Fastly Jumps 8% as Cloud Rebound Broadens; Nebius Ticks Up, CoreWeave Slips

Impact · against what's priced in

Fastly is the primary beneficiary of a shift in sentiment toward edge cloud, though the market is waiting for the Jio partnership to materialize in revenue. For Nebius and CoreWeave, the modest price action confirms that the market remains skeptical of the capital-intensive GPU rental model compared to leaner edge delivery services.

CRWV−0.10

Already priced in

The price assumes

The current capital-intensive cash burn, with the price fully reflecting the $5.74 billion quarterly free cash flow deficit