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NBIS

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10:53
2026-06-05
letsdatascience.com
ai-infrastructure

Analyst Recommends Long CoreWeave, Hedge Nebius

A Seeking Alpha contributor recommended a pair trade in AI-infrastructure stocks, advising investors to go long on CoreWeave (CRWV) while shorting or hedging Nebius (NBIS). The analyst argued that Cor…

05:50
2026-05-29
letsdatascience.com
ai-infrastructure

AI-native hedge funds influence AI infrastructure stocks

Nebius Group shares surged approximately 10% after a regulatory filing revealed that Situational Awareness LP, an investment firm led by former OpenAI researcher Leopold Aschenbrenner, acquired a 5.5%…

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