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NBIS stock rallies on AI infrastructure expansion, surging revenues and strong demand, but high capex and premium valuation temper near-term upside.

Nebius Group (NasdaqGS:NBIS) released Nebius AI Cloud 3.6, introducing new capabilities for AI production environments. The company launched Nebius Echo, an AI agent designed to let users control cloud infrastructure through natural language. The update includes expanded developer tooling, new key management options, intelligent storage features, and workflow automation. Security and governance features for sensitive workloads received specific attention in this product release. Nebius...

Here's what investors need to know about why Nebius shares soared in June, but did an about-face in July.

Nebius and CoreWeave are rapidly growing.

Nebius Group NV (NASDAQ:NBIS) is one of the best NASDAQ stocks to invest in for long term. On June 24, Nebius announced the release of Nebius AI Cloud 3.6, which introduces upgrades to developer experience, security, and storage performance. A key highlight is the introduction of Nebius Echo, an AI-powered agent integrated into the web […]

MarketBeat's weekly roundup covers a weaker June jobs report, tech sector rotation, and top analyst picks including TSLA, AVGO, PLTR, MRNA, and NEE heading into Q2 earnings season.

CoreWeave's 24% pullback has eased valuation concerns, but can explosive AI growth and a huge backlog outweigh rising competition and heavy spending?

AI Cloud Stocks Stumble as BNP Paribas Reveals Its CoreWeave, Nebius Outlook

CoreWeave stock continues to fall after the report that Meta could look to sell AI computing capacity. But Wall Street says it may be time to buy CoreWeave.

The most concerning part of Wednesday's sell-off wasn't the size of the drops -- it was who caused them.

CoreWeave stock continues to fall after the report that Meta could look to sell AI computing capacity. But Wall Street says it may be time to buy CoreWeave.

CRWV launches ARIA, an AI research agent in Weights & Biases that analyzes experiment data, automates research tasks and speeds AI model iteration.

CoreWeave shares tumbled yesterday on reports of Meta Platforms building a commercial cloud infrastructure business. Here’s why the news is bearish for CRWV shares.

Meta is developing a cloud business to sell AI models and computing capacity to external customers.

This deal could be a masterstroke, but investors need more clarity on the company's direction.

Meta’s unconfirmed plan to build a cloud business faces competition from a well funded rival less than 24-hours later.

Nvidia stock is lagging behind the broader semiconductor sector this year but it has a plan to increase its customer base.

The Morning Bull - US Market Morning Update Thursday, Jul, 2 2026 US stock futures are pointing slightly lower this morning, with E mini S&P 500 contracts down about 0.3% and Nasdaq 100 futures off roughly 0.6%, as investors weigh firm US bond yields against mixed global growth signals. The US 10 year Treasury yield is holding around 4.46% after May job openings reached a two year high, a sign that hiring demand is still strong and that borrowing costs for mortgages, credit cards, and...

(Bloomberg) -- SoftBank Group Corp. and its telecom unit will start renting AI computing resources to US companies next fiscal year in a bid to capitalize on the company’s growing pipeline of data center projects.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerExxon to Change Name for First Time in Decades After RedomicileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IP

Shares of Nebius Group (NASDAQ:NBIS) closed down 17% Wednesday. The move cracks a narrative that just weeks ago had retail investors trading millionaire screenshots on Reddit. The neocloud trade, the idea that AI-first cloud upstarts can borrow their way to hyperscaler status, is running into the arithmetic of how much debt these companies actually owe. ... The Neocloud Trade Could Turn Shareholders Into Bagholders. Nebius Just Cratered 17%

CoreWeave’s backlog remains a major demand signal, but the sell-off shows investors are watching customer concentration and future AI compute competition.

Stocks fell as Meta buzz hit SpaceX, Micron and many AI stocks. Tesla is near a buy point with deliveries due. The June jobs report also is on tap.

D.A. Davidson head of technology research Gil Luria explains what Meta's (META) potential cloud business means for CoreWeave (CRWV) and Nebius (NBIS).

A report on Meta's AI compute plans sparked broad selling across chipmakers and AI infrastructure companies

Investors fear new competition in AI compute.

The artificial intelligence buildout has created one of the largest infrastructure races in technology history. Companies across the industry are spending hundreds of billions of dollars on data centers, GPUs, networking equipment, and energy capacity to support AI models. Annual AI infrastructure spending by the major hyperscalers is approaching $750 billion, as they, startups, and ... Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?

CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS) both reported first quarter results that reshape how investors should think about AI cloud infrastructure. CoreWeave leaned into raw US scale, banking a $99.4 billion backlog. Nebius, run out of the Netherlands, delivered +841% YoY AI Cloud growth on a much smaller base while pushing aggressively into ... CoreWeave Vs. Nebius: CoreWeave’s US Footprint Beats Nebius’s Premium European Expansion

Nebius Group stock has delivered a very strong run over the past year, yet the current valuation checks lean expensive. The key tension for investors is whether recent gains already reflect much of the good news that has come through in AI contracts and index inclusion. The share price is up about 449% over the past year, which puts Nebius Group firmly in the group of stocks where expectations are very high and small disappointments can matter. Massive long term AI infrastructure deals with...

Bloom Energy (BE) could win more large data center orders as its expanded Brookfield Asset Managemen

Meta’s reported plans weigh on AI infrastructure providersShares of CoreWeave (NASDAQ:CRWV) and Nebius Group (NASDAQ:NBIS) fell more than 6% on Wednesday after a Bloomberg report suggested that Meta Platforms is preparing to expand into the cloud infrastructure market. The report indicated that Meta is exploring ways to commercialise its artificial intelligence infrastructure by offering customers access to AI computing resources and foundation models.