Browsing Tag
NVIDIA
297 posts
IREN shares slide as analysts flag weaker competitive positioning against CoreWeave and Nebius
IREN shares fall as Bernstein flags weaker economics versus CoreWeave and Nebius, compounded by Meta's cloud ambitions.
Ecolab closes $4.75bn CoolIT acquisition as AI data centers confront a cooling bottleneck
Ecolab has completed its acquisition of CoolIT Systems, combining water treatment, cooling hardware, digital monitoring and service capabilities. The deal places Ecolab deeper inside the physical infrastructure required to operate increasingly powerful artificial intelligence systems.
Nasdaq-100 in 5 days, S&P 500 blocked until 2027: what SpaceX (SPCX) is still missing
Wedbush initiates SpaceX (SPCX) at Outperform, $190 target, $2.5T enterprise value; Nasdaq-100 inclusion July 7 adds $4.3B in passive inflows. Winners named.
Corning (NYSE: GLW) optical re-rating intensifies as Amazon, Nvidia and Meta lock in AI infrastructure capacity
Corning Incorporated (NYSE: GLW) surges to record above $218 as Amazon AI fiber deal joins Nvidia and Meta partnerships to anchor optical re-rating. Read more.
Nebius (NASDAQ: NBIS) Nasdaq-100 entry meets the USD 50B AI cloud backlog test
Nebius (NASDAQ: NBIS) joins Nasdaq-100 on 22 June with USD 50B in AI cloud backlog. The real test is turning USD 25B capex into ARR fast enough.
Nebius Group (NBIS) climbs to about $280 as Nasdaq-100 inclusion approaches and the Eigen AI deal closes
Nebius Group (NBIS) climbs as Nasdaq-100 inclusion approaches and the Eigen AI deal closes, with a $50 billion AI backlog underpinning the story. Read more.
Is Rumble’s Quake AI launch a real AI infrastructure pivot or a risky identity reset?
Find out how Rumble’s Quake AI launch could reshape RUM stock, AI cloud infrastructure and the company’s post-Northern Data strategy today!
From tenant to owner: Could Big Boden become HIVE Digital’s European AI anchor?
HIVE Digital is buying its 32 MW Boden data center to accelerate Tier III AI growth in Sweden. Explore the strategy, stock outlook and execution risks here!
Nebius (NBIS) joins the Nasdaq-100 as its AI cloud revenue soars
Nebius revenue jumped sevenfold and it is joining the Nasdaq-100. But a USD 20 billion capex bill means the funding question dwarfs everything.
Smartbird replaces Allbirds as $100m AI infrastructure bet puts BIRD under scrutiny
Find out whether Smartbird’s dramatic AI infrastructure pivot can revive BIRD stock or expose investors to serious execution, funding and dilution risks.