Nebius Group N.V. - Class A Ordinary Shares (NBIS)

BigBear.ai is winning sticky government contracts in a focused niche. Nebius is building AI cloud infrastructure that customers are lining up faster than it can provision. The scale of opportunity between them is enormous.

Nebius' red-hot stock market rally is poised to continue over the next couple of years.

Cerebras swung to a 46.6% net margin on $510M revenue, while Nebius grew 351% but carries $3.7B negative free cash flow.

Data centers and artificial intelligence have become a major political issue.

Nebius is one of the fastest-growing stocks in the market and makes for a great buy.

Which of these neocloud stocks is a better buy right now?

The company generated monstrous growth in its most recent quarter and still possesses exciting opportunities due to artificial intelligence.

Palantir stock is flat on the year, but meaningful upside could be on the horizon.

Nebius' coming cloud-computing price increase gave investors another sign that AI demand remains strong, including for AMD's data-center chips.

The artificial intelligence (AI) and neocloud specialist is raising prices.

So what turned a halted ticker into a tenfold winner -- and can revenue keep pace with the spending?

The Dow lost 630 points on the Fed's rate hike. A day later, chip stocks took most of it back.

Despite AI safety concerns triggering a sector selloff, Q2 backlogs and CapEx data show infrastructure demand accelerating, with NVIDIA and AMD positioned to benefit as inference adoption grows.

Palantir's new sovereign AI infrastructure partnership with Nebius Group lets Nebius own the hardware while Palantir's software manages it, reinforcing CEO Alex Karp's asset-light, anti-"tokenmaxxing" strategy.

Nebius is undergoing huge expansion, but it comes with a caveat.

Rumble signed a six-year, $13.7 billion AI hosting deal with Anthropic, shifting its business toward compute infrastructure and shares rose 11.6% as short sellers faced a squeeze.

Micron and Sandisk have been some of the biggest winners over the past year, and these AI stocks may be next.

The SOFC maker could become a foundational stock of the cloud and AI markets.

Burry continues to short growth stocks, but it hasn't always been a winning formula.

Each company is charting its own unique path in the AI power revolution.

The SOFC maker's latest upgrade will further accelerate its system deployments.

Its own disclosures sketch the three-year range -- and one assumption matters most.

Iren may have multiple gigawatts in its control that investors do not know about.

A high-potential 8.4-gigawatt pipeline is colliding with financial realities.

Palantir named Nebius Group its preferred sovereign AI infrastructure partner, pairing Palantir's software with Nebius' GPU data centers to help enterprises keep data and models within national borders.