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Memory and storage names are ripping higher into Wednesday’s close. SanDisk (NASDAQ:SNDK) is up 6% to $1,344, while Micron Technology (NASDAQ:MU) has gained 5% to $911. South Korea’s SK Hynix (Nasdaq: SKHY) rallied alongside the group, closing the day up 9%, extending a global bid for memory. Neocloud Demand Signal Ignites the Group The primary ... Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why

Today, Aug. 12, 2026, the AI cloud infrastructure provider's stock jumped 34% as AI cloud demand surges.

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 […]

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.

Oracle shares rallied Thursday after two neoclouds posted blowout earnings, but does this AI tailwind justify the stock's risks?

Nebius shares surged Wednesday after the AI infrastructure firm posted second-quarter results that topped analysts’ estimates.

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.

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 is targeting 5 GW of contracted power by the end of 2026 and said its Bloom partnership could "unlock and expedite" additional sites.

AI infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

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…

Nebius just posted a jaw-dropping revenue surge and CoreWeave is selling out GPU capacity years in advance, yet the two AI cloud darlings are not moving in lockstep today and the reason reveals something important about what the market actually rewards right now.

The AI cloud company reported $582.3 million in quarterly revenue, up 454% from a year earlier, as demand for computing capacity grew

Nebius Group (NBIS) delivered earnings and revenue surprises of +82.09% and +1.49%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Nebius CEO Arkady Volozh stated that this quarter was when the market validated the company’s strategy.

Nebius stock was surging on Wednesday after financial results from the AI cloud infrastructure company beat expectations. Short pressure may be helping the rally.

Investing.com -- Nebius Group N.V. (NASDAQ: NBIS) reported second-quarter results that exceeded revenue expectations, sending shares up 12% premarket as the AI cloud company demonstrated strong growth momentum.

Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue edged by expectations.

Nebius Group surpassed second-quarter revenue estimates on Wednesday as booming demand for AI infrastructure and cloud services ‌helped the company win larger contracts and raise prices for ‌computing capacity, sending its shares up 12% in premarket trading. The Amsterdam-based AI infrastructure firm ​reported total revenue of $582.3 million for the quarter ended June, compared with analysts' average estimate of $572.75 million, according to data compiled by LSEG. Revenue at its core AI cloud business, which accounted for about 98% of ‌group revenue, rose more than ⁠500%.

Nebius Group NV (NASDAQ:NBIS) shares climbed 9. 5% in premarket trading on Wednesday after the AI cloud infrastructure company released its second-quarter 2026 financial results ahead of the U.

CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates.

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.