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NVIDIA just picked a side in the AI cloud wars, and the market responded by punishing one company while rewarding another. Find out why one neocloud surged while a giant stumbled when billions in fresh capital started moving.
A site visit and local planning hearing led DA Davidson to question whether Nebius can finish its New Jersey data-center project this year, putting forecast upside and its execution record…
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.
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.
Keel is pivoting from crypto mining to AI infrastructure, and it's still early for investors who want to accumulate shares.
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.
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.
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.
The neocloud provider reported a notable insider sale after shares posted a nearly 300% one-year return.
Freedom Capital raised its rating from ‘Hold’ to ‘Buy’ and lifted its price target to $200 from $159, according to The Fly.
A fresh Morgan Stanley analysis just upended the thesis that sent neocloud stocks spiraling, and Nebius is responding with a business model shift that changes the growth math entirely.
Billion-Dollar AI Deal Can't Save Nebius Stock as Meta Threat Looms
Nebius said it has already signed initial agreements under the new structure and expects to generate revenue through licensing, commissions, revenue-sharing, and committed-capacity contracts.
Meta is reportedly planning to sell its excess cloud computing capacity, and that doesn't bode well for Nebius and CoreWeave.
Meta’s unconfirmed plan to build a cloud business faces competition from a well funded rival less than 24-hours later.
The artificial intelligence buildout has created one of the largest infrastructure races in technology history. Companies across the industry are spending hundreds of billions of dollars on data centers, GPUs, networking equipment, and energy capacity to support AI models. Annual AI infrastructure spending by the major hyperscalers is approaching $750 billion, as they, startups, and ... Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?
It’s a rough day for stocks that have benefited from the AI rally this year. These stocks are among the deepest in the red this morning: Chip makers: Micron Technology is down 12%. Advanced Micro Devices, Marvell Technology and Qualcomm fell between 6% to 9% at the opening bell.
Shares of CoreWeave (NASDAQ:CRWV) are sliding midday Monday, with CoreWeave stock down 5% to $112 as the AI cloud infrastructure provider makes its official NASDAQ 100 debut. The move turns what is usually a bullish catalyst into a textbook sell-the-news reaction. CoreWeave stock isn’t moving alone. Nebius Group (NASDAQ:NBIS) stock is dipping 1% to $283.50, ... CoreWeave Sinks 5%, Nebius Dips as AI Cloud Stocks Sell the News on Their NASDAQ 100 Debut
Investing.com - U.S. stock index futures rose sharply on Monday after Washington and Tehran confirmed they had reached a preliminary peace agreement aimed at ending their conflict and reopening key Middle Eastern shipping routes.
After nearly 20 years in business and less than five years as a public company, Rocket Lab Corporation reached a major milestone on Friday when it joined the Nasdaq-100 Index. The entrance placed the space company among the 100 largest non-financial businesses on the Nasdaq Stock Market. Most ...
CRWV falls 34%, but booming AI demand, a $99.4B backlog and NVIDIA ties keep investors debating its long-term potential.
The companies are launching a “Physical AI Living Lab” program and are offering their resources to robotics startups.
This telecom provider delivers wireless, broadband, and cloud-based services to millions of U.S. consumers and businesses nationwide.
Futu Holdings delivers digital brokerage and wealth management solutions to retail and institutional investors across international markets.
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