Yahoo Finance • yesterday

CoreWeave Stock Sank 11% After Mark Zuckerberg's Meta Unveiled a Cloud Business Plan

Key Points Meta plans to sell its excess AI compute as it expands its infrastructure. That move could generate near-term headwinds for neocloud companies. But early movers like CoreWeave could remain appealing independent alternatives.10... Full story

Yahoo Finance • 3 days ago

Jim Cramer on Nebius: “The Stock’s Been a Juggernaut”

Nebius Group N.V. (NASDAQ:NBIS) was among Jim Cramer's stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company's deals with the mega-cap companies, as he commented: Next up is Nebius.... Full story

Yahoo Finance • 4 days ago

US Stock Market Today: S&P 500 Futures Fall On Higher Yields And Inflation Jitters

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. The Morning Bull - US Market Morning Update Thursday, Jul, 9 2026 US stock futures are pointing lower this morning, w... Full story

Yahoo Finance • 4 days ago

Missed Out on Nvidia's Historic Run? These 2 Winners Are Just Getting Started.

Key Points Micron is thriving from a memory chip shortage. Nebius is rapidly expanding its footprint. 10 stocks we like better than Micron Technology › Nvidia(NASDAQ: NVDA) has been on a run of historical projections since the artificial... Full story

Yahoo Finance • 5 days ago

5 Top Artificial Intelligence (AI) Stocks for the Second Half of 2026

Artificial intelligence (AI) investing has been a winning investment theme during the past four years. Since the AI build-out kicked off in 2023, several of these stocks have been major winners. However, 2026's winners have been a bit more... Full story

Yahoo Finance • 5 days ago

Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?

Quick Read Meta's forward P/E of 19 with $44B in free cash flow crushes Nebius as a retirement pick, given that Nebius dropped 18% in a single week. Nebius posted 841% AI Cloud revenue growth, but a $781M non-cash gain masked a 20% wider... Full story

Yahoo Finance • 5 days ago

New Position: TTRF Capital Initiates IREN Stake With 66,800 Shares

In a July 6, 2026 SEC filing, TTRF Capital Ltd reported establishing a new position in IREN Limited (NASDAQ:IREN). What happened According to an SEC filing on July 6, 2026, TTRF Capital Ltd initiated a new position in IREN Limited during... Full story

Yahoo Finance • 6 days ago

5 AI Stocks to Buy Before the Next Leg of the Rally

Key Points Nvidia and Nebius Group both shine, and they also have a key partnership. Sandisk is the best-performing stock in the S&P 500 this year. Few companies use AI as effectively as Palantir and Alphabet.10 stocks we like better than... Full story

Yahoo Finance • 7 days ago

Analyst shares 5 takes on the Neocloud vs Hyperscaler opportunities for Meta

Inveting.com -- Meta's (NASDAQ: META) new planned entry into the cloud business makes it a potential competitor to Amazon's AWS (NASDAQ: AMZN), Microsoft's Azure (NASDAQ: MSFT), and Google Cloud (NASDAQ: GOOGL). As the company considers tw... Full story

Yahoo Finance • 8 days ago

Why Did Nebius Stock Jump 20% in June?

Growth for artificial intelligence (AI) cloud infrastructure company Nebius Group (NASDAQ: NBIS) has exploded over the last year, and investors have poured into the stock. A nearly 20% surge in shares in June reversed course in July, thoug... Full story

Yahoo Finance • 9 days ago

Could Investing $10,000 in Bloom Energy Make You a Millionaire?

Key Points Bloom Energy makes solid oxide fuel-cell systems. Demand for Bloom's servers has skyrocketed, with data center clients leading the charge. A $10,000 investment today is unlikely to grow into a million, unless Bloom becomes on... Full story

Yahoo Finance • 10 days ago

Meta-Fueled Selloff Is a CoreWeave Stock Buying Opportunity, Analysts Say

CoreWeave stock continues to fall after the report that Meta could look to sell AI computing capacity. But Wall Street says it may be time to buy CoreWeave. Continue Reading... Full story

Yahoo Finance • 10 days ago

CoreWeave, Nebius in spotlight as BNP discusses capacity vs. sustainability debate

[AI Neoclouds Computing and Smart City Data Connection.] Poca Wander Stock/iStock via Getty Images CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]) and Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]) were in the spotlight on T... Full story

Yahoo Finance • 10 days ago

Meta Stock Falls as AI Cloud Plans Hit an Immediate Snag

Meta’s unconfirmed plan to build a cloud business faces competition from a well funded rival less than 24-hours later. Continue Reading... Full story

Yahoo Finance • 10 days ago

Nvidia Stock Rises Amid New Revenue Sharing Plan for AI Startups

Nvidia stock is lagging behind the broader semiconductor sector this year but it has a plan to increase its customer base. Continue Reading... Full story

Yahoo Finance • 11 days ago

Will SpaceX Soar After It Joins the Nasdaq-100? History Offers a Compellingly Clear Answer.

Key Points SpaceX is the first to benefit from the new “fast track” rule, allowing certain companies to enter the Nasdaq-100 after 15 days of trading. SpaceX completed its IPO last month. 10 stocks we like better than Space Exploration Te... Full story

Yahoo Finance • 11 days ago

US Stock Market Today: S&P 500 Futures Dip As Firm Yields Temper Tech Optimism

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. The Morning Bull - US Market Morning Update Thursday, Jul, 2 2026 US stock futures are pointing slightly lower this m... Full story

Yahoo Finance • 11 days ago

Why Meta Platforms Stock Surged Today

Key Points Zuckerberg has a plan to generate more revenue from Meta's data centers. Meta's AI investments may bear fruit sooner than the skeptics thought.10 stocks we like better than Meta Platforms › Shares of Meta Platforms (NASDAQ: ME... Full story

Yahoo Finance • 11 days ago

Weakness in Chipmakers Drags Stock Indexes Lower

The S&P 500 Index ($SPX) (SPY) on Wednesday closed down -0.22%, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.03%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -1.54%.  September E-mini S&P futures (ESU26) fell -0.21%... Full story

Yahoo Finance • 11 days ago

Stock Market Today, July 1: CoreWeave Stock Tumbles as Meta Cloud Report Raises Customer Concerns

CoreWeave, Inc.(NASDAQ:CRWV), a specialized AI cloud infrastructure provider, closed at $85.69, down 13.92%. Shares fell after a Bloomberg report said Meta Platforms plans to expand into cloud infrastructure, raising competition concerns f... Full story