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[Woman using Artificial Intelligence assistant on the smartphone - DeepSeek, Chat GPT, Google Gemini] * Oracle (OPENAI [https://seekingalpha.com/symbol/OPENAI]) and Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]) shares declined sh…
CoreWeave, Inc. CRWV recently took a major step in its global expansion strategy by entering India, announcing plans to develop 240 MW of AI data center capacity through a collaboration with AdaniConneX at its Taloja campus in Navi Mumbai.…
Investing.com -- Shares of IREN Ltd (NASDAQ:IREN) fell over 6% in Wednesday trading following a series of critical social media posts from research firm SemiAnalysis, which reported severe user complaints regarding the infrastructure quali…
IREN Limited IREN is positioning its Sweetwater campus as a major long-term AI infrastructure platform. Sweetwater 1 is planned with 1.4 GW of gross capacity, while Sweetwater 2 adds another 600 MW, giving the campus roughly 2 GW of planne…
The $25 billion AI startup built by DeepMind alums and backed by Nvidia is rumored to be launching an open-source model in the near future. Host Ejaaz Ahamadeen unpacks why swaths of American AI startups already rely on open Chinese models…
Nebius Group (NasdaqGS:NBIS) drew attention after a regulatory filing showed COO Ophir Nave sold 500,000 shares under a preset trading plan, even as the stock climbed 7.4% alongside AI infrastructure peers. Nebius Group's move comes after…
[IPO Concept with Stock Market Graphs] AlexSecret Nvidia-backed cloud computing firm Lambda is raising as much as $4 billion in the final round of fundraising before the company's planned initial public offering. The funding will give the…
Nebius Group N.V. NBIS stock has surged 109.5% in the past six months, outperforming the Zacks Computer & Technology sector and the Zacks Internet Software Services industry's growth of 32.5% and 25.1%, respectively. The S&P 500 composite…
On September 30, when a caller asked about Nebius Group N.V. (NASDAQ:NBIS) during the Mad Money episode, Jim Cramer remarked: I actually like CoreWeave more than I like Nebius… Nebius is a very good company, but we talked to Michael Intrat…
IREN Limited IREN is seeing a sharp improvement in the economics of its infrastructure business, with revenue per megawatt (MW) emerging as an important growth driver. Recent three-year contracts were signed at more than $20 million of rev…
AIB Data Centers Inc. Presentation to Cover the 50 MW, 12-Year Nebius Agreement and Expansion of Contracted Power Capacity to 120 MW CFO Jolienne Halisky to Participate in October 19 Panel Discussion NEW YORK, Oct. 05, 2026 (GLOBE NEWSWIRE…
For Immediate Release Chicago, IL – October 5, 2026 – Today, Zacks Investment Ideas features Arm Holdings ARM, Advanced Micro Devices AMD, Marvell Technologies MRVL, Applied Optoelectronics AAOI and Nebius Group NBIS October FOMC: Why the…
Nebius Group N.V. NBIS has acquired Inferize, an inference optimization company, to strengthen the production inference capabilities of its Nebius Token Factory managed inference platform. The acquisition brings Inferize's technology and s…
Nebius Group N.V. (NASDAQ:NBIS) wants to serve more AI demand without owning every building and GPU needed to deliver it. Partner-owned infrastructure could reduce the capital Nebius puts at risk. Whether it improves shareholder returns de…
[word m and a made with wood building blocks, stock image] Maksim Labkouski/iStock via Getty Images Here's a list of key deals reported across sectors this week: * Onsemi (ON [https://seekingalpha.com/symbol/ON]) announced a new agreement…
The updated analyst narrative on Nebius Group centers on a lower central fair value estimate, which has moved from US$312.67 to US$283.58. This shift aligns with more cautious Street research that weighs enthusiasm for Nebius Group's AI fo…
October FOMC: Why the Fed Will Pause Last month, Fed Chair Kevin Warsh and the Federal Reserve hiked interest rates by 0.25% to a target range of 3/75% to 4.00%. Although President Trump has been an outspoken proponent of lower interest ra…
CoreWeave, Inc. CRWV is positioning itself as a broader infrastructure platform for the next phase of AI. Its latest announcements around NVIDIA NVDA Vera CPU and NVIDIA Vera Rubin NVL72 highlight a shift toward supporting agentic AI, rein…
Nebius Group's recent inclusion in the FTSE All-World Index came alongside fresh analyst coverage, new long-term AI data center capacity deals, and the acquisition of inference optimization startup Inferize to enhance GPU utilization on it…
Nebius Group (NasdaqGS:NBIS) has acquired Inferize, a specialist in production-scale AI inference workloads. The acquired Inferize technology is set to integrate into Nebius Token Factory to refine its production inference stack. Nebius ai…
[Automated Algorithmic Decision-Making Digital Framework] kentoh/iStock via Getty Images Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]) has acquired Inferize, an Israel-based AI startup that specializes in reducing idle GPU capacity…
CoreWeave, Inc. CRWV is expanding its AI cloud ecosystem through the launch of the CoreWeave Partner Network and a new customer deployment with Ennoble Care. The Partner Network brings together technology integrations validated on CoreWeav…
Brings technology that cuts time to launch and scale large AI models, improving token economics and capacity utilization Adds deeply experienced systems engineering talent to Nebius's inference team Continues production inference build-out…
CoreWeave stock or Nebius is a raging debate in the neocloud sector. William Blair analysts have a solution. Continue Reading
CoreWeave customers now have access to the Nvidia Vera Rubin NVL72, a complex AI platform Nvidia calls a “supercomputer.” Continue Reading
Target upgraded, Moderna downgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled b…
AIB Data Centers Inc. Optional Renewals Could Increase Total Contract Value NEW YORK, Sept. 30, 2026 (GLOBE NEWSWIRE) -- AIB Data Centers Inc. (NYSE American: AIB) ("AIB" or the "Company"), a developer and operator of purpose-built data ce…
Nebius Group has delivered a powerful run in recent years, and with the stock around US$237 after a sharp multi year climb, the key issue for anyone looking at it today is whether that price still lines up with what the business is generat…
For Immediate Release Chicago, IL – September 30, 2026 – Today, Zacks Investment Ideas feature highlights Advanced Micro Devices AMD, Micron MU, Nebius NBIS, Alphabet GOOGL, Meta Platform META and Apple AAPL. Why Muse Is Winning the Agenti…
Agentic AI Has Arrived Roughly four years ago, OpenAI kicked off the artificial intelligence revolution with the launch of the "ChatGPT" large language model (LLM). ChatGPT quickly became mainstream, gaining millions of users in the first…
This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is reshaping several bearish bets on AI-related companies, replacing common-stock short positions with put options that extend into 2027 as he looks for greater ex…
Michael Burry has intensified his bearish positioning on AI, shifting several stock shorts into long-dated put options as Anthropic (ANTHRO [https://seekingalpha.com/symbol/ANTHRO]) prepares for an IPO that could value the company at more…
Michael Burry is moving up the timeline for his bearish thesis on the AI boom, switching from short PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium ne…
This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is sharpening his warning about the artificial-intelligence boom, arguing that AI infrastructure spending has become so important to the U.S. economy that Presiden…
Investors are always looking for the next stock that turns a small position into a life-changing gain. Nvidia (NASDAQ:NVDA) did that for early buyers, and SanDisk (NASDAQ:SNDK) pulled off a similar run more recently. We scoured debate thre…
[Artificial Intelligence On Circuit Board With Colorful Bar Charts, Futuristic Tech And Data Visualization] Alllex/E+ via Getty Images * Michael Burry argues that the AI sector's success is now just as vital to the U.S. government as it is…