Nebius Group N.V.

In recent days, Palantir Technologies reported continued expansion of its AIP-based commercial AI business across healthcare, defense, and manufacturing, raised full-year revenue guidance on robust demand, and deepened its AI infrastructure capabilities through a new sovereign-focused partnership with Nebius. These developments highlight how Palantir is positioning itself as a core data and AI infrastructure provider for enterprises and governments, even as investors debate valuation risks,...

BNP Paribas raised its target 53%, but Nebius must fund an enormous capacity ramp.

Research notes from two respected firms landed in completely opposite places on the same neocloud stocks this week, and now shareholders are sorting out which verdict to trust as prices slide across the group.

The AI infrastructure company reported a notable insider sale amid a rising stock price.

AI infrastructure demand and capacity expansion drive a sharply higher growth outlook for the neocloud provider.

Nebius Group (NASDAQ:NBIS) grew its share price by 7.44 percent on Thursday to finish at $243.48 apiece, as investors grew increasingly interested in its stock following a massive price target hike and news that it would raise its GPU prices beginning next week. In its market coverage, investment firm BNP Paribas raised its price target […]

On 24 September 2026, high-profile investor Michael Burry expanded a short position against Nebius Group (NasdaqGS: NBIS). The enlarged wager also targets several large AI infrastructure and semiconductor stocks that trade alongside Nebius Group in investor portfolios. Burry's move places fresh attention on how exposed Nebius Group might be to shifts in sentiment around AI infrastructure and chip demand. Michael Burry's expanded short against Nebius Group and its AI peers is worth weighing...

CoreWeave stock rallies as JPMorgan issues a bullish note. Here’s why analyst Samik Chatterjee sees CRWV shares ripping higher from here.

Palantir Technologies Inc. (NASDAQ:PLTR) and Nebius Group N.V. (NASDAQ:NBIS) announced a strategic partnership on September 8 to bring Nebius’s AI-native compute infrastructure into Palantir’s commercial platform. Palantir designated Nebius as its preferred sovereign AI infrastructure partner, integrating Nebius compute and inference endpoints directly inside the Palantir enterprise perimeter. The alliance allows commercial clients to deploy […]

Nebius and CoreWeave receive upgrades as Wall Street believes strong AI demand is supporting favorable contract pricing.

Bank of America (BofA) raised its revenue estimates for Nebius Group NV (NASDAQ: NBIS), forecasting substantial upside to Wall Street expectations as the artificial intelligence (AI) infrastructure company expands capacity and uses differentiated pricing strategies. The bank increased its...

While shorting the market’s favorites, he’s quietly going all in on names most investors have written off.

Nebius Stock Jumps After Wall Street Bank Upgrades AI Infrastructure Play

An upgrade and new stock price estimate have investors excited about Nebius today.

SemiAnalysis reviewed 77 GPU cloud providers, testing managed clusters rather than data-center assets or credit quality. Its findings separate mature cloud operations from companies whose AI infrastructure ambitions remain ahead…

Neocloud is reshaping AI infrastructure as demand surges. These three ETFs offer targeted exposure while reducing single-stock volatility.

A JPMorgan upgrade and surging compute prices should lift all AI infrastructure boats, yet Nebius, CoreWeave, and IREN are heading in three completely different directions Thursday, and the reason why reveals something important about where real pricing power actually lives.

Short-term contracts at premium rates are lifting margins on new deals, the bank says

BigBear.ai is winning sticky government contracts in a focused niche. Nebius is building AI cloud infrastructure that customers are lining up faster than it can provision. The scale of opportunity between them is enormous.

JPMorgan on Thursday upgraded stock to overweight on views that the provider of AI computing infrastructure has leverage to increase prices.

Nebius' red-hot stock market rally is poised to continue over the next couple of years.

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

The neocloud trade finally has a fresh bear case that attacks the business model rather than simply calling the stocks expensive. On September 21, Rothschild Redburn initiated CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group N.V. (NASDAQ:NBIS) at Sell, arguing that falling GPU-rental prices, hyperscalers’ own capacity and expensive financing could compress returns. Both stocks rose around […]

With US Treasury yields jumping to fresh 19 year highs on strong economic readings, investors are being paid more to sit in cash and bonds. That raises the bar for any growth story. It also creates a window for fast growing businesses where founders and executives still own large stakes and have clear conviction. This article highlights three such stocks and explains why they merit a closer look now. The three stocks below are just a sample, and the full screen surfaced 178 more businesses...

One neocloud keeps earning repeat buys despite a GAAP operating loss, sky-high convertible debt, and three customers dominating its revenue. The reason sits inside a single contract detail that most investors scroll right past.

The famed investor added to bearish positions on Micron and other semiconductor stocks because he believes prices for AI chips will drop soon.

One pillar of the semiconductor rally is coming under scrutiny

Michael Burry has expanded his short positions in Micron Technology Inc (NASDAQ:MU), Palantir Technologies Inc (NYSE:PLTR), Nebius Group (NASDAQ: NBIS) and the iShares Semiconductor ETF (SOXX), deepening his bearish bets against parts of the artificial intelligence (AI) and semiconductor...

Cerebras swung to a 46.6% net margin on $510M revenue, while Nebius grew 351% but carries $3.7B negative free cash flow.

The OECD now expects global inflation to linger, with central banks likely to keep raising rates in the years ahead. Expensive money punishes companies that cannot turn AI spending into real earnings. It rewards businesses that already pull in cash from their AI investments. This article walks through three profitable AI-focused stocks from our screener that are designed to put you on the right side of that shift. The three AI earners in this article are just a starting sample, and the full...

