$NBIS News
Last published 2d ago
- 2d agoCRWVNBISNVDAAMD+4CoreWeave confronts 'doom cycle' narrative as neocloud credit risk overshadows growthCNBCLeading neoclouds CoreWeave and Nebius have both lost about half their value in the past month as they get set for earnings reports this week.
- 2d agoNVDACRWVNBISNvidia's CEO turmoil gives newly empowered Democrats fresh ammunition in pursuit of oversightCNBCNvidia CEO Jensen Huang's extramarital affair with an alleged Chinese spy comes as the company is already about to face heightened scrutiny.
- 5d agoCRWVCEGONCTVA+4Cramer’s week ahead: AI data center stocks face another hurdle and so does the FedCNBCCoreWeave and Nebius earnings, alongside key inflation reports that could shape the Fed's next interest rate decision, are the focus.
- 5d agoMSFTCRWVNBISCHRN+3Microsoft plans to use fewer neoclouds as AI buildout shows signs of strainCNBCMicrosoft is winding down the number of neoclouds it counts as partners, picking key suppliers and focusing on its own data centers.
- 5d agoNVDAAMDNBISCRWV+8AI stocks hammered by midterm shock as data center buildout becomes a 'war of attrition'CNBCThe election rout landed on an AI trade already under pressure from high interest rates, heavy capital spending and questions about returns.
- 6d agoMUGEVSNDKCRWV+2Jim Cramer says the AI sell-off isn't over, but it isn't another dot-com crashCNBCCramer warned that the sell-off in AI stocks likely has further to run.
- 6d agoIRENCRWVNBISNeocloud IREN says $4 billion in annualized revenue being delayed due to customer requestCNBCFollowing a dramatic plunge in its stock price, IREN said some revenue is being delayed from 2026 until early next year.
- 1w agoAAPLMSFTAMZNNVDA+4Jim Cramer warns investors may be reading too much into Wall Street's post-election rallyCNBCCramer warned that Wall Street may be getting ahead of itself following the midterm elections.
- 1w agoANETAMDORCLNVDA+9Jim Cramer sees signs of life in tech stocks — but not from the usual winnersCNBCCramer said a new group of technology stocks may be emerging as market leaders.
- 1w agoNBISNebius Group announces date of third quarter 2026 results and conference callBusiness WireNebius Group N.V. (("Nebius Group" or the "Company", NASDAQ:NBIS), will release its third quarter 2026 financial results on Thursday, November 12, 2026, before market open. Nebius Group will also hold
- 1w agoGOOGLMSFTCRWVNBIS+7Alphabet drags on Nasdaq futures as the stock faces a record post-earnings lossCNBCConcerns rise that the Google-parent is taking a hit from AI competition
- 1w agoGOOGLMSFTCRWVNBIS+7AI build-out hits snag as Google and Microsoft put off raising capex forecastsCNBCMicrosoft and Alphabet both reported capital expenditures that fell short of estimates, adding to concern over the cost of the AI build-out.
- 2w agoCRWVNBISMSFTIREN+3CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectationsCNBCShares of CoreWeave, Nebius and IREN fell as Microsoft's lower-than-expected capex figure points to infrastructure partners taking longer to deliver capacity.
- 2w agoAIBNBISAIB Data Centers Appoints Jason Burnett as Chief Operations OfficerGlobeNewswireFormer Hivelocity and DataBank Executive Will Lead Construction and Operations Appointment Strengthens AIB’s Ability to Deliver Its Contracted Power Capacity of 120 MW and Further Scale Its Data Center Platform NEW
- 2w agoCRWVBXANTHR.FGAVGO+4Jim Cramer warns investors not to get fooled by the latest AI stock rallyCNBCCNBC’s Jim Cramer warned that the latest rally in AI stocks doesn't mean the data center trade is out of the woods.
- 2w agoCRWVNBISIRENNeocloud stocks fall as Elon Musk says more than 200 of them face 'guppy-level death'CNBCInvestors are already questioning the debt-fueled expansion of neoclouds and whether the large AI infrastructure build-out will generate long-term returns.
- 2w agoNVDACRWVNBISIREN+3Nvidia's role as AI financier faces first big test as neoclouds take market hitCNBCAs Nvidia has gone from chipmaker to industry financier, some investors see the company taking on outsized risk tied to the AI buildout.
