Notícias

Nebius looks like a long-term AI infrastructure bet because its partnership model could deliver faster, more capital-efficient growth than CoreWeave.

Cramer favors CoreWeave as the strongest neocloud bet, despite rapid growth at IREN and Nebius.

It has lagged software peers on the ratio chart against the IGV ETF since July, which marked the conclusion of a nice uptrend dating to March. Nebius recorded a bullish engulfing candle on Wednesday at $200. Note the doji the day prior, as well as on Aug. 24 and Aug. 26, suggesting selling pressure is abating and the stock could be bottoming.

Sam Altman just called out the AI compute buildout as heading toward unsustainable territory, and six publicly traded names are squarely in the crosshairs. Their disclosed contracts tell one story, but their debt loads and development pipelines tell another.

With global inflation signals starting to moderate and market expectations for policy rates adjusting, investors are paying closer attention to companies that already turn heavy AI spending into real earnings. That is where profitable AI builders come in. Instead of chasing hopeful stories, you can focus on stocks using AI to support cash flow today. This article walks through three of the strongest examples from that profitable AI universe. The three stocks covered below are just a starting...

Government bond yields in many major economies are at multi year highs, which indicates that central banks are serious about keeping inflation in check. Higher yields can pressure some stocks, but they also push investors to look more closely at companies with solid growth plans and leaders who have real money at stake. This article highlights three such fast growing, founder backed stocks worth knowing about now. The stocks covered below are just a small sample of this theme, and the full...

The neoclouds are taking on significant debt to finance their data center build-outs.

Nebius Group N.V. recently reported strong second-quarter results, lifting its year-end contracted power target from more than 3 gigawatts to 5 gigawatts after securing several large AI data center deals with higher contract values per megawatt. This rapid step-up in contracted power highlights how Nebius is tying its growth outlook directly to long-duration infrastructure commitments in the expanding AI cloud market. Next, we’ll examine how this sharp increase in contracted power and major...

Palantir, Nvidia and Micron Rally as Michael Burry's Bearish Bets Misfire

This tech company is building enormous AI computing capacity and is increasingly making it available to external customers.

The AI cloud provider keeps finding more power than it promised. Its own disclosed deal prices say what all those megawatts could eventually earn.

A global bond selloff that lifted the 10-year Treasury yield to a recent high is landing hardest on balance sheets carrying the heaviest debt-funded AI capital expenditure. Oracle (NYSE:ORCL) sits at the front of that queue, and its stock is repricing on the higher cost of the borrowing that funds its buildout. Oracle stock is […]

Nebius has surged over 200% in a year on the back of marquee deals and a $37.5 billion backlog, yet three customers still drive nearly 60% of revenue and a $20 billion capex bill looms. The setup has two very different endings.

The booming demand for dedicated AI data centers is fueling tremendous growth for these two companies.

The projection reflects that demand is going nowhere. It does show, however, that NVDA stock still has plenty of room to run.

IPO Edge hosted a fireside chat on Aug. 26 at Nasdaq MarketSite with Brittany Kaiser, Chief Executive Officer of Alpha Compute Corp. (Nasdaq: ALP). The in-person interview was joined by […]

Two AI infrastructure companies just reported earnings that look nothing alike, and the worse-looking quarter might belong to the better buy.

CoreWeave's Rescale expansion opens access to AI-optimized infrastructure for demanding HPC and engineering workloads.

Stock Market Today: The Dow Jones index drops while oil prices jump Monday after the U.S. and Iran exchange new strikes.

The AI rally put Burry’s bearish stance under pressure as Palantir, CoreWeave, Oracle, Micron, Tesla, Nebius and Nvidia all climbed during August.

Nebius stock just delivered another spectacular quarter. Here's what investors need to know before chasing the AI stock.

QQQ, NVIDIA, CoreWeave, Nebius, TeraWulf, Cipher and IREN have been highlighted in this Investment Ideas article.

Nebius Group has delivered a very strong share price run over the past year, and broad valuation checks now suggest the stock is priced more for optimism than for obvious value. For investors, the question is whether the recent AI driven expansion plans justify paying up at current levels or whether expectations have already been pulled forward. Nebius Group shares are up 203.3% over the past year, which signals very high optimism already reflected in the price. The recent US$5.75b...

Nebius Stock Gets Powerful Boost From $5.75 Billion Funding Haul and Goldman

Soros Fund Management opened a $105 million position in American Electric Power.

Palo Alto Networks' CEO is warning that most AI cloud companies will collapse when GPU scarcity ends, but he carves out a narrow exception for a category of survivors he calls neoscalers. Nebius made his list, and the reasons why change the calculus entirely for investors watching the AI infrastructure boom.

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.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before T

Chip and AI-linked stocks gained in sympathy after Nvidia’s Q2 report.

Michael Burry expanded his Nvidia short, then bought December calls as a hedge ahead of earnings, calling the stock overvalued.