Nebius Group N.V.

Betting against AI still looks like a dangerous game. In particular, one fast-growing AI neocloud stock has surged more than 200% in 2026, as investors continue to pour money into companies facilitating the AI boom. Demand looked relentless, and the market’s been pricing in plenty more ...

Nebius Group stock has delivered a very strong 5 year run, yet the broader valuation checks lean expensive rather than clearly cheap. Recent headlines around rapid AI cloud growth and contract wins sit alongside a low value score and an overvalued read on market multiples. Nebius Group has returned about 273.7% over 5 years, which puts more pressure on today’s buyers to justify the price with sustained performance over time. Expectations around large AI infrastructure contracts and rapid...

Nebius Group NV (NBIS) reports record $582 million in quarterly revenue, with adjusted EBITDA turning positive at $236 million and annualized run rate reaching $3 billion.

The company more than doubled revenues and narrowed losses in the quarter.

CoreWeave and Nebius Group's results illustrate that purpose-built AI infrastructure is the engine of the AI supercycle.

Mad Money Host Jim Cramer named 6 AI data center stocks after Wednesday's rally. See how each has performed in 2026.

Yahoo Finance Tech Editor Dan Howley joins Market Domination to break down the state of the AI infrastructure race as fresh earnings from Nebius (NBIS), CoreWeave(CRWV), and Super Micro Computer (SMCI) signal that demand for AI computing power remains red-hot. The results are giving investors fresh confidence in the AI trade and helping ease concerns that the boom could be heading toward bubble territory.

Nebius and CoreWeave stocks are flashing bullish technical signals as technology shares rebound, with the charts pointing to potentially significant gains by year-end.

Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF

The S&P 500 and Nasdaq Composite were up in late-morning trading Thursday, while the Dow Jones Indus

NBIS' Q2 revenues surge 454% as backlog tops $40B, boosting multi-year visibility while capacity expansion shapes its 2027 growth outlook.

CoreWeave's revenue has doubled for four straight quarters and its backlog dwarfs most competitors, yet the stock sits well below its peak. Whether the leverage and cash burn cancel out the growth story depends on one critical question our model tries to answer.

Nebius keeps part of its 2027 capacity uncommitted as it targets premium pricing, expands power and uses customer prepayments to fund growth.

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.

AI infrastructure companies got a major boost on earnings, sending shares soaring.

Vantage Data Centers (AMEX:VNTG) and Nebius (NASDAQ:NBIS) have agreed to deploy Nvidia-powered artificial intelligence infrastructure at Vantage’s CWL1 data centre campus in Newport, Wales, expanding the region’s role in the UK’s growing AI infrastructure market. The agreement represents the first announced commercial capacity commitment within the South Wales AI Growth Zone.

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.

CoreWeave's Q2 blowout sent shares surging, but the stock still sits deep in the red over three months while one Wall Street firm holds a price target that implies a runway most investors are ignoring.

Nebius (NASDAQ: NBIS), the Nvidia-powered AI cloud provider spun out of Russian internet giant Yandex and now headquartered in Amsterdam, is the direct vehicle for Burry’s trade. Nvidia itself remains the dominant hardware supplier underpinning the AI cloud boom, and any meaningful deceleration in infrastructure spending at companies like Nebius would weigh on GPU demand across the sector.

Two AI infrastructure stocks both erupted on earnings day, but the businesses behind those moves share almost nothing in common. Picking the right one means understanding which trade-off you can actually live with.

DENVER & LUXEMBOURG, August 13, 2026--Vantage Data Centers, a leading global provider of hyperscale data center campuses, and Nebius (Nasdaq: NBIS), the AI cloud company, today announced an agreement to deploy high-density, NVIDIA-powered AI infrastructure at Vantage’s CWL1 campus in Newport, Wales. The deployment represents the first announced commercial capacity commitment in the South Wales AI Growth Zone and will support growing UK demand for domestic AI compute capacity.

The AI cloud company posted $582 million in revenue for the second quarter, well ahead of Wall Street's estimate of $570 million

Morningstar analysts, however, said Nebius’ high valuation may hold, but a slowdown in AI spending could hinder its ability to attract new capital and sustain growth.

Nebius Group (NASDAQ:NBIS) shares soared 34. 14% on Wednesday, August 12, closing at $259.

Nebius and CoreWeave led Nasdaq gains as AI demand and soft inflation lifted markets. Here are the full numbers.

The Morning Bull - US Market Morning Update Thursday, Aug, 13 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq-100 futures ahead by roughly 0.6%, as investors focus on a key inflation update and what it could mean for interest rates. July CPI is expected at 3.4% year on year, with core inflation seen at 2.5%, which would suggest the cost of living is still rising but closer to the central bank’s comfort zone. At the same...

Nebius Group (NasdaqGS: NBIS) reports Q2 revenue growth of over 450% on strong AI cloud demand. The company highlights large scale AI cloud contract wins and higher power contracted targets in its core segment. Nebius Group appoints a new Chief Marketing Officer with global expansion experience from leading tech companies. Consider reviewing other stocks tied to AI infrastructure demand through 56 AI infrastructure stocks. NasdaqGS:NBIS 1-Year Stock Price Chart Nebius Group builds full...

In an interview with CNBC, Nick Amicucci of Evercore ISI said that as speed to power becomes a vital factor amid the AI boom, Bloom Energy is a beneficiary in that scenario.

The famed short-seller bet against the AI cloud company six days before it reported. The quarter answered some of his concerns -- but left the biggest one standing.

Nebius Group (NBIS) has trained its investors to brace for disappointment on days when the headlines look strong. In May, the company reported blowout first-quarter results, only to watch its stock fall almost 9% the following Monday. That pattern is exactly why the reaction stood out on Wednesday, ...

Demand for artificial intelligence computing capacity is rising exponentially, according to CEO Arkady Volozh.

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.

Nebius stock soars on blowout Q2 earnings. Wall Street continues to see further upside in NBIS shares.

Nebius Group NV (NASDAQ:NBIS) saw its share price jump by 34.14 percent on Wednesday to finish at $259.20 apiece, after reporting a more-than-fivefold growth in revenues, which signaled that the surging demand for AI cloud infrastructure is translating into rapid revenue growth and larger customer commitments. The company said in an earnings call on the […]

Michael Burry bet against two of the hottest AI stocks on Wall Street, and this week their earnings reports delivered a direct challenge to the core of his short thesis.

Today, Aug. 12, 2026, the AI cloud infrastructure provider's stock jumped 34% as AI cloud demand surges.

A neocloud earnings report landed before the bell Wednesday and sent shockwaves through the entire memory sector, lifting SanDisk, Micron, and SK Hynix in unison. Here is what the move reveals about where AI infrastructure spending is actually heading.

Three AI infrastructure stocks are surging Wednesday after a blowout earnings report set off a chain reaction across GPU compute and onsite power names, raising serious questions about how much runway this trade still has.

AI pricing power is transforming the economics of expansion

More than $40 billion in customer commitments strengthened the case for Nebius's capital-intensive data-center expansion.

Neocloud stocks just posted some of the wildest single-session gains of the AI buildout cycle, and the valuation math behind them is stranger and more compelling than it looks at first glance.

The entire AI data center industry still appears to be firing on all cylinders after all, with more of the same in the cards.

Nebius shares surged Wednesday after the AI infrastructure firm posted second-quarter results that topped analysts’ estimates.

Nebius stock surges after second-quarter numbers from the AI cloud infrastructure company beat expectations. Short pressure may be helping, too.

Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD

Oracle shares rallied Thursday after two neoclouds posted blowout earnings, but does this AI tailwind justify the stock's risks?

Oracle struck a partnership deal with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI.

AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. (NASDAQ:SMCI) and neocloud providers CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS). Big Tech companies have already signaled that spending on AI would not slow down. The combined outlays are set to surpass $730 billion […]

Nebius soared afted the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posted a narrower quarterly loss, sending the stock up sharply.

AI cloud demand pushes contracts above $40 billion.

Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.

Nebius Stock Takes Off After Q2 Beat and Massive AI Cloud Growth

Investors have been concerned about a potential slowdown in AI adoption, but results from these neocloud operators suggest otherwise.

Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply.

Annualized run-rate revenue reaches $3.0 billion, up from $1.9 billion in March

A major AI cloud operator just handed Bloom Energy a high-profile data center contract, and the ripple through the fuel cell sector raises a pointed question about which names have real wins and which are simply along for the ride.

Nebius is targeting 5 GW of contracted power by the end of 2026 and said its Bloom partnership could "unlock and expedite" additional sites.

On this episode of Stock Movers: - Cava (CAVA) is also rising this morning as sales jumped with Americans flocking to Pita Chips, Salmon, and other Mediterranean-diet oriented foods. - Super Micro (SMCI) is giving a sales outlook that topped even the rosiest projections. That along with Coreweave's report is sending markets higher. - CoreWeave (CRWV) is soaring after booming AI demand bolstered the company's revenue outlook. Nebius (NBIS) is also up this morning with earnings coming out.

Nebius posted a 41% adjusted EBITDA margin, retained its $20 billion to $25 billion capex plan and raised its contracted-power target to 5 GW as customers funded more of the…

Nebius Group (NASDAQ:NBIS) reported second-quarter 2026 revenue growth of 454% from a year earlier as its AI cloud business expanded capacity and utilization, while management reaffirmed its full-year outlook and outlined plans for additional capacity deployment in 2027. Group revenue rose to $582

Nebius Group N.V. (NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on its latest deals had fallen below two years. Nebius now expects to...

Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand f

Nebius Group (NBIS) delivered earnings and revenue surprises of +82.09% and +1.49%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply.

Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue topped expectations.

Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.

Nebius stock was surging on Wednesday after financial results from the AI cloud infrastructure company beat expectations. Short pressure may be helping the rally.

AI infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

CoreWeave's Q2 results show surging AI demand, higher guidance and a $104.2B backlog, but heavy CapEx and debt add risk.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

The AI cloud company reported $582.3 million in quarterly revenue, up 454% from a year earlier, as demand for computing capacity grew

Nebius just posted a jaw-dropping revenue surge and CoreWeave is selling out GPU capacity years in advance, yet the two AI cloud darlings are not moving in lockstep today and the reason reveals something important about what the market actually rewards right now.

Stocks traded higher on Wednesday after the Consumer Price Index report showed inflation moderated in July amid volatile oil price moves during the month.

Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue edged by expectations.

Investing.com -- Nebius Group N.V. (NASDAQ: NBIS) reported second-quarter results that exceeded revenue expectations, sending shares up 12% premarket as the AI cloud company demonstrated strong growth momentum.

Nebius stock was surging on Wednesday after financial results from the AI cloud infrastructure company beat expectations. Short pressure may be helping the rally.

Nebius CEO Arkady Volozh stated that this quarter was when the market validated the company’s strategy.

Nebius Stock Set for Wild Ride as AI Cloud Demand Drives 442% Revenue Growth

Shares of CoreWeave and Super Micro Computer climbed on Wednesday after upbeat forecasts from the two ‌AI infrastructure companies reinforced demand expectations for computing capacity. Shares of ‌neocloud provider CoreWeave rose more than 20%, with peer Nebius Group rising 14% as ​it beat quarterly revenue estimates. Server maker Super Micro's shares climbed more than 16%.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were advancing hours before Wedne

Nebius Group NV (NASDAQ:NBIS) shares climbed 9. 5% in premarket trading on Wednesday after the AI cloud infrastructure company released its second-quarter 2026 financial results ahead of the U.

Nebius beat quarterly revenue estimates on Wednesday as booming demand for AI infrastructure helped it land larger contracts and increase ‌prices, sending shares of the cloud-computing company up more than 17% ‌in early trading. The results came a day after larger rival CoreWeave raised its annual forecasts, with ​shares of AI infrastructure companies broadly advancing as strong results from both firms reinforced investor expectations that demand for AI computing capacity continues to outstrip s

Burry's short position on the neocloud company has intensified some investors' concerns about its future.

• Hedge funds increased short positions — bets that a price will fall — in chipmaker Super Micro Computer , as well as AI infrastructure firms Coreweave and Nebius Group , the report showed. • All three were in the top 10 most shorted ‌stocks in July across ⁠the firm's hedge fund client base, which it says has more than 700 funds.

Retail sentiment on Stocktwits remained ‘neutral’ on SPY and ‘bearish’ on QQQ.

