14 hours ago
These are unprecedented times, with companies pumping hundreds of billions of dollars into capital expenditures -- data centers, GPUs, and other infrastructure for artificial intelligence (AI). It's an arms race of sorts, and companies are spending first and asking questions later in fear of missing out on their share of AI adoption.
Two groups of AI stocks have formed within this capex boom. On one side are the AI hyperscalers, big tech companies like Microsoft, Amazon, Meta Platforms, and Alphabet. On the other side are neoclouds, companies such as CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS), that build specialized GPU data centers and sell the computing power.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Knowing which group actually wins in the big picture is crucial to deciding where to invest your dollars.
Neocloud companies build specialized GPU data centers, engineered from the ground up for AI workloads. That specialization gives them cost advantages over hyperscalers building more generalized data centers for a broader range of applications. The rampant demand for AI compute is fueling blistering growth at neocloud companies such as CoreWeave and Nebius, where ***** ysts expect revenue to multiply over the next couple of years.
#coreweave #NASDAQ #nebius
Two groups of AI stocks have formed within this capex boom. On one side are the AI hyperscalers, big tech companies like Microsoft, Amazon, Meta Platforms, and Alphabet. On the other side are neoclouds, companies such as CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS), that build specialized GPU data centers and sell the computing power.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Knowing which group actually wins in the big picture is crucial to deciding where to invest your dollars.
Neocloud companies build specialized GPU data centers, engineered from the ground up for AI workloads. That specialization gives them cost advantages over hyperscalers building more generalized data centers for a broader range of applications. The rampant demand for AI compute is fueling blistering growth at neocloud companies such as CoreWeave and Nebius, where ***** ysts expect revenue to multiply over the next couple of years.
#coreweave #NASDAQ #nebius
4 days ago
Nvidia (NASDAQ: NVDA) disclosed this week that it beneficially owns 9.3% of Nebius Group (NASDAQ: NBIS), an artificial intelligence (AI) cloud infrastructure provider that has become one of the market's hottest stocks. The disclosure came in a Schedule 13G (which Nvidia filed under the rule for passive investors) covering about 22.3 million shares.
Investors treated it as a vote of confidence. Nebius shares jumped nearly 19% on Tuesday, to close at $217.09. The stock is up more than 300% over the past year.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But the market may be reacting to the headline number rather than the fine print. What Nvidia actually owns, and why, tells a more useful story for investors.
The 9.3% figure comes with two big qualifiers.
#NVIDIA #signal #NASDAQ
Investors treated it as a vote of confidence. Nebius shares jumped nearly 19% on Tuesday, to close at $217.09. The stock is up more than 300% over the past year.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But the market may be reacting to the headline number rather than the fine print. What Nvidia actually owns, and why, tells a more useful story for investors.
The 9.3% figure comes with two big qualifiers.
#NVIDIA #signal #NASDAQ
5 days ago
Nebius Group extended its winning streak to a third consecutive day on Tuesday, jumping 18.78 percent to finish at $216.92 apiece, after Nvidia Corp. helped boost investor confidence in the company following its acquisition of a 9.3 percent stake.
The purchase followed the two companies' investment and partnership announcement earlier this year, under which they will collaborate on developing and deploying next-generation hyperscale cloud for the AI market.
Nvidia also invested $2 billion in Nebius Group NV (NASDAQ:NBIS), reflecting its confidence in the latter's business and unique depth of engineering expertise across the full AI technology stack.
For illustration purposes only. Photo by Brett Sayles on Pexels
Under the terms of the partnership, Nebius Group NV (NASDAQ:NBIS) and Nvidia will collaborate on AI factory design and support, including access to partner design material, design review processes and acceptance, early samples and system software support, bring-up support, and regular system partner business and technical reviews.
#nbis
The purchase followed the two companies' investment and partnership announcement earlier this year, under which they will collaborate on developing and deploying next-generation hyperscale cloud for the AI market.
Nvidia also invested $2 billion in Nebius Group NV (NASDAQ:NBIS), reflecting its confidence in the latter's business and unique depth of engineering expertise across the full AI technology stack.
For illustration purposes only. Photo by Brett Sayles on Pexels
Under the terms of the partnership, Nebius Group NV (NASDAQ:NBIS) and Nvidia will collaborate on AI factory design and support, including access to partner design material, design review processes and acceptance, early samples and system software support, bring-up support, and regular system partner business and technical reviews.
