Palantir just handed Nebius a coveted sovereign AI label, but traders are punishing one side of the partnership and rewarding the other in ways that reveal exactly where the market thinks the…
Goldman Sachs data suggests nearly half of all businesses could be running AI in daily operations within months, and the physical infrastructure scrambling to keep up has created a very specific set…
A single pricing figure buried in IREN's latest earnings report suggests the neocloud's existing contract book may be dramatically undervalued relative to what customers are willing to pay right now.
Sam Altman just called out the AI compute buildout as heading toward unsustainable territory, and six publicly traded names are squarely in the crosshairs. Their disclosed contracts tell one story, but their…
Rising Treasury yields are hitting debt-heavy AI builders where it hurts most, and Oracle's balance sheet puts it squarely in the crosshairs. Here is what the bond market is saying about the…
Nebius has surged over 200% in a year on the back of marquee deals and a $37.5 billion backlog, yet three customers still drive nearly 60% of revenue and a $20 billion…
Two AI infrastructure companies just reported earnings that look nothing alike, and the worse-looking quarter might belong to the better buy.
Palo Alto Networks' CEO is warning that most AI cloud companies will collapse when GPU scarcity ends, but he carves out a narrow exception for a category of survivors he calls neoscalers.…
A new ETF launched this August targets the companies renting AI compute directly to hyperscalers, offering something QQQ never could: pure-play exposure to contracted infrastructure backlogs worth hundreds of billions. The tradeoffs,…
Nebius just closed a convertible debt deal that blew past its own raised target, and instead of punishing the stock, investors sent it higher. Here is why the size of this raise…
RUM Group CEO Chris Pavlovski just publicly named CoreWeave and Nebius as targets for his company's AI infrastructure arm, but the SEC filing sitting behind that bold claim reveals a financing gap…
CoreWeave is racing to build the AI infrastructure backbone that hyperscalers desperately need, and its revenue backlog dwarfs what most companies ever dream of. But a closer look at what is financing…
A single scheduled settlement is hammering one AI cloud stock far harder than its peers today, and the gap between that name and the broader sector reveals exactly what happens when aggressive…
CoreWeave is getting all the attention in the neocloud race, but a quieter rival just posted 454% revenue growth, locked in hyperscaler partnerships worth tens of billions, and did it without the…
Nebius stock shed more than 21% in a single week despite blowout revenue growth, leaving investors torn between a debt-fueled collapse and a generational buying opportunity hiding in plain sight.
Alex Sirois 