CoreWeave and Nebius have emerged as major beneficiaries of the AI boom and surging demand for cloud infrastructure.

CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates.

Nebius is scheduled to report its Q2 earnings on Aug. 12. Here’s why options traders are recommending buying NBIS shares heading into the quarterly print.

NVIDIA just picked a side in the AI cloud wars, and the market responded by punishing one company while rewarding another. Find out why one neocloud surged while a giant stumbled when billions in fresh capital started moving.

A site visit and local planning hearing led DA Davidson to question whether Nebius can finish its New Jersey data-center project this year, putting forecast upside and its execution record…

CoreWeave's Solidigm deal secures priority SSD access, helping align storage capacity with its expanding AI infrastructure needs.

Twelve Nasdaq 100 stocks have doubled in 2026, and not a single the Magnificent Seven is among them. Here is why.

Red Violet (RDVT) delivered earnings and revenue surprises of +47.06% and +3.24%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Michael Burry is betting against Nebius over its massive AI infrastructure spending, but strong customer commitments and surging demand could make the short thesis harder to justify.

Michael Burry disclosed a short position in Nebius Group that was initiated at $211.77 per share.

Strategic buyers are chasing scarce real-time AI technology

The neocloud operator has been growing at a blistering pace.

NBIS faces a key Q2 test as strong AI demand and pricing gains meet capacity timing, investment-driven margin pressure and stretched valuation.

CoreWeave heads into Q2 2026 earnings with surging AI demand, a massive backlog and heavy capital needs that could pressure profitability.

After a catastrophic margin call forced Situational Awareness to liquidate near the bottom, two of its former high-conviction AI holdings are now surging back with momentum that is making the forced selling look like a very costly mistake.

Leopold Aschenbrenner watched tens of billions evaporate in days, then got married, and now some of the most powerful names in Silicon Valley are fighting to hand him even more money.

Wall Street futures pointed moderately higher pre-bell Monday as traders awaited developments in the

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap..

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap..

Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited’s share was trading at $37.93 as of August 6th 2026. IREN’s trailing and forward P/E were 47.82 and 136.99 respectively according […]

Investors betting on Nebius won’t want to miss August 12, when the company reports its second-quarter earnings.

Aug. 12 is a big date for investors interested in Nebius.

A multiple like this usually belongs to a software company. This one owns power contracts.

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap..

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire, Cisco, Lumentum are on tap.

Michael Burry has been building short-semiconductor-book lately. I covered his Micron short, his Caterpillar bet, and his SOXX position. His pattern has been consistent. He first identifies a narrative the market treats as infallible, finds the structural vulnerability underneath it, and waits. ...

Burry sees leverage building beneath soaring cloud demand

Momentum has been one of the defining themes of this bull market. Investors have rewarded companies tied to artificial intelligence with premium valuations, particularly those building the infrastructure powering the AI boom. In many cases, rising capital spending and growing debt have become secondary concerns so long as revenue continues climbing. That backdrop makes it ... Michael Burry Says Shorting Nebius Is “Like Shooting Fish in a Barrel.” Earnings Could Prove Him Right.

Nebius Group (NasdaqGS:NBIS) moved back into focus after activist investor Michael Burry disclosed a short position, drawing fresh attention to the stock’s sharp swings and the company’s ambitious AI infrastructure build out. See our latest analysis for Nebius Group. The latest move came after a sharp 13.29% one day share price decline that followed Burry’s short disclosure and fresh questions around Nebius Group’s data center plans. Yet the stock still carries a 7.25% 90 day share price...

CoreWeave is the leading neocloud provider, while IREN is an emerging player in the space.

Nebius has crushed it so far in 2026, but this is just the beginning.

Nebius has crushed the S&P 500, and these overlooked stocks may join it.

CoreWeave stock is stuck in neutral amid strong top-line growth as its second-quarter earnings report approaches. Nebius is also due.

The neocloud specialist is facing pushback over its data center plans.

Nebius has been one of 2026's most explosive AI infrastructure plays, but a rumor about a famous short-seller and a stretched valuation are rattling investors who are now eyeing the exits toward Cloudflare, CoreWeave, Snowflake, and Oracle.

Sabre (SABR) delivered earnings and revenue surprises of -142.86% and +1.90%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Nebius has no shortage of demand, but the speed and cost of turning new data center capacity into revenue could decide what happens next.

Insider disposed of just 1% of holdings after stock surged 452% over 12 months, leaving him with 428,098 shares worth roughly $96.6 million.

CoreWeave has shed a third of its value in three months while its analyst consensus held firm through every dip, and one prominent tech analyst argues the selloff created the exact entry point investors needed.

All eyes are on Nebius as its August 5 Vineland update could shape the next leg of the AI stock's rally.

Nebius Group (NasdaqGS:NBIS) has appointed Lindsey Irvine as Chief Marketing Officer as the company continues global expansion. Irvine previously led marketing functions at Square, Benchling, and MuleSoft, focusing on scaling go to market efforts. The appointment follows a year of record growth for Nebius Group in the competitive AI cloud sector. Nebius Group enters this leadership shift with strong recent stock performance that has drawn attention from many investors. The share price...

Nebius Group (NBIS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

(Bloomberg) -- A dramatic turnaround in technology stocks has powered a $3.5 trillion increase in the Nasdaq 100’s market capitalization in just four days, driven by strong earnings that have emboldened investors about the AI outlook.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersS

The rapid adoption of AI has created demand for a new type of cloud provider known as the neocloud. Unlike traditional cloud platforms such as Amazon and Microsoft, which offer a broad range of computing and enterprise services, neocloud companies focus almost exclusively on AI infrastructure.Claim 55% Off TipRanks Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions Subscribe to TipRanks Smart Investor Newsletter, and discover new investing

CoreWeave and Nebius both court the same hyperscaler clients with NVIDIA hardware at their core, yet their financial blueprints point toward completely opposite fates if GPU pricing shifts or interest rates bite.

CoreWeave is riding high this week after selling off in July. A Wall Street firm just initiated coverage of the stock with a bullish rating.

Execution risk is starting to separate the neocloud leaders

CoreWeave Wins Piper Sandler's Favor as AI Infrastructure Spending Surges

Walmart downgraded, Palantir upgraded: Wall Street's top analyst calls

Wall Street wasted no time Monday, sending the Nasdaq surging past 25,900 while analysts took aim at some of the market's biggest names with fresh upgrades, downgrades, and new coverage that could reshape how investors approach the week ahead.

Investing.com -- The hits keep coming for CoreWeave, which was up 19% yesterday after a flood of strong Big Tech quarterly results ignited a broad rally across AI infrastructure names. Now, Wall Street is stepping in with fresh analytical support for the specialized cloud operator. In a new research note initiating coverage on two leading public "neoclouds," Piper Sandler analyst James Fish assigned CoreWeave an Overweight rating with a $151 price target, while initiating rival Nebius Group with

The Morning Bull - US Market Morning Update Tuesday, Aug, 4 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.5% and Nasdaq-100 futures rising roughly 0.5%. The backdrop is a mixed global growth picture. Manufacturing scorecards across Europe, such as the S&P Global Eurozone Manufacturing PMI at 51.9 and Germany at 52.2, signal factory activity that is growing but still cautious. At the same time, government bond yields are easing in the US and...

One financial difference could decide which neocloud stock delivers better returns.

Nebius group enjoys vertically integrated infrastructure, a strategic partnership with NVIDIA, and industry-leading revenue growth visibility.

A sudden shift in geopolitical risk flipped the switch on AI cloud stocks Monday morning, sending CoreWeave, Snowflake, Oracle and Nebius sharply higher, but the group carries a history of giving back gains just as fast as it captures them.

One sells power today with $2B in revenue and major partnerships; the other has zero revenue but billion-dollar customer commitments.

Nebius and CoreWeave investors have nothing to fear.

The fund, which peaked at $45 billion this month, was forced to sell leveraged bets on AI infrastructure stocks to Ken Griffin's Citadel at a discount

Nebius Group (NBIS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Nebius Surges as Huge AI Contract and Nvidia-Powered Infrastructure Lift Shares

(Bloomberg) -- Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the El

The Morning Bull - US Market Morning Update Friday, Jul, 31 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.3% and Nasdaq-100 futures ahead roughly 0.5%. The focus is on the June US PCE price index, which is expected to dip 0.1% month on month, while the core reading is seen up 0.2%. That combination suggests the cost of living may be easing slowly but still sits above the Federal Reserve's 2% goal. At the same time, second quarter US GDP is...

Keel is pivoting from crypto mining to AI infrastructure, and it's still early for investors who want to accumulate shares.

Micron is highlighted as AI stocks reset after forced selling, with the article arguing leverage drove the selloff while AI spending plans remain intact.

“We will still not have enough capacity to meet all the demand we have in 2026,” Amazon CFO Kaven Parekh said.

IREN Ltd. (NASDAQ:IREN) soared by 30.54 percent on Thursday to close at $38.26 apiece, as investors resorted to bargain-hunting following six consecutive days of losses, supported by Citadel’s backing that helped avert a potential fire sale on its stock, alongside a technology giant’s major announcement. This followed the disposition of Situational Awareness’ huge chunk of […]

CoreWeave stock rallies on a strategic partnership with Leidos. But does that warrant buying CRWV shares today?

Nebius Group stock has surged over the past year, yet the company still screens as undervalued on market multiples while scoring poorly on broader valuation checks. After such a strong run, investors are weighing how much of the AI infrastructure story is already reflected in the price. Over the last 12 months, Nebius Group has returned 172.3%, which puts extra focus on whether recent gains leave enough room for further upside relative to fundamentals. The Nvidia stake and long term cloud...

Nebius Group N.V. previously secured its first senior secured debt facility of approximately US$775 million, maturing October 31, 2030 at SOFR + 2.50%, backed by deployed GPU infrastructure and contracted cash flows to fund further global build-out of its full-stack AI cloud platform. The oversubscribed facility, effectively covering more than 100% of associated GPU capital expenditure and framed for repeat asset-level financings, highlights how Nebius is turning long-term AI infrastructure...

Nebius was just upgraded to a "Buy" rating by analysts at Freedom Capital

With the core fundamentals intact and leveraged players out of the way, the stage is set for a violent rebound in AI infrastructure stocks.

Big tech's massive AI infrastructure bets are lifting the entire sector -- and Nebius is riding the wave.

AI cloud stocks whipsawed violently overnight, and now three names are staging jaw-dropping single-day recoveries for very different reasons. Whether the catalysts behind each move hold up under scrutiny is another story entirely.

Several AI-related stocks recovered on Thursday morning, including Bloom Energy, which is on track to post its largest single-day gain since April 2026.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly advancing hours befor

According to a Financial Times report, the Situational Awareness hedge fund reportedly told investors it was up 439% through June and viewed the market correction as a buying opportunity.

Astera Labs boasts 25% net margins and zero debt, while Nebius scales at triple-digit growth despite heavy infrastructure spending.

Credit markets are quietly repricing the AI infrastructure boom, and the pain is landing hardest on a handful of heavily levered names whose borrowing costs just hit levels that historically signal serious distress.

Bloom Energy stock has delivered very large gains over the past three years, yet the latest pullback and a mixed valuation score suggest the current price may now be closer to fair than clearly cheap or clearly expensive. Bloom Energy has returned about 8.4x over the past 3 years, which puts recent share price weakness in the context of a very strong longer term run. The recent US$1.7b funding commitment for Bloom Energy fuel cells in Nebius AI data centers can support expectations for long...

CoreWeave lands Anam as a cloud customer, powering photorealistic AI avatars with low-latency GPU infrastructure across the US and Europe.

Nebius may be on the cusp of much more growth if demand for AI chips and infrastructure remains strong, but that's by no means a sure thing.

CoreWeave built the fastest path to $5 billion in cloud revenue history, then watched its stock collapse 40% as its biggest customer announced a move that sent Wall Street scrambling to pick sides.

Neocloud infrastructure provider Nebius has solid backing from Nvidia, and it is on track to multiply its revenue substantially over the next three years.

The reported financing relates to a planned 10-gigawatt AI campus in Ohio, a project expected to exceed $500 billion once computing hardware is included.