#nbis
5 days ago
US stocks gained momentum on Tuesday as investors braced for a flurry of tech earnings reports amid signs of a revival in chip stocks, with fresh US tariffs on Canada and Middle East hostilities also in focus.
The tech-heavy Nasdaq Composite (^IXIC) jumped 1.3% as semiconductor names took center stage ahead of Big Tech results this week. The Dow Jones Industrial Average (^DJI) moved up more than 0.7%, while the S&P 500 (^GSPC) gained 0.9% after stocks slipped on Monday amid rising US-Iran tensions.
Chip stocks saw another surge on Tuesday morning, echoing a rally in Asia, after the sector attempted a recovery at the start of the week. Nvidia (NVDA) shares climbed almost 2% after the AI chipmaker revealed it has taken a stake in neocloud provider Nebius (NBIS).
Tech optimism helped offset uncertainty surrounding US trade policy and the war in Iran. On Monday, President Trump unveiled a new raft of 50% tariffs on an array of Canadian goods, including beer, hockey sticks, milk, and chemicals, that risk rekindling a ***** -for-tat trade war between the countries. The tariffs are expected to take effect in 30 days after the US accused Canada of "discrimination" in its trading practices.
Notably, the White House exempted Canadian oil imports from the tariffs, which come as crude oil prices trade at their highest level since mid-June. Oil prices eased slightly on Tuesday morning after the latest flare-up in the US-Iran war drove Brent crude (BZ=F) prices, the international benchmark, back above $91 per barrel.
#Monday
The tech-heavy Nasdaq Composite (^IXIC) jumped 1.3% as semiconductor names took center stage ahead of Big Tech results this week. The Dow Jones Industrial Average (^DJI) moved up more than 0.7%, while the S&P 500 (^GSPC) gained 0.9% after stocks slipped on Monday amid rising US-Iran tensions.
Chip stocks saw another surge on Tuesday morning, echoing a rally in Asia, after the sector attempted a recovery at the start of the week. Nvidia (NVDA) shares climbed almost 2% after the AI chipmaker revealed it has taken a stake in neocloud provider Nebius (NBIS).
Tech optimism helped offset uncertainty surrounding US trade policy and the war in Iran. On Monday, President Trump unveiled a new raft of 50% tariffs on an array of Canadian goods, including beer, hockey sticks, milk, and chemicals, that risk rekindling a ***** -for-tat trade war between the countries. The tariffs are expected to take effect in 30 days after the US accused Canada of "discrimination" in its trading practices.
Notably, the White House exempted Canadian oil imports from the tariffs, which come as crude oil prices trade at their highest level since mid-June. Oil prices eased slightly on Tuesday morning after the latest flare-up in the US-Iran war drove Brent crude (BZ=F) prices, the international benchmark, back above $91 per barrel.
#Monday
6 days ago
Nebius shares surged Tuesday after Nvidia disclosed it's built a 9.3% stake in the AI infrastructure provider.
Nvidia first disclosed a small stake in Nebius in early 2025.
A vote of confidence from the chipmaker at the heart of the AI boom has Nebius stock soaring.
Shares of Nebius (NBIS) popped 19% to close just under $217 Tuesday, a day after Nvidia (NVDA) disclosed in a regulatory filing that it's built a 9.3% stake in the Amsterdam-based AI infrastructure provider. Shares of Nvidia rose about 2%, on a day when semiconductor and other AI-related stocks led the major indexes higher. Coreweave (CRWV), a Nebius rival also backed by Nvidia, saw its stock jump 9%.
Nvidia and Nebius did not respond to Investopedia's requests for comment in time for publication.
#nebius
Nvidia first disclosed a small stake in Nebius in early 2025.
A vote of confidence from the chipmaker at the heart of the AI boom has Nebius stock soaring.
Shares of Nebius (NBIS) popped 19% to close just under $217 Tuesday, a day after Nvidia (NVDA) disclosed in a regulatory filing that it's built a 9.3% stake in the Amsterdam-based AI infrastructure provider. Shares of Nvidia rose about 2%, on a day when semiconductor and other AI-related stocks led the major indexes higher. Coreweave (CRWV), a Nebius rival also backed by Nvidia, saw its stock jump 9%.
