🔴 Nebius Group is trading 4.6% down today on bearish Seeking Alpha initiation citing 50% downside risk

Nebius Group is trading at $179.27 (-4.6%) after a bearish Seeking Alpha initiation highlighted fading GPU pricing power and projected nearly 50% downside for the stock.

• Analysts warned of significant valuation risk, suggesting the AI cloud platform faces a sharp correction as competitive pressures impact pricing power.
• The sell-off adds to recent volatility in AI infrastructure names as investors reassess growth expectations amid broader weakness in tech futures.
• Market sentiment is shifting toward a more cautious outlook on high-flying AI stocks as valuation risks become a primary focus for traders.