Actualités

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

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

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

Crossroads Capital LLC, an investment management firm, published its first-quarter 2026 investor letter. You can download a copy here. The Fund increased by 4.2% net of fees and expenses during the quarter. Since its founding, the fund has compounded at a gross rate of 21.3% and a net rate of 17.1%. By the end of […]

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

Alphabet's latest side project could be a huge boost to this rapidly growing business.

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

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

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

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

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

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

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

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

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

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

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

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

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

Rising interest rates won't stop companies such as Alphabet's (GOOG, GOOGL) Google, Amazon (AMZN) an

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

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

Alphabet and Blackstone are forming a TPU-powered AI cloud venture targeting 500 megawatts of capacity by 2027.

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

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

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

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.20%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...

Nvidia GPU Power Crunch Sends Shockwaves Through Neocloud Winners

The S&P 500 Index ($SPX ) (SPY ) is up +0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.14%. Equity markets are pushing higher this afternoon, tracking a sharp midday reversal in energy markets...

NBIS teams up with Bloom Energy to power its AI cloud with modular fuel cells, with the first 328 MW set to go live this year, replacing gas turbines.