Nvidia and Nebius did not respond to Investopedia's requests for comment in time for publication.
#nebius
6 days ago
Nebius (NBIS) stock ended in the green on July 20 and continued its rise on July 21 after a senior Freedom Capital ****** yst said it's poised for further gains in the second half of 2026.
In his latest research report, Paul Meeks upgraded the artificial intelligence (AI) cloud provider to "Buy" and raised his price target to $200, indicating potential upside of about 10% from here.
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#Intel #nebius #nbis
In his latest research report, Paul Meeks upgraded the artificial intelligence (AI) cloud provider to "Buy" and raised his price target to $200, indicating potential upside of about 10% from here.
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#Intel #nebius #nbis
6 days ago
The stock of artificial intelligence (A.I). data centre operator Nebius (NASDAQ: $NBIS) is up 7% on news that chipmaker Nvidia (NASDAQ: $NVDA) has taken a 9.3% stake in the company.
Amsterdam-based Nebius is one of Europe's leading A.I. data centre operators and has inked multiple deals to provide U.S. technology giants with computing power.
Nvidia had previously invested $2 billion U.S. in Nebius. The two companies collaborate on A.I. infrastructure, fleet management, inference, and factory design.
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#NVIDIA #data
Amsterdam-based Nebius is one of Europe's leading A.I. data centre operators and has inked multiple deals to provide U.S. technology giants with computing power.
Nvidia had previously invested $2 billion U.S. in Nebius. The two companies collaborate on A.I. infrastructure, fleet management, inference, and factory design.
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7 days ago
Space Exploration Technologies (NASDAQ: SPCX) has transformed the aerospace industry by pioneering reusable rocket technology and its Starlink network of broadband internet satellites. Building on its innovations in launch services and satellite connectivity, ******* eX is now aggressively expanding into artificial intelligence (AI) infrastructure.
The company is building large-scale compute capacity to support model training and inference, aiming to become a competitive provider of sovereign, scalable AI platforms serving both commercial enterprises and the U.S. government.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
SpaceX's S-1 filing underscored the demanding economics of its AI vision. Data center build-outs require enormous up-front investments in specialized hardware, power infrastructure, and supporting networks.
The AI cloud computing landscape is fiercely competitive, and dominated by established hyperscalers such as Amazon Web Services, Alphabet's Google Cloud Platform, and Microsoft Azure. Moreover, emerging neocloud providers like CoreWeave and Nebius Group add further pressure through specialized offerings and aggressive pricing. For ******* eX, meanwhile, AI remains an unproven business. In 2025, its AI segment posted an operating loss of $6.4 billion on revenue of just $3.2 billion.
#flashing #company
The company is building large-scale compute capacity to support model training and inference, aiming to become a competitive provider of sovereign, scalable AI platforms serving both commercial enterprises and the U.S. government.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
SpaceX's S-1 filing underscored the demanding economics of its AI vision. Data center build-outs require enormous up-front investments in specialized hardware, power infrastructure, and supporting networks.
The AI cloud computing landscape is fiercely competitive, and dominated by established hyperscalers such as Amazon Web Services, Alphabet's Google Cloud Platform, and Microsoft Azure. Moreover, emerging neocloud providers like CoreWeave and Nebius Group add further pressure through specialized offerings and aggressive pricing. For ******* eX, meanwhile, AI remains an unproven business. In 2025, its AI segment posted an operating loss of $6.4 billion on revenue of just $3.2 billion.
#flashing #company
7 days ago
US stock futures rose on Tuesday as investors braced for a flurry of earnings reports amid signs of a revival in chip stocks, with fresh US tariffs on Canada and Middle East hostilities also in focus.
Contracts for the Nasdaq-100 (NQ=F) jumped 1.3% as semiconductor names took center stage ahead of Big Tech results this week. Dow Jones Industrial Average futures (YM=F) moved up 0.3%, while S&P 500 (ES=F) futures gained 0.5% after stocks slipped on Monday amid rising US-Iran tensions.
Chip stocks saw another resurgence on Tuesday morning after the sector attempted to stage a recovery at the start of the week. In Asia, South Korea's KOSPI Composite index (^KS11) gained over 2%, driven by strength in semiconductor names.
Meanwhile, Nvidia (NVDA) shares edged up before the bell after the AI chipmaker revealed it has taken a stake in neocloud provider Nebius.
