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'The Big Short' investor is betting against AI-linked names even as he sees strong demand for compute as a potential warning sign for the sector.
Michael Burry bet against two of the hottest AI stocks on Wall Street, and this week their earnings reports delivered a direct challenge to the core of his short thesis.
AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
Nebius Group NV (NASDAQ:NBIS) saw its share price jump by 34.14 percent on Wednesday to finish at $259.20 apiece, after reporting a more-than-fivefold growth in revenues, which signaled that the surging demand for AI cloud infrastructure is translating into rapid revenue growth and larger customer commitments. The company said in an earnings call on the […]
The entire AI data center industry still appears to be firing on all cylinders after all, with more of the same in the cards.
More than $40 billion in customer commitments strengthened the case for Nebius's capital-intensive data-center expansion.
Neocloud stocks just posted some of the wildest single-session gains of the AI buildout cycle, and the valuation math behind them is stranger and more compelling than it looks at first glance.
AI pricing power is transforming the economics of expansion
Oracle struck a partnership deal with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI.
AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. (NASDAQ:SMCI) and neocloud providers CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS). Big Tech companies have already signaled that spending on AI would not slow down. The combined outlays are set to surpass $730 billion […]
Nebius shares surged Wednesday after the AI infrastructure firm posted second-quarter results that topped analysts’ estimates.
Perma-Fix Environmental Services (PESI) said Wednesday it has been awarded a master indefinite deliv
Investors have been concerned about a potential slowdown in AI adoption, but results from these neocloud operators suggest otherwise.
Nebius Stock Takes Off After Q2 Beat and Massive AI Cloud Growth
Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.
AI cloud demand pushes contracts above $40 billion.
A major AI cloud operator just handed Bloom Energy a high-profile data center contract, and the ripple through the fuel cell sector raises a pointed question about which names have real wins and which are simply along for the ride.
Annualized run-rate revenue reaches $3.0 billion, up from $1.9 billion in March
By Avinash P and Purvi Agarwal Aug 12 (Reuters) - The S&P 500 and the Nasdaq rose on Wednesday as upbeat earnings from AI infrastructure firms boosted technology stocks, while largely in-line
On this episode of Stock Movers: - Cava (CAVA) is also rising this morning as sales jumped with Americans flocking to Pita Chips, Salmon, and other Mediterranean-diet oriented foods. - Super Micro (SMCI) is giving a sales outlook that topped even the rosiest projections. That along with Coreweave's report is sending markets higher. - CoreWeave (CRWV) is soaring after booming AI demand bolstered the company's revenue outlook. Nebius (NBIS) is also up this morning with earnings coming out.
Nebius Group N.V. (NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on its latest deals had fallen below two years. Nebius now expects to...
Nebius Group (NASDAQ:NBIS) reported second-quarter 2026 revenue growth of 454% from a year earlier as its AI cloud business expanded capacity and utilization, while management reaffirmed its full-year outlook and outlined plans for additional capacity deployment in 2027. Group revenue rose to $582
Nebius is targeting 5 GW of contracted power by the end of 2026 and said its Bloom partnership could "unlock and expedite" additional sites.
Nebius posted a 41% adjusted EBITDA margin, retained its $20 billion to $25 billion capex plan and raised its contracted-power target to 5 GW as customers funded more of the…
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