$NEBIUS(NBIS)$ NBIS dropped to

$NEBIUS(NBIS)$ NBIS dropped to around $150, and it looks like sector-wide contagion rather than anything specific to the company. The stock fell sharply in October 2026, roughly 40% from its ~$300 high, as investors sold the whole AI neocloud group. CoreWeave's high bond yields around 15-16% and debt concerns were a trigger, along with Elon Musk's comments on financing risks for AI data-center companies and softer Big Tech earnings. Microsoft's capex came in lighter than expected, and Amazon and Intel also missed. Dilution fears from capital raises and some insider selling added to the pressure. Nebius itself reaffirmed guidance and kept selling out capacity, so the drop was mostly multiple compression. Relative to the fundamentals, the move looks overblown.

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