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CFO Colette Kress has a different view than critics who accuse the chip giant of ‘circular financing,’ per her comments on the earnings call.
The “Big Short” investor says his theoretical value for Nvidia is “much lower than today’s market value” as he sees a short run for its monopoly power.
Nvidia is expecting another quarter of massive revenue growth, while its valuation has fallen to historically low levels.
A new ETF launched this August targets the companies renting AI compute directly to hyperscalers, offering something QQQ never could: pure-play exposure to contracted infrastructure backlogs worth hundreds of billions. The tradeoffs, however, are not small.
Nebius just closed a convertible debt deal that blew past its own raised target, and instead of punishing the stock, investors sent it higher. Here is why the size of this raise matters more than the dilution it brings.
RUM Group CEO Chris Pavlovski just publicly named CoreWeave and Nebius as targets for his company's AI infrastructure arm, but the SEC filing sitting behind that bold claim reveals a financing gap that could stop the Maysville data center before it starts.
Nebius revealed that the funding will be raised through two series of notes.
Nebius swung to profitability on 350% revenue growth, while SoundHound narrowed losses with a lower valuation, but both carry vastly different financial risks.
CoreWeave is racing to build the AI infrastructure backbone that hyperscalers desperately need, and its revenue backlog dwarfs what most companies ever dream of. But a closer look at what is financing that expansion raises serious questions about whether growth alone can carry the weight.
NVIDIA's 13F shows a nearly $21 billion SpaceX stake, its second-largest holding, stemming from an earlier xAI investment and raising circular financing questions as SpaceX buys NVIDIA chips.
Nebius has faced an intense selloff over the past week, with investors viewing the mammoth debt offering as adding to the company’s debt liabilities.
Nebius Group (NasdaqGS:NBIS) agreed a new partnership with Vantage Data Centers to expand AI infrastructure capacity at the CWL1 campus in Wales. The collaboration focuses on NVIDIA-powered high-density AI workloads aimed at enterprise and public sector users in the UK. The project is aligned with the UK's AI Opportunities Action Plan, with an emphasis on scalable and sustainable infrastructure deployment. For readers tracking how AI infrastructure is building out across data center and...
On August 12, 2026, Nebius Group N.V. (NASDAQ:NBIS)’s cloud business revenue jumped 514% year over year in the second quarter, sending shares up more than 20%. It pushed total quarterly revenue to $582.3 million, ahead of the roughly $572.75 million analysts expected. The results came a day after rival CoreWeave, Inc. (NASDAQ:CRWV) raised its own […]
A single scheduled settlement is hammering one AI cloud stock far harder than its peers today, and the gap between that name and the broader sector reveals exactly what happens when aggressive financing meets a high-flying stock.
CoreWeave is getting all the attention in the neocloud race, but a quieter rival just posted 454% revenue growth, locked in hyperscaler partnerships worth tens of billions, and did it without the crushing debt load that shadows the more famous name.
The week is off to a bad start for tech stocks—specifically, ones tied to the AI trade. Here are some of the biggest laggards on the Nasdaq today and roughly how much they are sliding: Sandisk, 10% Seagate Technology, 8% Lumentum, 8% Micron, 8% Western Digital, 8% Nebius, 7% Teradyne, 6% Astera Labs, 5.
Nebius stock shed more than 21% in a single week despite blowout revenue growth, leaving investors torn between a debt-fueled collapse and a generational buying opportunity hiding in plain sight.
Soros Fund Management opened a new position of 310,000 Nebius shares valued at approximately $85.6 million during the second quarter, highlighting institutional interest as the company posts explosive AI cloud revenue growth.
The AI cloud company borrowed three and a half times its annual revenue in one deal. The terms show what building at its pace costs.
Despite its impressive 2026, Nebius stock still has room for more.
CoreWeave's stock swings 25% up and 15% down in the same month, which makes pinning a price target on it feel reckless. Here is why our analysts did it anyway, and the single metric that pushed them to a buy.
Nebius stock got dinged after a fundraising announcement.
CoreWeave and Nebius are two of the fastest-growing companies in the market.
The investor who called 2008 before anyone else is now naming specific AI infrastructure companies and the hidden financial mechanisms he says are quietly building the next crisis. His latest warning may be easy to dismiss, but his receipts are hard to ignore.
BCA Research has a warning for investors chasing the AI cloud boom. In a recent note, strategist Noah Weisberger argued that neocloud companies risk destroying capital because they are using borrowed money to build what could ultimately become a low-margin, commoditized computing service. CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group N.V. (NASDAQ:NBIS) sit near the center […]
Wolfe Research just handed Nebius Group one of the most aggressive growth targets in AI infrastructure, and the building blocks behind it are harder to dismiss than you might expect.
Nebius Group (NasdaqGS:NBIS) is back in focus after confirming an upsized US$5b convertible bond offering and related debt for equity exchanges, a financing move that has coincided with a sharp share price reaction. See our latest analysis for Nebius Group. The sharp pullback in Nebius Group’s share price over the past week, with a 7 day share price return of down 13.70%, has come after the upsized US$5b convertible bond and equity swap. This is even though the year to date share price return...
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