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Stocks fell as Meta buzz hit SpaceX, Micron and many AI stocks. Tesla is near a buy point with deliveries due. The June jobs report also is on tap.
D.A. Davidson head of technology research Gil Luria explains what Meta's (META) potential cloud business means for CoreWeave (CRWV) and Nebius (NBIS).
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?
CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS) both reported first quarter results that reshape how investors should think about AI cloud infrastructure. CoreWeave leaned into raw US scale, banking a $99.4 billion backlog. Nebius, run out of the Netherlands, delivered +841% YoY AI Cloud growth on a much smaller base while pushing aggressively into ... CoreWeave Vs. Nebius: CoreWeave’s US Footprint Beats Nebius’s Premium European Expansion
Nebius Group stock has delivered a very strong run over the past year, yet the current valuation checks lean expensive. The key tension for investors is whether recent gains already reflect much of the good news that has come through in AI contracts and index inclusion. The share price is up about 449% over the past year, which puts Nebius Group firmly in the group of stocks where expectations are very high and small disappointments can matter. Massive long term AI infrastructure deals with...
Meta’s reported plans weigh on AI infrastructure providersShares of CoreWeave (NASDAQ:CRWV) and Nebius Group (NASDAQ:NBIS) fell more than 6% on Wednesday after a Bloomberg report suggested that Meta Platforms is preparing to expand into the cloud infrastructure market. The report indicated that Meta is exploring ways to commercialise its artificial intelligence infrastructure by offering customers access to AI computing resources and foundation models.
NBIS reports record pipeline growth, rising customer demand and bigger AI infrastructure plans as capacity, contracts and spending continue to climb.
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.
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