CoreWeave carries a backlog that dwarfs its closest rival and revenue growth that towers over legacy cloud giants, yet the stock still trades far below its 52-week high. Here is why the…
Nebius has surged 181% this year on a tidal wave of AI demand, a blockbuster Meta deal, and a $37 billion backlog, but a closer look at its financing structure reveals how…
Michael Burry just swapped unlimited-horizon short positions for expiring put contracts on Micron, accepting a hard deadline to be right before a stock up 550% in a year reports earnings in hours.
Famous “Big Short” investor Michael Burry has apparently hardened his stance against Nebius Group (NASDAQ:NBIS | NBIS Price Prediction), and Nebius stock is climbing anyway. Nebius stock is up 4% to $241.80…
Nebius just announced a price hike on its most in-demand GPU clusters, but soaring interest costs and a wave of bearish retail sentiment raise real questions about whether that pricing power actually…
Neocloud stocks, the specialized providers that build and run data centers packed with graphics processing units (GPUs) for artificial intelligence work, are under pressure, and IREN Limited (NASDAQ:IREN) stock is falling hardest.…
AI infrastructure stocks are moving in different directions Thursday as investors digest evidence that pricing for computing power is rising while funding and capital-intensity concerns remain important. Nebius Group (NASDAQ:NBIS | NBIS Price…
One neocloud keeps earning repeat buys despite a GAAP operating loss, sky-high convertible debt, and three customers dominating its revenue. The reason sits inside a single contract detail that most investors scroll…
CoreWeave has shed nearly half its value from its 52-week high, but a triple-digit backlog and a fresh wave of AI commitments point to a setup that bears may be dangerously underestimating.
Shares of Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) are trading higher in Wednesday morning action even after investor Michael Burry disclosed adding to a short position against the company, along with…
CoreWeave is posting triple-digit revenue growth while its stock sits nearly 29% below year-ago levels, and that disconnect between momentum and price may not last much longer.
CoreWeave and Nebius both rode the neocloud wave to blockbuster quarters, but their balance sheets tell very different stories about who survives if the hyperscalers stop renting and start competing.
Nebius just cleared a capacity auction at prices that stunned even its own projections, and the gap between what customers are willing to pay and what the stock currently reflects tells a…
Rothschild Redburn opened bearish coverage on two of the market’s most-watched AI infrastructure names, initiating Sell ratings on both Nebius Group and CoreWeave. The firm’s thesis: lower GPU pricing, more in-house hyperscaler…
The neocloud trade split three ways Thursday morning after Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) notified customers of higher on-demand rental rates for a range of AI graphics processing unit (GPU)…
