Home › Capital Markets › ReportCapital Markets · ReportRothschild Redburn Downgrades CoreWeave and Nebius; Three Neocloud Stocks Fall Three Days RunningTrade pressSlicast · October 8, 2026 at 21:01 UTC · Global · Source: TipRanksimportance 91Read the originalShareCompanies in this storyCoreWeaveCapex history →NebiusCapex history →IRENCapex history →Related reportsCapital MarketsUK neocloud Nscale IPO scheduled for October 15 listing on NYSE, valuation approximately $35 billion, contract backlog $103 billion2026-10-09Capital MarketsHut 8 Beacon Point 1GW facility fully commercialized, baseline contract value $19.6 billion; Needham maintains buy at $1382026-10-09Capital MarketsOpenAI reportedly signs 20-year Ohio lease; NVIDIA backs $105 billion financing with capacity reaching 8GW2026-10-09Capital MarketsBroadcom, Oracle, and SpaceX secure Wall Street financing to fund a coordinated chip-purchasing spree across AI accelerators and networking silicon.2026-10-09Capital MarketsNvidia-backed Firmus Grid postpones its Australian IPO, signaling softened IPO market for AI infrastructure ventures amid revenue uncertainty.2026-10-09