- 2w agoSKHYMETAGOOGLCRWV+6Turmoil hits AI buildout as neoclouds face pressure, credit risks mount and Solidigm pulls IPOCNBCStock slumps, pulled IPOs, and rising spreads on credit default swaps this week sets stage for hyperscaler earnings.
- 2w agoNVDACRWVNBISTSLA+1On the ground at Nvidia GTC Berlin: Jensen Huang, robot ducks and neocloud distressCNBCThe word on the ground from Nvidia's German showpiece conference.
- 2w agoTSLAMETA@LCO.1@CL.1+6Sellers are back in tech, while bear market grips Chinese stocksCNBCHere are the key things investors need to know to start the trading day.
- 2w agoNBISNebius secures $3.5 billion financing facility with CitiBusiness WireMarks next step in Nebius’s strategy to fund global capacity build-out on attractive terms Advances diversified capital structure built on a disciplined balance sheet Increases flexibility over timing and
- 3w agoTSLASPCXNFLXMETA+2Futures orbit around SpaceX as Tesla merger talk cheers investorsCNBCHere are the key things investors need to know to start the trading day.
- 3w agoNBISCRWVIRENSPCX+2Investors are questioning neoclouds' business model but Nebius says AI computing prices are risingCNBCThe comments come as investors scrutinize the debt, borrowing costs and economics of companies building AI infrastructure.
- 3w agoNBISNebius brings compute pricing into the open as Europe’s AI builders scale on its cloudBusiness WireIntroduces public live prices for GPU spot capacity to expand transparent and flexible access to AI compute Expands AI Builder Program to Europe with NVIDIA to accelerate European AI development Across countries
- 3w agoNVDANBISSereact, NVIDIA, Nebius, CEVA Logistics and Zalando Close the Training Loop for Robotic Returns HandlingGlobeNewswireNVIDIA supplies the simulation, world models and agent skills. Nebius runs them on its Physical AI Workbench. Sereact's Cortex is the robot brain they train. The initial rollout targets Zalando’s returns handling at
- 3w agoMSFTNVDANBISCRWV+4Anthropic in talks with neocloud Nscale over second multibillion-dollar deal, source tells CNBCCNBCAnthropic and Nscale previously inked a similar deal for a data center on the same site in the U.S.
- 3w agoCRWVNBISIRENMU+6CoreWeave credit default swaps hit distress levels as investors sour on AI debtCNBCSigns of distressed deepened in CoreWeave on Thursday.
- 4w agoCRWVORCLNBISTSLACoreWeave shares tumble as bond yields near 15% on concern about AI borrowing bingeCNBCShares of CoreWeave sank 15%, while yields in its bonds blew out further.
- 1mo agoCRWVAMZNPANWNBISTop Wall Street analysts are upbeat about the prospects for these 3 stocksCNBCInvestors with a long-term horizon can track ratings from top Wall Street analysts to find stocks with solid growth prospects.
- 1mo agoNBISNebius acquires Inferize to strengthen Nebius Token Factory's production inference stackBusiness WireBrings technology that cuts time to launch and scale large AI models, improving token economics and capacity utilization Adds deeply experienced systems engineering talent to Nebius's inference
- 1mo agoAMZNCRWVNBISNVDA+5AI cloud provider Nscale files to go publicCNBCNscale is the latest artificial intelligence neocloud to turn to public markets.
- 1mo agoVDTAIRENNBISAPLD+1AI Infrastructure: The Trillion-Dollar Market Growing Behind the AI RevolutionGlobeNewswireNEW YORK, Sept. 15, 2026 (GLOBE NEWSWIRE) -- Market News Updates News Commentary - If looking for one of the biggest technology growth stories taking shape right now, AI infrastructure deserves a serious look. The AI
- 1mo agoANTHR.FGOPENAI.FGORCLGEV+8Wall Street weighs prospect of an AI slowdown on data center buildoutCNBCInvestors see a potential AI slowdown as problematic for companies tied to the data center buildout.
- 2mo agoPLTRNBISPalantir and Nebius Partner to Deliver a Complete Sovereign AI Stack to Palantir CustomersBusiness WirePalantir names Nebius its preferred sovereign AI infrastructure partner, bringing Nebius compute and inference inside the Palantir perimeter Strategic partnership based on shared vision that open models and looped
- 2mo agoNVDANBISNOKINTC+8Nvidia becomes one of world's biggest strategic tech backers as equity investments soar to $99 billionCNBCNvidia reported $99 billion in equity holdings as it backs AI labs, cloud providers and infrastructure companies across the sector.
