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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The neocloud company is scaling its gigawatt portfolio quickly.
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.
Investing.com -- AI infrastructure names delivered a week of strong gains, with memory, server and neocloud stocks rallying on results and guidance, while a high-profile consumer name went the other way.
There are growth stocks. Then some stocks make you wonder if you're reading the numbers correctly the first time. The latter is actually rare, and today we found that rare gem. Nebius Group (NBIS) just reported 454% year-over-year revenue growth. Its AI Cloud segment alone grew 514% year over year. ...
During an interview with CNBC, Ives said this shift from capital expenditure to monetization is an inflection point in the AI revolution.
Betting against AI still looks like a dangerous game. In particular, one fast-growing AI neocloud stock has surged more than 200% in 2026, as investors continue to pour money into companies facilitating the AI boom. Demand looked relentless, and the market’s been pricing in plenty more ...
Nebius Group NV (NBIS) reports record $582 million in quarterly revenue, with adjusted EBITDA turning positive at $236 million and annualized run rate reaching $3 billion.
Nebius just tripled in 2025 and then surged another 34% in a single session, leaving investors who missed it facing a brutal choice between chasing a vertical spike and watching a high-growth AI cloud story potentially run without them.
Nebius (NASDAQ: NBIS), the Nvidia-powered AI cloud provider spun out of Russian internet giant Yandex and now headquartered in Amsterdam, is the direct vehicle for Burry’s trade. Nvidia itself remains the dominant hardware supplier underpinning the AI cloud boom, and any meaningful deceleration in infrastructure spending at companies like Nebius would weigh on GPU demand across the sector.
Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.
The AI cloud company posted $582 million in revenue for the second quarter, well ahead of Wall Street's estimate of $570 million
Morningstar analysts, however, said Nebius’ high valuation may hold, but a slowdown in AI spending could hinder its ability to attract new capital and sustain growth.
Nebius and CoreWeave led Nasdaq gains as AI demand and soft inflation lifted markets. Here are the full numbers.
Nebius Group (NBIS) has trained its investors to brace for disappointment on days when the headlines look strong. In May, the company reported blowout first-quarter results, only to watch its stock fall almost 9% the following Monday. That pattern is exactly why the reaction stood out on Wednesday, ...
AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
More than $40 billion in customer commitments strengthened the case for Nebius's capital-intensive data-center expansion.
Oracle struck a partnership deal with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI.
Nebius shares surged Wednesday after the AI infrastructure firm posted second-quarter results that topped analysts’ estimates.
Investors have been concerned about a potential slowdown in AI adoption, but results from these neocloud operators suggest otherwise.
Nebius Stock Takes Off After Q2 Beat and Massive AI Cloud Growth
Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.
AI cloud demand pushes contracts above $40 billion.
By Avinash P and Purvi Agarwal Aug 12 (Reuters) - The S&P 500 and the Nasdaq rose on Wednesday as upbeat earnings from AI infrastructure firms boosted technology stocks, while largely in-line
On this episode of Stock Movers: - Cava (CAVA) is also rising this morning as sales jumped with Americans flocking to Pita Chips, Salmon, and other Mediterranean-diet oriented foods. - Super Micro (SMCI) is giving a sales outlook that topped even the rosiest projections. That along with Coreweave's report is sending markets higher. - CoreWeave (CRWV) is soaring after booming AI demand bolstered the company's revenue outlook. Nebius (NBIS) is also up this morning with earnings coming out.
Nebius Group (NASDAQ:NBIS) reported second-quarter 2026 revenue growth of 454% from a year earlier as its AI cloud business expanded capacity and utilization, while management reaffirmed its full-year outlook and outlined plans for additional capacity deployment in 2027. Group revenue rose to $582
Nebius posted a 41% adjusted EBITDA margin, retained its $20 billion to $25 billion capex plan and raised its contracted-power target to 5 GW as customers funded more of the…