Data center and AI-related stocks like CoreWeave plunged sharply as rising credit risks and heavy spending fears spark a sell-off in speculative tech trades. Investors are pushing back against big capital expenses.
Nvidia's latest 13F filing reveals it sold positions in Applied Digital, WeRide, and Recursion Pharmaceuticals in Q4 2025, causing after-hours dips.
Nebius Group reports Q4 2025 revenue of $227.7M (up 547% YoY) and full-year $529.8M. ARR hits $1.25B, EBITDA turns positive, targeting $7–9B ARR in 2026.
While Amazon, Google, Meta, and Microsoft pour record billions into AI infrastructure, Apple takes a different approach—and Big Tech cloud backlogs reach unprecedented levels.
Northland names Nebius a top stock for 2026, keeping an Outperform rating and a $211 target, driven by Microsoft backing and power visibility.
Citizens JMP initiated coverage on Nebius, Iren, Riot Platforms, and Cipher Mining with Outperform ratings, citing critically scarce power supply for high-performance computing and AI as a major growth driver.
