US Stock Market Moves | Musk Warns: Over 200 AI Cloud Providers Face Purge, New Cloud Concept Stocks Plunge

智通财经2026/10/26 15:01

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Zhito Finance APP has learned that on Monday, U.S. cloud computing concept stocks plunged at the open. Nebius (NBIS.US) once fell by more than 5%, CoreWeave (CRWV.US) and Iren (IREN.US) dropped over 4%. As of press time, the decline had narrowed somewhat. According to news, on Sunday, Musk posted on the X platform, explicitly stating that more than 200 Neocloud companies will face a “small fish-level death and consolidation.” This remark has further intensified market concerns about whether the debt-driven expansion in this sector can continue.

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Soaring diesel prices have pushed fuel surcharge rates for major carriers such as UPS and FedEx close to 30%, reaching a historic high. Ground delivery prices in the fourth quarter are expected to rise by 5.8% year-on-year, with express deliveries seeing an increase of up to 13.8%. Some retailers are turning to alternative carriers like OnTrac, but the cost of switching is significant, and bargaining power is limited during the holiday peak season, making it highly likely that the cost pressure will ultimately be passed on to retailers.

华尔街见闻•2026/10/26 20:21