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Benzinga
Benzinga
Business
Surbhi Jain

Nebius Vaults 200% Vs CoreWeave: The AI Trade That Defies Logic?

Nebius CoreWeave NBIS CoreWeave Inc Nebius Group NV
Nebius Group

In the whirlwind world of AI infrastructure, Nebius Group NV (NASDAQ:NBIS) has surprised investors with a 200% rally compared to CoreWeave Inc (NASDAQ:CRWV) since hitting its low on June 9.

Meanwhile, CoreWeave, the larger and more fundamentally grounded player, has lagged behind, leaving traders asking: is Nebius a rational bet, or a hype-fueled anomaly?

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