Shares of CoreWeave (NASDAQ:CRWV) and Nebius Group (NASDAQ:NBIS) moved higher on Monday after a report suggested Nvidia (NASDAQ:NVDA) is considering a substantial financing package to support OpenAI’s next-generation data center expansion. CoreWeave shares advanced 4%, while Nebius climbed 6% following a Wall Street Journal report that Nvidia is in discussions to provide approximately $250 billion in financing guarantees for a large-scale OpenAI infrastructure project.

Nebius' new business model is an attempt to overcome a huge hurdle.

(Bloomberg) -- Nvidia Corp. is working on a fresh round of AI infrastructure deals potentially worth more than $750 billion, accelerating a streak of investments that skeptics warn is artificially inflating demand and valuations across the industry.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Bloc

The Morning Bull - US Market Morning Update Monday, Jul, 27 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up 0.03%, as investors weigh signs of steady US growth against lingering inflation and interest rate questions. New single family home sales reached a 628,000 annual pace in June, up 1.6% for the first monthly rise in three months, which hints that housing is holding up even with higher borrowing costs. At the same time, the US Services PMI...

Is Meta a customer or a competitor? Or is it both?

The stakes are high as hundreds of billions of dollars flow into AI data centers.

Nebius has grown revenue nearly 33-fold in eight quarters, while Strategy's top line has barely budged — a divergence that raises questions about sustainability.

Nebius Group N.V. (NASDAQ:NBIS) rallied more than 18% on July 21 after NVIDIA Corporation (NASDAQ:NVDA) disclosed a 9.3% beneficial ownership stake in the AI cloud infrastructure company. The disclosure, stemming from Nvidia’s previously announced $2 billion strategic investment, reinforced investor confidence that Nebius is emerging as one of Nvidia’s most important AI infrastructure partners. Why […]

Nvidia backs both CoreWeave and Nebius, but faster growth, a cleaner balance sheet, and a fresh Nvidia stake make one the clearer buy.

Two neoclouds are racing for the same gigawatts and hyperscaler contracts, but one bets on owned dirt while the other bets on a full software stack. Only one of those bets looks defensible heading into 2026.

Nebius is hemorrhaging 9% while Snowflake climbs and Cloudflare barely flinches, and the divergence reveals something important about which AI cloud bets investors are actually willing to hold when volatility spikes.

A new generation of futuristic, high-flying tech stocks has been cut down roughly 65% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.

Nebius Group (NBIS) is back in focus after Nvidia disclosed a 9.3% ownership stake in the company. The move has lifted the stock and sharpened attention on Nebius’s role in AI infrastructure. See our latest analysis for Nebius Group. Beyond the latest Nvidia filing, Nebius Group’s share price has swung sharply, with a 7 day share price return of 9.35% but a 30 day share price return down 23.08%. At the same time, the year to date share price return of 142.53% and 1 year total shareholder...

Alphabet's AI Spending Surge Ignites Nebius, CoreWeave, and IREN Stocks

Nvidia-Backed Nebius Takes Early Lead in Race for Next-Generation AI Infrastructure

A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.

NVIDIA (NASDAQ: NVDA) holds that stake as a passive investor, and the Vera Rubin deployment underscores the strategic dimension of the relationship: Nebius gains early hardware access, and NVIDIA gains a high-profile showcase customer for its most advanced AI infrastructure platform.

A Nvidia stake disclosure sent Nebius stock soaring. Let’s see whether the latest rally is just getting started or catching its breath.

AI infrastructure demand supports major upside targets

A passive stake disclosure sent the AI cloud provider soaring. The fine print matters.

Baird's bullish call sends CoreWeave and Nebius stocks higher

Investing.com -- Analysts turned more constructive on several AI infrastructure providers this week, arguing that the next phase of artificial intelligence spending will be driven increasingly by inference workloads and enterprise adoption of open-source models.

CoreWeave upgraded, IBM initiated: Wall Street's top analyst calls

Wall Street lit up Tuesday with massive earnings beats and a crypto surge, but Wednesday morning futures are already flashing red. Find out which stocks analysts are rushing to upgrade, cut, or cover for the first time before the opening bell.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Wednesday

The Morning Bull - US Market Morning Update Wednesday, Jul, 22 2026 US stock futures are pointing higher, with key contracts linked to the S&P 500 up about 0.5% and Nasdaq 100 futures up roughly 1.3%, as investors weigh fresh inflation worries against easing rate fears abroad. In the US, the 10 year Treasury yield sits near 4.6%, and markets see roughly a 50 to 60% chance of a Federal Reserve rate hike in September, which matters for mortgage costs, credit cards and growth focused stocks. At...

Nvidia disclosed Monday that it beneficially owns 22.25 million Class A shares of Nebius Group, a 9.3% stake comprising 1.19 million previously held shares plus roughly 21 million issuable through…

Nebius shares rally as SEC filing confirms Nvidia’s 9.3% stake in the neocloud operator. But does that warrant buying NBIS stock at current levels?

The AI cloud company has the backing of a semiconductor giant.

Nebius stock is rallying as Freedom Capital issues a bullish note in its favor. Here’s how high NBIS could realistically fly in 2026.

Nebius Group extended its winning streak to a third consecutive day on Tuesday, jumping 18.78 percent to finish at $216.92 apiece, after Nvidia Corp. helped boost investor confidence in the company following its acquisition of a 9.3 percent stake. The purchase followed the two companies’ investment and partnership announcement earlier this year, under which they […]

The neocloud provider reported a notable insider sale after shares posted a nearly 300% one-year return.

NVIDIA just placed a massive bet on one AI cloud company, sending its stock into orbit and pulling two rivals along for the ride. But with credit markets flashing warnings on one name and a leaderless rally propping up another, not every gain here is built on solid ground.

Shares of this AI infrastructure provider surged Tuesday after Nvidia disclosed a sizable stake.

September S&P 500 E-Mini futures (ESU26) are up +0.57%, and September Nasdaq 100 E-Mini futures (NQU26) are up +1.39% this morning, pointing to a higher open on Wall Street as a rebound in chipmakers gained momentum.

Major stock indexes closed higher Tuesday following three consecutive sessions of losses, as tech stocks powered gains. Meanwhile, WTI oil prices rose to their highest level in more than five weeks.

Nebius stock was rising again after investors got more detail on Nvidia’s investment in the highflying neocloud.

Shares of Nebius Group NV (NASDAQ:NBIS) gained more than 13% in New York trading this morning after Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) disclosed a passive stake of 9.3% in the company, equivalent to 22.26 million shares. The stake is not new capital deployment. It reflects Nvidia's existing...

Stock Market Today: The Dow Jones index rises Tuesday as chip stocks Marvell, Micron and Sandisk rally.

President Trump announced a fresh round of 50% tariffs on a range of Canadian goods

NBIS secures a $775M debt facility backed by AI infrastructure and contracted cash flows, boosting capacity expansion while reducing equity reliance.

CoreWeave's shares have cratered over 40% in the past year while its business is booking record revenue and a backlog nearing $100 billion, and that contradiction creates one of the most contested trades in AI infrastructure right now.

Nebius stock was rising again after investors got more detail on Nvidia’s investment in the highflying neocloud.

Nebius stock popped after Nvidia disclosed a 9% stake in the cloud computing specialist in a regulatory filing.

A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here is what the rally is actually pricing in ahead of Thursday's earnings.

The stock of artificial intelligence (A.I). data centre operator Nebius (NASDAQ: $NBIS) is up 7% on news that chipm...

Most of NVIDIA’s reported position comes from a pre-funded warrant acquired through a $2 billion private placement in March. Contractual restrictions prevent exercise or sale of the underlying shares until…

Nvidia's Multi-Billion-Dollar Nebius Bet Is Back in Focus

Nvidia disclosure boosts investor confidenceNebius Group (NASDAQ:NBIS) shares rose 5. 7% in pre-market trading after Nvidia (NASDAQ:NVDA) disclosed a 9.

Markets weighed new tariffs imposed on Canadian goods, the latest US-Iran escalation, and fresh earnings from General Motors and other companies.

The stake is higher than estimated in March, when Nvidia announced a $2 billion investment in the neocloud operator.

SpaceX shares have fallen below their $135 IPO price as a $1 trillion valuation drop raises questions about a potential Pentagon AI cloud contract and its high price-to-sales multiple.

Nebius remains one of the most intriguing AI infrastructure companies, but there are risks to watch out for.

Nebius Group secured $775 million in senior secured debt backed by GPU assets and contracted revenue. The financing marks NasdaqGS:NBIS's first major asset-backed deal to support its global AI cloud expansion. Key customers linked to the underlying contracts include large technology partners such as Microsoft and Meta. Nebius Group, trading as NasdaqGS:NBIS, is drawing attention after arranging a $775 million asset-backed debt facility tied to its operational GPU base and customer...

Download the Complete Report Here Alpha Compute Corp. (ALP) ALPHA-01 Moves to Revenue Generation; $21-23 Million Run Rate and Expanding Pipeline Support Scale-Up Key Takeaways: FY26 largely reflects legacy strategic phases; ALP’s live compute operations and contracted revenue provide the more relevant basis for assessing its growth trajectory. ALPHA-01 is operational with 504 B200 GPUs […] The post Alpha Compute Moves to Revenue Generation; $21-23 Million Run Rate – Quarterly Update Report appea

NBIS is rapidly expanding AI cloud infrastructure while C3.ai is revamping its software business. Which AI growth stock offers the stronger investment case?

IREN and Hut 8 rocketed higher Monday as both companies said more customers were spending on their cloud-computing infrastructure. IREN shares rose 16% in morning trading after the company said it had agreed to new multiyear cloud contracts with artificial-intelligence developers, representing $2.8 billion in total contract value. The company raised its target for annualized run-rate revenue from AI cloud services at the end of the year to more than $4 billion from $3.7 billion previously.

IREN lifts cloud revenue forecast, as it upgrades contracts with AI leaders. Hut 8 lands a new $9.8 billion deal, with room to grow.

Freedom Capital raised its rating from ‘Hold’ to ‘Buy’ and lifted its price target to $200 from $159, according to The Fly.

Chip and AI-linked stocks have whacked in recent weeks after a sharp run-up, while inflation concerns, the U.S.-Iran conflict, and stretched valuations have also weighed on sentiment.

Bloom Energy landed a $1.7 billion AI infrastructure deal. So why didn't the market react positively?

Wolfe Research has a number that should stop any serious investor cold, and Nebius Group's own internal projections are not far behind. The question is whether one company can actually build the AI infrastructure layer the entire industry needs before the window closes.

Meta Platforms Inc. (NASDAQ: $META) is in talks to lease as much as $10 billion of computing capacity to Anthropic,...

Wall Street rewards patience just as often as conviction. Here, the smartest move isn't buying more but knowing when to wait. I make more money in the market by sitting on my hands than I make by trying to be part of every move. Jim Cramer spent just a few seconds on July 16 explaining that ...

Jim Cramer is flashing warning signs on semiconductor stocks and one high-flying AI name he says still has further to fall, but he sees two dividend stocks built to weather exactly this kind of chaos.

Nebius Lands $775 Million AI Funding as Microsoft and Meta Contracts Back Expansion

Nebius stock cratered 14% on Thursday as investors punished the AI neocloud for a financing question it could not answer. A Friday announcement changed the math entirely, and the structure it revealed may rewrite how the whole sector funds its GPU buildout.

The GPU-backed facility converts contracted customer cash flows into growth capital as Nebius expands capacity for AI-native and enterprise clients.

Nebius said the $775 million loan was backed by GPU hardware already deployed in its data centers and cash flows from an existing customer contract.

Artificial intelligence infrastructure remains one of the market’s biggest investment themes, but it has also become one of its biggest sources of anxiety. Hyperscalers including Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) are committing hundreds of billions of dollars annually to data centers, GPUs, and networking equipment, prompting concerns that debt and capital spending ... Nebius’ $775 Million Debt Deal Changes Everything About Its AI Growth Story

CoreWeave has lost nearly half its value in a year while one analyst just reaffirmed a price target that implies 243% upside, and his reasoning hinges on a single contractual clause that most investors seem to be ignoring.

The project aims to provide behind-the-meter power, assisting Nebius in meeting the increasing demand for computing required by its AI platform.

Nebius is pursuing an asset-light expansion strategy that could accelerate growth while reducing capital spending, even as competition intensifies.

