Home › Capital Markets › ReportCapital Markets · ReportRothschild Redburn Downgrades Nebius, CoreWeave to Sell on Lower GPU PricesTrade pressSlicast · September 22, 2026 at 21:01 UTC · Global · Source: 24/7 Wall Stimportance 91Read the originalShareCompanies in this storyCoreWeaveCapex history →NebiusCapex history →Related reportsCapital MarketsCoreWeave Vs. Nebius: One is Much More Exposed to The Looming Neocloud Threat2026-09-23Capital Markets$725B AI Capex 2026: Amazon, Google, Meta & Microsoft2026-09-23Capital MarketsNutanix acquires Ryax Technologies to enhance AI infrastructure optimization capabilities for agentic AI workloads.2026-09-23Capital MarketsAI infrastructure firm Accelevation targets a $5.4 billion valuation in a US IPO.2026-09-23Capital MarketsBig Tech companies hit new milestones in asset-backed securitization (ABS) financing to fund AI infrastructure capex expansion.2026-09-23