CoreWeave has shed nearly half its value from its 52-week high, but a triple-digit backlog and a fresh wave of AI commitments point to a setup that bears may be dangerously underestimating.

Michael Burry Adds Fresh Shorts in Micron, Palantir as AI Boom Faces New Test

Burry added to short positions in Micron, Nebius, Palantir and the iShares Semiconductor ETF.

The Federal Reserve’s latest rate hike to a 3.75% to 4% range puts real pressure on slower, heavily indebted businesses and shines a brighter light on faster growing firms where insiders have meaningful skin in the game. That mix of growth and ownership can be powerful when borrowing costs rise and capital feels more selective. This article walks through three such stocks from our high growth, high insider alignment pool. The three stocks that follow are only a sample from this theme, while...

AI infrastructure demand continues to drive pricing power across Nebius’ cloud business.

Nebius stock climbed after reports of higher AI computing prices and a new Palantir deal. Here's what's behind the NBIS stock move.

Key TakeawaysNebius’s reported EBITDA margin swung from negative 24. 33% in Q4 2025 to 21.

Nebius Group (NBIS) just joined the FTSE All-World Index, a move that brings the AI infrastructure specialist into a global benchmark and could put the stock on more institutional radar screens. The FTSE inclusion comes at a time when Nebius Group has already shown strong momentum, with a year-to-date share price return of 158.81% and a 1-year total shareholder return of 118.39%, even after a 90-day share price decline of 15.42% from earlier highs. Scan beyond Nebius Group and see which AI...

CoreWeave is posting triple-digit revenue growth while its stock sits nearly 29% below year-ago levels, and that disconnect between momentum and price may not last much longer.

IREN expands its AI Cloud customer base with new contracts, stronger pricing and a focus on reducing revenue concentration risk.

The firm argues credit markets are pricing risks that AI infrastructure equities largely ignore, placing Nebius at the bearish edge of Wall Street’s valuation range.

CoreWeave and Nebius both rode the neocloud wave to blockbuster quarters, but their balance sheets tell very different stories about who survives if the hyperscalers stop renting and start competing.

Nebius just cleared a capacity auction at prices that stunned even its own projections, and the gap between what customers are willing to pay and what the stock currently reflects tells a more complicated story than the tripling share price suggests.

Google stock could benefit as AI chip business emerges as new cloud computing growth engine and rival to Nvidia GPUs.

Nebius is one of the fastest-growing stocks in the market and makes for a great buy.

Which of these neocloud stocks is a better buy right now?

Rothschild Redburn just slapped Sell ratings on two of the hottest AI infrastructure plays in the market, and their reasoning cuts straight at the assumptions powering the entire neocloud trade. Here is what they see that bulls are missing.

The company generated monstrous growth in its most recent quarter and still possesses exciting opportunities due to artificial intelligence.

Nscale, a cloud computing rival of CoreWeave and Nebius, has filed for an IPO. Nscale stock will trade on the NYSE.

AMD Stock Rallies. Strong Data Center Growth Fuels the AI Trade

NBIS and CRWV are scaling AI cloud capacity, with rapid growth, rising demand, margin expansion and major capital spending shaping the comparison.

Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls

Rothschild called Neocloud earnings and valuations "cyclically inflated" but remains ‘Neutral’ on AI infrastructure overall.

Nscale, a cloud computing rival of CoreWeave and Nebius, has filed for an IPO. Nscale stock will trade on the NYSE.

Palantir Technologies (NasdaqGS:PLTR) announced a series of new global alliances with Fujitsu, NVIDIA, Method Security and Nebius. The renewed Fujitsu agreement aims to expand Palantir software across international manufacturing and other sectors for digital operations projects. Palantir reported a new NVIDIA supply chain effort, Method Security's Cardinal cybersecurity program, and a preferred AI infrastructure role with Nebius. The fresh Fujitsu, NVIDIA, Method Security and Nebius deals...

After closing his short position against CoreWeave, the question is whether Burry is still bearish on Nebius, or just waiting for a better exit point.

Palantir Technologies (PLTR) is back in focus after a cluster of AI focused partnerships with Method Security, NVIDIA and Nebius, raising fresh questions about how these deals might influence the stock’s long term narrative. Recent trading reflects that story taking hold. Palantir Technologies has a 7 day share price return of 6.22% and a 90 day share price return of 37.14%. However, the 1 year total shareholder return is slightly down at 0.45%, while the 3 year total shareholder return is...

Nebius stock rallies on rumors of upcoming price hikes. Here’s what the price increases would mean NBIS shares if confirmed.

Nebius Group (NasdaqGS:NBIS) has raised prices for its Nvidia GPU and AMD CPU cloud services in response to strong AI demand. The company cites surging enterprise interest in large-scale AI training and inference workloads as a key driver of the new pricing. Higher rates apply to both Nvidia GPU instances and AMD CPU based compute bundles across Nebius Group's AI focused cloud offerings. The decision to lift Nvidia GPU and AMD CPU cloud pricing reshapes Nebius Group's AI compute economics...

Today, Sept. 17, 2026, the GPU infrastructure provider's stock dropped 4.16% after announcing a $3 billion convertible offering and equity program.

Stocks rebounded with the Nasdaq and S&P 500 jumping back above key support. Generac, Nebius, Bloom Energy, SpaceX were early winners.

