Notícias

Investors betting on Nebius won’t want to miss August 12, when the company reports its second-quarter earnings.

AI-battered hedge fund Situational Awareness made a big bet this week in Source Foundry, a private company aiming to reinvent the way chips are manufactured, according to people familiar with the matter.

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire, Cisco, Lumentum are on tap.

Burry sees leverage building beneath soaring cloud demand

Michael Burry has been building short-semiconductor-book lately. I covered his Micron short, his Caterpillar bet, and his SOXX position. His pattern has been consistent. He first identifies a narrative the market treats as infallible, finds the structural vulnerability underneath it, and waits. ...

Momentum has been one of the defining themes of this bull market. Investors have rewarded companies tied to artificial intelligence with premium valuations, particularly those building the infrastructure powering the AI boom. In many cases, rising capital spending and growing debt have become secondary concerns so long as revenue continues climbing. That backdrop makes it ... Michael Burry Says Shorting Nebius Is “Like Shooting Fish in a Barrel.” Earnings Could Prove Him Right.

Nebius Group (NasdaqGS:NBIS) moved back into focus after activist investor Michael Burry disclosed a short position, drawing fresh attention to the stock’s sharp swings and the company’s ambitious AI infrastructure build out. See our latest analysis for Nebius Group. The latest move came after a sharp 13.29% one day share price decline that followed Burry’s short disclosure and fresh questions around Nebius Group’s data center plans. Yet the stock still carries a 7.25% 90 day share price...

CoreWeave is the leading neocloud provider, while IREN is an emerging player in the space.

Nebius has crushed it so far in 2026, but this is just the beginning.

Nebius has crushed the S&P 500, and these overlooked stocks may join it.

CoreWeave stock is stuck in neutral amid strong top-line growth as its second-quarter earnings report approaches. Nebius is also due.

The Big Short investor revealed a new short position on Oracle after winding down an earlier position this week.

Dow ended lower following five consecutive sessions of gains.

The neocloud specialist is facing pushback over its data center plans.

Nebius has been one of 2026's most explosive AI infrastructure plays, but a rumor about a famous short-seller and a stretched valuation are rattling investors who are now eyeing the exits toward Cloudflare, CoreWeave, Snowflake, and Oracle.

Nebius has no shortage of demand, but the speed and cost of turning new data center capacity into revenue could decide what happens next.

Sabre (SABR) delivered earnings and revenue surprises of -142.86% and +1.90%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Insider disposed of just 1% of holdings after stock surged 452% over 12 months, leaving him with 428,098 shares worth roughly $96.6 million.

CoreWeave has shed a third of its value in three months while its analyst consensus held firm through every dip, and one prominent tech analyst argues the selloff created the exact entry point investors needed.

Nebius Group (NasdaqGS:NBIS) has appointed Lindsey Irvine as Chief Marketing Officer as the company continues global expansion. Irvine previously led marketing functions at Square, Benchling, and MuleSoft, focusing on scaling go to market efforts. The appointment follows a year of record growth for Nebius Group in the competitive AI cloud sector. Nebius Group enters this leadership shift with strong recent stock performance that has drawn attention from many investors. The share price...

NBIS has surged 310% in a year as AI expansion accelerates, but rising spending, financing needs and margin pressure raise questions about its next move.

Nebius Group (NBIS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

All eyes are on Nebius as its August 5 Vineland update could shape the next leg of the AI stock's rally.

Nebius is building one of the fastest-growing AI cloud platforms, but high growth comes with a premium price tag.

The rapid adoption of AI has created demand for a new type of cloud provider known as the neocloud. Unlike traditional cloud platforms such as Amazon and Microsoft, which offer a broad range of computing and enterprise services, neocloud companies focus almost exclusively on AI infrastructure.Claim 55% Off TipRanks Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions Subscribe to TipRanks Smart Investor Newsletter, and discover new investing

(Bloomberg) -- A dramatic turnaround in technology stocks has powered a $3.5 trillion increase in the Nasdaq 100’s market capitalization in just four days, driven by strong earnings that have emboldened investors about the AI outlook.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersS

CoreWeave and Nebius both court the same hyperscaler clients with NVIDIA hardware at their core, yet their financial blueprints point toward completely opposite fates if GPU pricing shifts or interest rates bite.

CoreWeave Wins Piper Sandler's Favor as AI Infrastructure Spending Surges

Execution risk is starting to separate the neocloud leaders

CoreWeave is riding high this week after selling off in July. A Wall Street firm just initiated coverage of the stock with a bullish rating.