Tag: Nebius Group NV
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Wall Street weighs prospect of an AI slowdown on data center buildout
Investors see a potential AI slowdown as problematic for companies tied to the data center buildout.
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AI stocks tumble on safety warnings. How to proceed — including 2 names on our shopping list
Jim Cramer offers a roadmap to navigate Monday’s sell-off in AI stocks.
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Dan Chung rebuilt a decimated Alger Management after 9/11. He’s still finding the market’s winners
The CEO and chief investment officer at Fred Alger Management survived the attack by chance. He was tasked with reconstruction after 35 staffers died.
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Nvidia becomes one of world’s biggest strategic tech backers as equity investments soar to $99 billion
Nvidia reported $99 billion in equity holdings as it backs AI labs, cloud providers and infrastructure companies across the sector.
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Jim Cramer says this is why demand for Nvidia’s chips keeps accelerating
CNBC’s Jim Cramer said the demand for Nvidia’s chips is accelerating because customers are finding they can make money from the technology almost immediately.
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Nvidia says Groq racks will be online this year following $20 billion purchase
Nvidia’s race to manufacture Groq chips and make them available to customers highlights the growing importance in AI of low-latency inference.
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Nvidia plays matchmaker in Nordics, sources tell CNBC, as AI data center deals boom in region
Nvidia is trying to connect GPU customers with Nordic data-center operators as cheap power and available land fuel the region’s AI infrastructure boom.
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Situational Awareness filing shows AI bets before forced portfolio sale to Citadel
The hedge fund’s five largest disclosed stock holdings at the end of June were Sandisk, Micron Technology, Bloom Energy, Taiwan Semiconductor and Nebius Group.
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The one big takeaway from a huge earnings season
The market is winding down an exceptionally strong reporting season, and there’s an underlying trend that remains front and center.
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This AI-linked name has more than tripled in 2026. Bank of America says it still has steam
Nebius Group’s strong second-quarter earnings results bode well for the future of its stock, per Bank of America.
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