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

It remains unclear how Meta, which is aggressively buying compute for its own needs, will have enough excess compute to sell at scale.

The AI cloud company has the backing of a semiconductor giant.

Nebius Group (NASDAQ:NBIS) has outperformed the market over the past 5 years by 14.3% on an annualized basis producing an average annual return of 25.46%. Currently, Nebius Group has a market capitalization of $54.55

The neocloud provider reported a notable insider sale after shares posted a nearly 300% one-year return.

The chipmaker now holds a 9.3% stake in this fledgling company.

Nebius remains one of the most intriguing AI infrastructure companies, but there are risks to watch out for.

Meta's AI cloud move rattled investors, but the bigger question is whether surging AI compute demand still leaves room for Nebius to grow.

A rough stretch for the market just quietly opened the door to one of the more compelling setups in recent memory.

SpaceX shares have fallen below their $135 IPO price as a $1 trillion valuation drop raises questions about a potential Pentagon AI cloud contract and its high price-to-sales multiple.

Nebius and IonQ have major upside.

Nebius Group (NASDAQ:NBIS) detailed a series of new cloud platform features during a product release event, highlighting additions across AI assistance, orchestration, cost controls, security, storage and developer programs. The company’s presentation centered on Nebius Echo, a built-in AI agent de

These are the ultimate AI investments that offer individuals access to the technology's success.

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.

There are two different ways to interpret Meta Platforms' apparent plans to start leasing its spare cloud capacity.

Nebius Group N.V. (NASDAQ: NBIS) stock fell Monday amid Meta Platforms Inc. (NASDAQ: META) competition concerns and rising AI market valuation anxiety.

Nebius outperformed all other "neoclouds" amid stellar execution and large deals.

Meta's announcement doesn't spell doom for the neocloud market.

One piece of Meta news is quietly reshaping the case for a handful of AI infrastructure stocks.

Many developments for the company were positive.

Micron and Nebius still have a ton of upside compared to Nvidia.

Meta Platforms is several years away from providing neocloud services, while neocloud pure plays are rapidly expanding their gigawatt pipelines.

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.

There are several exciting AI stocks to buy right now.

Fund bets on data center and Bitcoin mining operator as portfolio outperforms S&P 500 by 141 percentage points.

TTRF's debut stake in AI infrastructure provider Nebius makes it the fund's largest holding. The stock has quadrupled over the past year.