The artificial intelligence (AI) and neocloud specialist is raising prices.

So what turned a halted ticker into a tenfold winner -- and can revenue keep pace with the spending?

Nvidia stock hasn't moved much in the past few months, which means it is looking cheap according to UBS analysts.

There’s more evidence that computing power is in enormous demand and artificial-intelligence chips are holding their value. Nebius recently informed customers that it will raise its on-demand rental prices for a range of AI chips, with the price for renting a number of Nvidia graphics-processing units increasing by about 20%, according to Shay Boloor, chief market strategist at Futurum Equities.

Nebius gains as the so-called neocloud recently announced it would raise its on-demand rates for a range of AI chips.

Nebius Group NV (NASDAQ:NBIS) has notified customers of plans to increase prices across its on-demand GPU cloud services, with the new rates scheduled to take effect on October 1. Under the latest adjustments, prices for Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) H100 instances will rise by about...

Stocks rebounded with the Nasdaq and S&P 500 jumping back above key support. Generac, Nebius, Bloom Energy, SpaceX were early winners.

Nvidia stock hasn't moved much in the past few months, which means it is looking cheap according to UBS analysts.

Nebius Group was leading its fellow so-called neoclouds higher early Thursday. There’s more evidence that computing power is in enormous demand and artificial-intelligence chips are holding their value. Nebius recently informed customers that it will raise its on-demand rental prices for a range of AI chips, with the price for renting a number of Nvidia graphics-processing units increasing by about 20%, according to Shay Boloor, chief market strategist at Futurum Equities.

A single customer note from one neocloud operator sent shockwaves through AI compute stocks Thursday, lifting some names sharply while leaving a major rival in the red despite sharing the same business model.

A reported pricing change lifted Nebius and its rivals as investors looked for signs that AI compute remains tight.

CRWV is scaling next-gen AI infrastructure with multi-rack Rubin clusters and new storage capabilities to accelerate complex workloads.

Nebius stock popped after the cloud computing specialist announced price hikes of around 20% effective Oct. 1.

Investing.com -- CoreWeave (CRWV) shares edged up just 1% on Thursday, caught in a direct clash between red-hot AI compute demand and the heavy gravitational pull of looming dilution. CoreWeave proved exactly how starved the AI market is for capacity. The company revealed it secured short-term Q3 contracts at a staggering $40 million per megawatt in annualized revenue. On top of that premium pricing, CoreWeave racked up over $25 billion in net new customer commitments early in Q3 and expanded it

Investing.com -U.S. stock index futures rose Thursday, as the Federal Reserve’s first interest rate hike in three years helped ease market anxiety over the central bank’s commitment to quelling inflation.

Nebius Group NV (NASDAQ:NBIS) shares surged 11. 1% in pre-market trading after the company notified customers of price increases across its on-demand GPU cloud services, effective 1 October 2026.

Nebius Group (NBIS) jumped over 6% in extended trading on September 16 following revised pricing strategies across its on-demand AI compute resources. Yet, the stock remains down roughly 22% over the trailing month due to balance sheet stress, equity dilution fears, and sector rotation. The central tension remains execution: can Nebius convert its massive backlog into revenue before heavy capital commitments squeeze liquidity.

Stocks rebounded with the Nasdaq and S&P 500 jumping back above key support. Generac, Nebius, Bloom Energy, SpaceX were early winners.

H100 rates go to $4.50 an hour from $3.85, with B300 up to $9.50 from $7.85

Nvidia stock hasn't moved much in the past few months, which means it is looking cheap according to UBS analysts.

Nebius Group was leading its fellow so-called neoclouds higher early Thursday. There’s more evidence that computing power is in enormous demand and artificial-intelligence chips are holding their value. Nebius recently informed customers that it will raise its on-demand rental prices for a range of AI chips, with the price for renting a number of Nvidia graphics-processing units increasing by about 20%, according to Shay Boloor, chief market strategist at Futurum Equities.

On 8 September 2026, Palantir Technologies and Nebius Group announced a partnership making Nebius Palantir's preferred sovereign AI infrastructure provider, integrating Nebius' AI-native cloud and inference endpoints into Palantir's commercial perimeter to give eligible customers more control over compute, data, and models. This alliance highlights Nebius' positioning as an AI-first cloud platform built specifically for demanding AI workloads, potentially broadening its reach through...

Despite AI safety concerns triggering a sector selloff, Q2 backlogs and CapEx data show infrastructure demand accelerating, with NVIDIA and AMD positioned to benefit as inference adoption grows.

Palantir's new sovereign AI infrastructure partnership with Nebius Group lets Nebius own the hardware while Palantir's software manages it, reinforcing CEO Alex Karp's asset-light, anti-"tokenmaxxing" strategy.

Nebius stock is bouncing hard Wednesday after a brutal month-long slide that left peers like CoreWeave equally battered, but the real question is whether buyers are finally stepping in or just setting up another failed rally.

The cables, chips, and switches connecting AI clusters are now the bottleneck the entire industry is racing to fix, and three mid-cap names are positioned at exactly that chokepoint before most retail investors realize the opportunity exists.

Rumble signed a six-year, $13.7 billion AI hosting deal with Anthropic, shifting its business toward compute infrastructure and shares rose 11.6% as short sellers faced a squeeze.

The latest deal resolves neither the valuation problem nor the profitability gap. So what's in it for investors?

Nebius is undergoing huge expansion, but it comes with a caveat.

