The stack / layer 8 of 10, infrastructure
Neoclouds
AIX-neoclouds 10,860.38 −9.38% (−1,123.94 today)
1M −34.28% · YTD +4.93% · 1Y −33.81%
Layer index against AIX and QQQ
Percent change from the start of the range
Upstream and downstream
Index change today. Money flows right to left, supply left to right.
Buys from
Energy and power−3.38%Data center buildout−3.75%Chip designers−7.58%Systems and networking−8.84%This layer
Listed companies
Weight in AIX-neoclouds, from the previous close. Select a column to sort.
| Roles | ||||||||
|---|---|---|---|---|---|---|---|---|
| Nebius Group NBIS | 154.14 | −10.38% | −33.5% | +84.1% | +26.5% | $41.9B | 30.0% | |
| CoreWeave CRWV | 54.87 | −9.66% | −35.5% | −23.4% | −59.3% | $30.3B | 30.0% | |
| IREN IREN | 23.95 | −8.76% | −42.6% | −36.6% | −61.6% | $9.69B | 18.7% | Buildout |
| TeraWulf WULF | 11.73 | −8.00% | −22.4% | +2.1% | −26.4% | $5.65B | 10.9% | Buildout |
| Applied Digital APLD | 17.82 | −8.22% | −27.4% | −27.3% | −48.1% | $5.39B | 10.4% | Buildout |
News
All neoclouds news- A Wall Street Firm Modeled Out an AI Crash: S&P 500 Down 30%, $20 Trillion Gone. But Here's What Happens Next
Tech stocks just finished their worst month since March 2025, so what could a full AI crash actually look like?
- Top Investor: CoreWeave Locked In Compute “Way, Way Under Market.” Rising GPU Prices Won’t Save It
Key TakeawaysCoreWeave jumped 7. 94% on Oct.
- The Credit Market's Warning Is Coming Back To Haunt AI Stocks
Credit default swap markets are signaling rising credit risk for major AI-driven companies. Read more on CDS markets here.
- Hedge Your Retirement Income With These 2 Cash-Generating Picks
Worried about AI stock risks? Discover 2 retirement income picks with strong dividends, solid balance sheets, and potential upside if AI falls. Read the full analysis here.
- IREN And IRE: Demand Is Exploding, Yet Questions Remain
Strong compute demand and Microsoft partnership support IREN's long-term prospects. Check out IREN stock's near-term risks and why it is rated a Hold.
- AI investors rush to hedge against potential tech market downturn - WSJ
Investing.com -- Investors and technology executives are increasingly seeking protection against a potential artificial intelligence market downturn as concerns mount over the sustainability of trillions of dollars in AI-related investments, The Wall Street Journal reported Satur…
- Core Scientific (CORZ) vs. CIFR and WULF: Can Its Shift From Bitcoin Mining to AI Colocation Unlock Long-Term Value?
Is CORZ a good stock to buy? We came across a bullish thesis on Core Scientific, Inc. on RA Capital’s Substack by The Analyst’s Journal. Since the thesis was published on August 10th, CORZ shares have pulled back as investors grew more cautious about the debt and funding needed t…
- Your stock portfolio increasingly hinges on the bond market — and the midterm elections
Tech stocks in late October caught the cold that for months has been a drag on the corporate bond market.
- Trumpflation Is Getting Worse and It Could Trigger a Wall Street Nightmare
Inflation was supposed to be yesterday's problem, but overlapping pressures from Trump's war, tariffs, and an AI spending frenzy are forcing the Fed toward a decision that could turn Wall Street's hottest rally into its biggest liability.
- Cipher Digital And TeraWulf Vs. CoreWeave: Less Debt, More Upside
Cipher Digital and TeraWulf are rated BUY due to stronger balance sheets and significant available capacity versus CoreWave. Click here to read in detail.
- SpaceX Just Dropped 9% in a October. Is It Time to Sell, or Load Up?
Key TakeawaysSpaceX stock is down 9% in the past month and back at its $135 IPO price, falling with AI names like CoreWeave and Meta Platforms despite 161% third-quarter revenue growth. Its AI business brought in 52% of third-quarter revenue and took 84% of the quarter’s capex.
- CoreWeave And 2 Other Top Growth Stocks With Insider Buying
When central banks signal that interest rates may need to rise further, as recent comments from Federal Reserve officials suggest, investors often reassess where real growth is coming from. Companies that are already expanding quickly and where insiders hold meaningful stakes can…