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Pricing power may be holding up better than feared

CRWV's $104.2B backlog and surging AI demand support strong growth visibility, but heavy capex, rising interest costs and execution remain key tests.

Palantir Technologies (PLTR) is back in focus after a cluster of AI focused partnerships with Method Security, NVIDIA and Nebius, raising fresh questions about how these deals might influence the stock’s long term narrative. Recent trading reflects that story taking hold. Palantir Technologies has a 7 day share price return of 6.22% and a 90 day share price return of 37.14%. However, the 1 year total shareholder return is slightly down at 0.45%, while the 3 year total shareholder return is...

Nebius Group (NasdaqGS:NBIS) has raised prices for its Nvidia GPU and AMD CPU cloud services in response to strong AI demand. The company cites surging enterprise interest in large-scale AI training and inference workloads as a key driver of the new pricing. Higher rates apply to both Nvidia GPU instances and AMD CPU based compute bundles across Nebius Group's AI focused cloud offerings. The decision to lift Nvidia GPU and AMD CPU cloud pricing reshapes Nebius Group's AI compute economics...

The artificial intelligence (AI) and neocloud specialist is raising prices.

So what turned a halted ticker into a tenfold winner -- and can revenue keep pace with the spending?

All three major US stock indexes were up in late-morning trading Thursday, a day after the Federal R

Nebius Group NV (NASDAQ:NBIS) has notified customers of plans to increase prices across its on-demand GPU cloud services, with the new rates scheduled to take effect on October 1. Under the latest adjustments, prices for Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) H100 instances will rise by about...

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Investing.com -- CoreWeave (CRWV) shares edged up just 1% on Thursday, caught in a direct clash between red-hot AI compute demand and the heavy gravitational pull of looming dilution. CoreWeave proved exactly how starved the AI market is for capacity. The company revealed it secured short-term Q3 contracts at a staggering $40 million per megawatt in annualized revenue. On top of that premium pricing, CoreWeave racked up over $25 billion in net new customer commitments early in Q3 and expanded it

Nebius Group (NBIS) jumped over 6% in extended trading on September 16 following revised pricing strategies across its on-demand AI compute resources. Yet, the stock remains down roughly 22% over the trailing month due to balance sheet stress, equity dilution fears, and sector rotation. The central tension remains execution: can Nebius convert its massive backlog into revenue before heavy capital commitments squeeze liquidity.

CRWV is scaling next-gen AI infrastructure with multi-rack Rubin clusters and new storage capabilities to accelerate complex workloads.

US equity futures were tracking higher before the opening bell Thursday as traders assess the Federa

Nebius Group was leading its fellow so-called neoclouds higher early Thursday. There’s more evidence that computing power is in enormous demand and artificial-intelligence chips are holding their value. Nebius recently informed customers that it will raise its on-demand rental prices for a range of AI chips, with the price for renting a number of Nvidia graphics-processing units increasing by about 20%, according to Shay Boloor, chief market strategist at Futurum Equities.

FEATURE Stock futures were rising on Thursday as investors got over the worst of their worries about the Federal Reserve’s interest-rate hike. Chip and memory stocks were trading higher ahead of the opening bell, despite fresh concerns about a slowdown in the development of artificial intelligence.

Nvidia stock hasn't moved much in the past few months, which means it is looking cheap according to UBS analysts.

On 8 September 2026, Palantir Technologies and Nebius Group announced a partnership making Nebius Palantir's preferred sovereign AI infrastructure provider, integrating Nebius' AI-native cloud and inference endpoints into Palantir's commercial perimeter to give eligible customers more control over compute, data, and models. This alliance highlights Nebius' positioning as an AI-first cloud platform built specifically for demanding AI workloads, potentially broadening its reach through...

Nebius stock is bouncing hard Wednesday after a brutal month-long slide that left peers like CoreWeave equally battered, but the real question is whether buyers are finally stepping in or just setting up another failed rally.

The cables, chips, and switches connecting AI clusters are now the bottleneck the entire industry is racing to fix, and three mid-cap names are positioned at exactly that chokepoint before most retail investors realize the opportunity exists.

The latest deal resolves neither the valuation problem nor the profitability gap. So what's in it for investors?

Rumble signed a six-year, $13.7 billion AI hosting deal with Anthropic, shifting its business toward compute infrastructure and shares rose 11.6% as short sellers faced a squeeze.

CRWV's rising margins, stronger contract economics and higher-margin offerings point to continued operating leverage through 2026.

CoreWeave has shed nearly half its value from recent highs while simultaneously reporting record revenue growth, and one Wall Street analyst sees a setup so lopsided it warrants a price target that would require the stock to triple from here.

Nebius shed nearly a quarter of its value in a single month despite explosive revenue growth, and one resolute Wall Street shop just raised its price target to a level that would require the stock to nearly double from here.

The AI credit market is no longer pricing every GPU buildout the same. CoreWeave, Inc. (NASDAQ:CRWV) closed a $2.6 billion delayed-draw term loan in August, with $1.2 billion subsequently drawn, that charges Term SOFR plus 5.50%. Nebius Group N.V. (NASDAQ:NBIS) closed a roughly $775 million secured facility in July at SOFR plus 2.50%. The three-percentage-point […]

CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group N.V. (NASDAQ:NBIS) became exceptionally direct tests of the AI spending debate on September 14. Michael Burry has pushed back on warnings from frontier AI leaders, arguing that the industry’s over AI risks is overblown and that slowing development would benefit incumbents by restraining competition. AI-linked stocks sold off anyway. […]

Palantir Technologies' (PLTR) AIPCon 11 highlighted growing demand for data sovereignty, with custom

A single line on a balance sheet keeps pulling one investor back to the same stock, and it has nothing to do with AI excitement or analyst ratings. The signal hiding in plain sight changes how this company funds its own growth.

SPCX is betting on compute renting to drive growth, backed by a $13B annualized hosting deal and plans to expand capacity beyond 2 GW by year-end.

Potentially orchestrated headlines and regulatory capture attempts are clouding AI investor sentiment.