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09.07.26 - 18:42
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Down 40%, CoreWeave Is Being Left Behind By the Market (24/7 Wall St.)
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The AI infrastructure trade has minted winners across the neocloud sector, but one name has been conspicuously left out. CoreWeave (NASDAQ:CRWV) has fallen 40.57% over the past year, even as Nebius Group (NASDAQ:NBIS) has surged 359.62% and IREN (NASDAQ:IREN) has climbed 154.62%. Even NVIDIA (NASDAQ:NVDA), CoreWeave's largest partner, is up 27.74% over the same stretch. ... Down 40%, CoreWeave Is Being Left Behind By the Market...
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07.07.26 - 19:06
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Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock? (24/7 Wall St.)
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The question for anyone parking retirement dollars in the AI infrastructure trade is simple: Should you own Meta Platforms (NASDAQ:META) or Nebius Group (NASDAQ:NBIS) right now? Both now feed the same neocloud thesis after Meta said it would potentially monetize its own compute capacity, but they sit at opposite ends of the risk spectrum. One ... Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?...
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04.07.26 - 02:06
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SoftBank targets AI cloud market with 10GW US rental plan (Digitimes)
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SoftBank Group (SBG) and telecom subsidiary SoftBank said they will set up a new company in the US in July 2026 to rent out AI computing resources, aiming to challenge CoreWeave and Nebius in the fast-growing AI cloud market. The new unit, SB Neo, is scheduled to begin operations in fiscal 2027 (April 2027 to March 2028)....
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02.07.26 - 10:45
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Nebius-Aktie -17%: Wird Meta vom Partner zum Killer? (Sharedeals)
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Die Nebius-Aktie erwischte am gestrigen Mittwoch einen rabenschwarzen Tag und brach um -17% ein. Was hat den massiven Kurssturz des Neocloud-Providers ausgelöst und sollten Anleger die Gelegenheit für einen Kauf nutzen? Eine Schocknachricht ausgerechnet vom Partner Der gestrige Kurseinbruch der Nebius-Aktie hat einen klaren „Schuldigen“, und der heißt Meta Platforms. Ein Bericht der Nachrichtenagentur Bloomberg […]
The post Nebius-Aktie -17%: Wird Meta vom Partner zum Killer? first appeared on sharedeals.de....
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