Most AI debt deals spook investors, but Nebius Group's latest financing move triggered a very different reaction from the market and from the sophisticated lenders who signed off on it.
Rich Duprey Wolfe Research has a number that should stop any serious investor cold, and Nebius Group's own internal projections are not far behind. The question is whether one company can actually build the…
Rich Duprey Jim Cramer is flashing warning signs on semiconductor stocks and one high-flying AI name he says still has further to fall, but he sees two dividend stocks built to weather exactly this…
Nebius stock cratered 14% on Thursday as investors punished the AI neocloud for a financing question it could not answer. A Friday announcement changed the math entirely, and the structure it revealed…
David Moadel CoreWeave has lost nearly half its value in a year while one analyst just reaffirmed a price target that implies 243% upside, and his reasoning hinges on a single contractual clause that…
Nebius just unveiled an asset-light pivot designed to outmaneuver CoreWeave and the miner-to-AI crowd, yet the stock is cratering anyway. Here is what the selloff reveals about which neocloud models can actually…
A fresh Morgan Stanley analysis just upended the thesis that sent neocloud stocks spiraling, and Nebius is responding with a business model shift that changes the growth math entirely.
Rich Duprey A cooler-than-expected inflation reading sent tech and chip stocks surging in premarket trading, but earnings from IBM and the big banks are pulling the market in a very different direction.
The AI infrastructure trade has minted winners across the neocloud sector, but one name has been conspicuously left out. CoreWeave (NASDAQ:CRWV) has fallen 40.57% over the past year, even as Nebius Group…
The question for anyone parking retirement dollars in the AI infrastructure trade is simple: Should you own Meta Platforms (NASDAQ:META | META Price Prediction) or Nebius Group (NASDAQ:NBIS) right now? Both now…
Rich Duprey Shares of Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) closed down 17% Wednesday. The move cracks a narrative that just weeks ago had retail investors trading millionaire screenshots on Reddit. The neocloud…
The artificial intelligence buildout has created one of the largest infrastructure races in technology history. Companies across the industry are spending hundreds of billions of dollars on data centers, GPUs, networking equipment,…
CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS | NBIS Price Prediction) both reported first quarter results that reshape how investors should think about AI cloud infrastructure. CoreWeave leaned into raw US…
Shares of CoreWeave (NASDAQ:CRWV) are sliding midday Monday, with CoreWeave stock down 5% to $112 as the AI cloud infrastructure provider makes its official NASDAQ 100 debut. The move turns what is…
Simon White, Bloomberg macro strategist, has been making rounds with a thesis that should rattle anyone who lived through 2008. Speaking on Bloomberg Businessweek, White described what he calls “the financialization of…
