Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays
There’s a lot of market buzz on the emerging crop of companies known as neoclouds, but these stocks…
Anthropic in European AI data center push, recruits for key dealmaker
Anthropic is ramping up a push to secure European data center deals to power its AI models, as…
Marvell stock pops 8% as Nvidia takes $2 billion stake
Shares of Marvell Technology surged 8% after Nvidia announced plans to invest $2 billion in the semiconductor company…
Nebius unveils plans to build one of Europe’s largest AI factories
Nebius unveiled plans on Tuesday to build a new AI data center in Finland, which it says will…
Meta signs $27 billion deal with Nebius for AI infrastructure
In an aerial view, a billboard advertising an artificial intelligence (AI) company is posted on Sept. 16, 2025…
Nebius stock pops 14% on Nvidia $2 billion investment announcement
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada,…
Buy the dip in this AI ‘neocloud,’ says Freedom Capital’s Paul Meeks
Nvidia -backed cloud company CoreWeave deserves the benefit of the doubt from investors, according to veteran tech analyst…
Why Jim Cramer thinks the AI trade is breaking up
After years of largely trading together, stocks related to artificial intelligence and the data center are starting to…
Microsoft (MSFT) Neocloud Deals a Strategy for AI Supply Crunch
Microsoft Corp.’s deal with neocloud company Nebius Group NV will provide computing power to internal teams creating large…
CoreWeave shares jump after it starts VC fund to invest in AI companies
CoreWeave Inc. signage in Times Square in New York, US, on Friday, May 9, 2025. Yuki Iwamura |…