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Nebius Group (NBIS) Draws Nvidia Backing, Is It Still Below Fair Value?
Simply Wall St.67d agoneutral
Nebius Group (NBIS) Draws Nvidia Backing, Is It Still Below Fair Value?

Nebius Group (NBIS) is back in focus after Nvidia disclosed a 9.3% ownership stake in the company. The move has lifted the stock and sharpened attention on Nebius’s role in AI infrastructure. See our latest analysis for Nebius Group. Beyond the latest Nvidia filing, Nebius Group’s share price has swung sharply, with a 7 day share price return of 9.35% but a 30 day share price return down 23.08%. At the same time, the year to date share price return of 142.53% and 1 year total shareholder...

Could AMD's new Helios AI rack system push it to outperform Nvidia?
Yahoo Finance Video67d agobullishVIDEO
Could AMD's new Helios AI rack system push it to outperform Nvidia?

Advanced Micro Devices (AMD) unveiled its latest AI infrastructure product, the Helios rackscale systems for data centers. Yahoo Finance Tech Editor Dan Howley outlines AMD's latest raft of microprocessors and other products that aim to put it in direct competition with chip competitor Nvidia (NVDA). AMD is currently scheduled to report second quarter earnings on Tuesday, August 4, well ahead of Nvidia's earnings release expected out on Wednesday, August 26.