Nebius shed nearly a quarter of its value in a single month despite explosive revenue growth, and one resolute Wall Street shop just raised its price target to a level that would require the stock to nearly double from here.

CoreWeave has shed nearly half its value from recent highs while simultaneously reporting record revenue growth, and one Wall Street analyst sees a setup so lopsided it warrants a price target that would require the stock to triple from here.

CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group N.V. (NASDAQ:NBIS) became exceptionally direct tests of the AI spending debate on September 14. Michael Burry has pushed back on warnings from frontier AI leaders, arguing that the industry’s over AI risks is overblown and that slowing development would benefit incumbents by restraining competition. AI-linked stocks sold off anyway. […]

The AI credit market is no longer pricing every GPU buildout the same. CoreWeave, Inc. (NASDAQ:CRWV) closed a $2.6 billion delayed-draw term loan in August, with $1.2 billion subsequently drawn, that charges Term SOFR plus 5.50%. Nebius Group N.V. (NASDAQ:NBIS) closed a roughly $775 million secured facility in July at SOFR plus 2.50%. The three-percentage-point […]

A single line on a balance sheet keeps pulling one investor back to the same stock, and it has nothing to do with AI excitement or analyst ratings. The signal hiding in plain sight changes how this company funds its own growth.

Larry Ellison just canceled a plan to sell billions in Oracle stock, but the market is punishing shares anyway as a surprise cost disclosure threatens to overpower what should have been a bullish insider signal.

A media report naming a marquee AI lab as the mystery customer behind Rumble's massive six-year compute contract is sending one small-cap stock sharply higher while punishing its rented-compute rivals on the same tape.

Here's a check of the markets in the first few minutes of trading.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were declining hours before Monda

Jensen Huang says AI infrastructure spending is still in its early stages, giving CoreWeave and Nebius a major vote of confidence as NVIDIA-backed neoclouds expand.

Michael Burry’s bearish positioning in these three names offers investors an opportunity to examine the risks behind some of the market’s closely watched AI stocks.

Palantir’s latest AI move gives Wall Street more to consider

CoreWeave, Nebius and IREN are moving higher as Oracle's results reinforce the AI infrastructure trade.

Nebius has financed about 20% of its planned AI infrastructure expansion through 2030. Its shares fell Thursday despite Truist initiating coverage with a $355 price target.

CRWV is targeting physical AI with field engineering that helps industrial teams build, validate and deploy AI across workflows.

Oracle just posted a backlog figure large enough to reshape how the entire AI cloud infrastructure trade gets valued, and two GPU cloud pure-plays are already moving in sympathy before the broader market has fully processed what it means.

NBIS plans $20-$25B in 2026 capex, while more than $9B in customer prepayments could help fund its aggressive AI infrastructure expansion.

Palantir named Nebius its preferred sovereign AI infrastructure partner on Sept. 8, sending shares up 7.7% after the news.

NVIDIA (NASDAQ:NVDA) Chief Executive Officer Jensen Huang said the expansion of generative artificial intelligence, combined with the end of Moore’s law, is driving a major increase in demand for computing infrastructure and semiconductors. Speaking at the Goldman Sachs Communacopia + Technology Co

CrowdStrike’s rapid growth and expanding AI opportunity have analysts optimistic, but the cybersecurity stock carries a hefty valuation.

Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.

CoreWeave and Nebius are both racing to stack GPU capacity while the 10-year Treasury hovers near its yearly peak, but their debt loads could not be more different. Which neocloud survives a rate hike without flinching?

Its own disclosures sketch the three-year range -- and one assumption matters most.

Palantir named Nebius Group its preferred sovereign AI infrastructure partner, pairing Palantir's software with Nebius' GPU data centers to help enterprises keep data and models within national borders.

Cathie Wood's ARK trimmed its Palantir stake by about $25 million amid a broader portfolio rotation, but strong commercial growth, government contracts, and a Moderate Buy rating suggest the stock's rally may continue.

A former Bitcoin miner now holds billions in contracted AI cloud revenue and a direct NVIDIA investment commitment, but the path to capturing that upside runs through one of the most ambitious infrastructure buildouts in the sector's history.

Nebius just auctioned its first Blackwell capacity above any price it has ever charged, and management says it could sell all of 2027 right now but is choosing not to. Whether that restraint makes the stock a buy at these levels depends on signals the market has not priced in yet.

Two AI infrastructure companies just reported earnings with the same tailwind behind them and completely opposite strategies in front of them, and only one of those playbooks survives a construction delay or a GPU slip.

The biggest AI gains of the next two years may come from names most investors overlook entirely. Six stocks spanning cloud infrastructure, memory, connectivity, and quantum each have a credible path to round-number targets that leave Wall Street consensus in the dust.

Palantir has named Nebius its preferred sovereign AI infrastructure partner, giving eligible Palantir commercial customers a new way to access Nebius compute while keeping sensitive data and models inside Palantir’s…

NBIS jumped 7.73% after Palantir selected its AI-native cloud, potentially expanding enterprise reach and strengthening its neocloud position.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly lower hours before We

The companies also plan to accelerate new capacity deployment, including modular data centres at sites where power is available.

Palantir Picks Nebius for AI Infrastructure

Palantir plans to integrate Nebius compute and inference endpoints into its enterprise perimeter, while the companies pursue modular capacity at sites with available power. Financial terms and initial capacity were…

An announcement from rival Nebius seemed to lift CoreWeave.

