Nvidia Dumps Stakes: Applied Digital, WeRide & Recursion Stocks Slide in After-Hours
Nvidia's latest 13F filing reveals it sold positions in Applied Digital, WeRide, and Recursion Pharmaceuticals in Q4 2025, causing after-hours dips.
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Nebius Group Q4 2025 Earnings: Strong Growth Despite Missing Estimates
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.
Apple Bucks Big Tech's AI Spending Frenzy While Cloud Backlogs Hit $1.1 Trillion
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 Backs Nebius as a Top Pick for 2026
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 Launches Bullish Coverage on Four High-Power Infrastructure Players
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.
Nebius Secures $3B Meta Deal, Projects Explosive Growth Through 2026
Nebius announces $3 billion AI infrastructure deal with Meta, its second major hyperscaler partnership. Revenue surges 355% as Dutch AI cloud provider targets $7-9B run-rate by 2026.