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Nebius was just upgraded to a "Buy" rating by analysts at Freedom Capital

According to a Financial Times report, the Situational Awareness hedge fund reportedly told investors it was up 439% through June and viewed the market correction as a buying opportunity.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly advancing hours befor

Astera Labs boasts 25% net margins and zero debt, while Nebius scales at triple-digit growth despite heavy infrastructure spending.

Credit markets are quietly repricing the AI infrastructure boom, and the pain is landing hardest on a handful of heavily levered names whose borrowing costs just hit levels that historically signal serious distress.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

Bloom Energy stock has delivered very large gains over the past three years, yet the latest pullback and a mixed valuation score suggest the current price may now be closer to fair than clearly cheap or clearly expensive. Bloom Energy has returned about 8.4x over the past 3 years, which puts recent share price weakness in the context of a very strong longer term run. The recent US$1.7b funding commitment for Bloom Energy fuel cells in Nebius AI data centers can support expectations for long...

CoreWeave lands Anam as a cloud customer, powering photorealistic AI avatars with low-latency GPU infrastructure across the US and Europe.

Nebius may be on the cusp of much more growth if demand for AI chips and infrastructure remains strong, but that's by no means a sure thing.

CoreWeave built the fastest path to $5 billion in cloud revenue history, then watched its stock collapse 40% as its biggest customer announced a move that sent Wall Street scrambling to pick sides.

Neocloud infrastructure provider Nebius has solid backing from Nvidia, and it is on track to multiply its revenue substantially over the next three years.

Shares of CoreWeave (NASDAQ:CRWV) and Nebius Group (NASDAQ:NBIS) moved higher on Monday after a report suggested Nvidia (NASDAQ:NVDA) is considering a substantial financing package to support OpenAI’s next-generation data center expansion. CoreWeave shares advanced 4%, while Nebius climbed 6% following a Wall Street Journal report that Nvidia is in discussions to provide approximately $250 billion in financing guarantees for a large-scale OpenAI infrastructure project.

The reported financing relates to a planned 10-gigawatt AI campus in Ohio, a project expected to exceed $500 billion once computing hardware is included.

(Bloomberg) -- Nvidia Corp. is working on a fresh round of AI infrastructure deals potentially worth more than $750 billion, accelerating a streak of investments that skeptics warn is artificially inflating demand and valuations across the industry.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Bloc

Nebius' new business model is an attempt to overcome a huge hurdle.

The Morning Bull - US Market Morning Update Monday, Jul, 27 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up 0.03%, as investors weigh signs of steady US growth against lingering inflation and interest rate questions. New single family home sales reached a 628,000 annual pace in June, up 1.6% for the first monthly rise in three months, which hints that housing is holding up even with higher borrowing costs. At the same time, the US Services PMI...

Is Meta a customer or a competitor? Or is it both?

The stakes are high as hundreds of billions of dollars flow into AI data centers.

Nebius has grown revenue nearly 33-fold in eight quarters, while Strategy's top line has barely budged — a divergence that raises questions about sustainability.

Nebius Group N.V. (NASDAQ:NBIS) rallied more than 18% on July 21 after NVIDIA Corporation (NASDAQ:NVDA) disclosed a 9.3% beneficial ownership stake in the AI cloud infrastructure company. The disclosure, stemming from Nvidia’s previously announced $2 billion strategic investment, reinforced investor confidence that Nebius is emerging as one of Nvidia’s most important AI infrastructure partners. Why […]

Nebius is hemorrhaging 9% while Snowflake climbs and Cloudflare barely flinches, and the divergence reveals something important about which AI cloud bets investors are actually willing to hold when volatility spikes.

Two neoclouds are racing for the same gigawatts and hyperscaler contracts, but one bets on owned dirt while the other bets on a full software stack. Only one of those bets looks defensible heading into 2026.

Nvidia backs both CoreWeave and Nebius, but faster growth, a cleaner balance sheet, and a fresh Nvidia stake make one the clearer buy.

Nvidia’s new Spectrum-6 platform shows the AI race is no longer just about chips, but about the networking that ties them together.

Nebius Group (NBIS) is back in focus after Nvidia disclosed a 9.3% ownership stake in the company. The move has lifted the stock and sharpened attention on Nebius’s role in AI infrastructure. See our latest analysis for Nebius Group. Beyond the latest Nvidia filing, Nebius Group’s share price has swung sharply, with a 7 day share price return of 9.35% but a 30 day share price return down 23.08%. At the same time, the year to date share price return of 142.53% and 1 year total shareholder...

Alphabet's AI Spending Surge Ignites Nebius, CoreWeave, and IREN Stocks

Nvidia-Backed Nebius Takes Early Lead in Race for Next-Generation AI Infrastructure

NVIDIA (NASDAQ: NVDA) holds that stake as a passive investor, and the Vera Rubin deployment underscores the strategic dimension of the relationship: Nebius gains early hardware access, and NVIDIA gains a high-profile showcase customer for its most advanced AI infrastructure platform.

A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.

A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.