Three under-followed stocks are sitting on tens of billions in contracted backlogs while Wall Street coverage lags behind, and the window to get in ahead of institutional upgrades keeps narrowing.
Joel South CoreWeave's stock swings 25% up and 15% down in the same month, which makes pinning a price target on it feel reckless. Here is why our analysts did it anyway, and the…
The investor who called 2008 before anyone else is now naming specific AI infrastructure companies and the hidden financial mechanisms he says are quietly building the next crisis. His latest warning may…
Wolfe Research just handed Nebius Group one of the most aggressive growth targets in AI infrastructure, and the building blocks behind it are harder to dismiss than you might expect.
Rich Duprey A single overnight financing just sent ripples across the entire AI cloud sector, and the names that ran hardest this summer are now paying the steepest price for it.
A Wall Street Journal bombshell on hidden AI commitments sent neocloud stocks into a morning freefall, but the story behind who recovered fast and who kept falling reveals deeper fault lines in…
Nebius Group built one of the year's most impressive AI cloud runs, then dropped double digits in a single morning. The culprit is a $4.5 billion capital raise that comes with a…
George Soros just quietly deployed nearly $500 million into five AI infrastructure companies most investors can't name, and the logic behind each pick reveals exactly where the real money in the AI…
A 19-year Treasury yield high just collided with fresh doubts about AI revenue growth, and neocloud operators are caught in the crossfire despite some of the strongest operating numbers their sector has…
While the broader cloud software basket trades higher Tuesday, one AI infrastructure giant is sinking fast, and the culprit has nothing to do with demand for its services.
David Moadel NVIDIA's first public 13F filing surprised Wall Street with a portfolio that reads less like passive investing and more like a strategic blueprint for controlling the entire AI supply chain. Five of…
A Wall Street analyst slashed his Nebius price target by 30% and then reversed the entire cut just seven days later, and the reason has nothing to do with earnings. It all…
Rich Duprey Goldman Sachs just projected the space economy hits $1.8 trillion by 2035, NVIDIA disclosed a $21 billion SpaceX stake, and a $60 billion acquisition closed last week. Here is what institutional filings…
Jensen Huang just structured a $500 billion compute fund with a design that one Wall Street CEO compared to the invention of mortgage-backed securities, and that reference alone should make every AI…
Solaris Energy Infrastructure sits 30% below its recent highs while quietly signing decade-long contracts tied to the most aggressive data center buildout in history, and one portfolio manager just decided the window…
