Meta is reportedly planning to sell its excess cloud computing capacity, and that doesn't bode well for Nebius and CoreWeave.

The question for anyone parking retirement dollars in the AI infrastructure trade is simple: Should you own Meta Platforms ...

Shares of Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) closed down 17% Wednesday. The move cracks a narrative that just ...

Nebius is rated Sell, as AI infra growth hides heavy capex, dilution, contract and margin risks amid AI compute deflation.

The most concerning part of Wednesday's sell-off wasn't the size of the drops -- it was who caused them.

Nebius spokesman John Sutter confirmed that the incentive package was a deciding factor in the company’s decision to invest ...

Nebius is poised for a critical Q1 earnings report, with markets focused on execution against its ambitious $18B capex target. The neocloud must demonstrate both substantial Q1 capex deployment ...

Nebius Group (NASDAQ:NBIS) shares are surging 16% in Wednesday morning trading, jumping above $112 as investors pile into one of the most explosive AI infrastructure stories on the market right now.

On March 4, 2026, the Independence City Council in Missouri officially sanctioned a Chapter 100 industrial development incentive plan for Nebius’ anticipated AI campus. Named "Project Independence," ...

Artificial intelligence is creating a new kind of infrastructure race. While investors often focus on Nvidia (NASDAQ:NVDA) chips or the latest AI models, the real bottleneck is increasingly becoming ...

CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS) both reported first quarter results that reshape how investors should think about AI cloud infrastructure. CoreWeave leaned into raw US scale, ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. CHONGQING, CHINA - FEBRUARY 3: In this photo illustration, a smartphone displays the logo of ...