High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Investing.com -- Investment bank D.A. Davidson has adopted a more cautious stance on two of the hottest AI infrastructure companies, downgrading its outlook on both Nebius Group and CoreWeave despite maintaining a bullish long-term view on the artificial intelligence cloud computing market.
With AI cloud competition heating up, this company that used to own Russia’s biggest search engine is making its case.
With AI cloud competition heating up, this company that used to own Russia’s biggest search engine is making its case.
Nebius Group (NasdaqGS:NBIS) has secured up to 1.2 GW of power and land for a new AI factory in Pennsylvania. The facility is the company’s second gigawatt scale infrastructure project in the U.S., following its Missouri site. This move is part of Nebius Group’s rapid AI capacity expansion strategy focused on owned compute infrastructure. Nebius Group operates as an AI infrastructure provider, building large scale data and compute facilities for enterprise and cloud customers. The new...
Spending $20 billion in a single year is a bold statement, and spending $25 billion is a declaration of war (not quite!). That's essentially what Nebius GroupCEO Arkady Volozh said on the company's May 13 first-quarter 2026 earnings call. He raised the capex guidance aggressively and ...
Nebius and CoreWeave are rapidly growing neocloud businesses.
Nebius Group's business is on fire, but has the stock run too far?
The stock market largely erased weekly gains Friday as oil prices and Treasury yields jumped. Cisco was an earnings winner. The Trump-Xi summit head few breakthroughs.
Nebius Group gave Wall Street the type of quarter that keeps the artificial intelligence infrastructure trade alive, even as investors become more selective about which companies can actually turn AI demand into revenue. The Amsterdam-based AI cloud company reported first-quarter revenue of $399 ...
NBIS surged after Q1 revenue surged 684% and AI demand fueled massive infrastructure expansion and a new $27B Meta agreement.
Nebius Lands Powerful New Bull Call After Revenue Skyrockets 684%
Nebius Group NV (NBIS) reports a remarkable 684% revenue growth, driven by its AI business, while raising CapEx guidance to support future expansion.
DA Davidson raises Nebius to $250, Citizens to $270
Skip the AI cloud stock priced for perfection. Astera Labs may be the smarter way to invest in the AI infrastructure boom before the market fully catches up.
In the wake of a strong earnings report, this AI stock is sailing higher.
The Q1 numbers for Nebius' stock are eye-popping. But the story behind them is what makes this stock worth watching.
Most investors have never heard of Nebius Group (NBIS). But that is about to change. To those who knew of NBIS and paid attention to it: Congratulations, you knew where to look. The Amsterdam-headquartered AI cloud company reported first-quarter 2026 results on May 13 that were, in a word, ...
Both AI infrastructure companies are firing on all cylinders.
Nebius Group has started building its first gigawatt scale AI factory campus in Independence, Missouri. The project marks Nebius Group's initial large physical build out of AI infrastructure in the U.S. The Missouri campus is expected to play a role in local job creation, education programs, and environmental initiatives. Nebius Group (NasdaqGS:NBIS) is adding a large physical asset to its story with the Missouri AI factory, giving investors something more concrete to track alongside a...
The most critical signal within Nebius’s (NBIS) recent performance is not the quarterly revenue beat, but the fundamental transformation of the company’s risk profile. While the market focuses on top-line volatility, the deeper narrative reveals a transition from speculative capacity building toward the industrial-scale fulfillment of pre-sold infrastructure.
Nebius Group NV (NASDAQ:NBIS) is one of the 7 Best Data Center GPU-as-a-Service Stocks To Buy. On May 12, Nebius Group NV (NASDAQ:NBIS) announced that it had begun construction on its flagship AI factory in Independence, Missouri. This marks the firm’s first infrastructure project at the gigawatt scale. It is a 400-acre facility designed to […]
Nebius reported $399 million in quarterly revenue and outlined up to $20 billion in planned spending this year.
Nebius Group NV (NASDAQ:NBIS) is one of the 10 Stocks With Easy Double-Digit Gains. Nebius Group bounced back on Wednesday to hit a new all-time high, as investors cheered its stellar first-quarter earnings, with the company swinging to profitability and revenues surging more than sevenfold. In intra-day trading, the stock soared to its highest price […]
The AI cloud provider is expanding at a blistering pace.
Major U.S. indices ended Wednesday mixed, with the Dow Jones Industrial Average slipping 0.14% to 49,693.20, while the S&P 500 advanced 0.58% to 7,444.25 and the Nasdaq climbed 1.20% to 26,402.34. These are the top stocks that gained the attention of retail traders and investors through the day: Cisco Systems Inc. (NASDAQ:CSCO) Cisco’s stock climbed 2.60%, closing at $101.87 after reaching an intraday high of $102.01 and a low of $99.29. The stock’s 52-week range is between $60.84 and $102.01. I
Nebius (NBIS) reports a 684% jump in Q1 revenue as it establishes itself as a leading vertically integrated neo-cloud for AI compute.
The S&P 500 and Nasdaq ran higher, led by Google, Nvidia, Tesla and other titans. Cisco earnings beat while AI chipmaker Cerebras will price its IPO.
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.04%. June E-mini S&P futures (ESM26 ) rose +0.62%, and June E-mini Nasdaq futures...
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