Every AI prompt comes with a cost. For most enterprises, that means paying third-party providers every time employees use a model — without ever owning the intelligence those interactions create. Palantir Technologies Inc‘s (NASDAQ:PLTR) latest partnership with Nebius Group N.V. (NASDAQ:NBIS) suggests the company is pushing a fundamentally different idea: AI shouldn’t be a recurring subscription. It should become an asset that companies build, improve and keep. • Palantir Technologies shares are

A new partnership with Palantir energized the stock.

Tech stocks were higher late Tuesday afternoon, with the State Street Technology Select Sector SPDR

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

Palantir just handed Nebius a coveted sovereign AI label, but traders are punishing one side of the partnership and rewarding the other in ways that reveal exactly where the market thinks the real leverage sits.

Palantir Technologies (NASDAQ:PLTR) and Nebius Group (NASDAQ:NBIS) have entered into a partnership that will integrate Nebius’s cloud and artificial intelligence computing infrastructure with Palantir’s enterprise platform for commercial customers. Under the agreement, Palantir has selected Nebius as its preferred sovereign AI infrastructure partner, with the companies aiming to give eligible customers greater control over the computing resources, data and models used to run artificial intellige

The deal extends Palantir CEO Alex Karp’s broader push for sovereign AI and his criticism of pay-per-token pricing models used by major AI providers.

Palantir named Nebius its preferred sovereign AI infrastructure partner

A single pricing figure buried in IREN's latest earnings report suggests the neocloud's existing contract book may be dramatically undervalued relative to what customers are willing to pay right now.

Goldman Sachs data suggests nearly half of all businesses could be running AI in daily operations within months, and the physical infrastructure scrambling to keep up has created a very specific set of winners. Five companies sit at the exact bottlenecks where that buildout cannot proceed without them.

CoreWeave's huge AI-cloud backlog fuels growth, but soaring capital spending, debt and losses raise questions about its next move.

NBIS surges 253.5% in a year on AI infrastructure demand, but high capital needs and valuation raise questions about further upside.

The neocloud thesis just got a lot stronger.

Nebius is rapidly growing and backed by Nvidia.

The market is full of high-upside opportunities.

NBIS is building toward 2027 growth as multibillion-dollar AI cloud deals, premium pricing and major capacity expansion strengthen its revenue outlook.

Nebius looks like a long-term AI infrastructure bet because its partnership model could deliver faster, more capital-efficient growth than CoreWeave.

Billionaire Stephen Mandel is a Tiger Cub who founded Lone Pine Capital after years of working with Julian Robertson’s Tiger Management. The Q2 filings of Lone Pine show the fund opened new positions in two AI names. Nebius Group N.V. (NASDAQ:NBIS) is the largest of the two and the biggest holding in the entire portfolio. […]

It has lagged software peers on the ratio chart against the IGV ETF since July, which marked the conclusion of a nice uptrend dating to March. Nebius recorded a bullish engulfing candle on Wednesday at $200. Note the doji the day prior, as well as on Aug. 24 and Aug. 26, suggesting selling pressure is abating and the stock could be bottoming.

Sam Altman just called out the AI compute buildout as heading toward unsustainable territory, and six publicly traded names are squarely in the crosshairs. Their disclosed contracts tell one story, but their debt loads and development pipelines tell another.

Government bond yields in many major economies are at multi year highs, which indicates that central banks are serious about keeping inflation in check. Higher yields can pressure some stocks, but they also push investors to look more closely at companies with solid growth plans and leaders who have real money at stake. This article highlights three such fast growing, founder backed stocks worth knowing about now. The stocks covered below are just a small sample of this theme, and the full...

The neoclouds are taking on significant debt to finance their data center build-outs.

Nebius Group N.V. recently reported strong second-quarter results, lifting its year-end contracted power target from more than 3 gigawatts to 5 gigawatts after securing several large AI data center deals with higher contract values per megawatt. This rapid step-up in contracted power highlights how Nebius is tying its growth outlook directly to long-duration infrastructure commitments in the expanding AI cloud market. Next, we’ll examine how this sharp increase in contracted power and major...

Nebius has surged over 200% in a year on the back of marquee deals and a $37.5 billion backlog, yet three customers still drive nearly 60% of revenue and a $20 billion capex bill looms. The setup has two very different endings.

The booming demand for dedicated AI data centers is fueling tremendous growth for these two companies.

IPO Edge hosted a fireside chat on Aug. 26 at Nasdaq MarketSite with Brittany Kaiser, Chief Executive Officer of Alpha Compute Corp. (Nasdaq: ALP). The in-person interview was joined by […]

Two AI infrastructure companies just reported earnings that look nothing alike, and the worse-looking quarter might belong to the better buy.

Stock Market Today: The Dow Jones index drops while oil prices jump Monday after the U.S. and Iran exchange new strikes. Defense stocks lag.

The AI rally put Burry’s bearish stance under pressure as Palantir, CoreWeave, Oracle, Micron, Tesla, Nebius and Nvidia all climbed during August.

Nebius stock just delivered another spectacular quarter. Here's what investors need to know before chasing the AI stock.

Nebius Group has delivered a very strong share price run over the past year, and broad valuation checks now suggest the stock is priced more for optimism than for obvious value. For investors, the question is whether the recent AI driven expansion plans justify paying up at current levels or whether expectations have already been pulled forward. Nebius Group shares are up 203.3% over the past year, which signals very high optimism already reflected in the price. The recent US$5.75b...

Soros Fund Management opened a $105 million position in American Electric Power.

