Will Nebius Group's Mega AI Deals Power Its 2027 Growth Story?
NBIS is building toward 2027 growth as multibillion-dollar AI cloud deals, premium pricing and major capacity expansion strengthen its revenue outlook.
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Jim Cramer Backs CRWV: 'If You're Going For Neoclouds, Only One I Like Is CoreWeave'
Cramer favors CoreWeave as the strongest neocloud bet, despite rapid growth at IREN and Nebius.
Stocktwits
Should CoreWeave and Nebius Group Investors Be Worried About Circular Financing? Here's What the Numbers Say
Key PointsCoreWeave and Nebius Group both have backstops from Nvidia...
Nasdaq News: Markets
Nebius to participate in upcoming investor conferences
Nebius Group N.V. (Nebius Group or the Company; Nasdaq: NBIS), the AI cloud company, today announced that members of its management team will take part in the following investor conferences: Goldman Sachs Communacopia + Technology Conference on September 8, 2026 at 3:45 PM (PT). Citis 2026 Global...
Business Wire
NBIS, IREN, CRWV At Risk? OpenAI Co-Founder Warns AI Agents Could Turn Neoclouds Into Cybersecurity Targets — Palo Alto CEO Offers Fix
AI’s rise is putting neocloud cybersecurity in focus.
Stocktwits
Is Nebius Stock Still a Buy After Its Huge Run?
Nebius (NASDAQ: NBIS) has more than $40 billion in contracted demand, but converting that backlog into revenue will mean of the most aggressive infrastructure build-outs in the AI market. Revenue is soaring, customers help fund expansion, and capacity is growing. Now investors ha...
Nasdaq News: Markets
Is Rescale's Cloud Expansion Another Catalyst for CRWV's AI Growth?
CoreWeave's Rescale expansion opens access to AI-optimized infrastructure for demanding HPC and engineering workloads.
Zacks
Michael Burry Bought Beaten-Down Stocks And Shorted AI Favorites — Here’s How His August Bets Fared
The AI rally put Burry’s bearish stance under pressure as Palantir, CoreWeave, Oracle, Micron, Tesla, Nebius and Nvidia all climbed during August.
Stocktwits
Nebius: Massive Billion-Dollar AI Deals Raise Critical Stakes
Nebius (NASDAQ: NBIS) is turning extraordinary demand for AI infrastructure into billion-dollar contracts, rapid revenue growth, and additional capacity. Its latest quarter provides powerful evidence that commercial momentum is accelerating, but after a massive stock rally, inves...