Tech optimism helped offset uncertainty surrounding US trade policy and the war in Iran. On Monday, President Trump unveiled a new raft of 50% tariffs on an array of Canadian goods, including beer, hockey sticks, milk, and chemicals, that risk rekindling a **** -for-tat trade war between the countries. The tariffs are expected to take effect in 30 days after the US accused Canada of "discrimination" in its trading practices.
#Monday #amid
Contracts for the Nasdaq-100 (NQ=F) jumped 1.3% as semiconductor names took center stage ahead of Big Tech results this week. Dow Jones Industrial Average futures (YM=F) moved up 0.3%, while S&P 500 (ES=F) futures gained 0.5% after stocks slipped on Monday amid rising US-Iran tensions.
Chip stocks saw another resurgence on Tuesday morning after the sector attempted to stage a recovery at the start of the week. In Asia, South Korea's KOSPI Composite index (^KS11) gained over 2%, driven by strength in semiconductor names.
Meanwhile, Nvidia (NVDA) shares edged up before the bell after the AI chipmaker revealed it has taken a stake in neocloud provider Nebius.
Tech optimism helped offset uncertainty surrounding US trade policy and the war in Iran. On Monday, President Trump unveiled a new raft of 50% tariffs on an array of Canadian goods, including beer, hockey sticks, milk, and chemicals, that risk rekindling a **** -for-tat trade war between the countries. The tariffs are expected to take effect in 30 days after the US accused Canada of "discrimination" in its trading practices.
#Monday #amid
8 days ago
Solid oxide fuel cell systems provider Bloom Energy Corporation (BE) recently landed a $1.70 billion deal for fuel cell technology to power artificial intelligence (AI) cloud infrastructure. IDF and Oaktree Capital are committing the sum to Bloom to the meter power solutions for the AI operations of Nebius Group N.V. (NBIS). For investors optimistic about clean energy powering AI data centers, this deal, linking fuel cell energy with AI infrastructure, seems like a huge positive development.
However, investors did not react positively to the news. The stock dropped 13.64% intraday on July 16, as the market reacted to some other news surrounding Bloom Energy. The company's stock has come under pressure after a short report questioned its sourcing of Chinese scandium. The Hunterbrook report alleges that Bloom secretly relies on China for scandium, thereby putting its supply chain at risk. Investors have also noted some insider selling activity in the company's stock.
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However, investors did not react positively to the news. The stock dropped 13.64% intraday on July 16, as the market reacted to some other news surrounding Bloom Energy. The company's stock has come under pressure after a short report questioned its sourcing of Chinese scandium. The Hunterbrook report alleges that Bloom secretly relies on China for scandium, thereby putting its supply chain at risk. Investors have also noted some insider selling activity in the company's stock.
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12 days ago
Prominent neocloud company Nebius (NBIS) has inked a billion-dollar agreement with Reflection AI to provide AI compute through 2029. Under the terms of the deal, Reflection AI will gain access to Nebius's capacity of Nvidia's (NVDA) GB300 chips. Although not the latest generation of Nvidia chips (that distinction belongs to the Rubin GPU), the GB300 is a high-performance system built on Blackwell Ultra GPU technology.
The deal would represent annual revenues of about $290 million throughout its tenure if spread evenly. Notably, this would be close to 55% of the company's total revenues in 2025.
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The deal would represent annual revenues of about $290 million throughout its tenure if spread evenly. Notably, this would be close to 55% of the company's total revenues in 2025.
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12 days ago
Nebius (NASDAQ:NBIS) shares gained 2.75% on Wednesday after the AI cloud infrastructure company introduced a new partnership model designed to expand its cloud platform through third-party data centre operators while limiting its own capital investment.
Under the programme, infrastructure partners will finance, own and operate the data centres and hardware used to support Nebius' AI cloud platform.
Nebius will contribute its systems architecture, software platform and supply chain expertise before marketing the computing capacity through its own sales network.
Partners will retain ownership of the AI infrastructure ***** ets, while Nebius will connect that capacity to its existing customer base.
The company said the new approach requires minimal additional capital because partners are responsible for funding the physical infrastructure.
Under the programme, infrastructure partners will finance, own and operate the data centres and hardware used to support Nebius' AI cloud platform.
Nebius will contribute its systems architecture, software platform and supply chain expertise before marketing the computing capacity through its own sales network.