Nebius Stock Gets Powerful Boost From $5.75 Billion Funding Haul and Goldman

Palo Alto Networks' CEO is warning that most AI cloud companies will collapse when GPU scarcity ends, but he carves out a narrow exception for a category of survivors he calls neoscalers. Nebius made his list, and the reasons why change the calculus entirely for investors watching the AI infrastructure boom.

Nebius Group (NASDAQ:NBIS) shares jumped 7. 1% in pre-market trading, staging a strong recovery following six consecutive sessions of declines that had wiped roughly 24% from the stock’s value.

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

Chip and AI-linked stocks gained in sympathy after Nvidia’s Q2 report.

Michael Burry expanded his Nvidia short, then bought December calls as a hedge ahead of earnings, calling the stock overvalued.

Nvidia is expecting another quarter of massive revenue growth, while its valuation has fallen to historically low levels.

Nebius revealed that the funding will be raised through two series of notes.

A new ETF launched this August targets the companies renting AI compute directly to hyperscalers, offering something QQQ never could: pure-play exposure to contracted infrastructure backlogs worth hundreds of billions. The tradeoffs, however, are not small.

RUM Group CEO Chris Pavlovski just publicly named CoreWeave and Nebius as targets for his company's AI infrastructure arm, but the SEC filing sitting behind that bold claim reveals a financing gap that could stop the Maysville data center before it starts.

Nebius just closed a convertible debt deal that blew past its own raised target, and instead of punishing the stock, investors sent it higher. Here is why the size of this raise matters more than the dilution it brings.

Nebius swung to profitability on 350% revenue growth, while SoundHound narrowed losses with a lower valuation, but both carry vastly different financial risks.

CoreWeave is racing to build the AI infrastructure backbone that hyperscalers desperately need, and its revenue backlog dwarfs what most companies ever dream of. But a closer look at what is financing that expansion raises serious questions about whether growth alone can carry the weight.

Nebius has faced an intense selloff over the past week, with investors viewing the mammoth debt offering as adding to the company’s debt liabilities.

Nebius Group (NasdaqGS:NBIS) agreed a new partnership with Vantage Data Centers to expand AI infrastructure capacity at the CWL1 campus in Wales. The collaboration focuses on NVIDIA-powered high-density AI workloads aimed at enterprise and public sector users in the UK. The project is aligned with the UK's AI Opportunities Action Plan, with an emphasis on scalable and sustainable infrastructure deployment. For readers tracking how AI infrastructure is building out across data center and...

Nvidia will step back into the earnings spotlight after the market closes on Wednesday, August 26, when the AI chip leader reports its much-anticipated Q2 results.

On August 12, 2026, Nebius Group N.V. (NASDAQ:NBIS)’s cloud business revenue jumped 514% year over year in the second quarter, sending shares up more than 20%. It pushed total quarterly revenue to $582.3 million, ahead of the roughly $572.75 million analysts expected. The results came a day after rival CoreWeave, Inc. (NASDAQ:CRWV) raised its own […]

CoreWeave is getting all the attention in the neocloud race, but a quieter rival just posted 454% revenue growth, locked in hyperscaler partnerships worth tens of billions, and did it without the crushing debt load that shadows the more famous name.

A single scheduled settlement is hammering one AI cloud stock far harder than its peers today, and the gap between that name and the broader sector reveals exactly what happens when aggressive financing meets a high-flying stock.

Groq 3 LPX Extends the Vera Rubin Platform, Delivering Ultrafast Token Generation for the Next Generation of Agentic AI, With Nebius the First to Adopt NVIDIA Groq 3 LPX NVIDIA Groq 3 LPX, the interactive AI inference accelerator, is now in full production. News Summary: In Artificial Analysis benchmarking, Groq 3 LPX showcased world-class speed for agentic coding and other latency-sensitive workloads.NVIDIA Groq 3 LPX extends the inference performance of NVIDIA Vera Rubin NVL72 systems by drama

Nebius stock shed more than 21% in a single week despite blowout revenue growth, leaving investors torn between a debt-fueled collapse and a generational buying opportunity hiding in plain sight.

Three under-followed stocks are sitting on tens of billions in contracted backlogs while Wall Street coverage lags behind, and the window to get in ahead of institutional upgrades keeps narrowing.

Soros Fund Management opened a new position of 310,000 Nebius shares valued at approximately $85.6 million during the second quarter, highlighting institutional interest as the company posts explosive AI cloud revenue growth.

The AI cloud company borrowed three and a half times its annual revenue in one deal. The terms show what building at its pace costs.

Despite its impressive 2026, Nebius stock still has room for more.

Nebius stock got dinged after a fundraising announcement.

CoreWeave's stock swings 25% up and 15% down in the same month, which makes pinning a price target on it feel reckless. Here is why our analysts did it anyway, and the single metric that pushed them to a buy.

CoreWeave and Nebius are two of the fastest-growing companies in the market.

The investor who called 2008 before anyone else is now naming specific AI infrastructure companies and the hidden financial mechanisms he says are quietly building the next crisis. His latest warning may be easy to dismiss, but his receipts are hard to ignore.

Wolfe Research just handed Nebius Group one of the most aggressive growth targets in AI infrastructure, and the building blocks behind it are harder to dismiss than you might expect.

CoreWeave's HRT deal taps NVIDIA's Vera Rubin platform, expanding financial-services exposure and boosting visibility for specialized AI infrastructure demand.

