Changes in US stocks | Cloud computing service provider's stock price rises, NEBIUS (NBIS.US) rises more than 5%

Zhitongcaijing · 1d ago

The Zhitong Finance App learned that on Tuesday, the stock price of US cloud computing service providers rose, with NEBIUS (NBIS.US) rising more than 5%, CoreWeave (CRWV.US) and IREN (IREN.US) rising nearly 3%, and Oracle (ORCL.US) and Google A (GOOGL.US) rising more than 2%. According to the news, investment bank Bernstein pointed out that in recent quarters, cloud vendor revenue and backlog orders have accelerated simultaneously, and demand has continued to outperform supply. Nebius has announced that it will increase the prices of a number of on-demand computing resources starting October 1. Among them, the latest Nvidia GPU increased the most.

Bernstein estimates that in 2026, giants such as Microsoft, Amazon, Google, and Oracle will spend 660 billion US dollars in cash capital, which is close to 800 billion US dollars after adding Meta. Over the same period, the combined cloud revenue of AWS, Azure, Google Cloud and OCI was 105 billion US dollars, an increase of 52% year over year; the total backlog of orders (RPO) of the four companies reached 2.33 trillion US dollars, an increase of 188% year over year.