Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Higher Treasury yields and a $35 billion to $39 billion capex plan pressured the AI infrastructure provider as investors rotated to safer bets, today, Aug. 18, 2026.
Nebius Clears Major Data Center Hurdle as Analyst Raises Price Target to $250
A 19-year Treasury yield high just collided with fresh doubts about AI revenue growth, and neocloud operators are caught in the crossfire despite some of the strongest operating numbers their sector has ever posted.
The 587,980-square-foot approval advances a 300 MW New Jersey site tied to Nebius’ multibillion-dollar Microsoft infrastructure agreement, despite resident opposition and unresolved permitting questions around its on-site power system.
NVIDIA's first public 13F filing surprised Wall Street with a portfolio that reads less like passive investing and more like a strategic blueprint for controlling the entire AI supply chain. Five of its holdings reveal exactly where Jensen Huang thinks the real money flows after the GPU.
Nebius' phenomenal revenue growth potential suggests it can continue to skyrocket.
A Wall Street analyst slashed his Nebius price target by 30% and then reversed the entire cut just seven days later, and the reason has nothing to do with earnings. It all comes down to a single data center in New Jersey.
BofA sees stronger AI pricing and longer GPU lives.
Goldman Sachs just projected the space economy hits $1.8 trillion by 2035, NVIDIA disclosed a $21 billion SpaceX stake, and a $60 billion acquisition closed last week. Here is what institutional filings and analyst upgrades say about where these AI infrastructure stocks go next.
Nebius is one of the fastest-growing businesses in AI infrastructure, but it's pricey.
Michael Burry has been bearish on Nebius (NASDAQ: NBIS) and thinks the AI infrastructure boom is running on assumptions the underlying economics can’t support, according to media reports. Burry points to Nebius’s compute contract pricing as the red flag. NBIS Among ChatGPT’s Top 10 Holdings The stock is up nearly 210% year to date and […]
NBIS enters 2027 with rising profitability, an asset-light model and plans to expand capacity while boosting high-margin revenue.
Nebius and CoreWeave Could Ride a New AI Pricing Surge, Wedbush Says
Since taking office in March, Senator Alan Armstrong (R-Okla.) has made hundreds of stock transactions. One of those trades by the former oil executive was buying shares of an AI company that has soared in value. Senator Buys Nebius Stock...
Nebius Group (NasdaqGS: NBIS) has emerged as a key bidder in the Decart AI acquisition talks, competing with large technology companies including Amazon, NVIDIA, and SpaceX. The potential multibillion dollar deal would mark a significant move by Nebius Group to expand its AI capabilities through major M&A. Decart AI only recently secured substantial funding, which places added attention on how a sale could influence Nebius Group’s future positioning in AI. Readers who want more ideas around...
Citi, BofA and Baird raised the price targets on NBIS following the neocloud operator's upbeat quarterly report.
Microsoft's acceptance and Nvidia's grant of Exemplar Cloud status have added to the stock's upmove.
The neocloud company is scaling its gigawatt portfolio quickly.
Michael Burry doubled down on his Nebius short right after blowout earnings. Here's what his bet says about the AI infrastructure boom.
Michael Burry calls Nvidia's AI financing a "Wall Street stunt," so how will investors respond?
CoreWeave and Nebius are both benefiting from the AI infrastructure boom. Yet, one combines faster growth and stronger profitability with a much lighter debt burden.
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