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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Jim Cramer Discusses Nebius’ (NBIS) Latest Deal
Insider Monkey83d agoneutral
Jim Cramer Discusses Nebius’ (NBIS) Latest Deal

We recently published Jim Cramer Shared Latest Take On Mega Quantum Computing Investment & Discussed These 13 Stocks. Nebius Group N.V. (NASDAQ:NBIS) is one of the stocks discussed by Jim Cramer. Data center infrastructure provider Nebius Group NV (NASDAQ:NBIS)’s shares are up by 440% over the past year and by 139% year-to-date. Earlier this month, […]

Jim Cramer Discusses Bloom Energy’s (BE) Latest Deal
Insider Monkey83d agoneutral
Jim Cramer Discusses Bloom Energy’s (BE) Latest Deal

We recently published Jim Cramer Shared Latest Take On Mega Quantum Computing Investment & Discussed These 13 Stocks. Bloom Energy Corporation (NYSE:BE) is one of the stocks discussed by Jim Cramer. Bloom Energy Corporation (NYSE:BE) develops fuel cell technology to convert fuels such as natural gas into energy without combustion. The shares are up by […]

Nebius shares jump more than 10% as former OpenAI employee's fund buys stake
Reuters83d agobullish
Nebius shares jump more than 10% as former OpenAI employee's fund buys stake

AI infrastructure firm Nebius Group's shares climbed over ‌10% in premarket trading on Thursday, ‌after Situational Awareness, a fund run by ​a former OpenAI employee named Leopold Aschenbrenner, became its biggest shareholder. The fund reported a 5.6% stake ⁠in Nebius, worth nearly $2.6 billion as of Wednesday. It is run by Aschenbrenner, who was previously part of the "Superalignment" team at OpenAI.

Nebius Group AI Campus Groundbreaking Shapes U.S. Growth And Valuation Story
Simply Wall St.85d agoneutral
Nebius Group AI Campus Groundbreaking Shapes U.S. Growth And Valuation Story

Nebius Group has broken ground on its first U.S. gigawatt scale AI factory campus in Independence, Missouri. The project includes commitments to local job creation, education and community programs, and sustainable development practices. State and local leaders attended the event, highlighting Nebius Group's engagement with the regional economy and digital infrastructure build out. Nebius Group (NasdaqGS:NBIS) is drawing fresh attention with this Independence, Missouri project. The stock...

Alpha Compute: $21 Million NTM Sales Outlook Shows Scale-Up Potential – Quarterly Update Report
Exec Edge85d agoneutral
Alpha Compute: $21 Million NTM Sales Outlook Shows Scale-Up Potential – Quarterly Update Report

Download the Complete Report Here Alpha Compute Corp. (ALP) Revenue-Generating AI Compute Pivot Now Visible; $21 Million NTM Sales Outlook Highlights Scale-Up Potential Key Takeaways: $32.2 million AI lab contract validates ALP’s pivot to AI GPUaaS and confidential compute, creating $16.1 million of annual contracted revenue. $21 million NTM revenue outlook anchors the scale-up trajectory, […]

Crossroads Capital Investment’s Thesis for Nebius Group (NBIS) is Paying Off
Insider Monkey86d agoneutral
Crossroads Capital Investment’s Thesis for Nebius Group (NBIS) is Paying Off

Crossroads Capital LLC, an investment management firm, published its first-quarter 2026 investor letter. You can download a copy here. The Fund increased by 4.2% net of fees and expenses during the quarter. Since its founding, the fund has compounded at a gross rate of 21.3% and a net rate of 17.1%. By the end of […]

Does Nebius’ Q1 Profit Swing And 10-Year Bloom Energy Deal Change The Bull Case For NBIS?
Simply Wall St.87d agoneutral
Does Nebius’ Q1 Profit Swing And 10-Year Bloom Energy Deal Change The Bull Case For NBIS?

Nebius Group N.V. has already reported first-quarter 2026 results, with sales rising to US$399 million from US$50.9 million a year earlier and net income improving to US$621.2 million from a US$113.5 million loss, while also announcing a US$2.6 billion, 10-year fuel cell power agreement with Bloom Energy to support its AI data centers. This combination of a sharp earnings turnaround and a long-term fuel cell power deal directly addresses Nebius’ need for scalable, reliable energy to underpin...