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Nebius outperformed all other "neoclouds" amid stellar execution and large deals.
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
In recent days, Saturn Cloud Inc. announced that its AI token factory platform is now available for self-service deployment in the Nebius marketplace, enabling Nebius customers to deploy Saturn Cloud on Nebius’s NVIDIA infrastructure with managed fine-tuning, OpenAI-compatible endpoints, and enterprise-grade security features. This deeper integration extends Nebius’s AI Cloud ecosystem beyond raw compute into higher-value software workflows, potentially strengthening its appeal to...
CRWV is expanding AI cloud capacity with over 3.5 GW of contracted power as rising enterprise demand and record backlog support its 2027 growth plans.
Nebius Group (NasdaqGS:NBIS) has been added to the Nasdaq-100, a shift that often draws in index-linked capital, just as the company rolls out new AI offerings and faces fresh competition from Meta Platforms. See our latest analysis for Nebius Group. The recent index inclusion and AI product launches come after a volatile stretch, with Nebius Group’s share price up 140.67% year to date and 58.79% over 90 days. Over 1 year, the total shareholder return is very large, suggesting strong but...
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 […]
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 stock sank on Meta’s cloud ambitions. SemiAnalysis believes Meta's AI expansion strengthens the buy-the-dip case.
Meta Platforms is several years away from providing neocloud services, while neocloud pure plays are rapidly expanding their gigawatt pipelines.
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 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?
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.
Nebius Group (NasdaqGS:NBIS) released Nebius AI Cloud 3.6, introducing new capabilities for AI production environments. The company launched Nebius Echo, an AI agent designed to let users control cloud infrastructure through natural language. The update includes expanded developer tooling, new key management options, intelligent storage features, and workflow automation. Security and governance features for sensitive workloads received specific attention in this product release. Nebius...
Here's what investors need to know about why Nebius shares soared in June, but did an about-face in July.
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 […]
CoreWeave's 24% pullback has eased valuation concerns, but can explosive AI growth and a huge backlog outweigh rising competition and heavy spending?
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.