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Jensen Huang just structured a $500 billion compute fund with a design that one Wall Street CEO compared to the invention of mortgage-backed securities, and that reference alone should make every AI investor stop and think carefully about what comes next.
Nebius just gave Bloom Energy another vote of confidence. Is there more upside ahead for BE stock?
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.
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.
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.
NBIS expands its U.K. AI footprint with NVIDIA-powered infrastructure at Vantage's Newport campus, supporting diverse AI workloads.
Michael Burry is doubling down on bets against Micron and the QQQ even as those positions bleed, convinced a larger market collapse is coming. With Wall Street overwhelmingly on the other side, the question is whether he is a contrarian genius or a cautionary tale in slow motion.
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.
“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
During an interview with CNBC, Ives said this shift from capital expenditure to monetization is an inflection point in the AI revolution.
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...
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.
Michael Burry targets Nebius, Micron and Oracle with bigger bearish bets
Nebius and CoreWeave stocks are flashing bullish technical signals as technology shares rebound, with the charts pointing to potentially significant gains by year-end.
AI infrastructure companies got a major boost on earnings, sending shares soaring.
CRWV raises 2026 capex to $35-$39B as surging AI demand, a $104.2B backlog and over $25B in new commitments support its rapid capacity buildout.
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.
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 keeps part of its 2027 capacity uncommitted as it targets premium pricing, expands power and uses customer prepayments to fund growth.
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.
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