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The Latest Breaking News from Nebius

'Big Short' Michael Burry Bets Against Oracle and Nebius: Says AI Profits Don't Add Up

Michael Burry reveals short positions against Oracle and Nebius, alleging that cloud companies are understating depreciation by extending the useful life of assets by artificially boosting earnings.

International Business Times UK

3 Stocks Taking Very Different Routes Through the Summer Rally

3 Stocks Taking Very Different Routes Through the Summer Rally

Casey's General Stores, Nebius Group, and The Metals Company show divergent 2026 performance among MarketBeat's top summer stock picks, from steady gains to AI-driven surges and high-risk losses.

Dear Nebius Stock Fans, Mark Your Calendars for August 5

Dear Nebius Stock Fans, Mark Your Calendars for August 5

All eyes are on Nebius as its August 5 Vineland update could shape the next leg of the AI stock's rally.

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This Nvidia-Backed AI Play Is Booming, But the Valuation Is Hard to Ignore

Nebius is building one of the fastest-growing AI cloud platforms, but high growth comes with a premium price tag.

Bloom Energy Is Rising as AI Power Demand Strengthens. Only Buy BE Stock If You Can Stomach the Valuation.

Bloom Energy reported second-quarter 2026 revenue of $1.065 billion, surpassing $1 billion for the first time, as AI power demand strengthens and major hyperscalers approve its solid oxide fuel cell technology.

Nebius Stock Gets Another Wall Street Upgrade. Here’s Why Investors Are Paying Attention.

Nebius was just upgraded to a "Buy" rating by analysts at Freedom Capital

Alabama animal shelter sues to stop massive data center that risks health of thousands of pets

The Birmingham shelter says it is not against data centers but wants transparency, due diligence and proper approvals for a project planned near its new facility

The Independent UK

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2 Neocloud Stocks to Buy Now After Google Earnings

2 Neocloud Stocks to Buy Now After Google Earnings

A key comment from Alphabet’s earnings call sent these two neocloud stocks higher. Here’s why investors should add these stocks to their portfolio.

CoreWeave vs. Nebius Stock: Nvidia Backs Both, But Here’s the 1 You Should Buy

CoreWeave vs. Nebius Stock: Nvidia Backs Both, But Here’s the 1 You Should Buy

Nvidia backs both CoreWeave and Nebius, but faster growth, a cleaner balance sheet, and a fresh Nvidia stake make one the clearer buy.

Cementing the Sky: Why NVIDIA’s Bet on Nebius Matters

Cementing the Sky: Why NVIDIA’s Bet on Nebius Matters

NVIDIA's 9.3% stake in Nebius, disclosed via 13G filing, sent shares up 16% and highlights a broader shift of capital toward neocloud operators over legacy hyperscalers.

As Nvidia Discloses a 9.3% Stake in Nebius, Here’s How You Should Play NBIS Stock

A Nvidia stake disclosure sent Nebius stock soaring. Let’s see whether the latest rally is just getting started or catching its breath.

NBIS Stock Alert: What to Know as Nvidia Reveals 9.3% Stake in Nebius

Nebius shares rally as SEC filing confirms Nvidia’s 9.3% stake in the neocloud operator. But does that warrant buying NBIS stock at current levels?

Nebius Shares Jump After Nvidia Disclosure. Investors Are Now Paying More Attention To The AI Cloud Company.

Nebius Shares Jump After Nvidia Disclosure. Investors Are Now Paying More Attention To The AI Cloud Company.

The Amsterdam-based firm has emerged as one of Europe's fastest-growing AI infrastructure providers, with its shares rising nearly 250% over the past year.

International Business Times

This Analyst Just Upgraded Nebius Stock. Here's Why.

This Analyst Just Upgraded Nebius Stock. Here's Why.

Nebius stock is rallying as Freedom Capital issues a bullish note in its favor. Here’s how high NBIS could realistically fly in 2026.

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Stock Market Today: Dow, S&P 500, Nasdaq 100 Futures Rise as Tech Stocks Lead the Rally—Nebius, Archer, IREN in Focus (UPDATED)

(Editor’s note: The ETFs data was updated.)

The Economic Times

Meta, Anthropic in talks for potential $10 billion compute lease deal

Such a deal would help Meta diversify beyond advertising by generating revenue from its infrastructure and competing with neocloud firms such as CoreWeave and Nebius, as growing adoption of advanced AI tools boosts the need for computing capacity.

The $10 Billion Reason META Stock Is in Focus Today

Meta stock extends gains on reports Anthropic is interested in buying computing power from it. Does that warrant buying META shares? Let’s find out!

This Red-Hot AI Infrastructure Stock Just Made a Game-Changing Move. How to Play NBIS Here.

Nebius is pursuing an asset-light expansion strategy that could accelerate growth while reducing capital spending, even as competition intensifies.

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Nebius Just Bagged a Billion-Dollar Deal With Reflection AI. How to Play NBIS Stock Here.

The deal will let Reflection access Nebius's AI computing capacity through 2029.

Blueprint for a Billion: Nebius Group Secures the AI Floor

Nebius Group shares fell 6% amid a tech sell-off, but a $1 billion Reflection AI compute deal pushed its contracted backlog to roughly $50 billion, bolstering its neocloud position.

International Business Times

Tech Executives Say AI Demand Remains Strong as Businesses Shift. 'Tokenmaxxing' Has Given Way To 'Valuemaxxing'

Leaders in the AI industry argue that investors are becoming more strategic about where they deploy AI and how they measure its return on investment after recent volatility in semiconductor stocks.

Nebius Stock Sold Off on Meta’s Data Center News. Buy the Dip.

Nebius stock sank on Meta’s cloud ambitions. SemiAnalysis believes Meta's AI expansion strengthens the buy-the-dip case.

Why Penguin Solutions May Be the Smartest AI Infrastructure Stock

Penguin Solutions posted a nearly 48% revenue jump and raised guidance in fiscal Q3, prompting analysts to lift price targets amid strong institutional buying and a rallying stock.

International Business Times

Meta's Stock Jumped After Announcing a New Business Venture. But Analysts Warn There Is a Caveat

Analysts are warning that Meta's new venture into cloud infrastructure could provide smaller margins than its lucrative ad business.

Tom’s Hardware

Meta reportedly plans to rent out its AI compute, sending AI stocks tumbling — 'Meta Compute' would put company in direct competition with AWS

Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.

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