U.S. stock night market volatility: Huge financing demand and fluctuations in the AI industry hit Nebius's stock price down 3.11% in the night market

U.S. Stock Night Market Movements

Nebius fell 3.11% in the night market. Based on recent key news:

1. On November 19, analysts pointed out that Nebius needs to raise $20 billion between 2026 and 2028 to support its business expansion. Despite the company having various financing options, this massive funding requirement raised market concerns, leading to a drop in stock price. Source: MarketBeat

2. On November 19, market analysis showed that although Nebius was rated as a buy, top analysts believe there are other stocks that are more attractive. This rating information weakened investor confidence, further pressuring the stock price. Source: MarketBeat

3. On November 19, the overall sell-off of AI stocks provided investors with better entry points but also put short-term pressure on Nebius's stock price. Source: MarketBeat AI industry volatility intensified, with cautious capital flows.

Stocks with High Trading Volume in the Industry

Microsoft fell 0.45% in the night market. Based on recent key news:

1. On November 18, Microsoft announced a strategic partnership with NVIDIA, investing $15 billion in Anthropic. This move raised market concerns about an AI bubble, causing Microsoft’s stock price to drop by 3.3%. Source: Reuters

2. On November 19, JP Morgan reiterated its overweight rating on Microsoft, emphasizing the core value of its AI strategic layout. Nevertheless, market concerns about overheating in the AI industry still affected the stock price. Source: Zhitong Finance

3. On November 20, Microsoft showcased its enterprise-level AI solutions at the Ignite conference, promoting its AI vision, but the market remained cautious about its sustainability, putting pressure on the stock price. Source: Zhitong Finance The risk of an AI industry bubble is increasing, requiring careful observation.

Oracle fell 1.52% in the night market. Based on recent key news:

1. On November 19, Oracle's collaboration with OpenAI failed to boost its stock price, with a market value evaporating by over $310 billion, reflecting weakened market confidence in AI investments. Source: Reuters

2. On November 19, Baird lowered Oracle's target price from $365 to $315, maintaining a "outperform" rating, showing analysts' cautious attitude towards its future performance. Source: Financial Channel

3. On November 18, Oracle's credit default swap (CDS) costs rose to a three-year high, increasing market concerns about its credit risk. Source: Financial News Technology stocks are seeing heightened risk aversion, with the VIX index breaking 24.

Palo Alto Networks fell 0.14% in the night market. Based on recent key news:

1. On November 20, Palo Alto Networks announced the acquisition of Chronosphere for $3.35 billion, aiming to enhance AI-driven performance monitoring capabilities. This move is seen as strategic growth, but the high acquisition cost pressured the stock price, leading to a 4.1% drop. Source: Reuters

2. On November 20th, Paito Network announced its first-quarter performance, with revenue increasing by 16% to $2.47 billion, exceeding market expectations. However, net profit fell by 5% year-on-year, raising concerns about profitability, and the stock price dropped 3% in after-hours trading. Source: MarketWatch

3. On November 20th, analysts maintained a "Buy" rating on Paito Network, but high valuations and market concerns about the integration of AI technology put pressure on the stock price. Source: Invezz The cybersecurity industry is experiencing strong growth, with AI integration becoming the focus