In the Loop host Ejaaz Ahamadeen argues that neocloud firms, including CoreWeave, Nebius and Iron, face a possible house-of-cards collapse. Their shares have fallen around 30–35% over the past couple of weeks, and they depend on cheap borrowed capital to buy GPUs and build data centers, while insurers reportedly back debt they also lend against. The host cites Amazon saying some GPUs sit idle because it cannot secure enough power or grid access, with losses of 1–5 million USD a day, and notes that delayed data center deliveries may owe 1–5 million USD per day. He says the views of Ken Griffin, Elon Musk and Chamath have some justification, and describes a circular financing loop forming.
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Related tickers and likely impact
NVDA
▼ Likely negativeNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/27/2026 | 217.88 |
| Change that session | +0.87% |
AMZN
• NeutralAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/27/2026 | 253.15 |
| Change that session | +1.63% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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