CoreWeave vs. Nebius: Nebius Is Winning the Customers CoreWeave Can’t Serve Strong AI infrastructure demand favors Nebius over CoreWeave due to its healthier balance sheet and faster expansion capacity. Barchart · Oct 4
Nebius Acquires Inferize to Expand Its AI Product Portfolio. What That Means for NBIS Stock Holders. Nebius buys Inferize to cut the idle GPU tax and boost Token Factory. Here is what the deal means for Nebius stock now. Barchart · Oct 4
Why BNP Paribas Is Setting Its Sights on $399 for Nebius Stock BNP Paribas has raised Nebius’ price target to $399 after its stellar earnings. Barchart · Sep 28
A 1,252% Revenue Surge Isn’t the Most Important Number in This Nvidia-Backed AI IPO Nscale is entering the public markets with extraordinary growth, massive customer commitments, and some numbers investors need to keep a close eye on. Barchart · Sep 23
Nebius Stock Spikes 4% on Higher Computer Prices. How to Play NBIS Stock Here. Nebius stock climbed after reports of higher AI computing prices and a new Palantir deal. Here's what's behind the NBIS stock move. Barchart · Sep 22
The Fed Just Raised Rates for the First Time Since 2023. CoreWeave’s CEO Sees an ‘Inflection Point,’ But Its $51 Billion Debt Problem Just Got Worse. The Fed's first rate hike since 2023 hits CoreWeave hardest, since its debt already tops its market cap and its interest bill exceeds operating income. Barchart · Sep 21
Nebius’s Price Hike Suggests Michael Burry Made a Mistake and Is Shorting the Best Neocloud Stock After closing his short position against CoreWeave, the question is whether Burry is still bearish on Nebius, or just waiting for a better exit point. Barchart · Sep 20
NBIS Stock Jumps on Nebius Price Hike Rumors Nebius stock rallies on rumors of upcoming price hikes. Here’s what the price increases would mean NBIS shares if confirmed. Barchart · Sep 17
Nebius hikes AI cloud prices again as demand for computing power soars Demand for computing capacity to train and run AI models is surging; rival CoreWeave said earlier in the day that it is signing contracts at higher prices. The Economic Times · Sep 17
AI Panic Hit Tech Stocks—But NVIDIA’s Growth Engine Is Intact Despite AI safety concerns triggering a sector selloff, Q2 backlogs and CapEx data show infrastructure demand accelerating, with NVIDIA and AMD positioned to benefit as inference adoption grows. MarketBeat · Sep 16
Hold Your Horses: Palantir-Nebius Deal Doesn’t Solve Either Stock’s Biggest Problem The latest deal resolves neither the valuation problem nor the profitability gap. So what's in it for investors? Barchart · Sep 15
Nvidia’s Jensen Huang Just Delivered a Huge Vote of Confidence to CoreWeave and Nebius Jensen Huang says AI infrastructure spending is still in its early stages, giving CoreWeave and Nebius a major vote of confidence as NVIDIA-backed neoclouds expand. Barchart · Sep 13
3 Stocks to Bet Against If You Want to Invest Like Michael Burry Michael Burry’s bearish positioning in these three names offers investors an opportunity to examine the risks behind some of the market’s closely watched AI stocks. Barchart · Sep 13
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. Barchart · Sep 11
Barchart · Sep 10 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.
MarketBeat · Sep 9 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.
Ballotpedia · Sep 4 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.
International Business Times · Sep 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.
Ballotpedia · Sep 3 Independence, Missouri, city councilmember becomes first official recalled over a data center project this year Welcome to the Thursday, Sept. 3, 2026, Brew.
The Guardian - US · Aug 28 ‘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
Barchart · Aug 27 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.
The Economic Times · Aug 27 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.
Barchart · Aug 25 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.
MarketBeat · Aug 25 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.
Barchart · Aug 23 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.