{
  "id": 18199067,
  "title": "A Major Neocloud Stock Rally May Be Coming. These 3 Stocks Could Be the Biggest Winners.",
  "url": "https://urgent.news/2026/11/04/a-major-neocloud-stock-rally-may-be-coming-these-3-stocks-could-be",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-11-04T23:00:00.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/11/04/a-major-neocloud-stock-rally-may-be-coming-these-3/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "A recent downturn has plagued neocloud stocks, with CoreWeave (CRWV -9.90%), Nebius (NBIS -6.67%), and Iren (IREN -11.24%) among the most impacted. Nebius emerged as the weakest performer, down 42% over the past month, while CoreWeave and Iren saw less severe declines. However, a neocloud stock rally appears imminent. Iren, which saw a 60% plunge in October, is poised to rebound. Its stock is trading at roughly a third of its peak, but it reached nearly $77 per share last year, underscoring the potential for significant gains. Iren boasts a 5.8-gigawatt pipeline, with 500 megawatts set to come online in 2027, potentially generating $16 billion in annual recurring revenue. CoreWeave, despite its high debt, has doubled its revenue year-over-year to $2.6 billion and nearly reached a positive operating margin. Its backlog has tripled year-over-year, signaling robust demand for AI cloud services. Nebius, while down less than Iren, remains unprofitable but has shown strong revenue growth, particularly in Q2, where it surged by 454% year-over-year. Its compute pricing is high, and it secured a $3.5 billion financing facility, indicating continued access to capital. Between these three, Iren appears best positioned for a neocloud stock rally, given its strong pipeline and revenue potential.",
  "summary": "The impacts of tariffs and trade wars brought neocloud stocks to a low point in 2025 before potent rallies put them back in the spotlight on Wall Street. The end of this year may follow that same pattern.",
  "key_points": [
    "Iren poised for rebound after 60% October plunge",
    "Iren's 5.8-gigawatt pipeline could generate $16B in revenue",
    "Nebius shows strong Q2 revenue growth at 454% YoY"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Nasdaq Markets",
        "title": "A Major Neocloud Stock Rally May Be Coming. These 3 Stocks Could Be the Biggest Winners.",
        "url": "https://urgent.news/2026/11/04/a-major-neocloud-stock-rally-may-be-coming-these-3-stocks-could-be-18207439",
        "published": "2026-11-04T23:20:00.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}