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Amazon, Nebius, and Microsoft all should have plenty of upside left in 2026.

CoreWeave and Nebius are posting triple-digit growth in some metrics.

Nebius is well positioned to benefit from the AI infrastructure boom, and its stock has soared this year.

Bloom Energy (NYSE:BE) agreed to supply over 300 megawatts of solid oxide fuel cell capacity to Nebius Group for AI data centers in the United States. The multi phase partnership is valued at up to $2.6b over ten years and is structured around recurring service revenue. This is the first large scale US deployment of Bloom’s fuel cell platform for a pure play AI cloud operator and targets on site, clean power for energy hungry AI workloads. For investors watching NYSE:BE, this Nebius Group...

Stocks were up sharply to end the week as NVIDIA’s forward guidance showed tangible demand to support AI infrastructure and overshadowed mixed retail reports

Bloom Energy Corporation (NYSE:BE) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio. Bloom Energy Corporation (NYSE:BE) and Nebius (NBIS) announced a partnership on May 20, 2026, that involves deploying clean fuel cell technology for a major AI infrastructure build-out. Nebius (NBIS) is an AI cloud company that builds full-stack platforms for developers […]

As Nvidia GPU prices keep climbing, Nebius is quickly emerging as a major beneficiary of the AI compute boom.

The AI build-out is still just getting started, and these companies are positioned to capitalize.

(Updates with comments from Morgan Stanley starting in 13th paragraph.) Rising interest rates wo

Rising interest rates won't stop companies such as Alphabet's (GOOG, GOOGL) Google, Amazon (AMZN) an

This hospitality group runs thousands of hotels across China and abroad, using a hybrid model of ownership and franchising.

Both CoreWeave and Nebius power AI giants with critical infrastructure, but one looks like the superior investment.

Alphabet and Blackstone are forming a TPU-powered AI cloud venture targeting 500 megawatts of capacity by 2027.

Nebius Group (NasdaqGS:NBIS) has signed a 10 year, US$2.6b master agreement with Bloom Energy to deploy fuel cell power across its AI data centers. The multi year partnership focuses on replacing traditional gas turbine power with onsite fuel cell systems to support Nebius' growing AI infrastructure. The rollout is planned for Nebius data centers in the U.S. and other regions, with an emphasis on reliable and cleaner electricity for high performance AI workloads. Nebius Group operates AI...

The gains came after major AI infrastructure announcements as investors turned their attention to the hardware and energy systems needed to support AI growth.

Innovative energy systems will help to power the company's AI data centers.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.20%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...

Nvidia GPU Power Crunch Sends Shockwaves Through Neocloud Winners

The S&P 500 Index ($SPX ) (SPY ) is up +0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.14%. Equity markets are pushing higher this afternoon, tracking a sharp midday reversal in energy markets...

NBIS teams up with Bloom Energy to power its AI cloud with modular fuel cells, with the first 328 MW set to go live this year, replacing gas turbines.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.49%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...

Nebius Group is turning to fuel-cell maker Bloom Energy for ‘behind-the-meter’ power at its data centers.

Nvidia ticks up after better-than-expected earnings, while Intuit slumps following a layoffs announcement.

X users posted emails showing that Nebius is increasing cloud prices effective June 1. The company has yet to comment on the rumors.

Bloom Energy (BE) is back in focus after the AI power race translated into record first quarter revenue, higher 2026 guidance, and fresh data center projects with Oracle and Nebius, even as valuation worries cool recent enthusiasm. See our latest analysis for Bloom Energy. The stock’s sharp AI driven rally has cooled slightly in recent sessions, with a 7 day share price return of -2.57%, following a 90 day share price return of 77.55% and a very large 1 year total shareholder return that...

It secured a power supply deal with a prominent AI cloud company.

Bloom Energy stock rallies on a landmark $2.6 billion deal with Nebius. But does that warrant loading up on BE shares today?

The Blackstone-Google joint venture is reshaping the AI cloud landscape, creating a new paradigm for institutional investment in core infrastructure.

NVIDIA's latest 13F filing does not tell the story it seems to at first glance. The apparent divergence in its CoreWeave and Nebius holdings is a prime example.