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Nebius Group (NBIS) Is Up 34.3% After Multi‑Billion AI Cloud Wins And UK Capacity Surge
Simply Wall St.45d agobullish
Nebius Group (NBIS) Is Up 34.3% After Multi‑Billion AI Cloud Wins And UK Capacity Surge

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...

1 Semiconductor Stock on Our Buy List and 2 We Brush Off
StockStory46d agobullish
1 Semiconductor Stock on Our Buy List and 2 We Brush Off

Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance over the last six months as its gain of 46.5% has outpaced the S&P 500’s 13.5% return.

Oracle junk bond fears, debt surge sound alarms for investors
TheStreet46d agobullish
Oracle junk bond fears, debt surge sound alarms for investors

Oracle'sstock chart looks like a horror movie right now, and the plot keeps getting scarier. Shares of Oracle (ORCL) have fallen almost 50% from its September 2025 peak and are down 20% year-to-date. The recent sell-off is driven by a credit downgrade, a spike in bond insurance costs, and ...

Investing.com46d agobullish
Bernstein upgrades Wayfair to Outperform, raises price target

Investing.com -- Bernstein upgraded Wayfair to Outperform from Market-Perform and raised its price target to $125 from $100, citing stronger revenue growth and improving operating leverage following the company's second-quarter results.

How Americans buy furniture is starting to change
TheStreet46d agobullish
How Americans buy furniture is starting to change

Furniture retailers have spent years waiting for the housing market to revive demand for sofas, beds, and other big-ticket home purchases. That rebound remains elusive, but some of the industry's biggest players are finding growth anyway. Wayfair reported second-quarter net revenue of $3.5 billion, ...

BofA biotech scorecard: Two buys and odd one out
TheStreet46d agobullish
BofA biotech scorecard: Two buys and odd one out

Picture three students turning in exams on the same day, covering the same material. Two walk away with high marks. The third has been raising his grades all semester, yet still gets flagged for summer school. That is roughly the dynamic inside the BofA research note on biotech I received on the ...

2 Reasons XOM is Risky and 1 Stock to Buy Instead
StockStory46d agobullish
2 Reasons XOM is Risky and 1 Stock to Buy Instead

While the S&P 500 is up 13.5% since February 2026, ExxonMobil (currently trading at $159.68 per share) has lagged behind, posting a return of 6.5%. This might have investors contemplating their next move.