CoreWeave and Nebius shares rebound. Were debt fears too extreme?

CoreWeave and Nebius shares rebound. Were debt fears too extreme?With a bearish call on Nvidia’s stock and a neutral view of Advanced Micro Devices’ stock, Seaport Research’s Jay Goldberg is by no means looking at the artificial-intelligence trade with rose-colored glasses. But on Thursday, he explored whether investors have been too harsh toward CoreWeave CRWV and Nebius Group NBIS, two neocloud companies whose shares have come under extreme pressure in recent weeks.About the AuthorEmily Bary is MarketWatch's assistant managing editor, tech. She is based in New York.Copyright © 2025 MarketWatch, Inc. All rights reserved.