247wallst.com's November 12 article by David Moadel reports Nebius Group down 14% to $133.67 after beating Q3 estimates with $980.8 million revenue but guiding 2026 revenue to the low end of its range and raising capital spending to $27 billion, with 2027 spending forecast at $40–45 billion. CoreWeave fell 10% and IREN 7% alongside Applied Digital, as the site says the market questions how fast AI build-out spending turns into profit; it also cites reports that NVIDIA's board may oust CEO Jensen Huang.