On August 6, 2026, Wall Street launched the first 'Neocloud' ETF, holding companies that rent AI compute to hyperscalers, aiming to isolate the AI-compute rental trade that broad funds like the Invesc…
Nebius Group (NASDAQ:NBIS) rose 4% to $218.47 on Tuesday, snapping a six-session losing streak after the company closed a $5.75 billion convertible senior notes offering, exceeding its initial $4.5 bi…
RUM Group (NASDAQ:RUM) stock surged 11% to $10.44 Tuesday after CEO Chris Pavlovski publicly named CoreWeave (NASDAQ:CRWV) and Nebius Group (NASDAQ:NBIS) as targets for its AI infrastructure push, whi…
Nebius Group shares fell 4% to $211.21 on Monday as its $5 billion convertible note offering settled, while Datadog dropped 3% to $228.43 and Cloudflare slipped 3% to $284.50, tracking a soft cloud-so…
Nebius Group (NASDAQ:NBIS) is positioned as a cleaner alternative to CoreWeave (NASDAQ:CRWV) in the AI infrastructure space, with Q2 revenue of $582.3 million (up 454% year over year), $8.04 billion i…
Nebius Group (NASDAQ:NBIS) shares fell 21.09% in one week to $219.13 after a strong Q2, as investors weigh the AI cloud provider's 454.04% revenue growth against a $17.6210 billion debt load and $20–2…
Nebius Group, Symbotic, and Centrus Energy are three growth stocks trading below consensus targets or near 52-week lows despite strong revenue growth and large backlogs, according to 24/7 Wall St. Neb…
24/7 Wall St. set a price target of $166.75 for CoreWeave (NASDAQ:CRWV), implying an 86.28% upside from the current price of $89.36, and rated the stock a buy with 50% confidence. The projection is ba…
Michael Burry warned Friday that the AI data center boom mirrors the structural excesses preceding the 2008 financial crisis, citing circular financing, off-balance-sheet vehicles, and captive insurer…
Wolfe Research projects Nebius Group (NASDAQ: NBIS) can reach more than $41 billion in annual recurring revenue (ARR) by 2030, nearly 10 times the $4.26 billion ARR modeled for Q3 2026, driven by cont…
Nebius Group stock fell 4% to $214.80 after pricing a $5 billion convertible note offering, while Cloudflare dropped 3% to $282.75 and Snowflake slipped 2% to $319.85 on concerns about dilutive AI fin…
Nebius Group (NASDAQ:NBIS) shares fell as much as 14% intraday to about $214 and CoreWeave (NASDAQ:CRWV) dropped about 4% to roughly $89 on Wednesday, before rebounding alongside the Nasdaq Composite,…
Nebius Group (NASDAQ: NBIS) shares fell 13% to $215.52 on Wednesday after the Amsterdam-based AI cloud company announced a $4.5 billion convertible senior note offering and a share exchange plan tied …
Nebius Group is raising $4.5 billion through a private convertible note sale to fund data center expansion and AI platform development, with $2.75 billion in notes due 2030 and $1.75 billion due 2034.…
Nebius Group raised approximately $4.3 billion through a convertible bond offering that closed on March 20, upsizing from an initial $3.75 billion target, to fund AI data center expansion, cloud platf…
Nebius Group proposed a $4.5 billion private offering of convertible senior notes on August 19, split between $2.75 billion due in 2030 and $1.75 billion due in 2034. The AI cloud company said it inte…
Soros Fund Management's Q2 2026 13F filing reveals a $497 million cluster of AI infrastructure investments across five under-followed names, led by a $96.9 million stake in Digital Realty Trust and a …
Nebius Group, the Amsterdam-based AI infrastructure company, reported Q2 2026 revenue of $582.3 million, a 454% year-over-year increase, prompting Bank of America to raise its price target from $280 t…
Five European companies have agreed to purchase AI compute capacity from Nebius Group, a Netherlands-based AI infrastructure company, for a total of $1 billion, with deliveries expected in 2025 and 20…
The S&P 500 rose 0.26% to 7,748.50 points on Wednesday, lifted by upbeat results from CoreWeave and other AI infrastructure firms, while mild inflation data reinforced bets the Federal Reserve will ho…