoreWeave’s financing, track Nebius’s orders, or favor cloud platforms with steadier cash flow?
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