Partners will retain ownership of the AI infrastructure ***** ets, while Nebius will connect that capacity to its existing customer base.
The company said the new approach requires minimal additional capital because partners are responsible for funding the physical infrastructure.
17 days ago
On July 1, several media outlets reported that Meta Platforms (NASDAQ: META) was forming a new business unit, internally dubbed "Meta Compute", to sell its excess AI cloud capacity to third-party customers. Meta will reportedly sell both its raw GPU computing capacity and remote access to its infrastructure to companies so they can run their own AI models.
Shares of CoreWeave (NASDAQ: CRWV), a leading neocloud provider that provides many of the same services, have dropped nearly 11% since that news broke. Does that pullback represent a buying opportunity or a dire warning for the company's future?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Meta's strategic shift surprised CoreWeave's investors, since Meta had just agreed to pay CoreWeave $21 billion through 2032 for its neocloud services this April. Meta also struck a similar multi-billion dollar deal with another neocloud company, Nebius (NASDAQ: NBIS).
Therefore, it might initially seem odd for Meta to sell its own cloud computing power when it clearly needs it. Meta's agreements with CoreWeave and Nebius also prohibit it from reselling any of that cloud computing power, so it can only sell the excess AI cloud capacity at its own first-party data centers.
Shares of CoreWeave (NASDAQ: CRWV), a leading neocloud provider that provides many of the same services, have dropped nearly 11% since that news broke. Does that pullback represent a buying opportunity or a dire warning for the company's future?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Meta's strategic shift surprised CoreWeave's investors, since Meta had just agreed to pay CoreWeave $21 billion through 2032 for its neocloud services this April. Meta also struck a similar multi-billion dollar deal with another neocloud company, Nebius (NASDAQ: NBIS).
Therefore, it might initially seem odd for Meta to sell its own cloud computing power when it clearly needs it. Meta's agreements with CoreWeave and Nebius also prohibit it from reselling any of that cloud computing power, so it can only sell the excess AI cloud capacity at its own first-party data centers.
18 days ago
September Nasdaq 100 E-Mini futures (NQU26) are up +0.46% this morning, led by advances in chip and other AI-linked shares, while investors kept a close eye on developments in the Middle East.
Chip and AI infrastructure stocks advanced in pre-market trading after Bloomberg reported that SK Hynix's U.S. listing is more than seven times oversubscribed. Micron Technology (MU), Marvell Technology (MRVL), and Intel (INTC) were up more than +3%.
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Chip and AI infrastructure stocks advanced in pre-market trading after Bloomberg reported that SK Hynix's U.S. listing is more than seven times oversubscribed. Micron Technology (MU), Marvell Technology (MRVL), and Intel (INTC) were up more than +3%.
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Nebius Stock Sold Off on Meta's Data Center News. Buy the Dip.
20 days ago
NVIDIA Corp. (NASDAQ:NVDA) is one of the top 10 AI stocks that will skyrocket.
On July 1, Nvidia Corp. (NASDAQ:NVDA) disclosed a profit-sharing program developed to give model builders, AI startups, and businesses access to Nvidia's computing framework, without the need for these entities to fund hardware buildouts. Under this arrangement, NVIDIA, in addition to product revenue, will receive a share of cloud revenue based on the capacity it supports, as AI cloud providers deliver NVIDIA-powered solutions to their end users.
In a blog post, the company's Executive Vice President and Chief Financial Officer, Colette Kress, defined income as a repeated, usage-based revenue stream, while noting that it eliminates the need for location selection, building, energy procurement, and hardware installation before accessing hyperscale computing.
Nvidia said that this plan highlights a transition in AI demand from model building towards production inference tasks, needing continuous running of infrastructure at scale. The company also cited that access to high-cost computing resources was restricted historically, even with long-duration commitments.
The move comes as the company faces rising competition from specialized AI chips from cloud providers, including Amazon and Alphabet, which are extending access to in-house processors. Nvidia stock dropped 0.5% in premarket trading on July 2. According to the company statement, the model also intensifies the engagement as compared to ownership stakes in next-generation cloud firms like Nebius and CoreWeave.
On July 1, Nvidia Corp. (NASDAQ:NVDA) disclosed a profit-sharing program developed to give model builders, AI startups, and businesses access to Nvidia's computing framework, without the need for these entities to fund hardware buildouts. Under this arrangement, NVIDIA, in addition to product revenue, will receive a share of cloud revenue based on the capacity it supports, as AI cloud providers deliver NVIDIA-powered solutions to their end users.
