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US equity futures were tracking higher before the opening bell Thursday as traders assess the Federa
Palantir’s latest AI move gives Wall Street more to consider
Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.
CoreWeave and Nebius are both racing to stack GPU capacity while the 10-year Treasury hovers near its yearly peak, but their debt loads could not be more different. Which neocloud survives a rate hike without flinching?
Nvidia is expecting another quarter of massive revenue growth, while its valuation has fallen to historically low levels.
The week is off to a bad start for tech stocks—specifically, ones tied to the AI trade. Here are some of the biggest laggards on the Nasdaq today and roughly how much they are sliding: Sandisk, 10% Seagate Technology, 8% Lumentum, 8% Micron, 8% Western Digital, 8% Nebius, 7% Teradyne, 6% Astera Labs, 5.
Burry thinks Nvidia’s moat may face a tougher test
The neoclouds are destined to be “cyclical leasing companies,” according to BCA analyst Noah Weisberger, which implies low valuations for the stocks.
AI cloud revenue surged 514% year-over-year as customer prepayments hit $9 billion.
AI cloud provider Nebius Group said on Wednesday it plans to raise $4.5 billion through an offering of private convertible notes, as it seeks to ramp up investments in data centers and computing capacity. • Proceeds from the offering will be used to expand data center capacity, invest in the company's full-stack AI cloud platform and acquire GPUs and other key components needed to support growth. • Nebius shares were down more than 7% in premarket trading.
Investing.com -- AI infrastructure names delivered a week of strong gains, with memory, server and neocloud stocks rallying on results and guidance, while a high-profile consumer name went the other way.
During an interview with CNBC, Ives said this shift from capital expenditure to monetization is an inflection point in the AI revolution.
Betting against AI still looks like a dangerous game. In particular, one fast-growing AI neocloud stock has surged more than 200% in 2026, as investors continue to pour money into companies facilitating the AI boom. Demand looked relentless, and the market’s been pricing in plenty more ...
Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.
Nebius Group (NBIS) has trained its investors to brace for disappointment on days when the headlines look strong. In May, the company reported blowout first-quarter results, only to watch its stock fall almost 9% the following Monday. That pattern is exactly why the reaction stood out on Wednesday, ...
Investors have been concerned about a potential slowdown in AI adoption, but results from these neocloud operators suggest otherwise.
By Avinash P and Purvi Agarwal Aug 12 (Reuters) - The S&P 500 and the Nasdaq rose on Wednesday as upbeat earnings from AI infrastructure firms boosted technology stocks, while largely in-line
On this episode of Stock Movers: - Cava (CAVA) is also rising this morning as sales jumped with Americans flocking to Pita Chips, Salmon, and other Mediterranean-diet oriented foods. - Super Micro (SMCI) is giving a sales outlook that topped even the rosiest projections. That along with Coreweave's report is sending markets higher. - CoreWeave (CRWV) is soaring after booming AI demand bolstered the company's revenue outlook. Nebius (NBIS) is also up this morning with earnings coming out.
Nebius Group (NASDAQ:NBIS) reported second-quarter 2026 revenue growth of 454% from a year earlier as its AI cloud business expanded capacity and utilization, while management reaffirmed its full-year outlook and outlined plans for additional capacity deployment in 2027. Group revenue rose to $582
Nebius Stock Set for Wild Ride as AI Cloud Demand Drives 442% Revenue Growth