Nebius Group (NasdaqGS:NBIS) has launched an asset light partnership model for its AI cloud platform. The structure lets infrastructure partners deploy Nebius technology in their own data centers. Initial partnership agreements are already in place, expanding potential AI capacity for customers. Nebius expects to earn fees, sharing agreements, and commissions from this model. Nebius Group operates in the AI cloud space, serving enterprises and AI first customers that need high performance...

Nebius just unveiled an asset-light pivot designed to outmaneuver CoreWeave and the miner-to-AI crowd, yet the stock is cratering anyway. Here is what the selloff reveals about which neocloud models can actually survive the derating.

Nebius Group stock has delivered a very large 1 year return, yet the broad valuation checks suggest it no longer looks like a clear bargain, with the share price roughly in line with what earnings based multiples imply and a low overall value score. Over the past year, Nebius Group has returned 274.2%, which puts extra focus on whether current expectations already assume a lot of future success. The shift to an asset light partnership model for AI data centers can support long term capacity...

NBIS' new asset-light AI cloud model lets partners fund data centers, helping it scale global capacity faster while preserving cash.

Nebius Group shares fell 6% amid a tech sell-off, but a $1 billion Reflection AI compute deal pushed its contracted backlog to roughly $50 billion, bolstering its neocloud position.

The deal will let Reflection access Nebius's AI computing capacity through 2029.

TeraWulf is uniquely exposed to New York’s data-center moratorium, but Wall Street doesn’t see any real threat.

Nebius will supply its cloud platform and customer demand while infrastructure partners finance, own and operate the underlying facilities and hardware.

A fresh Morgan Stanley analysis just upended the thesis that sent neocloud stocks spiraling, and Nebius is responding with a business model shift that changes the growth math entirely.

Nebius (NASDAQ:NBIS) shares gained 2. 75% on Wednesday after the AI cloud infrastructure company introduced a new partnership model designed to expand its cloud platform through third-party data centre operators while limiting its own capital investment.

Nebius said it has already signed initial agreements under the new structure and expects to generate revenue through licensing, commissions, revenue-sharing, and committed-capacity contracts.

Billion-Dollar AI Deal Can't Save Nebius Stock as Meta Threat Looms

AMSTERDAM, July 15, 2026--Nebius (Nasdaq: NBIS), the AI cloud company, today announced a new business model that lets infrastructure partners deploy Nebius’s full-stack AI cloud platform in their own AI data centers. The model brings additional capacity to Nebius customers, and expands the availability of value-added AI compute globally at a time when demand continues to outstrip supply.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before W

The Morning Bull - US Market Morning Update Wednesday, Jul, 15 2026 US stock futures are mixed in early trade, with S&P 500 contracts edging slightly lower while Nasdaq futures tick higher, as investors weigh cooling inflation hopes against rising geopolitical risks. The June Consumer Price Index is expected at 3.8% year on year and monthly CPI is forecast to dip 0.1%. In plain terms, this would signal some easing in the cost of living even as core inflation is seen steady at 2.9%. At the...

Retail traders plan to buy dips as competition from Meta and valuation concerns pressure the sector.

NBIS is scaling its AI-native hyperscaler with bigger infrastructure, platform expansion, record demand and fresh capital fueling long-term growth.

Nebius Group NV (NASDAQ:NBIS) is one of the 10 Best AI Stocks to Watch in July. On July 2, Nebius Group NV (NASDAQ:NBIS) received some analyst attention on Wall Street as a result of Meta’s entry into the cloud computing business. Stefan Slowinski of BNP Paribas has a Neutral rating on the stock, partly because […]

The AI infrastructure trade has minted winners across the neocloud sector, but one name has been conspicuously left out. CoreWeave (NASDAQ:CRWV) has fallen 40.57% over the past year, even as Nebius Group (NASDAQ:NBIS) has surged 359.62% and IREN (NASDAQ:IREN) has climbed 154.62%. Even NVIDIA (NASDAQ:NVDA), CoreWeave’s largest partner, is up 27.74% over the same stretch. ... Down 40%, CoreWeave Is Being Left Behind By the Market

Oracle Corporation (NYSE:ORCL) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the future valuation of the company according to some analysts, as he said: The business is now getting crowded, which is why tonight I want to explain the differences between the major neocloud […]

Nebius Group N.V. (NASDAQ:NBIS) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company’s deals with the mega-cap companies, as he commented: Next up is Nebius. It also has the Jensen Huang seal of approval, as NVIDIA took a $2 billion stake in this […]

Penguin Solutions posted a nearly 48% revenue jump and raised guidance in fiscal Q3, prompting analysts to lift price targets amid strong institutional buying and a rallying stock.

Nebius stock sank on Meta’s cloud ambitions. SemiAnalysis believes Meta's AI expansion strengthens the buy-the-dip case.

Nebius Group N.V. (NASDAQ:NBIS) has gained more than 154% over the past 6-months. The growth has been driven by massive AI infrastructure deals and analysts’ positive projections for continued revenue expansion in the next quarter. Nebius Group N.V. (NASDAQ:NBIS) is also one of our Best Performing Agentic AI Stocks to Buy. ​Recently, the stock fell […]

The question for anyone parking retirement dollars in the AI infrastructure trade is simple: Should you own Meta Platforms (NASDAQ:META) or Nebius Group (NASDAQ:NBIS) right now? Both now feed the same neocloud thesis after Meta said it would potentially monetize its own compute capacity, but they sit at opposite ends of the risk spectrum. One ... Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?

TTRF's debut stake in AI infrastructure provider Nebius makes it the fund's largest holding. The stock has quadrupled over the past year.

Fund bets on data center and Bitcoin mining operator as portfolio outperforms S&P 500 by 141 percentage points.

Meta is reportedly planning to sell its excess cloud computing capacity, and that doesn't bode well for Nebius and CoreWeave.

Retail traders say long-term optimism for Nebius remains intact and advise buying on the dip.

Investing.com -- Meta Platforms Inc (NASDAQ:META) has contracted over 5GW of datacenter capacity across cloud and colocation in just the first half of 2026, and research firm SemiAnalysis argues the company's compute buildout is nowhere near its peak, projecting that Meta's 2027 capital expenditure will be "shockingly high" and that fears of it cannibalizing neocloud rivals are misplaced.

NBIS stock rallies on AI infrastructure expansion, surging revenues and strong demand, but high capex and premium valuation temper near-term upside.

MarketBeat's weekly roundup covers a weaker June jobs report, tech sector rotation, and top analyst picks including TSLA, AVGO, PLTR, MRNA, and NEE heading into Q2 earnings season.

Nebius Group NV (NASDAQ:NBIS) is one of the best NASDAQ stocks to invest in for long term. On June 24, Nebius announced the release of Nebius AI Cloud 3.6, which introduces upgrades to developer experience, security, and storage performance. A key highlight is the introduction of Nebius Echo, an AI-powered agent integrated into the web […]

Nebius and CoreWeave are rapidly growing.

Here's what investors need to know about why Nebius shares soared in June, but did an about-face in July.

CoreWeave's 24% pullback has eased valuation concerns, but can explosive AI growth and a huge backlog outweigh rising competition and heavy spending?

AI Cloud Stocks Stumble as BNP Paribas Reveals Its CoreWeave, Nebius Outlook

CoreWeave stock continues to fall after the report that Meta could look to sell AI computing capacity. But Wall Street says it may be time to buy CoreWeave.

CoreWeave stock continues to fall after the report that Meta could look to sell AI computing capacity. But Wall Street says it may be time to buy CoreWeave.

The most concerning part of Wednesday's sell-off wasn't the size of the drops -- it was who caused them.

Nvidia stock is lagging behind the broader semiconductor sector this year but it has a plan to increase its customer base.

Meta’s unconfirmed plan to build a cloud business faces competition from a well funded rival less than 24-hours later.

Nvidia stock is lagging behind the broader semiconductor sector this year but it has a plan to increase its customer base.

Stocks fell as Meta buzz hit SpaceX, Micron and many AI stocks. Tesla is near a buy point with deliveries due. The June jobs report also is on tap.

(Bloomberg) -- SoftBank Group Corp. and its telecom unit will start renting AI computing resources to US companies next fiscal year in a bid to capitalize on the company’s growing pipeline of data center projects.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerExxon to Change Name for First Time in Decades After RedomicileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IP

The Morning Bull - US Market Morning Update Thursday, Jul, 2 2026 US stock futures are pointing slightly lower this morning, with E mini S&P 500 contracts down about 0.3% and Nasdaq 100 futures off roughly 0.6%, as investors weigh firm US bond yields against mixed global growth signals. The US 10 year Treasury yield is holding around 4.46% after May job openings reached a two year high, a sign that hiring demand is still strong and that borrowing costs for mortgages, credit cards, and...

Stocks fell as Meta buzz hit SpaceX, Micron and many AI stocks. Tesla is near a buy point with deliveries due. The June jobs report also is on tap.

Shares of Nebius Group (NASDAQ:NBIS) closed down 17% Wednesday. The move cracks a narrative that just weeks ago had retail investors trading millionaire screenshots on Reddit. The neocloud trade, the idea that AI-first cloud upstarts can borrow their way to hyperscaler status, is running into the arithmetic of how much debt these companies actually owe. ... The Neocloud Trade Could Turn Shareholders Into Bagholders. Nebius Just Cratered 17%

Meta rises on a report that it hopes to generate revenue from selling excess computing power to third parties. CoreWeave and Nebius are falling.

CoreWeave’s backlog remains a major demand signal, but the sell-off shows investors are watching customer concentration and future AI compute competition.

Investors fear new competition in AI compute.

A report on Meta's AI compute plans sparked broad selling across chipmakers and AI infrastructure companies

Stocks fell as Meta buzz hit SpaceX, Micron and many AI stocks. Tesla is near a buy point with deliveries due. The June jobs report also is on tap.

FEATURE Stocks traded sideways Wednesday. Chip and artificial intelligence stocks were a big drag on the major indexes. Federal Reserve Chairman Kevin Warsh declined to say whether an interest-rate hike would be announced at the central bank’s meeting in July.

The artificial intelligence buildout has created one of the largest infrastructure races in technology history. Companies across the industry are spending hundreds of billions of dollars on data centers, GPUs, networking equipment, and energy capacity to support AI models. Annual AI infrastructure spending by the major hyperscalers is approaching $750 billion, as they, startups, and ... Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?

Meta rises on a report that it hopes to generate revenue from selling excess computing power to third parties. CoreWeave and Nebius are falling.

Meta stock rallied on a report that the Facebook parent plans to offer access to its massive AI cloud infrastructure to business customers.

Nebius Group stock has delivered a very strong run over the past year, yet the current valuation checks lean expensive. The key tension for investors is whether recent gains already reflect much of the good news that has come through in AI contracts and index inclusion. The share price is up about 449% over the past year, which puts Nebius Group firmly in the group of stocks where expectations are very high and small disappointments can matter. Massive long term AI infrastructure deals with...

Bloom Energy (BE) could win more large data center orders as its expanded Brookfield Asset Managemen

NBIS reports record pipeline growth, rising customer demand and bigger AI infrastructure plans as capacity, contracts and spending continue to climb.

Meta’s reported plans weigh on AI infrastructure providersShares of CoreWeave (NASDAQ:CRWV) and Nebius Group (NASDAQ:NBIS) fell more than 6% on Wednesday after a Bloomberg report suggested that Meta Platforms is preparing to expand into the cloud infrastructure market. The report indicated that Meta is exploring ways to commercialise its artificial intelligence infrastructure by offering customers access to AI computing resources and foundation models.

Meta rises on a report that it hopes to generate revenue from selling excess computing power to third parties. CoreWeave and Nebius are falling.

Nebius stock has pulled back from its June high, testing whether AI valuation fears outweigh its revenue guidance, backlog and infrastructure growth.

Rambus operates in a key part of the memory boom that most investors aren't noticing.

CRWV expands its AI cloud in Europe with new renewable-powered Stockholm data centers, adding advanced AI capacity and strengthening regional reach.

NBIS unveils AI Cloud Aether 3.6 with Echo, an AI infrastructure assistant, plus upgrades to security, storage and developer tools.

Investments and Nvidia's technology tend to go together with these stocks.

Nebius has multiple potential negative catalysts and a very high valuation.

Both NBIS and DLR are riding the booming AI infrastructure demand. But which stock offers the stronger mix of growth, expansion plans and investment potential?