In a blog post, the company's Executive Vice President and Chief Financial Officer, Colette Kress, defined income as a repeated, usage-based revenue stream, while noting that it eliminates the need for location selection, building, energy procurement, and hardware installation before accessing hyperscale computing.
Nvidia said that this plan highlights a transition in AI demand from model building towards production inference tasks, needing continuous running of infrastructure at scale. The company also cited that access to high-cost computing resources was restricted historically, even with long-duration commitments.
The move comes as the company faces rising competition from specialized AI chips from cloud providers, including Amazon and Alphabet, which are extending access to in-house processors. Nvidia stock dropped 0.5% in premarket trading on July 2. According to the company statement, the model also intensifies the engagement as compared to ownership stakes in next-generation cloud firms like Nebius and CoreWeave.
23 days ago
Nebius Group NV (NASDAQ:NBIS) is one of the best NASDAQ stocks to invest in for long term. On June 24, Nebius announced the release of Nebius AI Cloud 3.6, which introduces upgrades to developer experience, security, and storage performance. A key highlight is the introduction of Nebius Echo, an AI-powered agent integrated into the web console that allows users to manage infrastructure using NL. The update also streamlines workflows with improved search, notification systems, and one-click integration with SkyPilot.
To support production workloads in regulated environments, the platform has added enterprise-grade security features, including a new Key Management Service with customer-managed encryption keys and Workload Identity Federation. Additionally, FinOps teams can now use a new budgeting tool to set spending targets and alerts, while engineers gain more granular control over Kubernetes and containerized image deployments.
photo by Business-laptop-campaign-creators on Unsplash
The release further addresses performance bottlenecks through major storage enhancements, including local SSD support for GPU servers and an intelligent object storage class for cost-effective data archiving. These updates, combined with the launch of the Nebius Builder Program and new professional certifications, are designed to help teams scale AI projects more efficiently while maintaining operational control.
Nebius Group NV (NASDAQ:NBIS) is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform that provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools.
To support production workloads in regulated environments, the platform has added enterprise-grade security features, including a new Key Management Service with customer-managed encryption keys and Workload Identity Federation. Additionally, FinOps teams can now use a new budgeting tool to set spending targets and alerts, while engineers gain more granular control over Kubernetes and containerized image deployments.
photo by Business-laptop-campaign-creators on Unsplash
The release further addresses performance bottlenecks through major storage enhancements, including local SSD support for GPU servers and an intelligent object storage class for cost-effective data archiving. These updates, combined with the launch of the Nebius Builder Program and new professional certifications, are designed to help teams scale AI projects more efficiently while maintaining operational control.
Nebius Group NV (NASDAQ:NBIS) is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform that provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools.
25 days ago
With 2026 halfway over, it's a good time for investors to reassess their holdings. Artificial intelligence (AI) investing has been a bit of a mixed bag this year. Most of the big-name, dominant companies really haven't had great years so far, and the spotlight has been stolen by some smaller upstarts or companies that have major momentum behind them. Some of these stocks still look like great buys in July, while there are also good reasons to return to the big tech companies.
There are five AI stocks at the top of my shopping list in July, and I believe investors can be confident that they'll be trading far higher by the time 2026 is wrapped up.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Two of the stocks I have my eye on have actually done phenomenally well in 2026 already. Sandisk (NASDAQ: SNDK) and Nebius (NASDAQ: NBIS) have risen 780% and 187%, respectively. After a start to the year like that, you're likely wondering how in the world they will go higher. That's a fair question, but when you dig in, it's clear that both have far more upside potential.
Sandisk makes NAND memory, and the construction of AI data centers is consuming all that the manufacturers in that niche can supply. Sandisk's exposure to this industry mostly comes through its solid-state drives (SSDs), which are used for long-term data storage. With the data center build-out not expected to slow down anytime soon, the supply crunch that has allowed Sandisk to boost its prices won't be over either. This should help spur the stock higher, and with it trading for a mere 11 times its expected earnings for its fiscal 2027 (which starts in July), it could have far more room to run.
