News

The chipmaker now holds a 9.3% stake in this fledgling company.

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?

Nvidia's investment deepens its ties with one of Europe's fastest-growing AI cloud providers.

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

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...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...

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

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.

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…

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

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

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.

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

Stock Market Today: The Dow Jones index rose Tuesday as GM stock jumped on earnings. Marvell, Micron and Sandisk rallied.

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

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

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

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.

Wall Street pointed higher before the opening bell Tuesday with chip and memory companies leading the way, while oil prices rose again as the U.S. and Iran exchanged more attacks. Data storage companies SanDisk and Western Digital continued their mostly upward swings, each jumping more than 7% in early trading. Chipmakers Marvell Technology and Intel, which have also been riding the artificial intelligence roller coaster, rose 6.2% and 5.7% respectively.

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

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

IREN and Hut 8 were rising sharply early on Monday as both companies announced more customers were spending on their cloud-computing infrastructure. IREN shares rose 9% in the premarket after it said it had agreed new multiyear cloud contracts with artificial-intelligence developers representing $2.8 billion in total contract value. IREN was previously an Australian Bitcoin miner called Iris Energy before pivoting to AI computing as part of a wave of “neoclouds” building out cloud computing infrastructure.

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.

Artificial intelligence is creating a new industrial buildout unlike anything investors have seen in decades. Hyperscalers are committing hundreds of billions of dollars to data centers, chips, and power infrastructure because AI workloads require an entirely new computing backbone. The biggest question is shifting from whether AI demand exists to which companies will capture the ... Can Nebius Group Really 10X by 2030? The Math Says Yes