US Stock Moves | Musk Warns: Over 200 AI Cloud Providers Face a Shakeout; New Cloud Concept Stocks Briefly Plunge

Zhitong Finance APP has learned that on Monday, U.S. neocloud concept stocks fell sharply in early trading. Nebius (NBIS.US) fell more than 5% at one point, while CoreWeave (CRWV.US) and Iren (IREN.US) dropped more than 4%. As of press time, the declines had narrowed somewhat. On the news front, Musk posted on X on Sunday, stating bluntly that more than 200 Neocloud companies will face "small-fish-level death and consolidation." This statement has further deepened market doubts about whether the sector's debt-driven expansion can be sustained.