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YOU WONT BELIEVE: Nebius - What They Never Told You

CoreWeave’s Backlog Keeps Growing -- And So Does Its List of Believers

CoreWeave's massive debt dwarfs the $104 billion backlog, yet the stock is gaining strength and winning more customers.

Nebius Just Became Palantir’s Preferred AI Infrastructure Partner. What This Means for NBIS Stock.

Nebius Just Became Palantir’s Preferred AI Infrastructure Partner. What This Means for NBIS Stock.

Palantir named Nebius its preferred sovereign AI infrastructure partner on Sept. 8, sending shares up 7.7% after the news.

Sovereign AI: Palantir and Nebius Cut the Cloud Cord

Sovereign AI: Palantir and Nebius Cut the Cloud Cord

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.

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Weekly Brew: September 4, 2026

Each week, The Weekly Brew brings you a collection of the most viewed stories from The Daily Brew, condensed. Here are the top stories from the week of August 31 - September 4.

Nvidia Soared Selling The Chips Behind The AI Boom. Now It Has $99 Billion Riding On The Industry.

The chipmaker has committed more than $40 billion to deals this year, backing AI labs, cloud providers and infrastructure companies that use its technology.

International Business Times

Independence, Missouri, city councilmember becomes first official recalled over a data center project this year

Welcome to the Thursday, Sept. 3, 2026, Brew.

‘It’s all you can hear’: New Jersey lawsuit takes on datacenter’s noise pollution

Lawsuit alleges sound is nuisance for up to one mile around datacenter as residents experience noises from DataOne

The Guardian - US

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George Soros Is Betting Big on Utility Stocks as AI Power Demand Surges

George Soros Is Betting Big on Utility Stocks as AI Power Demand Surges

Soros Fund Management opened a $105 million position in American Electric Power.

Nvidia rises after signaling longer AI spending runway

Nvidia rises after signaling longer AI spending runway

The world's most valuable company projected 70% revenue growth next fiscal year and forecast current-quarter sales above Wall Street estimates, signaling that the AI spending boom remains intact.

The Economic Times

Nebius Is Raising Money Through a Debt Offering After a Major Run-Up. What This Means for NBIS Stock.

Nebius Is Raising Money Through a Debt Offering After a Major Run-Up. What This Means for NBIS Stock.

Nebius revealed that the funding will be raised through two series of notes.

NVIDIA Reveals $21 Billion SpaceX Stake: Signal of Confidence or Circular Financing?

NVIDIA Reveals $21 Billion SpaceX Stake: Signal of Confidence or Circular Financing?

NVIDIA's 13F shows a nearly $21 billion SpaceX stake, its second-largest holding, stemming from an earlier xAI investment and raising circular financing questions as SpaceX buys NVIDIA chips.

Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.

Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.

Soros Fund Management opened a new position of 310,000 Nebius shares valued at approximately $85.6 million during the second quarter, highlighting institutional interest as the company posts explosive AI cloud revenue growth.

Nebius upsizes debt sale to $5 billion to fund data centres, AI platform

Nebius upsizes debt sale to $5 billion to fund data centres, AI platform

The Amsterdam-headquartered company plans to ‌issue private ⁠convertible ⁠notes worth $3 billion maturing in 2030, and notes worth $2 billion maturing in 2034. It may also sell an additional $450 million of the 2030 notes and $300 million of the 2034 notes if purchasers exercise their options, it ⁠said.

The Economic Times

A $4.5 Billion Reason Why Nebius Stock Is Down Today

A $4.5 Billion Reason Why Nebius Stock Is Down Today

Nebius shares tumble on plans of a $4.5 billion convertible senior notes offering. Here’s why NBIS stock is worth buying on the dip today.

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2 Major Catalysts Are Lifting IREN Stock. How to Play It Here.

Microsoft's acceptance and Nvidia's grant of Exemplar Cloud status have added to the stock's upmove.

Michael Burry’s Bearish Bet Against Nebius Stock Sends a Warning Message to AI Bulls

Michael Burry doubled down on his Nebius short right after blowout earnings. Here's what his bet says about the AI infrastructure boom.

CoreWeave vs Nebius: Both Companies Reported Strong Earnings, But Here’s the Stock You Should Buy

CoreWeave and Nebius are both benefiting from the AI infrastructure boom. Yet, one combines faster growth and stronger profitability with a much lighter debt burden.

Tom’s Hardware

Nvidia turns $5B Intel stock bet into $30B windfall — filing reveals new $21B SpaceX stake and complete exit from Arm stock

Nvidia quietly makes strategic and financial investments in clients, partners, and suppliers: CoreWeave, Coherent, Intel, Nokia, and SpaceX.

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Nebius Just Gave Bloom Energy a Big Boost. What It Means for BE Stock.

Nebius just gave Bloom Energy another vote of confidence. Is there more upside ahead for BE stock?

Michael Burry Doubles Down on Oracle, Micron Nebius Shorts After Saying It's Like 'Shooting Fish in a Barrel'

“Big Short” investor Michael Burry is doubling down on his bet against the AI infrastructure boom, adding to short positions in Oracle Corp. (NYSE:ORCL), Micron Technology Inc. (NASDAQ:MU) and Nebius Group (NASDAQ:NBIS) as he predicts an AI compute glut in 2028.

Nebius Just Exploded 34% on Blowout Earnings—Is It Time to Buy?

Nebius Group shares jumped 34% after Q2 revenue soared 454% year over year and ARR hit $3 billion, though the stock's roughly 130-times sales valuation raises questions for investors.

S&P 500 Rises on Mild Inflation Data, Red-Hot AI Rally: Stock Market Today

A tame July CPI report lowered odds that the Fed will hike rates in September, while strong AI earnings boosted the broad market.

NBIS Stock Surges 30% After Earnings, Defying Michael Burry's Bet Against Nebius

Nebius stock soars on blowout Q2 earnings. Wall Street continues to see further upside in NBIS shares.

Nebius’ Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand

Nebius Group's Q2 revenue surged 454% year-over-year to over $582 million, driven by faster capacity ramps, with analysts bullish but price targets suggesting shares are fairly valued near $230.

The Economic Times

Nebius shares soar 22% as AI demand powers revenue beat

Nebius shares jumped nearly 22% after the AI cloud provider beat revenue estimates, driven by surging infrastructure demand, larger contracts and higher prices. Core AI cloud revenue increased sixfold, while major customer deals and capacity commitments highlighted strong future growth.

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