There are five AI stocks at the top of my shopping list in July, and I believe investors can be confident that they'll be trading far higher by the time 2026 is wrapped up.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Two of the stocks I have my eye on have actually done phenomenally well in 2026 already. Sandisk (NASDAQ: SNDK) and Nebius (NASDAQ: NBIS) have risen 780% and 187%, respectively. After a start to the year like that, you're likely wondering how in the world they will go higher. That's a fair question, but when you dig in, it's clear that both have far more upside potential.
Sandisk makes NAND memory, and the construction of AI data centers is consuming all that the manufacturers in that niche can supply. Sandisk's exposure to this industry mostly comes through its solid-state drives (SSDs), which are used for long-term data storage. With the data center build-out not expected to slow down anytime soon, the supply crunch that has allowed Sandisk to boost its prices won't be over either. This should help spur the stock higher, and with it trading for a mere 11 times its expected earnings for its fiscal 2027 (which starts in July), it could have far more room to run.
1 month ago
Intel (INTC) stock continues to soar higher, reflecting improving fundamentals of the foundry business and solid artificial intelligence (AI)-driven demand. Its shares have climbed roughly 191% over the past three months and 510% over the past year, as the market remains optimistic about the company's turnaround strategy and its growing role in the AI boom.
The latest catalyst came after President Donald Trump stated on Truth Social that Apple (AAPL) had agreed to work with Intel to design and manufacture chips in the U.S. While investors await additional details, the announcement sent Intel shares sharply higher in early morning trading and strengthened optimism about the trajectory of the company's foundry business.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
ASTS Stock Pops as AST ******* eMobile Launches Bluebird Satellites
The latest catalyst came after President Donald Trump stated on Truth Social that Apple (AAPL) had agreed to work with Intel to design and manufacture chips in the U.S. While investors await additional details, the announcement sent Intel shares sharply higher in early morning trading and strengthened optimism about the trajectory of the company's foundry business.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
ASTS Stock Pops as AST ******* eMobile Launches Bluebird Satellites
1 month ago
Valued at a market cap of $68 billion, Lumentum Holdings Inc. (LITE) is a San Jose, California-based company that manufactures innovative optical and photonic products that power high-bandwidth cloud computing, artificial intelligence (AI) data centers, next-generation telecommunications, and advanced industrial technologies.
Companies valued at $10 billion or more are typically classified as "large-cap stocks," and LITE fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the communication equipment industry. By maintaining deep vertical integration through advanced internal fabrication and forging strategic development partnerships with top-tier semiconductor and AI architecture leaders, Lumentum creates immense technical entry barriers and secures a dominant, sector-leading market position as networks structurally transition from copper to advanced photonics.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
ASTS Stock Pops as AST ******* eMobile Launches Bluebird Satellites
Companies valued at $10 billion or more are typically classified as "large-cap stocks," and LITE fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the communication equipment industry. By maintaining deep vertical integration through advanced internal fabrication and forging strategic development partnerships with top-tier semiconductor and AI architecture leaders, Lumentum creates immense technical entry barriers and secures a dominant, sector-leading market position as networks structurally transition from copper to advanced photonics.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
ASTS Stock Pops as AST ******* eMobile Launches Bluebird Satellites
1 month ago
With a market cap of $32.4 billion, Northern Trust Corporation (NTRS) provides wealth management, ****** et servicing, ****** et management, and banking solutions to institutions, corporations, and high-net-worth individuals. The company operates through two main segments: ****** et Servicing, which delivers custody, fund administration, and investment-related services to institutional investors, and Wealth Management, which offers trust, investment, and private banking services to individuals and families.
Companies valued less than $10 billion are generally classified as "mid-cap" stocks, and Northern Trust fits this criterion perfectly. It also provides a wide range of ****** et management products, including equity, fixed income, multi-asset, and alternative investments, along with risk management and advisory solutions.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
ASTS Stock Pops as AST ****** eMobile Launches Bluebird Satellites
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
Companies valued less than $10 billion are generally classified as "mid-cap" stocks, and Northern Trust fits this criterion perfectly. It also provides a wide range of ****** et management products, including equity, fixed income, multi-asset, and alternative investments, along with risk management and advisory solutions.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
ASTS Stock Pops as AST ****** eMobile Launches Bluebird Satellites
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
1 month ago
Valued at a market cap of $29.2 billion, Teledyne Technologies Incorporated (TDY) is an industrial conglomerate that specializes in providing enabling technologies for high-stakes, demanding environments where precision and high reliability are mission-critical. The Thousand Oaks, California-based company designs and manufactures an extensive portfolio of advanced monitoring and control instrumentation, digital imaging sensors, and highly specialized cameras that operate across the visible, infrared, and X-ray spectra.
