Las acciones de Neocloud NBIS y CRWV suben un 4% tras el aumento del 346% en los ingresos de Micron

Neocloud stocks including Nebius (NBIS), CoreWeave (CRWV), Applied Digital (APLD), and IREN Ltd advanced in early premarket trading Thursday following Micron's fiscal third-quarter earnings report. NBIS stock rose 4.4%, while CRWV shares advanced 4%, with APLD and IREN gaining 3.4% and 3.8% respectively. Micron reported record quarterly results with revenue climbing 346% year over year and gross margin more than doubling to 84.9%, signaling sustained AI demand. The gains followed Micron management's indication that demand for memory chips and constrained supply conditions would persist through at least 2028. The results reinforced investor confidence that AI infrastructure spending and cloud services demand will remain robust, benefiting companies operating in the AI cloud infrastructure sector.

Micron Reports 346% Revenue Growth in Fiscal Q3

Micron reported record numbers for its fiscal third quarter, with revenue rising 346% year over year and gross margin more than doubling to 84.9%. Micron management stated that demand for its memory chips and constrained supply conditions would persist through at least 2028. AI chipmakers such as Nvidia and Advanced Micro Devices, along with hyperscalers including Amazon, Microsoft, and Google, are among Micron's largest customers for memory products. The strong outlook suggests that cloud infrastructure buildout is accelerating, signaling continued expansion in data center capacity and sustained demand for AI and cloud services.

Nebius and CoreWeave Added to Nasdaq-100 Index

Both Nebius and CoreWeave were recently added to the Nasdaq-100 index, increasing their exposure to a battery of large institutional investors. Despite this development, the stocks dropped over Tuesday and Wednesday, prompting some retail traders to buy on the dip. NBIS stock hit an all-time high on Monday, while CRWV stock is 26% down from its peak in early May. The stocks are up 210% and 41% year to date, respectively.

Retail Trader Sentiment Turns Bearish on Stocktwits

Retail sentiment for both Nebius and CoreWeave on Stocktwits dropped to 'bearish' early Thursday, tracking declines in the stocks over the last couple of days. One trader stated, "$NBIS tomorrow should rally above 290. The drop was a great opportunity to buy more shares. Soon it will get a new ATH above 300." Another wrote on the CoreWeave stream: "the 'real' up move on this stock is still 2-3 months away....it will gradually move higher within a few weeks though."

FAQ

What caused neocloud stocks to rise in premarket trading Thursday?

Neocloud stocks including NBIS, CRWV, APLD, and IREN rose in early premarket trading Thursday after Micron reported fiscal third-quarter revenue growth of 346% year over year and gross margin exceeding 84.9%. Micron management indicated that demand for memory chips and supply constraints would persist through at least 2028, reinforcing confidence in sustained AI infrastructure spending.

Why does Micron's earnings report impact neocloud companies?

Micron's memory chips serve AI chipmakers such as Nvidia and Advanced Micro Devices, as well as hyperscalers including Amazon, Microsoft, and Google. The company's strong outlook suggests accelerating cloud infrastructure buildout and continued expansion in data center capacity, directly benefiting AI cloud infrastructure providers like Nebius, CoreWeave, Applied Digital, and IREN Ltd.

What is the recent stock performance of Nebius and CoreWeave?

NBIS stock hit an all-time high on Monday and is up 210% year to date. CRWV stock is 26% down from its peak in early May and up 41% year to date. Both stocks were recently added to the Nasdaq-100 index, increasing their exposure to large institutional investors, though they declined over Tuesday and Wednesday before Thursday's premarket gains.