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

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.

Cathie Wood's ARK trimmed its Palantir stake by about $25 million amid a broader portfolio rotation, but strong commercial growth, government contracts, and a Moderate Buy rating suggest the stock's rally may continue.

An announcement from rival Nebius seemed to lift CoreWeave.

Investors regained their optimism for Oracle's big AI bets, at least temporarily.

A new partnership with Palantir energized the stock.

Bloom Energy has secured a spot in the S&P 500 as part of its quarterly rebalancing.

The neocloud thesis just got a lot stronger.

I'm long these two stocks and intend to build my positions in both of them next year.

I will keep touting the AI trade even though it's getting plenty of attention already.

Nebius is rapidly growing and backed by Nvidia.

The market is full of high-upside opportunities.

This high-flying green energy stock has a wide moat.

Nebius looks like a long-term AI infrastructure bet because its partnership model could deliver faster, more capital-efficient growth than CoreWeave.

The neoclouds are taking on significant debt to finance their data center build-outs.