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This hospitality group runs thousands of hotels across China and abroad, using a hybrid model of ownership and franchising.

Both CoreWeave and Nebius power AI giants with critical infrastructure, but one looks like the superior investment.

Alphabet and Blackstone are forming a TPU-powered AI cloud venture targeting 500 megawatts of capacity by 2027.

Nebius Group (NasdaqGS:NBIS) has signed a 10 year, US$2.6b master agreement with Bloom Energy to deploy fuel cell power across its AI data centers. The multi year partnership focuses on replacing traditional gas turbine power with onsite fuel cell systems to support Nebius' growing AI infrastructure. The rollout is planned for Nebius data centers in the U.S. and other regions, with an emphasis on reliable and cleaner electricity for high performance AI workloads. Nebius Group operates AI...

The gains came after major AI infrastructure announcements as investors turned their attention to the hardware and energy systems needed to support AI growth.

Innovative energy systems will help to power the company's AI data centers.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.20%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...

Nvidia GPU Power Crunch Sends Shockwaves Through Neocloud Winners

The S&P 500 Index ($SPX ) (SPY ) is up +0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.14%. Equity markets are pushing higher this afternoon, tracking a sharp midday reversal in energy markets...

NBIS teams up with Bloom Energy to power its AI cloud with modular fuel cells, with the first 328 MW set to go live this year, replacing gas turbines.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.49%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...

Nebius Group is turning to fuel-cell maker Bloom Energy for ‘behind-the-meter’ power at its data centers.

Nvidia ticks up after better-than-expected earnings, while Intuit slumps following a layoffs announcement.

X users posted emails showing that Nebius is increasing cloud prices effective June 1. The company has yet to comment on the rumors.

Bloom Energy (BE) is back in focus after the AI power race translated into record first quarter revenue, higher 2026 guidance, and fresh data center projects with Oracle and Nebius, even as valuation worries cool recent enthusiasm. See our latest analysis for Bloom Energy. The stock’s sharp AI driven rally has cooled slightly in recent sessions, with a 7 day share price return of -2.57%, following a 90 day share price return of 77.55% and a very large 1 year total shareholder return that...

It secured a power supply deal with a prominent AI cloud company.

Bloom Energy stock rallies on a landmark $2.6 billion deal with Nebius. But does that warrant loading up on BE shares today?

The Blackstone-Google joint venture is reshaping the AI cloud landscape, creating a new paradigm for institutional investment in core infrastructure.

NVIDIA's latest 13F filing does not tell the story it seems to at first glance. The apparent divergence in its CoreWeave and Nebius holdings is a prime example.

Nebius Group fell nearly 9% after a DA Davidson downgrade, despite reporting 684% revenue growth and reiterating its 2026 guidance of $3B to $3.4B.

The AI boom rests on cheap capital. Nebius Group (NASDAQ:NBIS) CEO Arkady Volozh just spelled out how a few hundred basis points of borrowing cost could undermine the economics of the buildout. In a recent interview with venture capital firm Accel, Volozh walked through his company’s financing stack: “For a startup like us with all ... What Nebius CEO Just Said Shows How Quickly the Fed Can Kill the AI Boom

Alphabet stock is nearing a $5 trillion market cap—and the Google parent hasn’t gotten there just by standing still. The latest news: Google and Blackstone announced plans to create a new AI cloud company using the tech giant’s chips. The joint venture will create a new U.S.-based company offering data center capacity and Google’s Tensor Processing Unit (TPU) chips as a “compute-as-a-service” offering, the companies said.

A company doesn’t reach a $5 trillion market cap just by standing still. Alphabet is nearing that milestone and it’s making an aggressive play to challenge Nvidia AI chip dominance—and potentially its status as the world’s most valuable company. Google and Blackstone announced plans to create a new AI cloud company using the tech giant’s chips.

June S&P 500 E-Mini futures (ESM26) are down -0.38%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.65% this morning, pressured by a retreat in technology stocks, while investors await signs of progress toward a peace deal in the Middle East.

↗️ ServiceNow (NOW): Bank of America analysts said ServiceNow would benefit from AI, and gave the stock a buy rating yesterday, sending it up 8%. The business-software company's shares are up again premarket; they were still down about a third year to date as of yesterday's close.

Nebius Group stock: recent performance snapshot Nebius Group (NBIS) stock has moved sharply in recent periods, with the price up 27% over the past month and more than doubling over the past 3 months, drawing fresh investor attention. See our latest analysis for Nebius Group. That recent surge sits on top of a very strong run, with Nebius Group showing a 122.19% year to date share price return and a very large 432.11% 1 year total shareholder return, although the share price fell 9.13% in the...

After a blowout first-quarter report and a string of marquee deals, the AI cloud company's shares have surged -- but the price tag may leave little room for error.

While the U.S. market is saturated with data centers, Nebius is leveraging Europe's strict regulations and energy grid limits to build a monopolistic AI infrastructure.

Nebius is rapidly scaling its full-stack AI cloud platform, building key partnerships including a $27 billion multi-year deal with Meta, and gaining multiple strategic acquisitions. These moves are prompting growing analyst optimism even as the stock trades at a premium valuation.

CoreWeave, Nebius Sink After Wall Street Turns Cautious on AI Rally