Companies valued at $10 billion or more are typically classified as "large-cap stocks," and TDY fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the scientific & technical instruments industry. The company's core competitive strength lies in its highly disciplined capital allocation and "serial acquirer" business model, which has successfully integrated dozens of highly complementary, niche technology businesses to generate consistent compound earnings and cash flow.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
ASTS Stock Pops as AST ******* eMobile Launches Bluebird Satellites
Companies valued at $10 billion or more are typically classified as "large-cap stocks," and TDY fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the scientific & technical instruments industry. The company's core competitive strength lies in its highly disciplined capital allocation and "serial acquirer" business model, which has successfully integrated dozens of highly complementary, niche technology businesses to generate consistent compound earnings and cash flow.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
ASTS Stock Pops as AST ******* eMobile Launches Bluebird Satellites
1 month ago
Figma (FIG) shares have been a disappointment for investors since the start of 2026, but a senior Citi **** yst believes the story will be significantly different in the back half of this year.
In a research note this morning, Tyler Radke **** umed coverage of FIG with a "Buy" rating and **** igned a $36 price target, indicating potential upside of nearly 100% from current levels.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
ASTS Stock Pops as AST **** eMobile Launches Bluebird Satellites
In a research note this morning, Tyler Radke **** umed coverage of FIG with a "Buy" rating and **** igned a $36 price target, indicating potential upside of nearly 100% from current levels.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
ASTS Stock Pops as AST **** eMobile Launches Bluebird Satellites
1 month ago
AST ****** eMobile (ASTS) closed higher as management announced the successful orbital deployment of its advanced BlueBird satellites numbers 8, 9, and 10 onboard a ****** eX (SPCX) Falcon 9 rocket.
ASTS is now testing its 50-day moving average (MA), with a decisive break above the $89 level expected to accelerate bullish momentum in the near term.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
This ****** yst Just Gave Micron Stock a $1,500 Price Target. Here's Why.
ASTS is now testing its 50-day moving average (MA), with a decisive break above the $89 level expected to accelerate bullish momentum in the near term.
Dear Nebius Stock Fans, Mark Your Calendars for June 22
Supermicro Is Struggling to Handle AI Demand, But Here's Why the Bears Might Be Wrong on This One
This ****** yst Just Gave Micron Stock a $1,500 Price Target. Here's Why.
1 month ago
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 ****** e company among the 100 largest non-financial businesses on the Nasdaq Stock Market.
Most companies would celebrate that kind of recognition. Rocket Lab celebrated it by falling more than 10%.
The Nasdaq-100's June 2026 quarterly rebalance added five companies to the index: Astera Labs, CoreWeave, Nebius Group, Rocket Lab, and Teradyne, with the changes taking effect before market open on Monday, June 22.
Rocket Lab designs, builds, and launches rockets and satellites for government and commercial customers. It trades on the Nasdaq under the ticker RKLB. For investors who have never owned the stock, Friday's index inclusion means they may soon hold it anyway.
The Nasdaq-100 (QQQ) is tracked by more than 200 investment products with over $800 billion in ****** ets under management globally, according to Nasdaq.
Most companies would celebrate that kind of recognition. Rocket Lab celebrated it by falling more than 10%.
The Nasdaq-100's June 2026 quarterly rebalance added five companies to the index: Astera Labs, CoreWeave, Nebius Group, Rocket Lab, and Teradyne, with the changes taking effect before market open on Monday, June 22.
Rocket Lab designs, builds, and launches rockets and satellites for government and commercial customers. It trades on the Nasdaq under the ticker RKLB. For investors who have never owned the stock, Friday's index inclusion means they may soon hold it anyway.
The Nasdaq-100 (QQQ) is tracked by more than 200 investment products with over $800 billion in ****** ets under management globally, according to Nasdaq.
1 yr. ago
Nebius Group announces private placement of $1 billion in aggregate principal amount of convertible notes http://dlvr.it/TL6k7C
http://dlvr.it/TL6k7C
http://dlvr.it/TL6k7C
