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Bitcoin miners spent the last two years building an entirely different kind of business, according to a CoinShares webinar held on Tuesday. They no longer just run machines that verify bitcoin transac

Michael Burry increased his bearish bets Tuesday on several tech and semiconductor names while adding to long positions in a handful of consumer and retail stocks.

Nebius Group N.V. is rated a cautious Buy, reflecting strong AI infrastructure demand but significant execution and capital allocation challenges. NBIS's investment case hinges on rapid capacity deplo

Nebius Group is upgraded to buy with rapid operating margin improvement and strong results of a new pricing model. NBIS nearly broke even on operating margin in FQ2, improving from a -32% loss in FQ1,

Retail investors talked up five hot stocks during the week (Sept. 14 to Sept.18) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate news flo

Nebius Group (NBIS) remains a high-conviction bullish call, with a 40% 12-month upside and potential for doubling in two years. NBIS's repeated GPU and CPU price hikes, innovative auction-based pricin

AI leaders shocked the world by calling for a slowdown in AI's advancement and for regulation. The news triggered a sector-wide drawdown, raising the risk of a deeper correction, but short sellers sho

Nebius is reaffirmed at a buy rating due to sustained hypergrowth, robust demand, and improving profitability. The company raised year-end contracted capacity guidance to 5GW, with strong pricing powe

Nebius surged 8% after announcing a strategic AI infrastructure partnership with Palantir Technologies this week. I reaffirm my 'Strong Buy' rating on Nebius, citing 454% year-over-year growth and rob

Nebius remains roughly 25% of my portfolio, despite falling 14% since my previous coverage, as fundamental conviction remains intact. Palantir could help monetize Nebius capacity across enterprise and

Nebius Group N.V. (NBIS) Presents at Citi's 2026 Global TMT Conference Transcript

Michael Burry, a hedge fund manager and investor known for predicting the 2008 financial crash, has just updated his portfolio, with some notable new positions catching the market's attention.

NBIS is signing multiyear AI-cloud contracts exceeding $1 billion on average, supported by strong demand for GPU capacity and attractive contract economics. Customer prepayments cover 50% to 60% of as

Nebius targets $3.0-$3.4 billion 2026 revenue and a $7-$9 billion exit run rate as AI capacity expands. Connected power could reach 800 MW-1 GW by year-end, while contracted power targets have increas

Nebius Group N.V. remains a buy as its asset-light AI-PaaS model accelerates capacity expansion, drives high-margin software economics, and leverages $9B in prepayments. NBIS's asset-light franchise m

Nebius (NBIS) remains a Strong Buy as it executes on rapid backlog growth, robust GPU rental pricing, and secured capital for expansion. NBIS's unit economics are improving, with GPU price hikes passe

Nebius remains a Strong Buy, driven by its leading position in the AI and data center narrative. NBIS has surged nearly 61% since prior coverage, far outperforming the benchmark's 6% return. Multi-yea

Nebius Group is positioned as a premium AI cloud intermediary, leveraging scarce, production-ready capacity and a full-stack operational model. NBIS's contract economics are robust, with >$1B deals, 7

Higher pricing trends through short-term contracts/capacity auctions prove the durability of AI compute demand and Nebius's ongoing capex build-out. The growing prepayments/asset-light partnerships un

NBIS's most recent earnings release was a beat, boasting 454% revenue growth and positive operating cash flows. The company has multi-billion dollar contracts with Meta and Microsoft in the pipeline,