AI Cloud Stocks Rise as Musk Calls Overcapacity Talk ‘Ridiculous’: Nebius and CoreWeave Gain 3%, Oracle Edges Higher

Published 21 Oct 2026, 13:56 UTC. Updated 21 Oct 2026, 14:21 UTC.

AI Cloud Stocks Rise as Musk Calls Overcapacity Talk ‘Ridiculous’: Nebius and CoreWeave Gain 3%, Oracle Edges Higher Yahoo Finance

Directly affected

CRWV CoreWeave
Named in this report.
ORCL Oracle
Named in this report.

Indirectly affected

SPY SPDR S&P 500
The broad U.S. stock market
TLT iShares 20+ Year Treasury Bond
Long-term U.S. government bonds
QQQ Invesco QQQ
Large technology stocks
GLD SPDR Gold Shares
Gold can move with the broad market

Price reaction, T-5 to T+3

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
CRWV	—	—	—	—	—	—	—
ORCL	—	—	—	—	—	—	—
SPY	—	—	—	—	—	—	—
TLT	—	—	—	—	—	—	—
QQQ	—	—	—	—	—	—	—
GLD	—	—	—	—	—	—	—

AI Cloud Stocks Rise as Musk Calls Overcapacity Talk ‘Ridiculous’: Nebius and CoreWeave Gain 3%, Oracle Edges Higher Yahoo Finance

Source: Yahoo Finance

This story

12 out of 100

“AI Cloud Stocks Rise as Musk Calls Overcapacity Talk ‘Ridiculous’: Nebius and CoreWeave Gain 3%, Oracle Edges Higher” scores 12 out of 100. The score uses 1 sources.