# Rothschild Redburn Downgrades AI Stocks

> Rothschild Redburn slams AI infrastructure stocks as GPU prices drop.
- Title: Rothschild Redburn Downgrades AI Stocks · 24/7 Wall St.
- Summary: Rothschild Redburn slams AI infrastructure stocks as GPU prices drop. Rothschild Redburn downgrades Nebius and CoreWeave to sell due to falling GPU prices…
- Keywords: nebius, coreweave, rothschild redburn, ai infrastructure, gpu prices, unit economics, neocloud, Rothschild, Redburn, Downgrades, Stocks, 24/7 Wall St.
- Source: 24/7 Wall St. — https://247wallst.com/investing/2026/09/21/rothschild-redburn-downgrades-nebius-coreweave-to-sell-on-lower-gpu-prices
- Author: Rich Duprey
- Published: 2026-09-21T18:56:19+00:00
- Read time: 1 min
- Topics: nebius, coreweave, rothschild redburn, ai infrastructure, gpu prices, unit economics, neocloud
## Rothschild Redburn Downgrades
Rothschild Redburn initiates sell ratings on nebius group and coreweave.
## Why Sell?
Lower gpu prices and hyperscaler capacity growth threaten neocloud returns.
## Nebius Group
Nebius posted $582.3m q2 revenue with $37.5b backlog.
## CoreWeave
CoreWeave reported $2.575b q2 revenue with $104b backlog.
## Market Pressure
Both stocks trade near ai capex trade center with weak unit economics.
## What Next?
Watch utilization, revenue, power costs, and financing for unit economics.
## Key takeaway

Rothschild Redburn downgrades Nebius and CoreWeave to sell due to falling GPU prices and weak unit economics.