Opera News

Opera, Nebius, and Navitas All Sink This Week as AI Sector Fatigue Hits Specialized Plays

Opera met Q2 targets but still fell. Nebius plunged on a dilutive AI infrastructure fundraise. Navitas is now down 59% from peak. All three signal investors are demanding proof of AI commercial velocity, not just market positioning — a regime shift that pressures the entire AI-ad

Aug 23, 2026