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Nebius Stock Jumps After Wall Street Bank Upgrades AI Infrastructure Play

While shorting the market’s favorites, he’s quietly going all in on names most investors have written off.

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.

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

Nscale, a cloud computing rival of CoreWeave and Nebius, has filed for an IPO. Nscale stock will trade on the NYSE.

All three major US stock indexes were up in late-morning trading Thursday, a day after the Federal R

Here's a check of the markets in the first few minutes of trading.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

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.

US equity futures were tracking higher before the opening bell Thursday as traders assess the Federa

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.

Palantir’s latest AI move gives Wall Street more to consider

Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.

CoreWeave and Nebius are both racing to stack GPU capacity while the 10-year Treasury hovers near its yearly peak, but their debt loads could not be more different. Which neocloud survives a rate hike without flinching?

Nebius Group (NASDAQ:NBIS) shares jumped 7. 1% in pre-market trading, staging a strong recovery following six consecutive sessions of declines that had wiped roughly 24% from the stock’s value.

Nvidia made its fortune selling the AI boom — now it's helping finance the next chapter.

Nvidia is expecting another quarter of massive revenue growth, while its valuation has fallen to historically low levels.

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.

Burry thinks Nvidia’s moat may face a tougher test

The neoclouds are destined to be “cyclical leasing companies,” according to BCA analyst Noah Weisberger, which implies low valuations for the stocks.

Dow Jones futures: Crude oil continues to climb while bitcoin jumped again amid a weak dollar. Walmart earnings are in focus.

Nebius Stock Slides as Company Turns to Billions in Convertible Debt

Some AI stocks carry heavy debt. Shares of WhiteFiber plummeted 25% Wednesday after the company made a $270 million offering of convertible debt.

AI cloud revenue surged 514% year-over-year as customer prepayments hit $9 billion.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

AI cloud provider Nebius Group said on Wednesday it plans to raise $4.5 billion ‌through an offering of private convertible notes, ‌as it seeks to ramp up investments in data centers and ​computing capacity. • ⁠Proceeds from the offering will be used to expand data center capacity, invest in the company's full-stack AI ​cloud platform ​and acquire GPUs and ​other key components needed ‌to support growth. • Nebius shares were down more than 7% in premarket trading.

Crusoe IPO looms after last funding round valued the AI data center developer at $10 billion. Reports suggest firm's valuation may triple.

The neocloud company is scaling its gigawatt portfolio quickly.

CoreWeave and Nebius are both benefiting from the AI infrastructure boom. Yet, one combines faster growth and stronger profitability with a much lighter debt burden.