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Nebius (NBIS) Soars on Nvidia 9.3% Stake; Hedge Fund Bets More Than Double
Insider Monkey21d agobullish
Nebius (NBIS) Soars on Nvidia 9.3% Stake; Hedge Fund Bets More Than Double

Nebius Group extended its winning streak to a third consecutive day on Tuesday, jumping 18.78 percent to finish at $216.92 apiece, after Nvidia Corp. helped boost investor confidence in the company following its acquisition of a 9.3 percent stake. The purchase followed the two companies’ investment and partnership announcement earlier this year, under which they […]

NVIDIA has invested $40B in AI companies in 2026
Blockspace21d agoneutralVIDEO
NVIDIA has invested $40B in AI companies in 2026

Nvidia disclosed Monday that it beneficially owns 22.25 million Class A shares of Nebius Group, a 9.3% stake comprising 1.19 million previously held shares plus roughly 21 million issuable through…

Nebius soars as Nvidia stake signals deepening AI ties
Proactive21d agobullish
Nebius soars as Nvidia stake signals deepening AI ties

Shares of Nebius Group NV (NASDAQ:NBIS) gained more than 13% in New York trading this morning after Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) disclosed a passive stake of 9.3% in the company, equivalent to 22.26 million shares. The stake is not new capital deployment. It reflects Nvidia's existing...

Strength in Chipmakers Boosts Stocks
Barchart21d agoneutral
Strength in Chipmakers Boosts Stocks

The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...

Wall Street points toward gains as AI-focused companies recover some of last week's losses
Associated Press21d agoneutral
Wall Street points toward gains as AI-focused companies recover some of last week's losses

Wall Street pointed higher before the opening bell Tuesday with chip and memory companies leading the way, while oil prices rose again as the U.S. and Iran exchanged more attacks. Data storage companies SanDisk and Western Digital continued their mostly upward swings, each jumping more than 7% in early trading. Chipmakers Marvell Technology and Intel, which have also been riding the artificial intelligence roller coaster, rose 6.2% and 5.7% respectively.

Nebius Group (NBIS) Secures $775 Million In Debt To Expand Its AI Cloud
Simply Wall St.22d agoneutral
Nebius Group (NBIS) Secures $775 Million In Debt To Expand Its AI Cloud

Nebius Group secured $775 million in senior secured debt backed by GPU assets and contracted revenue. The financing marks NasdaqGS:NBIS's first major asset-backed deal to support its global AI cloud expansion. Key customers linked to the underlying contracts include large technology partners such as Microsoft and Meta. Nebius Group, trading as NasdaqGS:NBIS, is drawing attention after arranging a $775 million asset-backed debt facility tied to its operational GPU base and customer...

Alpha Compute Moves to Revenue Generation; $21-23 Million Run Rate – Quarterly Update Report
Exec Edge22d agoneutral
Alpha Compute Moves to Revenue Generation; $21-23 Million Run Rate – Quarterly Update Report

Download the Complete Report Here Alpha Compute Corp. (ALP) ALPHA-01 Moves to Revenue Generation; $21-23 Million Run Rate and Expanding Pipeline Support Scale-Up Key Takeaways: FY26 largely reflects legacy strategic phases; ALP’s live compute operations and contracted revenue provide the more relevant basis for assessing its growth trajectory. ALPHA-01 is operational with 504 B200 GPUs […] The post Alpha Compute Moves to Revenue Generation; $21-23 Million Run Rate – Quarterly Update Report appea