📈 Markets Monday for 2025-12-01

AI Infrastructure day for Nebius and CoreWeave

December 1, 2025

My screener was particularly selective today with just two “picks and shovels” purveyors of the AI compute trade, showing that the market is still hungry for specialized GPU cloud providers aka Neocloud providers.

Symbol	Company Name	% Change
NBIS	Nebius Group NV	+5.27%
CRWV	CoreWeave Inc	+5.11%

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