On August 20, Nebius Group (NASDAQ:NBIS) confirmed what had already rattled its stock a day earlier: a $5 billion convertible bond offering that ranks among the largest in recent corporate history. The company increased the deal from an initial $4.5 billion late Wednesday, and the total could still grow to $5.75 billion if buyers exercise […]

The neocloud company continues to grow at warp speed.

The neoclouds are destined to be “cyclical leasing companies,” according to BCA analyst Noah Weisberger, which implies low valuations for the stocks.

As we move further into 2026, 3G Capital is making fresh Q2 bets on three stocks positioned to benefit from the accelerating AI infrastructure boom.

A single overnight financing just sent ripples across the entire AI cloud sector, and the names that ran hardest this summer are now paying the steepest price for it.

Nebius increased the offering from $4.5 billion as it pursues a $20 billion to $25 billion capital plan spanning GPUs, data centers and its cloud platform.

Nebius Group N.V. (NASDAQ:NBIS) stock fell Thursday after the company priced an upsized $5 billion convertible notes offering.On Wednesday, the company priced an upsized $5 billion convertible senior notes offering to fund its expanding artificial intelligence infrastructure business.The AI cloud company increased the offering from its previously announced $4.5 billion. The deal is expected to close Aug. 24, subject to customary conditions.Nebius Raises $5 Billion For AI ExpansionThe offering in

SMCI's larger scale, lower Price/Book valuation and upward earnings revisions give it an edge over NBIS despite strong AI infrastructure growth.

Dow Jones futures: Crude oil continues to climb while bitcoin jumped again amid a weak dollar. Walmart earnings are in focus.

The Morning Bull - US Market Morning Update Thursday, Aug, 20 2026 US stock futures are slightly higher this morning, with E mini S&P 500 contracts up about 0.1% and Nasdaq 100 futures ahead around 0.1% to 0.2%. The key driver is the US 10 year Treasury yield holding near 4.75%, which means borrowing costs for mortgages, car loans and corporate debt remain relatively high. At the same time, US housing data is mixed, with building permits rising 5% in July while housing starts fell 12.4%,...

Nebius could raise as much as $5.18 billion as it expands data centers, buys GPUs and works toward a year-end target of up to 1 GW of connected power.

Nebius shares tumble on plans of a $4.5 billion convertible senior notes offering. Here’s why NBIS stock is worth buying on the dip today.

Power and approvals now matter almost as much as GPUs

On Aug. 19, 2026, the AI cloud provider announced a massive debt-to-equity conversion plan, triggering dilution concerns and heavy selling pressure.

US equity indexes ended higher Wednesday after the Treasury Department said it would increase buybac

Nebius Stock Slides as Company Turns to Billions in Convertible Debt

Some AI stocks carry heavy debt. Shares of WhiteFiber plummeted 25% Wednesday after the company made a $270 million offering of convertible debt.

Notes split $2.75 billion due 2030 and $1.75 billion due 2034, funding data centers and GPUs

Tech stocks were lower Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF

AI cloud revenue surged 514% year-over-year as customer prepayments hit $9 billion.

The neocloud specialist is raising capital for the third time this year.

A Wall Street Journal bombshell on hidden AI commitments sent neocloud stocks into a morning freefall, but the story behind who recovered fast and who kept falling reveals deeper fault lines in the AI infrastructure trade.

The company plans to use the proceeds to build and expand data centers, invest in its AI cloud platform, and purchase GPUs and other infrastructure.

Nebius Group built one of the year's most impressive AI cloud runs, then dropped double digits in a single morning. The culprit is a $4.5 billion capital raise that comes with a warning about holders selling shares directly into the open market.

AI cloud provider Nebius Group said on Wednesday it plans to raise $4.5 billion ‌through an offering of private convertible notes, ‌as it seeks to ramp up investments in data centers and ​computing capacity. • ⁠Proceeds from the offering will be used to expand data center capacity, invest in the company's full-stack AI ​cloud platform ​and acquire GPUs and ​other key components needed ‌to support growth. • Nebius shares were down more than 7% in premarket trading.

Here's why Nebius' improving payback period could be one of the most important signals for investors.

Higher Treasury yields and a $35 billion to $39 billion capex plan pressured the AI infrastructure provider as investors rotated to safer bets, today, Aug. 18, 2026.

Nebius Clears Major Data Center Hurdle as Analyst Raises Price Target to $250

Crusoe IPO looms after last funding round valued the AI data center developer at $10 billion. Reports suggest firm's valuation may triple.

A 19-year Treasury yield high just collided with fresh doubts about AI revenue growth, and neocloud operators are caught in the crossfire despite some of the strongest operating numbers their sector has ever posted.

Nebius' phenomenal revenue growth potential suggests it can continue to skyrocket.

The 587,980-square-foot approval advances a 300 MW New Jersey site tied to Nebius’ multibillion-dollar Microsoft infrastructure agreement, despite resident opposition and unresolved permitting questions around its on-site power system.

While the broader cloud software basket trades higher Tuesday, one AI infrastructure giant is sinking fast, and the culprit has nothing to do with demand for its services.

A Wall Street analyst slashed his Nebius price target by 30% and then reversed the entire cut just seven days later, and the reason has nothing to do with earnings. It all comes down to a single data center in New Jersey.

NVIDIA and top institutional investors are piling into AI infrastructure, with 13F filings revealing bets on Intel, CoreWeave, Nebius and more.

BofA sees stronger AI pricing and longer GPU lives.