Nebius Group N.V. (NASDAQ:NBIS) ranks among the best tech stocks to buy now for the “Vera Rubin” chip cycle. On June 9, Bank of America analyst Tal Liani boosted Nebius Group’s price target to $280 from $240, noting strong compute needs and a growing strategic technology stack. The upgrade came after Nebius Group N.V. (NASDAQ:NBIS) […]

With market capitalization of $72.79 billion, Nebius Group N.V. (NASDAQ:NBIS) is among the 10 Stocks That Could Double Over the Next 2 Years. On June 16, Nebius Group N.V. (NASDAQ:NBIS) announced the completion of its acquisition of Eigen AI. The transaction was originally announced on May 1, 2026, and closed on June 10 after receiving the necessary […]

Micron reported record numbers for its fiscal third quarter and indicated that rapid growth will be sustained over the next few years.

Nebius Group has released Nebius AI Cloud 3.6 “Aether,” adding the Nebius Echo AI agent, stronger security controls, and faster storage to support production AI workloads on its full-stack cloud platform. The launch of Nebius Echo and the broader Aether 3.6 upgrades highlight Nebius’s push to differentiate its AI cloud through natural-language infrastructure management and enterprise-grade governance features. We’ll now examine how Nebius AI Cloud 3.6, especially the Nebius Echo AI agent,...

AI-native cloud company adopts Komodor to automate operational performance and reliabilityTEL AVIV, Israel and SAN FRANCISCO, June 24, 2026 (GLOBE NEWSWIRE) -- Komodor, the autonomous AI SRE company for cloud-native infrastructure, today announced that Nebius (NASDAQ: NBIS), a leading AI cloud company, has selected Komodor to accelerate Kubernetes troubleshooting across its hyperscale AI cloud environment. Nebius, which is building a full-stack platform for the full AI lifecycle from data and mo

The AI sector is full of rapidly growing businesses.

Nvidia's investment portfolio contains some great stock picks.

We just covered the 10 Stocks That Will 10X According to Social Media. Nebius Group (NASDAQ:NBIS) ranks #1 (see 5 Stocks That Will 10X According to Social Media). Number of Hedge Fund Investors: 60 Nebius Group (NASDAQ:NBIS) is up about 500% over the past year but social media believes the stock has 10x potential. Nebius […]

CRWV's AI cloud surge, massive backlog and NVIDIA ties face off against a fast-scaling rival NBIS. Let's see which stock may offer more upside.

Mara Holdings and Soluna Holdings are underrated players in the AI data center boom.

The smart money is backing Micron and Nebius.

Thanks to a string of major AI deals and an expanding cloud platform, IREN has won over Jefferies, which sees more than 30% upside ahead.

Nebius, a fast-growing AI cloud company, has taken off like a rocket this year.

Shares of CoreWeave (NASDAQ:CRWV) are sliding midday Monday, with CoreWeave stock down 5% to $112 as the AI cloud infrastructure provider makes its official NASDAQ 100 debut. The move turns what is usually a bullish catalyst into a textbook sell-the-news reaction. CoreWeave stock isn’t moving alone. Nebius Group (NASDAQ:NBIS) stock is dipping 1% to $283.50, ... CoreWeave Sinks 5%, Nebius Dips as AI Cloud Stocks Sell the News on Their NASDAQ 100 Debut

Artificial intelligence is creating a new kind of infrastructure race. While investors often focus on Nvidia (NASDAQ:NVDA) chips or the latest AI models, the real bottleneck is increasingly becoming physical capacity — power, land, and data centers. The latest global data center report from CBRE shows that demand continues to outpace supply across nearly every ... Nebius Has 40% Upside in 2026 as Global AI Data Center Shortage Worsens

NBIS and CRWV have rallied 34% and 24%, respectively, since the inclusion was announced earlier this month.

AI, chipmakers, robotics, autonomous vehicles, and defense technologies attracted strong investor attention, while U.S.-Iran talks progressed.

Nvidia commits a direct US$2b investment to Nebius Group (NasdaqGS:NBIS) to support AI data center expansion. Nebius plans to scale its neocloud infrastructure with Nvidia hardware and software across its data center network. Avride, Nebius Group's autonomous vehicle subsidiary, emerges with a partnership with Uber targeting robotaxi and delivery robot markets. Nebius Group sits at the intersection of AI infrastructure and cloud computing, positioning its neocloud offering for workloads...

AI stocks are growing in size, and that's reflected in the June 2026 Nasdaq-100 rebalance.

CoreWeave's MLPerf Training v6.0 results spotlight AI cloud performance, with DeepSeek-V3 trained in 2.02 minutes on 8,192 NVIDIA GB300 GPUs.

Nebius Group N.V. (NASDAQ:NBIS) is one of the fastest-growing AI infrastructure stocks to buy. On June 8, 2026, Nebius said it would invest approximately £1.7 billion to build AI capacity in the UK through three new NVIDIA infrastructure deployments, while expanding its commercial and AI R&D hub in London. Nebius Group said the UK deployments […]

The data center company's revenues are growing at a torrid pace.

Nebius Group stock is up nearly 30% in the last week.

Warsh kills Fed guidance but the signs are clear on rates, peace deal leaves big questions over Hormuz and oil

Rackspace Technology, Nebius Group, and Arm Holdings surged to 52-week highs amid growing Wall Street optimism and growth plans.

Nebius has been high on investors’ radars amid a series of expansion news, contract wins and a surging stock price.

CoreWeave stock has been included in the illustrious Nasdaq 100 club starting June 22.

Nebius will join the Nasdaq-100 on June 22. Here is what that means for your portfolio, from index fund flows to the AI cloud buildout.

Nebius Group has been clocking stunning growth in the AI cloud business, but there is another lucrative niche that could supercharge its growth even more.

Allbirds is now Smartbird, after the one-time shoe company completed its sale of the Allbirds brand and appointed a new CEO.

Allbirds is now Smartbird, after the one-time shoe company completed its sale of the Allbirds brand and appointed a new CEO.

Nebius Group (NasdaqGS: NBIS) has closed its acquisition of Eigen AI and is integrating Eigen’s optimization stack into its AI inference platform. The deal establishes Nebius’s first Bay Area engineering presence as part of its U.S. research and development footprint. Nebius also announced three new UK data centers and a large investment focused on local AI infrastructure and sustainability initiatives. The company is extending its partnership with NVIDIA while continuing to build out its...

Nebius posted a job vacancy in Estonia, sparking speculation online that it might be planning to set up a data center in the country.

Astera Labs will join the Nasdaq-100 Index next Monday, alongside other high-growth names, following its strong Q1 fiscal 2026 results with record revenue of $308.4 million.

The company is set to beat consensus estimates for its second-quarter backlog, Cantor Fitzgerald analyst Brett Knoblauch says.

NBIS has surged 123.6% in three months as AI infrastructure, revenue growth and capacity expansion fuel momentum, but can it sustain the run?

AMSTERDAM, June 16, 2026--Nebius (Nasdaq: NBIS), the AI cloud company, today announced the closing of its acquisition of Eigen AI, a leading inference and model optimization company.

(Bloomberg) -- STMicroelectronics NV is looking to raise $1.5 billion from selling debt that can be exchanged into equity after the chipmaker’s shares tripled in value so far this year. Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at Odds With Allies Over How Easy It Is to Reopen Horm

Nebius Group N.V. (NASDAQ:NBIS) is among the 10 Stocks ChatGPT Predicts Could Make You Wealthy in 3 Years. On June 8, BofA analyst Tal Liani lifted the firm’s price target on the stock to $280 from $240 and maintained a Buy rating. The adjustment came after the company announced it would spend £1.7 billion on […]

Nebius stock rallies ahead of inclusion in the Nasdaq-100 index on June 22. Here’s why NBIS shares are worth owning in 2026.

CoreWeave stock gains ahead of its inclusion in the Nasdaq-100 on June 22. Here’s how you should play CRWV shares at current levels.

Investing.com - U.S. stock index futures rose sharply on Monday after Washington and Tehran confirmed they had reached a preliminary peace agreement aimed at ending their conflict and reopening key Middle Eastern shipping routes.

After nearly 20 years in business and less than five years as a public company, Rocket Lab Corporation reached a major milestone on Friday when it joined the Nasdaq-100 Index. The entrance placed the space company among the 100 largest non-financial businesses on the Nasdaq Stock Market. Most ...

Stocks rallied on optimism surrounding a potential U.S.-Iran peace deal and SpaceX's historic IPO debut, reinforcing investor confidence and market momentum

Nebius Group (NasdaqGS:NBIS) is set to join the Nasdaq-100 Index as part of the June 2026 rebalance. The inclusion reflects Nebius Group’s growing role in AI infrastructure and broader technology markets. Index-tracking funds tied to the Nasdaq-100 are expected to adjust positions to include Nebius Group shares. Nebius Group enters the Nasdaq-100 with a current share price of $232.36 and a 1 year return of 393.0%, while the stock is up 158.3% year to date. Over the past month, the stock...

Nebius's stock could just be getting started.

Nebius, Micron, and Sandisk are each putting up unreal growth rates.

The hyperscalers' cloud businesses are minting cash, but neoclouds have been putting up jaw-dropping growth rates.

The S&P 500 Index ($SPX ) (SPY ) on Friday rose +0.50%, the Dow Jones Industrial Average ($DOWI ) (DIA ) rose +0.70%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) rose +0.64%. June E-mini S&P futures (ESM26 ) rose +0.65%, and June E-mini Nasdaq futures (NQM26 ) rose...

The S&P 500 Index ($SPX ) (SPY ) is down -0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.09%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.53%. June E-mini S&P futures (ESM26 ) are down -0.15%, and June E-mini Nasdaq futures (NQM26...

The S&P 500 Index ($SPX ) (SPY ) is up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.91%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.64%. June E-mini S&P futures (ESM26 ) are up +0.70%, and June E-mini Nasdaq futures (NQM26...

Several tech stocks rallied Friday following the news that they will be added to the Nasdaq 100 later this month.

The S&P 500 Index ($SPX ) (SPY ) is up +0.29%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.37%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.41%. June E-mini S&P futures (ESM26 ) are up +0.28%, and June E-mini Nasdaq futures (NQM26...

Nebius Group N.V. (NASDAQ:NBIS) was among the stocks Jim Cramer commented on, saying that tech stocks cannot be trusted to lead anymore. A caller sought Cramer’s thoughts on the stock, and he stated: Okay, until this market turned ugly, Nebius was one of my favorite stocks. Now, I gotta pull back because the facts of […]

The rocket launch company is set to join the tech-heavy index as investors gear up for SpaceX’s blockbuster trading debut.

SharonAI Holdings stock jumps after announcing a six-year agreement with Nvidia to expand data-center capacity in Australia.

Rocket Lab, Nebius, CoreWeave Stocks Jump After Major Nasdaq-100 Shakeup

Rocket Lab, Astera Labs, CoreWeave, Nebius, and Teradyne replace five index constituents in the quarterly rebalance

The rocket launch company is set to join the tech-heavy index as investors gear up for SpaceX’s blockbuster trading debut.

The biggest catalyst for markets on Friday is the SpaceX IPO, set to debut on the Nasdaq under the ticker SPCX.

Cloud computing providers CoreWeave and Nebius have emerged as major beneficiaries of the AI boom.

NEW YORK, June 11, 2026 (GLOBE NEWSWIRE) -- Nasdaq (Nasdaq: NDAQ) today announced the results of the June 2026 quarterly rebalance of the Nasdaq-100 Index® (NDX®), which will become effective prior to market open on Monday, June 22, 2026. The following five companies will be added to the Index: Astera Labs, Inc. (Nasdaq: ALAB), CoreWeave, Inc. (Nasdaq: CRWV), Nebius Group N.V. (Nasdaq: NBIS), Rocket Lab Corporation (Nasdaq: RKLB), Teradyne, Inc. (Nasdaq: TER). The following five companies will b

NVIDIA is set up to rebound over the summer, as catalysts emerge ahead of the upcoming earnings release and analyst sentiment trends strengthen.

In this timely episode of the MoneyShow MoneyMasters Podcast, Michael Lee, founder of Michael Lee Strategy, shares his expert perspective on the current volatility within the Artificial Intelligence sector.

Nvidia has struck a deal with AI cloud company Nebius to launch its first physical AI living lab.

Nebius Group announced a £1.7 billion UK AI infrastructure expansion on June 8, adding three NVIDIA-powered sites totaling 65 megawatts by 2027.

