neocloud

Nebius Group (NASDAQ:NBIS) may have just had its long‑term story rewritten — and two fresh $200 price targets suggest the market is still catching up. NBIS stock is moving. See the chart and price action here.  Street Chases The Tape DA Davidson and BWS Financial both lifted their Nebius...

Nebius Group NV (NASDAQ:NBIS) is trading like the math still hasn't caught up to the story: roughly $46 billion in marquee AI infrastructure deals against a market cap just above $28 billion. NBIS stock is climbing. See the chart and price action here.  The $27 Billion Meta Pact Meta...

TeraWulf, Inc. (NASDAQ:WULF) shares dropped in Thursday's extended trading after the company released its fourth-quarter earnings report, missing estimates on the top and bottom lines. Here's a look at the details from the report    WULF stock is moving. Watch the price action here...

CoreWeave Inc (NASDAQ:CRWV) reports fourth-quarter financial results Thursday after market close, a report that could have extra attention given the recent pressure on technology stocks. Here are the earnings estimates, what experts are saying ahead of the report and key items to watch. •...

The specialized neocloud sector faced a stress test on Friday as shares of Nebius Group N.V. (NASDAQ:NBIS) and Applied Digital Corp. (NASDAQ:APLD) tumbled in sympathy with CoreWeave, Inc. (NASDAQ:CRWV).  The sell-off was ignited by a Business Insider report suggesting a major financing...

IREN Limited (NASDAQ:IREN) shares dropped in Thursday's extended trading after the company released its second-quarter earnings report, missing analyst estimates on the top and bottom lines. Here's a look at the key figures from the quarter.  IREN stock is moving. Watch the price action here...

IREN Ltd (NASDAQ:IREN) used to dig for Bitcoin (CRYPTO: BTC). Now it wants to mine the cloud. In less than two years, the company has leapt from crypto pioneer to "Neocloud" upstart — and Thursday’s second quarter earnings will decide whether that reinvention looks visionary or overreach....

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) posted a blowout Q4 earnings report on Thursday and sent a clear signal to the markets: AI demand is strong and growing.  As the exclusive manufacturer of NVIDIA Corp. (NASDAQ:NVDA) GPUs, TSMC reported a 35% jump in net profit, crushing analyst...

Hedge funder Brad Gerstner, who is the CEO of Altimeter Capital, believes it is still the early innings of a super cycle for software and cloud companies benefiting from the growth of AI and data center spending. In a recent interview, he shared one of the beaten-down stocks that he's buying. Brad...