Notícias

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 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.

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.

IREN expands its AI Cloud customer base with new contracts, stronger pricing and a focus on reducing revenue concentration risk.

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.

The firm argues credit markets are pricing risks that AI infrastructure equities largely ignore, placing Nebius at the bearish edge of Wall Street’s valuation range.

Google stock could benefit as AI chip business emerges as new cloud computing growth engine and rival to Nvidia GPUs.

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?

Rothschild Redburn opened bearish coverage on two of the market’s most-watched AI infrastructure names, initiating Sell ratings on both Nebius Group and CoreWeave. The firm’s thesis: lower GPU pricing, more in-house hyperscaler capacity, and expensive financing will eventually compress neocloud returns. For long-term investors, the analyst downgrade puts a spotlight on unit economics at a […]

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

Nebius gets an $84 target, CoreWeave $54

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.

Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls

Rothschild called Neocloud earnings and valuations "cyclically inflated" but remains ‘Neutral’ on AI infrastructure overall.

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...

Today, Sept. 17, 2026, the GPU infrastructure provider's stock dropped 4.16% after announcing a $3 billion convertible offering and equity program.

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

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?

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

Nebius Group NV (NASDAQ:NBIS) has notified customers of plans to increase prices across its on-demand GPU cloud services, with the new rates scheduled to take effect on October 1. Under the latest adjustments, prices for Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) H100 instances will rise by about...