Nebius' competition is likely to increase significantly going forward.

During the Lightning Round of CNBC’s Mad Money, Jim Cramer adopted a more defensive stance, characterizing the broader market as “turned ugly.” One of his strongest warnings was reserved for Ondas Holdings (NASDAQ:ONDS), one of 2026’s hottest drone and counter-drone stocks. The Ondas “Meme Stock” Call Asked about Ondas, Cramer was blunt: “This is a meme stock. ... Cramer Calls Red-Hot Drone Stock a “Meme Stock” That Could “Rip Your Lungs Out”

Almost six months ago, our December 2025 piece Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks argued that three names sat in the sweet spot of the AI buildout: Nebius (NASDAQ: NBIS) with an annual recurring revenue (ARR) ramp implying up to roughly 1,600% growth, IREN (NASDAQ: IREN) targeting over ... AI Infrastructure Scorecard: Which of These 3 Stocks Is Delivering on Triple-Digit Growth Promises

AMD stock was slipping Wednesday. The chip maker is following in Nvidia's footsteps by investing in a neocloud company.

Nebius and CoreWeave are rapidly growing Nvidia partners.

Nebius Group (NasdaqGS:NBIS) has launched the Physical AI Living Lab with NVIDIA, described as a first of its kind program for robotics startups in the UK and Europe. The program offers access to advanced physical AI simulation tools, synthetic data, and Nebius's full stack AI cloud infrastructure. The announcement extends beyond previous coverage that focused on Nebius's UK capacity expansion and financial results. Nebius Group, listed as NasdaqGS:NBIS, is broadening its role in AI...

Nebius Stock Pops After Launching Physical AI Program With NVIDIA

Nebius plans a 1.7B euro U.K. AI infrastructure expansion with new NVIDIA-powered deployments, targeting 65 MW capacity by 2027 and deeper AI cloud reach.

CRWV falls 34%, but booming AI demand, a $99.4B backlog and NVIDIA ties keep investors debating its long-term potential.

The demand for optical networking components is exceeding supply, and that's driving remarkable growth for Ciena.

Nebius (NASDAQ:NBIS) has introduced the Physical AI Living Lab, a six-month initiative designed to give robotics startups across the UK and Europe access to NVIDIA’s (NASDAQ:NVDA) physical AI software tools alongside Nebius’s cloud-based AI computing platform. The programme is intended to help early-stage robotics companies overcome common challenges related to obtaining the large-scale simulation capabilities, synthetic data generation and high-performance computing resources required to develo

The companies are launching a “Physical AI Living Lab” program and are offering their resources to robotics startups.

LONDON, June 09, 2026--Nebius, the AI cloud company, today announced the Physical AI Living Lab, a six-month program that equips British and European robotics startups with NVIDIA's physical AI development tools and Nebius's AI cloud infrastructure.

Nebius Group is up 175% year-to-date, driven by an NVIDIA endorsement, a 5.6% hedge fund stake, and 684% year-over-year Q1 revenue growth.

Nebius Group recently committed about £1.70 billion to expand its UK footprint with three new NVIDIA-powered AI infrastructure deployments, adding 65 MW of capacity by 2027 and deepening its London commercial and R&D hub to support enterprises, researchers, and public services. This UK build-out, aligned with the government’s AI Opportunities Action Plan and anchored by customers already running production workloads, underlines Nebius’s ambition to be a key AI cloud provider for regulated...

One company powers global AI infrastructure, while the other drives conversational tech in cars and restaurants, each with a distinct risk and growth profile.

Is NBIS a good stock to buy? We came across a bullish thesis on Nebius Group N.V. on Studio Innovation’s Substack by Studio. In this article, we will summarize the bulls’ thesis on NBIS. Nebius Group N.V.’s share was trading at $208.37 as of May 27th. NBIS’s trailing P/E was 80.33 according to Yahoo Finance. Nebius Group […]

Nebius Group N.V. (NASDAQ:NBIS) has surged more than 40% over the past month. However, the stock’s short float remains elevated at more than 20%, making it one of the AI Bubble Stocks to Short Now According to Reddit. Much of the gains, almost 20%, came after the company posted strong results in fiscal Q1 2026 […]

Nebius Group (NasdaqGS:NBIS) is back in focus after committing about £1.7b to three new UK data center deployments using NVIDIA infrastructure, expanding its London AI hub and supporting domestic compute capacity for British clients. See our latest analysis for Nebius Group. Despite the UK expansion news, Nebius’s share price fell 12.3% over the last day and is down 13.9% over the past week. However, the 90 day share price return of 136.2% and 1 year total shareholder return above 3x still...

Nebius shocked investors with a new prediction last month.

Kao Data, the specialist developer and operator of data centres engineered for AI and advanced computing, has today announced a multi-megawatt (MW) AI infrastructure deployment with Nebius (NASDAQ: NBIS), the leading AI cloud company, at its Harlow data centre campus.

Nebius plans to reach 65 MW of AI compute capacity in the UK by 2027, backed by named production customers including Revolut and Prima Mente.

A few months ago, Nebius announced a $10 billion data center project in Finland that, when completed, would be Europe's largest.

Greed has given way to fear.

Nebius Group (NasdaqGS:NBIS) has completed acquisitions of Tavily, Eigen AI, and Clarifai. The deals add agentic search, inference optimization, and broader AI tooling to Nebius Group's AI cloud platform. The company is integrating these assets to build out its full stack AI infrastructure and software offering. Nebius Group operates in the AI infrastructure market, where customers increasingly want integrated compute, storage, and higher level AI services from a single provider. By...

The AI infrastructure company still has a bright future.

Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031. That kind of multi-year buildout is the backdrop for three actively managed (or active-leaning) AI funds that have separated themselves from the passive crowd: the iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI), the iShares Future AI ... After Months of Watching AI Innovation ETFs Run These 3 Active Funds Stand Out and the Revolution Has Barely Started

Nebius' growth projections place it on a different level.

(Bloomberg) -- Research analysts across Wall Street are telling would-be SpaceX IPO buyers that they’re modeling for the company’s artificial intelligence division to see 100 times revenue growth at the end of the decade, to help justify a targeted $1.8 trillion valuation.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PGlazer Family Members Study Manchester United Stake SaleSaylor’s Bitcoin Machine Is Misfiring on Every CylinderRepublican-Led House Votes to Stop Ira

Nebius Group’s updated fair value estimate has shifted from US$165.85 to US$238.86, a very large step up in the modelled price target. This change sits against a mixed analyst backdrop, with bullish voices highlighting AI focused contract wins and power capacity growth, while more cautious views flag rich valuation and execution risk. As you read on, you will see how these differing opinions are shaping the evolving Nebius narrative and what that could mean for your own research...

Nvidia hasn't had the strongest 2026 so far.

NBIS is boosting its AI cloud platform with Tavily, Eigen AI and Clarifai acquisitions, adding inference and agentic search capabilities.

Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a “neo cloud” by providing both Colossus-1 and Colossus-2 data centers to Anthropic’s Claude, which has been “severely compute constrained throughout the year.” The ... Elon Musk’s New Role: Why SpaceX Just Became a ‘Neo Cloud’ for Anthropic

「Stock God」 Serenity's Recent Views: Neocloud Track Most Confidence in NBIS, Focus on Europe's Top Three Silicon Photonics Leaders  Bitget

The data center operator's stock has skyrocketed as investors have flocked to companies connected to the artificial intelligence boom.

CoreWeave surged 14% after becoming the first AI cloud provider to validate NVIDIA Vera Rubin NVL72, reinforcing its edge in AI infrastructure.

Nebius' phenomenal growth potential suggests the stock is well positioned for solid upside despite terrific gains over the past year.

Bloom Energy (NYSE:BE) has signed multi gigawatt fuel cell agreements with Oracle to supply on site power for AI data centers. The company announced a $5b partnership with Brookfield Asset Management focused on large scale clean power deployments. Nebius Group is fast tracking Bloom powered AI infrastructure, highlighting growing demand for modular fuel cell solutions. These new commercial deals arrive as Bloom Energy trades at $273.51 and is positioned at the center of the AI power...

Nebius Group NV (NASDAQ:NBIS) ranks among the best short squeeze stocks to invest in. Following the company’s first-quarter results, Compass Point boosted its price target for Nebius Group NV (NASDAQ:NBIS) to $260 from $150 on May 14, maintaining a Buy rating on the company’s shares. Nebius Group NV (NASDAQ:NBIS) stated that group revenue climbed 75% […]

The artificial intelligence (AI) infrastructure developer is respected by tech leaders and investors alike.

Citi's faith in Nebius is apparent in its bold new rating amid news of the stock jumping 684% since last year.

Last month, Coreweave, the largest independent neocloud company, reported its first-quarter revenue doubled to $2.1 billion.

We just covered the ChatGPT Stock Portfolio: Top 7 Picks For 2026. Nebius Group (NASDAQ:NBIS) ranks #6 (see ChatGPT Stock Portfolio: Top 4 Picks For 2026). Number of Hedge Funds: 60 ChatGPT bought Nebius Group (NASDAQ:NBIS) in late March and took massive profits on May 15 after a huge bull run. Since the chatbot bought […]

Ex-OpenAI researcher Leopold Aschenbrenner just bought 12.4 million shares of Nebius stock.

Nvidia, Nebius, and Meta Platforms all look primed to rise in June.

Nebius could become one of the biggest long-term winners in the current disciplined phase of AI infrastructure spending.

This global supplier leverages an integrated supply chain to deliver methanol to industrial clients across multiple continents.

CoreWeave insiders raked in millions as the company’s shares surged, even as the cloud provider’s financial picture grows increasingly complex. A securities filing shows board member Karen Boone sold 1,060 shares for $108.23 apiece, or $114,723 in total, on Tuesday. Boone directly owned 7,300 CoreWeave shares after the transaction, valued at $780,078 based on Thursday’s closing price of $106.86.

CRWV's backlog nears $100B, up about 4x year over year, with 75% set to turn into revenues in four years as AI-cloud capacity ramps.

CoreWeave rolls out an agentic AI platform for continuous learning, targeting rising cloud demand as enterprises adopt autonomous AI systems

Tesla Robotaxi Fleet Crushed by Waymo in Texas as New Records Reveal Huge Gap

Situational Awareness LP, an AI focused hedge fund led by ex OpenAI researcher Leopold Aschenbrenner, has disclosed a 5.6% stake in Nebius Group (NasdaqGS:NBIS). The position makes Situational Awareness LP one of Nebius Group’s largest institutional shareholders. The new holding highlights rising interest in Nebius as an AI infrastructure provider. Nebius Group sits at the intersection of cloud infrastructure and AI computing, an area that has drawn increasing capital as companies race to...

The stock extended its strong run after an AI-focused hedge fund disclosed a new position.

Technologists and researchers increasingly lead Wall Street’s AI infrastructure investing boom.

The parabolic move in Nebius stock continued today. Is it too late to jump aboard?

Nebius Stock Soars After Ex-OpenAI Researcher Reveals Massive AI Bet

A newly disclosed investment has reportedly made hedge fund Situational Awareness the largest shareholder in the AI infrastructure company.

Tech stocks rose late Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (X

Nebius stock was rising on the disclosure of a significant investment in the neocloud by a prominent artificial-intelligence bull.

We recently published Jim Cramer Shared Latest Take On Mega Quantum Computing Investment & Discussed These 13 Stocks. Bloom Energy Corporation (NYSE:BE) is one of the stocks discussed by Jim Cramer. Bloom Energy Corporation (NYSE:BE) develops fuel cell technology to convert fuels such as natural gas into energy without combustion. The shares are up by […]

We recently published Jim Cramer Shared Latest Take On Mega Quantum Computing Investment & Discussed These 13 Stocks. Nebius Group N.V. (NASDAQ:NBIS) is one of the stocks discussed by Jim Cramer. Data center infrastructure provider Nebius Group NV (NASDAQ:NBIS)’s shares are up by 440% over the past year and by 139% year-to-date. Earlier this month, […]

Nebius Group's shares climbed 9% on Thursday after a fund run by former OpenAI employee Leopold Aschenbrenner disclosed a stake in the ‌AI infrastructure firm. The stock hit its highest in two weeks after the fund, ‌named Situational Awareness, disclosed that it owned 12.41 million shares in the company, representing a roughly 5% stake worth $2.6 ​billion as of Wednesday, according to Reuters calculations. The stake makes Situational Awareness the biggest shareholder of Amsterdam-based Nebius,

Nebius attracts huge backing from AI investor, these could be hidden space stocks, Exxon Mobil is moving to Texas, and more news to start your day.

