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With US Treasury yields jumping to fresh 19 year highs on strong economic readings, investors are being paid more to sit in cash and bonds. That raises the bar for any growth story. It also creates a window for fast growing businesses where founders and executives still own large stakes and have clear conviction. This article highlights three such stocks and explains why they merit a closer look now. The three stocks below are just a sample, and the full screen surfaced 178 more businesses...
One pillar of the semiconductor rally is coming under scrutiny
The OECD now expects global inflation to linger, with central banks likely to keep raising rates in the years ahead. Expensive money punishes companies that cannot turn AI spending into real earnings. It rewards businesses that already pull in cash from their AI investments. This article walks through three profitable AI-focused stocks from our screener that are designed to put you on the right side of that shift. The three AI earners in this article are just a starting sample, and the full...
CoreWeave has shed nearly half its value from its 52-week high, but a triple-digit backlog and a fresh wave of AI commitments point to a setup that bears may be dangerously underestimating.
Michael Burry has expanded his short positions in Micron Technology Inc (NASDAQ:MU), Palantir Technologies Inc (NYSE:PLTR), Nebius Group (NASDAQ: NBIS) and the iShares Semiconductor ETF (SOXX), deepening his bearish bets against parts of the artificial intelligence (AI) and semiconductor...
Michael Burry just disclosed short positions in Palantir, Nebius, and Micron, but the market is not reading his trade as a single unified bet, and at least one of his targets is moving in the wrong direction for him this morning.
Burry added to short positions in Micron, Nebius, Palantir and the iShares Semiconductor ETF.
Michael Burry Adds Fresh Shorts in Micron, Palantir as AI Boom Faces New Test
AI infrastructure demand continues to drive pricing power across Nebius’ cloud business.
Nebius Group (NBIS) just joined the FTSE All-World Index, a move that brings the AI infrastructure specialist into a global benchmark and could put the stock on more institutional radar screens. The FTSE inclusion comes at a time when Nebius Group has already shown strong momentum, with a year-to-date share price return of 158.81% and a 1-year total shareholder return of 118.39%, even after a 90-day share price decline of 15.42% from earlier highs. Scan beyond Nebius Group and see which AI...
Key TakeawaysNebius’s reported EBITDA margin swung from negative 24. 33% in Q4 2025 to 21.
In a Substack note, Michael Burry cited Acer CEO Jason Chen’s warning about rising Chinese memory production as a potential sign that the current supply crunch may not last.
CoreWeave and Nebius both rode the neocloud wave to blockbuster quarters, but their balance sheets tell very different stories about who survives if the hyperscalers stop renting and start competing.
Nebius just cleared a capacity auction at prices that stunned even its own projections, and the gap between what customers are willing to pay and what the stock currently reflects tells a more complicated story than the tripling share price suggests.
Nebius is one of the fastest-growing stocks in the market and makes for a great buy.
Which of these neocloud stocks is a better buy right now?
Nscale, a cloud computing rival of CoreWeave and Nebius, has filed for an IPO. Nscale stock will trade on the NYSE.
Palantir Technologies (NasdaqGS:PLTR) announced a series of new global alliances with Fujitsu, NVIDIA, Method Security and Nebius. The renewed Fujitsu agreement aims to expand Palantir software across international manufacturing and other sectors for digital operations projects. Palantir reported a new NVIDIA supply chain effort, Method Security's Cardinal cybersecurity program, and a preferred AI infrastructure role with Nebius. The fresh Fujitsu, NVIDIA, Method Security and Nebius deals...
After closing his short position against CoreWeave, the question is whether Burry is still bearish on Nebius, or just waiting for a better exit point.
Pricing power may be holding up better than feared
CRWV's $104.2B backlog and surging AI demand support strong growth visibility, but heavy capex, rising interest costs and execution remain key tests.
Palantir Technologies (PLTR) is back in focus after a cluster of AI focused partnerships with Method Security, NVIDIA and Nebius, raising fresh questions about how these deals might influence the stock’s long term narrative. Recent trading reflects that story taking hold. Palantir Technologies has a 7 day share price return of 6.22% and a 90 day share price return of 37.14%. However, the 1 year total shareholder return is slightly down at 0.45%, while the 3 year total shareholder return is...
Nebius Group (NasdaqGS:NBIS) has raised prices for its Nvidia GPU and AMD CPU cloud services in response to strong AI demand. The company cites surging enterprise interest in large-scale AI training and inference workloads as a key driver of the new pricing. Higher rates apply to both Nvidia GPU instances and AMD CPU based compute bundles across Nebius Group's AI focused cloud offerings. The decision to lift Nvidia GPU and AMD CPU cloud pricing reshapes Nebius Group's AI compute economics...
The artificial intelligence (AI) and neocloud specialist is raising prices.
So what turned a halted ticker into a tenfold winner -- and can revenue keep pace with the spending?