Notícias

Palantir Technologies Inc. (NASDAQ:PLTR) and Nebius Group N.V. (NASDAQ:NBIS) announced a strategic partnership on September 8 to bring Nebius’s AI-native compute infrastructure into Palantir’s commercial platform. Palantir designated Nebius as its preferred sovereign AI infrastructure partner, integrating Nebius compute and inference endpoints directly inside the Palantir enterprise perimeter. The alliance allows commercial clients to deploy […]

Nebius and CoreWeave receive upgrades as Wall Street believes strong AI demand is supporting favorable contract pricing.

An upgrade and new stock price estimate have investors excited about Nebius today.

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.

Bank of America (BofA) raised its revenue estimates for Nebius Group NV (NASDAQ: NBIS), forecasting substantial upside to Wall Street expectations as the artificial intelligence (AI) infrastructure company expands capacity and uses differentiated pricing strategies. The bank increased its...

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.

SemiAnalysis reviewed 77 GPU cloud providers, testing managed clusters rather than data-center assets or credit quality. Its findings separate mature cloud operations from companies whose AI infrastructure ambitions remain ahead…

Short-term contracts at premium rates are lifting margins on new deals, the bank says

BigBear.ai is winning sticky government contracts in a focused niche. Nebius is building AI cloud infrastructure that customers are lining up faster than it can provision. The scale of opportunity between them is enormous.

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

Nebius' red-hot stock market rally is poised to continue over the next couple of years.

AI stocks struggle as Wall Street frets about rising bond yields, while Meta Platforms slides as investors lock in some profit after a 12% rally.

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...

The neocloud trade finally has a fresh bear case that attacks the business model rather than simply calling the stocks expensive. On September 21, Rothschild Redburn initiated CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group N.V. (NASDAQ:NBIS) at Sell, arguing that falling GPU-rental prices, hyperscalers’ own capacity and expensive financing could compress returns. Both stocks rose around […]

One neocloud keeps earning repeat buys despite a GAAP operating loss, sky-high convertible debt, and three customers dominating its revenue. The reason sits inside a single contract detail that most investors scroll right past.

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...

The famed investor added to bearish positions on Micron and other semiconductor stocks because he believes prices for AI chips will drop soon.

Cerebras swung to a 46.6% net margin on $510M revenue, while Nebius grew 351% but carries $3.7B negative free cash flow.

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.

The Federal Reserve’s latest rate hike to a 3.75% to 4% range puts real pressure on slower, heavily indebted businesses and shines a brighter light on faster growing firms where insiders have meaningful skin in the game. That mix of growth and ownership can be powerful when borrowing costs rise and capital feels more selective. This article walks through three such stocks from our high growth, high insider alignment pool. The three stocks that follow are only a sample from this theme, while...

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.

Burry also advised shorting equipment makers Applied Materials and Lam Research at current prices.

Nebius stock climbed after reports of higher AI computing prices and a new Palantir deal. Here's what's behind the NBIS stock move.

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...