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Microsoft and Lam Research are proving that the biggest AI opportunities extend far beyond just GPU makers.
Is the red-hot AI stock poised to keep surging?
Nebius Group has broken ground on its first U.S. gigawatt scale AI factory campus in Independence, Missouri. The project includes commitments to local job creation, education and community programs, and sustainable development practices. State and local leaders attended the event, highlighting Nebius Group's engagement with the regional economy and digital infrastructure build out. Nebius Group (NasdaqGS:NBIS) is drawing fresh attention with this Independence, Missouri project. The stock...
Download the Complete Report Here Alpha Compute Corp. (ALP) Revenue-Generating AI Compute Pivot Now Visible; $21 Million NTM Sales Outlook Highlights Scale-Up Potential Key Takeaways: $32.2 million AI lab contract validates ALP’s pivot to AI GPUaaS and confidential compute, creating $16.1 million of annual contracted revenue. $21 million NTM revenue outlook anchors the scale-up trajectory, […]
A speculative but compelling AI biotech investment can be built around Absci and its attempt to rewire drug discovery itself.
There is still plenty of upside in the AI sector despite a recent run-up.
Nebius and Super Micro are racing to dominate AI infrastructure as hyperscaler demand, cloud expansion and data center growth reshape the market.
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.
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.
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...
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.
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.