The data center operator is benefiting from the exceptional boom in technology investment.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Thursday'

T1 Energy’s shares have risen 128% in May so far, putting it on track for its best monthly performance on record.

Nebius stock was rising on the disclosure of a significant investment in the neocloud by a prominent artificial-intelligence bull.

Leopold Aschenbrenner’s Situational Awareness LP disclosed a $2.6-billion stake in Nebius.

Microsoft and Lam Research are proving that the biggest AI opportunities extend far beyond just GPU makers.

Is the red-hot AI stock poised to keep surging?

Nebius Group has broken ground on its first U.S. gigawatt scale AI factory campus in Independence, Missouri. The project includes commitments to local job creation, education and community programs, and sustainable development practices. State and local leaders attended the event, highlighting Nebius Group's engagement with the regional economy and digital infrastructure build out. Nebius Group (NasdaqGS:NBIS) is drawing fresh attention with this Independence, Missouri project. The stock...

Download the Complete Report Here Alpha Compute Corp. (ALP) Revenue-Generating AI Compute Pivot Now Visible; $21 Million NTM Sales Outlook Highlights Scale-Up Potential Key Takeaways: $32.2 million AI lab contract validates ALP’s pivot to AI GPUaaS and confidential compute, creating $16.1 million of annual contracted revenue. $21 million NTM revenue outlook anchors the scale-up trajectory, […]

A speculative but compelling AI biotech investment can be built around Absci and its attempt to rewire drug discovery itself.

InvestorPlace's Luke Lango argues the SpaceX IPO signals a broader AI empire play, naming RDW, HSAI, ARM, and CRWV as his top positioned stocks.

Nebius stock is soaring as the company aggressively expands its AI cloud empire.

There is still plenty of upside in the AI sector despite a recent run-up.

CRWV's AI buildout is driving revenue and backlog growth, but rising infrastructure costs and debt are pressuring margins.

Nebius and Super Micro are racing to dominate AI infrastructure as hyperscaler demand, cloud expansion and data center growth reshape the market.

This telecom provider delivers wireless, broadband, and cloud-based services to millions of U.S. consumers and businesses nationwide.

The clean energy company is solving the AI power bottleneck immediately, removing grid reliance and doing so in an environmentally friendly way.

Bloom Energy just landed a $2.6 billion deal with Nebius. Here's why BE stock looks like one of the best AI infrastructure plays right now.

Futu Holdings delivers digital brokerage and wealth management solutions to retail and institutional investors across international markets.

Nebius Group N.V. has already reported first-quarter 2026 results, with sales rising to US$399 million from US$50.9 million a year earlier and net income improving to US$621.2 million from a US$113.5 million loss, while also announcing a US$2.6 billion, 10-year fuel cell power agreement with Bloom Energy to support its AI data centers. This combination of a sharp earnings turnaround and a long-term fuel cell power deal directly addresses Nebius’ need for scalable, reliable energy to underpin...

Stocks were up sharply to end the week as NVIDIA’s forward guidance showed tangible demand to support AI infrastructure and overshadowed mixed retail reports

Amazon, Nebius, and Microsoft all should have plenty of upside left in 2026.

Bloom Energy (NYSE:BE) agreed to supply over 300 megawatts of solid oxide fuel cell capacity to Nebius Group for AI data centers in the United States. The multi phase partnership is valued at up to $2.6b over ten years and is structured around recurring service revenue. This is the first large scale US deployment of Bloom’s fuel cell platform for a pure play AI cloud operator and targets on site, clean power for energy hungry AI workloads. For investors watching NYSE:BE, this Nebius Group...

Nebius is well positioned to benefit from the AI infrastructure boom, and its stock has soared this year.

CoreWeave and Nebius are posting triple-digit growth in some metrics.

Bloom Energy Corporation (NYSE:BE) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio. Bloom Energy Corporation (NYSE:BE) and Nebius (NBIS) announced a partnership on May 20, 2026, that involves deploying clean fuel cell technology for a major AI infrastructure build-out. Nebius (NBIS) is an AI cloud company that builds full-stack platforms for developers […]

As Nvidia GPU prices keep climbing, Nebius is quickly emerging as a major beneficiary of the AI compute boom.

(Updates with comments from Morgan Stanley starting in 13th paragraph.) Rising interest rates wo

The AI build-out is still just getting started, and these companies are positioned to capitalize.

This hospitality group runs thousands of hotels across China and abroad, using a hybrid model of ownership and franchising.

Both CoreWeave and Nebius power AI giants with critical infrastructure, but one looks like the superior investment.

Nebius Group (NasdaqGS:NBIS) has signed a 10 year, US$2.6b master agreement with Bloom Energy to deploy fuel cell power across its AI data centers. The multi year partnership focuses on replacing traditional gas turbine power with onsite fuel cell systems to support Nebius' growing AI infrastructure. The rollout is planned for Nebius data centers in the U.S. and other regions, with an emphasis on reliable and cleaner electricity for high performance AI workloads. Nebius Group operates AI...

The gains came after major AI infrastructure announcements as investors turned their attention to the hardware and energy systems needed to support AI growth.

Innovative energy systems will help to power the company's AI data centers.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.49%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...

Nvidia GPU Power Crunch Sends Shockwaves Through Neocloud Winners

X users posted emails showing that Nebius is increasing cloud prices effective June 1. The company has yet to comment on the rumors.

Nebius Group is turning to fuel-cell maker Bloom Energy for ‘behind-the-meter’ power at its data centers.

Nebius Group is turning to fuel-cell maker Bloom Energy for ‘behind-the-meter’ power at its data centers.

Nvidia stock falls after better-than-expected earnings, while Intuit slumps following a layoffs announcement.

Bloom Energy (BE) is back in focus after the AI power race translated into record first quarter revenue, higher 2026 guidance, and fresh data center projects with Oracle and Nebius, even as valuation worries cool recent enthusiasm. See our latest analysis for Bloom Energy. The stock’s sharp AI driven rally has cooled slightly in recent sessions, with a 7 day share price return of -2.57%, following a 90 day share price return of 77.55% and a very large 1 year total shareholder return that...

Bloom Energy stock rallies on a landmark $2.6 billion deal with Nebius. But does that warrant loading up on BE shares today?

It secured a power supply deal with a prominent AI cloud company.

AMSTERDAM, May 20, 2026--Nebius (NASDAQ: NBIS), the AI cloud company, and Bloom Energy today announced an agreement to deploy Bloom’s fuel cell technology to help power Nebius’s AI infrastructure build-out. Nebius selected Bloom for its fast time to power, clean, virtually non-polluting technology, and its ability to support the extreme performance demands of AI workloads.

Nebius Group fell nearly 9% after a DA Davidson downgrade, despite reporting 684% revenue growth and reiterating its 2026 guidance of $3B to $3.4B.

June S&P 500 E-Mini futures (ESM26) are down -0.38%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.65% this morning, pressured by a retreat in technology stocks, while investors await signs of progress toward a peace deal in the Middle East.

Alphabet is nearing a $5 trillion market capitalization—and the Google parent hasn’t gotten there just by standing still. The latest news: Google and Blackstone announced plans to create a new AI cloud company using the tech giant’s chips. The joint venture will create a new U.S.-based company offering data center capacity and Google’s Tensor Processing Unit (TPU) chips as a “compute-as-a-service” offering, the companies said.

Investing.com -- Coreweave and Nebius shares dropped 4.5% Tuesday morning following Blackstone’s announcement of a joint venture with Google to create a new artificial intelligence cloud company using Google’s Tensor Processing Units.

A company doesn’t reach a $5 trillion market cap just by standing still. Alphabet is nearing that milestone and it’s making an aggressive play to challenge Nvidia AI chip dominance—and potentially its status as the world’s most valuable company. Google and Blackstone announced plans to create a new AI cloud company using the tech giant’s chips.

Nebius Group stock: recent performance snapshot Nebius Group (NBIS) stock has moved sharply in recent periods, with the price up 27% over the past month and more than doubling over the past 3 months, drawing fresh investor attention. See our latest analysis for Nebius Group. That recent surge sits on top of a very strong run, with Nebius Group showing a 122.19% year to date share price return and a very large 432.11% 1 year total shareholder return, although the share price fell 9.13% in the...

After a blowout first-quarter report and a string of marquee deals, the AI cloud company's shares have surged -- but the price tag may leave little room for error.

Nebius is rapidly scaling its full-stack AI cloud platform, building key partnerships including a $27 billion multi-year deal with Meta, and gaining multiple strategic acquisitions. These moves are prompting growing analyst optimism even as the stock trades at a premium valuation.

While the U.S. market is saturated with data centers, Nebius is leveraging Europe's strict regulations and energy grid limits to build a monopolistic AI infrastructure.

Investing.com -- Investment bank D.A. Davidson has adopted a more cautious stance on two of the hottest AI infrastructure companies, downgrading its outlook on both Nebius Group and CoreWeave despite maintaining a bullish long-term view on the artificial intelligence cloud computing market.

CoreWeave, Nebius Sink After Wall Street Turns Cautious on AI Rally

Zscaler upgraded, CoreWeave downgraded: Wall Street's top analyst calls

Spending $20 billion in a single year is a bold statement, and spending $25 billion is a declaration of war (not quite!). That's essentially what Nebius GroupCEO Arkady Volozh said on the company's May 13 first-quarter 2026 earnings call. He raised the capex guidance aggressively and ...

Nebius Group (NasdaqGS:NBIS) has secured up to 1.2 GW of power and land for a new AI factory in Pennsylvania. The facility is the company’s second gigawatt scale infrastructure project in the U.S., following its Missouri site. This move is part of Nebius Group’s rapid AI capacity expansion strategy focused on owned compute infrastructure. Nebius Group operates as an AI infrastructure provider, building large scale data and compute facilities for enterprise and cloud customers. The new...

Nebius and CoreWeave are rapidly growing neocloud businesses.

Nebius Group's business is on fire, but has the stock run too far?

The stock market largely erased weekly gains Friday as oil prices and Treasury yields jumped. Cisco was an earnings winner. The Trump-Xi summit head few breakthroughs.

Nebius Group gave Wall Street the type of quarter that keeps the artificial intelligence infrastructure trade alive, even as investors become more selective about which companies can actually turn AI demand into revenue. The Amsterdam-based AI cloud company reported first-quarter revenue of $399 ...

NBIS surged after Q1 revenue surged 684% and AI demand fueled massive infrastructure expansion and a new $27B Meta agreement.

Nebius Lands Powerful New Bull Call After Revenue Skyrockets 684%

Nebius Group NV (NBIS) reports a remarkable 684% revenue growth, driven by its AI business, while raising CapEx guidance to support future expansion.

The Q1 numbers for Nebius' stock are eye-popping. But the story behind them is what makes this stock worth watching.

DA Davidson raises Nebius to $250, Citizens to $270

Skip the AI cloud stock priced for perfection. Astera Labs may be the smarter way to invest in the AI infrastructure boom before the market fully catches up.

In the wake of a strong earnings report, this AI stock is sailing higher.

Most investors have never heard of Nebius Group (NBIS). But that is about to change. To those who knew of NBIS and paid attention to it: Congratulations, you knew where to look. The Amsterdam-headquartered AI cloud company reported first-quarter 2026 results on May 13 that were, in a word, ...

Both AI infrastructure companies are firing on all cylinders.

Nebius Group has started building its first gigawatt scale AI factory campus in Independence, Missouri. The project marks Nebius Group's initial large physical build out of AI infrastructure in the U.S. The Missouri campus is expected to play a role in local job creation, education programs, and environmental initiatives. Nebius Group (NasdaqGS:NBIS) is adding a large physical asset to its story with the Missouri AI factory, giving investors something more concrete to track alongside a...

The most critical signal within Nebius’s (NBIS) recent performance is not the quarterly revenue beat, but the fundamental transformation of the company’s risk profile. While the market focuses on top-line volatility, the deeper narrative reveals a transition from speculative capacity building toward the industrial-scale fulfillment of pre-sold infrastructure.

