Nebius' sales estimate rises sharply, but its expected loss per share also widens. Nebius has not reported yet, so these facts point both ways.
The sales estimate suggests Nebius expects a much larger business, but the expected loss also grows. Nebius has not reported yet. The story links interest in the sector to CoreWeave's strong report. Concerns about data center spending and financing remain, so the available facts do not favor one side.
CoreWeave beat estimates and raised its full-year sales forecast, a positive sign. Worries about spending and financing remain, but its reported results and higher forecast lead.
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