CoreWeave CEO Michael Intrator is interviewed on CNBC's Squawk on the Street at the New York Stock Exchange in New York on Feb. 27, 2026.

Michael M. Santiago | Getty Images

After a tumultuous month for neoclouds that saw stock prices cut in half, investors are eager to hear how the leading companies in the space plan to navigate a tightening credit market and an unfavorable political environment.

CoreWeave is set to report quarterly results on Tuesday, followed by Nebius on Thursday. Both companies are reliant on debt to fund their purchases of cutting-edge artificial intelligence systems, but they're confronting a skeptical base of lenders as the AI trade sours on Wall Street.

The neoclouds had a particularly rough day last Thursday, suffering dramatic drops and contributing to the Nasdaq's steepest slump in 19 months.…