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Posted On: October 31st 2026, 03:10 pm
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$NBIS Weekly - 10/26/2026
Another rough week in the market as AI concerns from all angles increase. Practically any stock even adjacent to the AI industry felt it. Important to know what you own and have conviction in fragile markets like this.
Anthropic’s S1 revealed how profitable this business can be and also how crucial compute is to the industry. Unserious neoclouds will be shaken out of the market as investors and lenders allocate capital more diligently moving forward. Nebius is in a league of its own.
While debt markets tightened, Nebius was able to secure more funding for the French site. Continued execution in Token Factory with Tavily hitting 3M DEVS (huge cross selling opportunity), and Nebius continuing to expand in what looks like Malaysia and Australia. Hyperscaler spending also signalled to climb in 2027, these are some of the smartest, most capital efficient companies in the world increasing their AI spend while the market panics about ROI.
#Nebius #Tavily #hyperscaler #AIstocks #investing
Another rough week in the market as AI concerns from all angles increase. Practically any stock even adjacent to the AI industry felt it. Important to know what you own and have conviction in fragile markets like this.
Anthropic’s S1 revealed how profitable this business can be and also how crucial compute is to the industry. Unserious neoclouds will be shaken out of the market as investors and lenders allocate capital more diligently moving forward. Nebius is in a league of its own.
While debt markets tightened, Nebius was able to secure more funding for the French site. Continued execution in Token Factory with Tavily hitting 3M DEVS (huge cross selling opportunity), and Nebius continuing to expand in what looks like Malaysia and Australia. Hyperscaler spending also signalled to climb in 2027, these are some of the smartest, most capital efficient companies in the world increasing their AI spend while the market panics about ROI.
#Nebius #Tavily #hyperscaler #AIstocks #investing
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