- 2mo agoNBISNebius to participate in upcoming investor conferencesBusiness WireNebius Group N.V. (("Nebius Group" or the "Company", NASDAQ:NBIS), the AI cloud company, today announced that members of its management team will take part in the following investor
- 2mo agoHCWCNBISWULFCIFR+1The AI Boom's Real Bottleneck Isn't Chips Anymore. It's Power-Ready Land, and One Lease Just Proved What It's WorthGlobeNewswireNEW YORK, Aug. 31, 2026 (GLOBE NEWSWIRE) -- World Street Intelligence News Commentary - For two years, the story of artificial intelligence has been told through chips: who has them, who makes them, and how many. But
- 2mo agoNBISNebius Group N.V. announces results of its Annual General MeetingBusiness WireNebius Group N.V. ((the "Company", NASDAQ:NBIS), the AI cloud company, today announced that all resolutions proposed at the Annual General Meeting of the Company (the "AGM"), held on August 25, 2026,
- 2mo agoNBISNebius Group announces closing of private offering of convertible senior notes, with aggregate gross proceeds of approximately $5.75 billionBusiness WireNebius Group N.V. (("Nebius Group" or the "Company", NASDAQ:NBIS), the AI cloud company, today announced the closing of its previously announced offering of convertible senior notes, in two series:
- 2mo agoNVDANBISTSMAMD+1Nvidia says Groq racks will be online this year following $20 billion purchaseCNBCNvidia's race to manufacture Groq chips and make them available to customers highlights the growing importance in AI of low-latency inference.
- 2mo agoNBISNebius Group announces pricing of upsized private offering of $5.0 billion of convertible senior notesBusiness WireNebius Group N.V. (("Nebius Group" or the "Company", NASDAQ:NBIS), the AI cloud company, today announced the pricing of its offering of $5.0 billion aggregate original principal amount of convertible
- 2mo agoNVDANBISMSFTNvidia plays matchmaker in Nordics, sources tell CNBC, as AI data center deals boom in regionCNBCNvidia is trying to connect GPU customers with Nordic data-center operators as cheap power and available land fuel the region’s AI infrastructure boom.
- 2mo agoNBISNebius Group announces proposed private offering of $4.50 billion of convertible senior notesBusiness WireNebius Group N.V. (("Nebius Group" or the "Company", NASDAQ:NBIS), the AI cloud company, today announced its intention to offer, subject to market and other conditions, $4.50 billion aggregate original
- 3mo agoNBISNebius Q2 2026 Earnings Call - NEBIUS GROUP NVEarnings Call TranscriptsWelcome to Nebius Group's Q2 2026 Earnings Conference Call. The presentation will be followed by a Q&A session. If you would like to ask a question, you can click on the Ask a Question tab in the top right of the live st
- 3mo agoNBISVantage Data Centers and Nebius Expand UK AI Infrastructure with First Deployment in South Wales AI Growth ZoneBusiness WireDeployment will add high-density NVIDIA-powered AI capacity at Vantage’s Newport campus, supporting the UK’s ambition to scale domestic AI compute and reinforcing South Wales as a strategic digital infrastructure
- 3mo agoINTCSMCILITENBIS+2Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comebackCNBCCNBC’s Jim Cramer said the AI data center trade is regaining market leadership after weeks of forced selling weighed on the group.
- 3mo agoNBISNebius reports second quarter 2026 financial resultsBusiness WireNebius Group N.V. (NASDAQ:NBIS), the AI cloud company, today announced its unaudited financial results for the three and six months ended June 30, 2026. This press release features multimedia. View the full release
- 3mo agoAIBZIRENNBISWULF+1Clean Energy Is AI's New Bottleneck. Bitzero Is Building Around It.GlobeNewswireVANCOUVER, British Columbia, Aug. 05, 2026 (GLOBE NEWSWIRE) -- Equity Insider News Commentary - Artificial intelligence runs on electricity, and the scramble for clean, abundant, low-cost power has become one of the
- 3mo agoNBISNebius appoints Lindsey Irvine as Chief Marketing OfficerBusiness WireNebius (NASDAQ:NBIS), the AI cloud company, today announced the appointment of Lindsey Irvine as Chief Marketing Officer as the company continues to accelerate its global expansion following a year of record
- 3mo agoUBERAURNVDAGOOGL+10Uber is building an autonomous vehicle empire, and here’s every company it’s using to do itTechCrunch