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

NVIDIA's latest 13F filing does not tell the story it seems to at first glance. The apparent divergence in its CoreWeave and Nebius holdings is a prime example.

Nebius Group fell nearly 9% after a DA Davidson downgrade, despite reporting 684% revenue growth and reiterating its 2026 guidance of $3B to $3.4B.

Keel Infrastructure is a smaller crypto miner that is pivoting to AI, and investors are missing out.

After a blowout first-quarter report and a string of marquee deals, the AI cloud company's shares have surged -- but the price tag may leave little room for error.

AI and semiconductor stocks still look stretched, but a long list of growth names could become screaming buys if the market gives them up.

Nebius and CoreWeave are rapidly growing neocloud businesses.

Nebius Group's business is on fire, but has the stock run too far?

Skip the AI cloud stock priced for perfection. Astera Labs may be the smarter way to invest in the AI infrastructure boom before the market fully catches up.

In the wake of a strong earnings report, this AI stock is sailing higher.

Both AI infrastructure companies are firing on all cylinders.

The AI cloud provider is expanding at a blistering pace.

Most technology stocks should do well enough for the foreseeable future, but a handful are still nowhere close to their peak valuations.

Nebius (NBIS) Q1 2026 Earnings Transcript

Nebius Group is growing at a hyper pace as hyperscalers lean into it for data center capacity and AI-related services.

Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil

The company reported earnings results above consensus estimates and announced a new data center site with large capacity.

Several notable companies working in e-commerce and artificial intelligence are stepping up to the earnings podium.

Stocks had a strong week, with the NASDAQ and S&P 500 hitting record highs; but next week's infation readings will determine the short-term direction.

It is possible -- but you have to know where to look.

Nebius is a high-risk, high-reward AI infrastructure play with massive contracted demand and explosive growth potential -- if it can deliver.

Investors are expecting big things out of Nebius next week.

Nebius has been a top-performing stock in 2026.

The chipmaker's relationship with AI data center operator Nebius is proving beneficial for both companies.