News

Keel is pivoting from crypto mining to AI infrastructure, and it's still early for investors who want to accumulate shares.

Credit markets are quietly repricing the AI infrastructure boom, and the pain is landing hardest on a handful of heavily levered names whose borrowing costs just hit levels that historically signal serious distress.

CoreWeave built the fastest path to $5 billion in cloud revenue history, then watched its stock collapse 40% as its biggest customer announced a move that sent Wall Street scrambling to pick sides.

A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.

A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.

The neocloud provider reported a notable insider sale after shares posted a nearly 300% one-year return.

Freedom Capital raised its rating from ‘Hold’ to ‘Buy’ and lifted its price target to $200 from $159, according to The Fly.

A fresh Morgan Stanley analysis just upended the thesis that sent neocloud stocks spiraling, and Nebius is responding with a business model shift that changes the growth math entirely.

Billion-Dollar AI Deal Can't Save Nebius Stock as Meta Threat Looms

Nebius said it has already signed initial agreements under the new structure and expects to generate revenue through licensing, commissions, revenue-sharing, and committed-capacity contracts.

Meta is reportedly planning to sell its excess cloud computing capacity, and that doesn't bode well for Nebius and CoreWeave.

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

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

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?

Nabius and CoreWeave surged in the lead up to their Nasdaq 100 listing, but have fallen in the to days since their inclusions.

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.

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

Investing.com - U.S. stock index futures rose sharply on Monday after Washington and Tehran confirmed they had reached a preliminary peace agreement aimed at ending their conflict and reopening key Middle Eastern shipping routes.

After nearly 20 years in business and less than five years as a public company, Rocket Lab Corporation reached a major milestone on Friday when it joined the Nasdaq-100 Index. The entrance placed the space company among the 100 largest non-financial businesses on the Nasdaq Stock Market. Most ...

CRWV falls 34%, but booming AI demand, a $99.4B backlog and NVIDIA ties keep investors debating its long-term potential.

The companies are launching a “Physical AI Living Lab” program and are offering their resources to robotics startups.

Greed has given way to fear.

This telecom provider delivers wireless, broadband, and cloud-based services to millions of U.S. consumers and businesses nationwide.

Futu Holdings delivers digital brokerage and wealth management solutions to retail and institutional investors across international markets.

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...

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

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.

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...

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 […]