Nebius

Nebius

Yahoo Finance • 16 hours ago

CoreWeave and Oracle Face a New Threat From Texas

This article first appeared on GuruFocus. Shares of artificial intelligence cloud infrastructure provider CoreWeave Inc. (CRWV, Financials) dropped approximately 7% in after-hours trading following the victory of Democrat Gina Hinojosa ov... Full story

Yahoo Finance • 18 hours ago

AI's Building Boom Meets A Blue Wave. 'Neocloud' Stocks Fall

CoreWeave stock and Nebius shares sold off amid worries that the "blue wave" midterm election results will slow the AI data center buildout. Continue Reading... Full story

Yahoo Finance • 19 hours ago

CoreWeave, Nebius Slide As Blue Wave Clouds AI Boom

CoreWeave stock and Nebius shares sold off amid worries that the "blue wave" mid-term election results will slow the AI data center build-out. Continue Reading... Full story

Yahoo Finance • 20 hours ago

Stocks making the biggest moves premarket: Trump Media, Tesla, CoreWeave, Novo Nordisk and more

Check out the companies making the biggest moves in premarket trading: Trump Media & Technology Group — Shares of President Donald Trump 's social media company and tech company were down 11% after a decisive victory by Democrats in the U.... Full story

Yahoo Finance • 2 days ago

Super Micro to report Q1 earnings as AI trade attempts comeback

Data center infrastructure company Super Micro (SMCI) will report its fiscal first quarter earnings after the bell on Tuesday as the AI trade attempts a comeback following sharp declines driven by renewed fears of an AI bubble. Super Micr... Full story

Yahoo Finance • 2 days ago

Nebius Group (NBIS) Unveils Live GPU Pricing And Builder Grants In Europe

Nebius Group (NasdaqGS:NBIS) introduced public live GPU spot pricing for its AI cloud customers, offering real time cost visibility. The provider launched reserve auctions and a capacity rebate program that links discounts to committed GPU... Full story

Yahoo Finance • 7 days ago

What Does Nebius Group (NBIS) Face From Slower AI Data Center Spending?

Nebius Group (NasdaqGS:NBIS) faces fresh scrutiny after Microsoft issued lower than expected capital expenditure guidance for cloud buildout. Microsoft's updated outlook signals a slower pace of spend on external infrastructure capacity fo... Full story

Yahoo Finance • 7 days ago

Alphabet’s $9bn cash burn drags neocloud stocks lower

Investing.com - Alphabet posted negative free cash flow of $9.07 billion in the third quarter, its second consecutive quarter of cash burn, sending GOOGL shares down more than 10% in premarket trading on Thursday and pulling neocloud stock... Full story

Yahoo Finance • 8 days ago

Oracle stock soars as it promises the AI spending will start paying for itself

For months, investors have asked how Oracle (ORCL) would pay for its AI build-out. On Wednesday the company put numbers on it, and the stock had its best day since May. Shares closed up about 11% at about $144 Wednesday, adding more than... Full story

Yahoo Finance • 8 days ago

Arista Networks And 2 Fast Growing Insider Stocks

AI heavyweights are lining up eye catching capital raises, with Anthropic and Meta planning equity offerings worth close to US$200b combined. When giants commit that kind of money, investors often look for smaller, faster growing businesse... Full story

Yahoo Finance • 8 days ago

CoreWeave Is Steadying After Debt Scare. The Case for Buying the Dip.

CoreWeave stock looks to be finding its footing after a selloff driven by debt fears. Here's what can go right. Continue Reading... Full story

Yahoo Finance • 9 days ago

IREN And 2 Top AI Stocks To Watch

Bond investors are starting to worry less about the Federal Reserve and more about whether huge AI infrastructure buildouts can be financed sustainably. This shift puts the spotlight on the companies selling the compute, storage and cloud... Full story

Yahoo Finance • 9 days ago

SA analyst upgrades/downgrades: GOOG, MSFT, NBIS, MU

[Close-up of woman trading stock online on mobile phone] Micron Technology (MU [https://seekingalpha.com/symbol/MU]) receives a notable upgrade to Strong Buy following strong Q4 2026 earnings and improved revenue visibility through multi-... Full story

Yahoo Finance • 9 days ago

Nebius Group (NBIS) vs. CRWV and ORCL: Can AI Infrastructure Demand Turn Nebius Into the Next Cloud Powerhouse?

Is NBIS a good stock to buy? We came across a bullish thesis on Nebius Group N.V. on Studio Innovation's Substack by Studio. The thesis was published on August 12th, when the stock was trading at $259.20, and NBIS has pulled back since the... Full story

Yahoo Finance • 9 days ago

What Nebius Group Bulls Got Right

If Nebius Group sat on a watchlist instead of in a portfolio this year, the gap between watching and owning probably feels sharp. Investors who held Nebius Group from the start of the year are up 70.4%, including dividends. That outcome in... Full story

Yahoo Finance • 10 days ago

Nebius Group N.V. (NBIS) Faces Dilution Concerns Despite Strong AI Demand

Fred Alger Management, an investment management company, released its "Alger Spectra Fund" third-quarter 2026 investor letter. The letter can be downloaded here. During the third quarter of 2026, U.S. equities delivered modest gains, with... Full story

Yahoo Finance • 10 days ago

CoreWeave, AI landlord stocks sink to lowest levels in more than a year as the price of insuring CoreWeave's debt doubles

Wall Street is still paying up for the companies that buy AI computing power. It's dumping the ones that borrowed billions to rent it out. Think of the neoclouds as AI's landlords. They take on heavy debt to buy Nvidia (NVDA) chips, then... Full story

Yahoo Finance • 10 days ago

Tech stocks rise after Anthropic IPO filing: AlphaCheck

Good morning. Stocks gained on Monday after AI developer Anthropic filed to go public. The Tech (XLK) sector gained, with shares of chip giants Nvidia (NVDA) and AMD (AMD) jumping. Meta (META) stock declined after the social media giant r... Full story

Yahoo Finance • 10 days ago

SpaceX's Elon Musk reveals $40 billion in debt for AI chips, warns of neoclouds

SpaceX (SPCX) CEO Elon Musk said his company closed on $40 billion in financing to pay for specialized chips used to power AI, but warned access to debt is drying up for companies that solely rely on data center revenue, sending shares of... Full story

Yahoo Finance • 10 days ago

Neocloud stocks retreat as Musk warns of ‘guppy-level death and consolidation’

[AI Neoclouds Computing and Smart City Data Connection.] Shares of major neocloud companies fell in premarket trading Monday after Elon Musk warned that more than 200 firms in the sector could face widespread failures and consolidation am... Full story