NBIS reports record pipeline growth, rising customer demand and bigger AI infrastructure plans as capacity, contracts and spending continue to climb.
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Rambus operates in a key part of the memory boom that most investors aren't noticing.
Nebius stock has pulled back from its June high, testing whether AI valuation fears outweigh its revenue guidance, backlog and infrastructure growth.
CRWV expands its AI cloud in Europe with new renewable-powered Stockholm data centers, adding advanced AI capacity and strengthening regional reach.
NBIS unveils AI Cloud Aether 3.6 with Echo, an AI infrastructure assistant, plus upgrades to security, storage and developer tools.
Nebius has multiple potential negative catalysts and a very high valuation.
Both NBIS and DLR are riding the booming AI infrastructure demand. But which stock offers the stronger mix of growth, expansion plans and investment potential?
Nebius Group N.V. (NASDAQ:NBIS) ranks among the best tech stocks to buy now for the “Vera Rubin” chip cycle. On June 9, Bank of America analyst Tal Liani boosted Nebius Group’s price target to $280 from $240, noting strong compute needs and a growing strategic technology stack. The upgrade came after Nebius Group N.V. (NASDAQ:NBIS) […]
With market capitalization of $72.79 billion, Nebius Group N.V. (NASDAQ:NBIS) is among the 10 Stocks That Could Double Over the Next 2 Years. On June 16, Nebius Group N.V. (NASDAQ:NBIS) announced the completion of its acquisition of Eigen AI. The transaction was originally announced on May 1, 2026, and closed on June 10 after receiving the necessary […]
Micron reported record numbers for its fiscal third quarter and indicated that rapid growth will be sustained over the next few years.
Nebius Echo brings natural-language infrastructure control to the web console
Nebius Group has released Nebius AI Cloud 3.6 “Aether,” adding the Nebius Echo AI agent, stronger security controls, and faster storage to support production AI workloads on its full-stack cloud platform. The launch of Nebius Echo and the broader Aether 3.6 upgrades highlight Nebius’s push to differentiate its AI cloud through natural-language infrastructure management and enterprise-grade governance features. We’ll now examine how Nebius AI Cloud 3.6, especially the Nebius Echo AI agent,...
The AI sector is full of rapidly growing businesses.
Nvidia's investment portfolio contains some great stock picks.
We just covered the 10 Stocks That Will 10X According to Social Media. Nebius Group (NASDAQ:NBIS) ranks #1 (see 5 Stocks That Will 10X According to Social Media). Number of Hedge Fund Investors: 60 Nebius Group (NASDAQ:NBIS) is up about 500% over the past year but social media believes the stock has 10x potential. Nebius […]
It's difficult for companies to succeed in new, highly competitive businesses and Rumble has stepped into brand-new and risky territory.
CRWV's AI cloud surge, massive backlog and NVIDIA ties face off against a fast-scaling rival NBIS. Let's see which stock may offer more upside.
It’s a rough day for stocks that have benefited from the AI rally this year. These stocks are among the deepest in the red this morning: Chip makers: Micron Technology is down 12%. Advanced Micro Devices, Marvell Technology and Qualcomm fell between 6% to 9% at the opening bell.
Mara Holdings and Soluna Holdings are underrated players in the AI data center boom.
Argentum AI, which is backed by Super Micro Computer, has agreed deals to deploy 47,000 Nvidia GB300 chips.
The smart money is backing Micron and Nebius.
Thanks to a string of major AI deals and an expanding cloud platform, IREN has won over Jefferies, which sees more than 30% upside ahead.
Nebius, a fast-growing AI cloud company, has taken off like a rocket this year.
Shares of CoreWeave (NASDAQ:CRWV) are sliding midday Monday, with CoreWeave stock down 5% to $112 as the AI cloud infrastructure provider makes its official NASDAQ 100 debut. The move turns what is usually a bullish catalyst into a textbook sell-the-news reaction. CoreWeave stock isn’t moving alone. Nebius Group (NASDAQ:NBIS) stock is dipping 1% to $283.50, ... CoreWeave Sinks 5%, Nebius Dips as AI Cloud Stocks Sell the News on Their NASDAQ 100 Debut
Artificial intelligence is creating a new kind of infrastructure race. While investors often focus on Nvidia (NASDAQ:NVDA) chips or the latest AI models, the real bottleneck is increasingly becoming physical capacity — power, land, and data centers. The latest global data center report from CBRE shows that demand continues to outpace supply across nearly every ... Nebius Has 40% Upside in 2026 as Global AI Data Center Shortage Worsens