Both AI cloud firms just reported, and both gave investors plenty to cheer.
CoreWeave’s (CRWV) stock rose 19.28% on the back of a strong quarter. This wasn’t going to be easy to top. A day later, though, Nebius (NBIS) reported an even more extraordinary performance, and the stock jumped 34.14%. Great showings all around. But if you can only own one, Nebius is the better pick. This quarter only makes that case more compelling.