Notícias

Power and approvals now matter almost as much as GPUs

The S&P 500 and Nasdaq rose slightly Wednesday as Treasury yields fell. Moderna and Merck fueled big gains for biotechs, drugmakers.

US equity indexes ended higher Wednesday after the Treasury Department said it would increase buybac

Tech stocks were lower late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Nebius Stock Slides as Company Turns to Billions in Convertible Debt

Some AI stocks carry heavy debt. Shares of WhiteFiber plummeted 25% Wednesday after the company made a $270 million offering of convertible debt.

Notes split $2.75 billion due 2030 and $1.75 billion due 2034, funding data centers and GPUs

Tech stocks were lower Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF

The neocloud specialist is raising capital for the third time this year.

AI cloud revenue surged 514% year-over-year as customer prepayments hit $9 billion.

A Wall Street Journal bombshell on hidden AI commitments sent neocloud stocks into a morning freefall, but the story behind who recovered fast and who kept falling reveals deeper fault lines in the AI infrastructure trade.

All three major US stock indexes were up in late-morning trading Wednesday, after the Treasury Depar

The company plans to use the proceeds to build and expand data centers, invest in its AI cloud platform, and purchase GPUs and other infrastructure.

The AI cloud company is raising billions for expansion.

Nebius Group built one of the year's most impressive AI cloud runs, then dropped double digits in a single morning. The culprit is a $4.5 billion capital raise that comes with a warning about holders selling shares directly into the open market.

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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.

Here's why Nebius' improving payback period could be one of the most important signals for investors.

Higher Treasury yields and a $35 billion to $39 billion capex plan pressured the AI infrastructure provider as investors rotated to safer bets, today, Aug. 18, 2026.

Nvidia's latest 13F filings have revealed a massive stake in SpaceX; here's which has greater upside potential.

Issuers sold nearly than $90 billion in convertible bonds in the second quarter, the strongest on record.

Nebius Clears Major Data Center Hurdle as Analyst Raises Price Target to $250

Crusoe IPO looms after last funding round valued the AI data center developer at $10 billion. Reports suggest firm's valuation may triple.

A 19-year Treasury yield high just collided with fresh doubts about AI revenue growth, and neocloud operators are caught in the crossfire despite some of the strongest operating numbers their sector has ever posted.

While the broader cloud software basket trades higher Tuesday, one AI infrastructure giant is sinking fast, and the culprit has nothing to do with demand for its services.

The 587,980-square-foot approval advances a 300 MW New Jersey site tied to Nebius’ multibillion-dollar Microsoft infrastructure agreement, despite resident opposition and unresolved permitting questions around its on-site power system.

NVIDIA's first public 13F filing surprised Wall Street with a portfolio that reads less like passive investing and more like a strategic blueprint for controlling the entire AI supply chain. Five of its holdings reveal exactly where Jensen Huang thinks the real money flows after the GPU.

Nebius' phenomenal revenue growth potential suggests it can continue to skyrocket.

A Wall Street analyst slashed his Nebius price target by 30% and then reversed the entire cut just seven days later, and the reason has nothing to do with earnings. It all comes down to a single data center in New Jersey.

The fund's top 5 positions — including Sandisk at $5.7 billion and Micron at $5.6 billion — all fell sharply in July as the AI trade reversed