Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Investing.com -- The hits keep coming for CoreWeave, which was up 19% yesterday after a flood of strong Big Tech quarterly results ignited a broad rally across AI infrastructure names. Now, Wall Street is stepping in with fresh analytical support for the specialized cloud operator. In a new research note initiating coverage on two leading public "neoclouds," Piper Sandler analyst James Fish assigned CoreWeave an Overweight rating with a $151 price target, while initiating rival Nebius Group with
Pre-Market Stock Futures: Futures are trading higher after a solid start to August, with all major indices finishing higher on Monday. The President tapping the brakes on attacks on Iran and a return to the negotiating table, combined with massive technology earnings and tumbling oil prices, was just the ticket for traders and investors to ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: Apple, CoreWeave, eBay, Exxon Mobil, Intuit, Nebius Group, Palantir Technologies, SK hynix, and
The Morning Bull - US Market Morning Update Tuesday, Aug, 4 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.5% and Nasdaq-100 futures rising roughly 0.5%. The backdrop is a mixed global growth picture. Manufacturing scorecards across Europe, such as the S&P Global Eurozone Manufacturing PMI at 51.9 and Germany at 52.2, signal factory activity that is growing but still cautious. At the same time, government bond yields are easing in the US and...
One financial difference could decide which neocloud stock delivers better returns.
Nebius group enjoys vertically integrated infrastructure, a strategic partnership with NVIDIA, and industry-leading revenue growth visibility.
A sudden shift in geopolitical risk flipped the switch on AI cloud stocks Monday morning, sending CoreWeave, Snowflake, Oracle and Nebius sharply higher, but the group carries a history of giving back gains just as fast as it captures them.
One sells power today with $2B in revenue and major partnerships; the other has zero revenue but billion-dollar customer commitments.
Nebius and CoreWeave investors have nothing to fear.
Bloom Energy trades at a premium valuation while burning cash, while NextEra Energy generates billions in net income with a fraction of the multiple.
Nebius Surges as Huge AI Contract and Nvidia-Powered Infrastructure Lift Shares
Nebius Group (NBIS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
The Morning Bull - US Market Morning Update Friday, Jul, 31 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.3% and Nasdaq-100 futures ahead roughly 0.5%. The focus is on the June US PCE price index, which is expected to dip 0.1% month on month, while the core reading is seen up 0.2%. That combination suggests the cost of living may be easing slowly but still sits above the Federal Reserve's 2% goal. At the same time, second quarter US GDP is...
Micron is highlighted as AI stocks reset after forced selling, with the article arguing leverage drove the selloff while AI spending plans remain intact.
Keel is pivoting from crypto mining to AI infrastructure, and it's still early for investors who want to accumulate shares.
“We will still not have enough capacity to meet all the demand we have in 2026,” Amazon CFO Kaven Parekh said.
IREN Ltd. (NASDAQ:IREN) soared by 30.54 percent on Thursday to close at $38.26 apiece, as investors resorted to bargain-hunting following six consecutive days of losses, supported by Citadel’s backing that helped avert a potential fire sale on its stock, alongside a technology giant’s major announcement. This followed the disposition of Situational Awareness’ huge chunk of […]
(Bloomberg) -- Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the El
Nebius Group N.V. previously secured its first senior secured debt facility of approximately US$775 million, maturing October 31, 2030 at SOFR + 2.50%, backed by deployed GPU infrastructure and contracted cash flows to fund further global build-out of its full-stack AI cloud platform. The oversubscribed facility, effectively covering more than 100% of associated GPU capital expenditure and framed for repeat asset-level financings, highlights how Nebius is turning long-term AI infrastructure...
Nebius Group stock has surged over the past year, yet the company still screens as undervalued on market multiples while scoring poorly on broader valuation checks. After such a strong run, investors are weighing how much of the AI infrastructure story is already reflected in the price. Over the last 12 months, Nebius Group has returned 172.3%, which puts extra focus on whether recent gains leave enough room for further upside relative to fundamentals. The Nvidia stake and long term cloud...
Big tech's massive AI infrastructure bets are lifting the entire sector -- and Nebius is riding the wave.
With the core fundamentals intact and leveraged players out of the way, the stage is set for a violent rebound in AI infrastructure stocks.
AI cloud stocks whipsawed violently overnight, and now three names are staging jaw-dropping single-day recoveries for very different reasons. Whether the catalysts behind each move hold up under scrutiny is another story entirely.
Several AI-related stocks recovered on Thursday morning, including Bloom Energy, which is on track to post its largest single-day gain since April 2026.
Meta Platforms Inc (NASDAQ:META) may spend more than $62 billion with CoreWeave Inc. (NASDAQ:CRWV) and Nebius Group (NASDAQ:NBIS), then offer customers a version of the same service. Its CoreWeave agreements include an initial commitment of up to $14.2 billion and a further $21 billion deal announced on April 9. Nebius has a $12 billion capacity […]
The S&P 500 Index ($SPX ) (SPY ) today is up +1.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.69%. September E-mini S&P futures (ESU26 ) are up +1.09%, and September E-mini Nasdaq futures...