🔴 NBIS drops 4.5% as investors weigh major 'Aether' AI platform launch against capex concerns

NBIS is trading at $140.61 (-4.45%) following the announcement of its new Aether AI Cloud platform, a significant upgrade adding serverless capabilities and support for new NVIDIA GPUs.

• The news comes about two months after the company's Q4 2025 earnings report, which missed analyst expectations and highlighted sizable losses and heavy capex needs.
• The stock's decline suggests investors may be 'selling the news', focusing on the high costs associated with the AI infrastructure build-out rather than the long-term growth potential of the new platform.