# Cloudflare, Nebius and CoreWeave AI Stocks Rise Amid NVIDIA Slide

> AI cloud stocks surge as NVIDIA falls, driven by Cloudflare's earnings beat and CoreWeave's Wayve deal.
- Title: Cloudflare, Nebius and CoreWeave AI Stocks Rise Amid NVIDIA…
- Summary: AI cloud stocks surge as NVIDIA falls, driven by Cloudflare's earnings beat and CoreWeave's Wayve deal.
- Keywords: cloudflare, nebius, coreweave, nvidia, ai cloud stocks, wayve deal, quarterly earnings, stock prices, 24/7 Wall St.
- Source: 24/7 Wall St. — https://247wallst.com/investing/2026/11/09/cloudflare-jumps-11-nebius-surges-9-as-ai-cloud-stocks-defy-nvidias-slide-coreweave-rallies-6-on-wayve-deal
- Author: David Moadel
- Published: 2026-11-09T17:55:11+00:00
- Read time: 1 min
- Topics: cloudflare, nebius, coreweave, nvidia, ai cloud stocks, wayve deal, quarterly earnings, stock prices
## Cloudflare Earnings Beat
Cloudflare stock jumps 11% to $297.22 after reporting a best-ever quarter with 39.2% year-over-year revenue growth.

> Cloudflare’s best quarter ever
## Nebius Stock Surge
Nebius Group stock rises 9% to $140.70 ahead of its Q3 2026 earnings report.
## CoreWeave Deal with Wayve
CoreWeave stock climbs 6% to $49.18 after signing multi-year cloud deal with Wayve for autonomous driving.
## NVIDIA Stock Decline
NVIDIA stock drops 5% to $177.40 amid CEO relationship investigation report.
## Cloudflare's Financial Highlights
Cloudflare's Q3 revenue reached $782.51 million, beating consensus estimates with $0.38 adjusted earnings per share.
## Nebius Earnings Expectations
Nebius expected to report 500% year-over-year revenue growth and adjusted loss of 69 cents to $1.11 per share.
## CoreWeave's Wayve Agreement
Wayve will use CoreWeave's NVIDIA Blackwell infrastructure to train and test autonomous driving models.
## Key takeaway

Cloudflare's best quarter ever and CoreWeave's Wayve deal boost AI cloud stocks despite NVIDIA's decline.