Quarterly 13F disclosures offer individual investors an irreplaceable window into the playbooks of market-moving institutions.

Nebius is one of the fastest-growing businesses in AI infrastructure, but it's pricey.

Goldman Sachs just projected the space economy hits $1.8 trillion by 2035, NVIDIA disclosed a $21 billion SpaceX stake, and a $60 billion acquisition closed last week. Here is what institutional filings and analyst upgrades say about where these AI infrastructure stocks go next.

NBIS enters 2027 with rising profitability, an asset-light model and plans to expand capacity while boosting high-margin revenue.

Michael Burry has been bearish on Nebius (NASDAQ: NBIS) and thinks the AI infrastructure boom is running on assumptions the underlying economics can’t support, according to media reports. Burry points to Nebius’s compute contract pricing as the red flag. NBIS Among ChatGPT’s Top 10 Holdings The stock is up nearly 210% year to date and […]

Nebius and CoreWeave Could Ride a New AI Pricing Surge, Wedbush Says

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

Since taking office in March, Senator Alan Armstrong (R-Okla.) has made hundreds of stock transactions. One of those trades by the former oil executive was buying shares of an AI company that has soared in value. Senator Buys Nebius Stock...

Nebius Group (NasdaqGS: NBIS) has emerged as a key bidder in the Decart AI acquisition talks, competing with large technology companies including Amazon, NVIDIA, and SpaceX. The potential multibillion dollar deal would mark a significant move by Nebius Group to expand its AI capabilities through major M&A. Decart AI only recently secured substantial funding, which places added attention on how a sale could influence Nebius Group’s future positioning in AI. Readers who want more ideas around...

Citi, BofA and Baird raised the price targets on NBIS following the neocloud operator's upbeat quarterly report.

Microsoft's acceptance and Nvidia's grant of Exemplar Cloud status have added to the stock's upmove.

Michael Burry doubled down on his Nebius short right after blowout earnings. Here's what his bet says about the AI infrastructure boom.

Nebius Group NV (NASDAQ:NBIS) surged by 47.7 percent week-on-week, making it the third-biggest gainer last week, thanks to a combination of stellar earnings and a flurry of stock price target upgrades from analysts. In a statement early last week, the listed firm said that it grew its revenues by more than fivefold to $582.3 million […]

CoreWeave and Nebius are both benefiting from the AI infrastructure boom. Yet, one combines faster growth and stronger profitability with a much lighter debt burden.

The neocloud company is scaling its gigawatt portfolio quickly.

Stocks eye a third winning week as strong earnings from SoundHound, Albemarle and CAVA offset mixed results, with MarketBeat analysts covering NVIDIA, Lockheed Martin, GE Vernova and more.

Solaris Energy Infrastructure sits 30% below its recent highs while quietly signing decade-long contracts tied to the most aggressive data center buildout in history, and one portfolio manager just decided the window to get in is closing fast.

Nebius just gave Bloom Energy another vote of confidence. Is there more upside ahead for BE stock?

Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) jumped 5.4% in the afternoon session after the company reported strong earnings reports from several AI infrastructure peers signaled robust industry-wide demand. The rally was part of a broader upswing for 'neocloud' stocks, following strong quarterly results from industry leaders CoreWeave, Nebius, and Super Micro Computer. These reports suggested that demand for AI computing hardware outpaced supply, lifting related AI ho

Investing.com -- AI infrastructure names delivered a week of strong gains, with memory, server and neocloud stocks rallying on results and guidance, while a high-profile consumer name went the other way.

In the past week, Nebius Group reported second-quarter 2026 results showing revenue of US$582.3 million, with its AI cloud business driving very large year-on-year growth through four AI infrastructure contracts each exceeding US$1 billion in total value and a higher contracted power target of 5 gigawatts. Alongside this earnings release, Nebius’s deepening relationship with NVIDIA and rapid UK data center expansion, including new capacity at Vantage’s CWL1 campus in South Wales, underline...

There are growth stocks. Then some stocks make you wonder if you're reading the numbers correctly the first time. The latter is actually rare, and today we found that rare gem. Nebius Group (NBIS) just reported 454% year-over-year revenue growth. Its AI Cloud segment alone grew 514% year over year. ...

SpaceX shares pulled back sharply Friday after a massive weekly surge, and the question now is whether the stock can hold a critical price level before the close or hand back everything it gained since the unlock-era selloff.

The stock market cleared a tight range, with the S&P 500 and Russell 2000 hitting new highs. Lumentum, Cisco, Super Micro, Sandisk were key movers.

Target stock is holding near highs, but Walmart is struggling as investors prepare for a parade of earnings reports in the retail sector.

“Big Short” investor Michael Burry is doubling down on his bet against the AI infrastructure boom, adding to short positions in Oracle Corp. (NYSE:ORCL), Micron Technology Inc. (NASDAQ:MU) and Nebius Group (NASDAQ:NBIS) as he predicts an AI compute glut in...

BofA hikes Nebius price target to $310 on AI Growth

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

During an interview with CNBC, Ives said this shift from capital expenditure to monetization is an inflection point in the AI revolution.

Bloom Energy (NYSE:BE) shares gained 1. 6% in pre-market trading to $240 as investors continued to respond positively to a major artificial intelligence data centre partnership announced this week.

CoreWeave and Nebius Group are riding explosive AI infrastructure demand, huge backlogs and expanding margins as NVIDIA's newest chips drive growth.

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.

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

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

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

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.

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

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