Nebius Group NV (NASDAQ:NBIS) is one of the 7 Best Data Center GPU-as-a-Service Stocks To Buy. On May 12, Nebius Group NV (NASDAQ:NBIS) announced that it had begun construction on its flagship AI factory in Independence, Missouri. This marks the firm’s first infrastructure project at the gigawatt scale. It is a 400-acre facility designed to […]

The AI cloud provider is expanding at a blistering pace.

Nebius Group NV (NASDAQ:NBIS) is one of the 10 Stocks With Easy Double-Digit Gains. Nebius Group bounced back on Wednesday to hit a new all-time high, as investors cheered its stellar first-quarter earnings, with the company swinging to profitability and revenues surging more than sevenfold. In intra-day trading, the stock soared to its highest price […]

Nebius reported $399 million in quarterly revenue and outlined up to $20 billion in planned spending this year.

Futures rose as Cisco soared on earnings. AI chip IPO Cerebras priced high. The Trump-Xi summit has begun.

Major U.S. indices ended Wednesday mixed, with the Dow Jones Industrial Average slipping 0.14% to 49,693.20, while the S&P 500 advanced 0.58% to 7,444.25 and the Nasdaq climbed 1.20% to 26,402.34. These are the top stocks that gained the attention of retail traders and investors through the day: Cisco Systems Inc. (NASDAQ:CSCO) Cisco’s stock climbed 2.60%, closing at $101.87 after reaching an intraday high of $102.01 and a low of $99.29. The stock’s 52-week range is between $60.84 and $102.01. I

Nebius (NBIS) reports a 684% jump in Q1 revenue as it establishes itself as a leading vertically integrated neo-cloud for AI compute.

The Dow Jones index fell but Nvidia, Sandisk, Micron and Intel buoyed techs as the Trump-Xi summit looms. Nextpower, Nebius are big earnings winners.

The S&P 500 and Nasdaq ran higher, led by Google, Nvidia, Tesla and other titans. Cisco earnings beat while AI chipmaker Cerebras will price its IPO.

The first is capacity and scale; second, product and functionality; third dimension is customers and demand; and finally, capital, our fourth dimension. And we have made significant progress on that front.

Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil

The company has emerged as one of the foremost neoclouds, providing additional cloud-computing capacity at a time when AI data centers and the power to run them are scarce. Getting those data centers online is the next challenge. CoreWeave which had a mixed earnings report last week, rose 3.6%.

Nebius Group (NASDAQ:NBIS) stock is rallying sharply Wednesday, climbing 20% intraday to around $215.50 from Tuesday’s close of $179.11. The midday move follows the company’s Q1 2026 earnings release before the open and a flurry of strategic announcements. The Amsterdam-based AI cloud operator delivered a blowout quarter alongside two transformational partnership headlines. Investors responded by ... Nebius Soars 20% on Blowout Quarter: 684% Revenue Surge, NVIDIA Backing, Meta Megadeal

Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week. Nebius stock surged after the company posted explosive first quarter results, with AI cloud revenue soaring 841% year over year. The company also highlighted multibillion-dollar AI compute agreements tied to Meta Platforms, Inc. (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT), reinf

The Dow Jones Industrial Average was down, while the Nasdaq Composite and the S&P 500 Index were up

The company reported earnings results above consensus estimates and announced a new data center site with large capacity.

(Bloomberg) -- Cloud computing provider Nebius Group NV reported a 684% jump in first quarter sales on increased demand for its data centers. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyRevenues reached $399 million for the quarter, the Amsterdam-based company said in a st

AI Boom Sends Nebius Stock Flying After Stunning Earnings Beat

AI Cloud ARR reaches $1.92 billion as Nebius raises contracted power guidance to 4 gigawatts

The Dow Jones index fell but Nvidia, Sandisk, Micron and Intel buoyed techs as the Trump-Xi summit looms. Nextpower, Nebius are big earnings winners.

Nebius stock soars after quarterly results.

Nebius Group is closing in on its chief rival after the artificial-intelligence cloud provider reported better-than-expected quarterly results on Wednesday. The company has emerged as one of the foremost neoclouds, providing additional cloud-computing capacity at a time when AI data centers and the power to run them are scarce. Getting those data centers online is the next challenge.

Nebius Group N.V. (NASDAQ:NBIS) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Cramer highlighted NVIDIA’s investment in the stock, as he remarked: Wednesday, we hear from a company called Nebius, and that’s a company that NVIDIA poured $2 billion into […]

US equity futures were mixed pre-bell Wednesday as Nvidia (NVDA) stock rose ahead of a globally sign

Shares of Nebius Group (NASDAQ:NBIS) surged nearly 15% in premarket trading on Wednesday after the company reported first-quarter results that exceeded analyst expectations and highlighted accelerating growth across its AI cloud business. The stock jumped 14.

The artificial intelligence (AI) ETF trade is increasingly broadening beyond semiconductor giants and hyperscalers. Investors are now broadening their focus beyond traditional AI semiconductor plays like Nvidia Corp (NASDAQ:NVDA) to companies that directly monetize surging AI demand through cloud infrastructure and compute services. That shift came into sharper focus Wednesday after shares of Nebius Group (NASDAQ:NBIS) jumped more than 14% in early trading following explosive quarterly results f

Gainers Wolfspeed (NYSE:WOLF) stock moved upwards by 18.4% to $63.63 during Wednesday's pre-market session. The company's market cap stands at $2.5 billion. Nebius Group (NASDAQ:NBIS) stock moved upwards by 18.34% to $211.97. The company's market cap stands at $44.6 billion. As per the news, the Q1 earnings report came out today. Penguin Solutions (NASDAQ:PENG) stock rose 17.33% to $51.78. The market value of their outstanding shares is at $2.3 billion. Tower Semiconductor (NASDAQ:TSEM) shares m

Investing.com -- Nebius Group N.V. (NASDAQ:NBIS) reported first-quarter results that significantly exceeded analyst expectations, sending shares over 14% higher in premarket trading.

US equity futures were mixed pre-bell Wednesday as Nvidia (NVDA) stock rose ahead of a globally sign

Nebius posted $399 million in first-quarter revenue and announced a new gigawatt-scale AI factory in Pennsylvania, its second such site in the U.S.

The Dow Jones fell but Nvidia, Sandisk, Micron and Intel buoyed techs as the Trump-Xi summit looms. Nextpower, Nebius are big earnings winners.

STOCKSTOWATCHTODAY BLOG Stocks were mostly higher Wednesday as investors responded to the latest U.S. wholesale inflation report showing producer prices soared in April, raising the chance of higher interest rates by the end of the year.

Nebius Group reported a nearly eightfold rise in quarterly revenue on Wednesday, benefiting from increasing demand for artificial intelligence ‌infrastructure and cloud services, sending its shares up 14% in early ‌trading. With customers including Meta and Microsoft , it has grabbed a slice of the lucrative AI and cloud infrastructure market by providing Nvidia GPUs and computing ‌platforms to developers. Nebius said demand ⁠continues to exceed available capacity and it plans to fund its rapi

Nebius stock jumped after the AI computing specialist reported a lower-than-expected, Q1 net income loss while revenue topped expectations.

Shares of Nebius Group rose sharply Wednesday after the artificial-intelligence cloud provider reported better-than-expected quarterly results. Nebius stock jumped 16% in premarket trading. Nebius has established itself as one of the foremost neoclouds, providing additional cloud-computing capacity at a time when AI data centers and the power to run them are scarce and valuable assets.

Nebius Group (NasdaqGS:NBIS) is integrating Clarifai's engineering team and licensing its inference and compute orchestration technology. The move expands Nebius' AI inference capabilities and strengthens its Token Factory platform. This follows earlier coverage of the Eigen AI acquisition and large cloud contracts, marking another material step toward full stack AI solutions. Nebius Group enters this announcement with its share price at $179.11 and very strong recent performance, including...

Nebius has become one of AI’s hottest infrastructure trades, but May 13 may decide whether the rally holds.

Nebius has had one of the more remarkable runs of any stock in the AI infrastructure space. Up more than 110% year to date and roughly 600% over the past year, the company is heading into its Q1 2026 earnings report on May 13 with enormous expectations built in. Bank of America just made those ...

CRWV posted $2.1B Q1 2026 revenue and a $99.4B backlog as AI demand surged, but rising losses, debt and spending kept investors cautious.

Applied Digital's ChronoScale stake expands its AI strategy beyond data centers, adding GPU cloud exposure as AI compute demand accelerates.

June S&P 500 E-Mini futures (ESM26) are down -0.03%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.04% this morning, pointing to a muted open on Wall Street as oil prices and bond yields climbed after U.S. President Donald Trump slammed Iran’s response to a U.S. peace proposal.

NBIS heads into Q1 earnings with strong AI cloud demand and rapid expansion, but high valuation and heavy spending may keep investors cautious.

Nebius Group (NasdaqGS:NBIS) announced a $643 million acquisition of Eigen AI, adding advanced inference and optimization technology to its AI platform. The company has secured multi billion dollar, long term contracts with Meta and Microsoft tied to its AI infrastructure and platform services. Nvidia is committing a $2 billion investment into Nebius, aligning with Nebius’s shift toward a Platform as a Service model. Nebius Group, traded as NasdaqGS:NBIS, is repositioning itself from a pure...

Nebius Group recently deepened its AI push by acquiring Eigen AI for about US$643 million, securing very large multiyear AI compute contracts with Meta and Microsoft, and receiving a US$2 billion investment from Nvidia to expand its neocloud data center capacity. These moves are shifting Nebius from a pure infrastructure provider toward a higher-value AI platform model, potentially altering how it monetizes its massive contracted backlog and future capacity build-out. With Nebius’ Nvidia...

Nebius is a high-risk, high-reward AI infrastructure play with massive contracted demand and explosive growth potential -- if it can deliver.

Investors are expecting big things out of Nebius next week.

Nebius has been a top-performing stock in 2026.

The chipmaker's relationship with AI data center operator Nebius is proving beneficial for both companies.

We just covered Sell These 4 Stocks and Go All In on These 3 Stocks Before May 9th for 100x Returns? and Nebius Group N.V. (NASDAQ:NBIS) ranks 2nd on this list. Nebius Group N.V. (NASDAQ:NBIS) is attracting interest from finance influencers on social media because of the sheer scale of the company’s order book with […]

Investors have taken notice of one of the leading neocloud operators.

IREN (NASDAQ: IREN) reports fiscal Q3 results after the close today. The numbers should look strong, but the real story sits behind them: a Microsoft contract ramp, a freshly energized Sweetwater campus, and a just-announced acquisition that reshapes the business. From Mining Roots to a Full-Stack AI Neocloud Last quarter’s $184.7M revenue report missed the ... Don’t Focus Too Heavily on IREN’s Q3 Today — Look at What Comes Next

Dell stock has quietly delivered impressive returns to investors so far in 2026.

Nebius stock has been red-hot lately, and its tremendous backlog points to further upside.

When CoreWeave reports Q1 earnings, analysts expect a bigger loss amid booming revenue growth. But other financial metrics may move CoreWeave stock.

If you are wondering whether Nebius Group at around US$175.92 is priced for perfection or still has room on the upside, the stock’s recent performance makes that question hard to ignore. Over the short term, Nebius Group has posted returns of 29.8% over 7 days, 61.7% over 30 days and 95.6% year to date, with the 1 year return currently a very large gain. Recent coverage has focused on Nebius Group’s sharp share price moves and what they might imply about changing sentiment around the stock...

Nebius agreed to acquired Eigen AI to expand its U.S presence and aid its Token Factory.

CRWV gears up for Q1 2026 results with surging AI demand, massive backlog and heavy investments, but profitability pressures and debt loom large.

Nebius buys Eigen AI for $643M to boost its AI cloud, aiming to build a fully integrated inference ecosystem and challenge hyperscalers.

May is full of excellent AI investing opportunities.

Nebius Group stock reacts to AI infrastructure focus Nebius Group (NasdaqGS:NBIS) has drawn fresh attention as investors reassess its position in full stack AI infrastructure, cloud platforms, and related services, following its rebrand from Yandex N.V. in August 2024. See our latest analysis for Nebius Group. At a share price of $176.42, Nebius Group has seen very strong momentum, with a 1 month share price return of 62.12% and year to date share price return of 96.13%. The 1 year total...

Eric Jackson Shorts Salesforce, Asana And Other Software Stocks - Nebius Group (NASDAQ:NBIS), NVIDIA (NAS  Benzinga