Notícias

The AI infrastructure company still has a bright future.

The fear of higher rates slowing the debt-fueled AI buildout is battering shares in firms across the data-center supply chain. Companies ranging from construction firms to fiber-optic cable manufacturers to cooling specialists are down: Contractor Sterling Infrastructure and fiber provider Corning slid more than 10%.

Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031. That kind of multi-year buildout is the backdrop for three actively managed (or active-leaning) AI funds that have separated themselves from the passive crowd: the iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI), the iShares Future AI ... After Months of Watching AI Innovation ETFs Run These 3 Active Funds Stand Out and the Revolution Has Barely Started

Nebius' growth projections place it on a different level.

(Bloomberg) -- Research analysts across Wall Street are telling would-be SpaceX IPO buyers that they’re modeling for the company’s artificial intelligence division to see 100 times revenue growth at the end of the decade, to help justify a targeted $1.8 trillion valuation.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapTrump Begins Rebuilding

Nebius Group’s updated fair value estimate has shifted from US$165.85 to US$238.86, a very large step up in the modelled price target. This change sits against a mixed analyst backdrop, with bullish voices highlighting AI focused contract wins and power capacity growth, while more cautious views flag rich valuation and execution risk. As you read on, you will see how these differing opinions are shaping the evolving Nebius narrative and what that could mean for your own research...

Nvidia hasn't had the strongest 2026 so far.

Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a “neo cloud” by providing both Colossus-1 and Colossus-2 data centers to Anthropic’s Claude, which has been “severely compute constrained throughout the year.” The ... Elon Musk’s New Role: Why SpaceX Just Became a ‘Neo Cloud’ for Anthropic

NBIS is boosting its AI cloud platform with Tavily, Eigen AI and Clarifai acquisitions, adding inference and agentic search capabilities.

The data center operator's stock has skyrocketed as investors have flocked to companies connected to the artificial intelligence boom.

CoreWeave surged 14% after becoming the first AI cloud provider to validate NVIDIA Vera Rubin NVL72, reinforcing its edge in AI infrastructure.

Nebius' phenomenal growth potential suggests the stock is well positioned for solid upside despite terrific gains over the past year.

Bloom Energy (NYSE:BE) has signed multi gigawatt fuel cell agreements with Oracle to supply on site power for AI data centers. The company announced a $5b partnership with Brookfield Asset Management focused on large scale clean power deployments. Nebius Group is fast tracking Bloom powered AI infrastructure, highlighting growing demand for modular fuel cell solutions. These new commercial deals arrive as Bloom Energy trades at $273.51 and is positioned at the center of the AI power...

Nebius Group NV (NASDAQ:NBIS) ranks among the best short squeeze stocks to invest in. Following the company’s first-quarter results, Compass Point boosted its price target for Nebius Group NV (NASDAQ:NBIS) to $260 from $150 on May 14, maintaining a Buy rating on the company’s shares. Nebius Group NV (NASDAQ:NBIS) stated that group revenue climbed 75% […]

The artificial intelligence (AI) infrastructure developer is respected by tech leaders and investors alike.

Citi's faith in Nebius is apparent in its bold new rating amid news of the stock jumping 684% since last year.

We just covered the ChatGPT Stock Portfolio: Top 7 Picks For 2026. Nebius Group (NASDAQ:NBIS) ranks #6 (see ChatGPT Stock Portfolio: Top 4 Picks For 2026). Number of Hedge Funds: 60 ChatGPT bought Nebius Group (NASDAQ:NBIS) in late March and took massive profits on May 15 after a huge bull run. Since the chatbot bought […]

Ex-OpenAI researcher Leopold Aschenbrenner just bought 12.4 million shares of Nebius stock.

Nvidia, Nebius, and Meta Platforms all look primed to rise in June.

Last month, Coreweave, the largest independent neocloud company, reported its first-quarter revenue doubled to $2.1 billion.

Nebius could become one of the biggest long-term winners in the current disciplined phase of AI infrastructure spending.

This global supplier leverages an integrated supply chain to deliver methanol to industrial clients across multiple continents.

CoreWeave insiders raked in millions as the company’s shares surged, even as the cloud provider’s financial picture grows increasingly complex. A securities filing shows board member Karen Boone sold 1,060 shares for $108.23 apiece, or $114,723 in total, on Tuesday. Boone directly owned 7,300 CoreWeave shares after the transaction, valued at $780,078 based on Thursday’s closing price of $106.86.

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CoreWeave rolls out an agentic AI platform for continuous learning, targeting rising cloud demand as enterprises adopt autonomous AI systems

CRWV's backlog nears $100B, up about 4x year over year, with 75% set to turn into revenues in four years as AI-cloud capacity ramps.

NBIS boosts 2026 capex to $20-$25B as AI capacity sells out, citing 2027 demand commitments and multiple funding options.

The stock extended its strong run after an AI-focused hedge fund disclosed a new position.

Situational Awareness LP, an AI focused hedge fund led by ex OpenAI researcher Leopold Aschenbrenner, has disclosed a 5.6% stake in Nebius Group (NasdaqGS:NBIS). The position makes Situational Awareness LP one of Nebius Group’s largest institutional shareholders. The new holding highlights rising interest in Nebius as an AI infrastructure provider. Nebius Group sits at the intersection of cloud infrastructure and AI computing, an area that has drawn increasing capital as companies race to...

Nebius Stock Soars After Ex-OpenAI Researcher Reveals Massive AI Bet