News

Palantir Technologies Inc. (NASDAQ:PLTR) and Nebius Group N.V. (NASDAQ:NBIS) announced a strategic partnership on September 8 to bring Nebius’s AI-native compute infrastructure into Palantir’s commercial platform. Palantir designated Nebius as its preferred sovereign AI infrastructure partner, integrating Nebius compute and inference endpoints directly inside the Palantir enterprise perimeter. The alliance allows commercial clients to deploy […]

Nebius and CoreWeave receive upgrades as Wall Street believes strong AI demand is supporting favorable contract pricing.

An upgrade and new stock price estimate have investors excited about Nebius today.

Nebius Stock Jumps After Wall Street Bank Upgrades AI Infrastructure Play

Bank of America (BofA) raised its revenue estimates for Nebius Group NV (NASDAQ: NBIS), forecasting substantial upside to Wall Street expectations as the artificial intelligence (AI) infrastructure company expands capacity and uses differentiated pricing strategies. The bank increased its...

A JPMorgan upgrade and surging compute prices should lift all AI infrastructure boats, yet Nebius, CoreWeave, and IREN are heading in three completely different directions Thursday, and the reason why reveals something important about where real pricing power actually lives.

Short-term contracts at premium rates are lifting margins on new deals, the bank says

BigBear.ai is winning sticky government contracts in a focused niche. Nebius is building AI cloud infrastructure that customers are lining up faster than it can provision. The scale of opportunity between them is enormous.

JPMorgan on Thursday upgraded stock to overweight on views that the provider of AI computing infrastructure has leverage to increase prices.

Nebius' red-hot stock market rally is poised to continue over the next couple of years.

One neocloud keeps earning repeat buys despite a GAAP operating loss, sky-high convertible debt, and three customers dominating its revenue. The reason sits inside a single contract detail that most investors scroll right past.

Cerebras swung to a 46.6% net margin on $510M revenue, while Nebius grew 351% but carries $3.7B negative free cash flow.

The Federal Reserve’s latest rate hike to a 3.75% to 4% range puts real pressure on slower, heavily indebted businesses and shines a brighter light on faster growing firms where insiders have meaningful skin in the game. That mix of growth and ownership can be powerful when borrowing costs rise and capital feels more selective. This article walks through three such stocks from our high growth, high insider alignment pool. The three stocks that follow are only a sample from this theme, while...

Nebius stock climbed after reports of higher AI computing prices and a new Palantir deal. Here's what's behind the NBIS stock move.

CoreWeave is posting triple-digit revenue growth while its stock sits nearly 29% below year-ago levels, and that disconnect between momentum and price may not last much longer.

The company generated monstrous growth in its most recent quarter and still possesses exciting opportunities due to artificial intelligence.

AMD Stock Rallies. Strong Data Center Growth Fuels the AI Trade

NBIS and CRWV are scaling AI cloud capacity, with rapid growth, rising demand, margin expansion and major capital spending shaping the comparison.

Nebius stock rallies on rumors of upcoming price hikes. Here’s what the price increases would mean NBIS shares if confirmed.

A reported pricing change lifted Nebius and its rivals as investors looked for signs that AI compute remains tight.

A single customer note from one neocloud operator sent shockwaves through AI compute stocks Thursday, lifting some names sharply while leaving a major rival in the red despite sharing the same business model.

H100 rates go to $4.50 an hour from $3.85, with B300 up to $9.50 from $7.85

Futures rebounded with the Nasdaq and S&P 500 eyeing key support. Generac, Nebius, Bloom Energy, SpaceX were early winners.

Nebius stock popped after the cloud computing specialist announced price hikes of around 20% effective Oct. 1.

Nebius Group NV (NASDAQ:NBIS) shares surged 11. 1% in pre-market trading after the company notified customers of price increases across its on-demand GPU cloud services, effective 1 October 2026.

Investing.com -U.S. stock index futures rose Thursday, as the Federal Reserve’s first interest rate hike in three years helped ease market anxiety over the central bank’s commitment to quelling inflation.

Nebius is undergoing huge expansion, but it comes with a caveat.

A media report naming a marquee AI lab as the mystery customer behind Rumble's massive six-year compute contract is sending one small-cap stock sharply higher while punishing its rented-compute rivals on the same tape.

Oracle just posted a backlog figure large enough to reshape how the entire AI cloud infrastructure trade gets valued, and two GPU cloud pure-plays are already moving in sympathy before the broader market has fully processed what it means.

The companies also plan to accelerate new capacity deployment, including modular data centres at sites where power is available.