Nebius Group N.V. - Class A Ordinary Shares (NBIS)

The SOFC maker's latest upgrade will further accelerate its system deployments.

Its own disclosures sketch the three-year range -- and one assumption matters most.

Iren may have multiple gigawatts in its control that investors do not know about.

A high-potential 8.4-gigawatt pipeline is colliding with financial realities.

Palantir named Nebius Group its preferred sovereign AI infrastructure partner, pairing Palantir's software with Nebius' GPU data centers to help enterprises keep data and models within national borders.

Cathie Wood's ARK trimmed its Palantir stake by about $25 million amid a broader portfolio rotation, but strong commercial growth, government contracts, and a Moderate Buy rating suggest the stock's rally may continue.

An announcement from rival Nebius seemed to lift CoreWeave.

Investors regained their optimism for Oracle's big AI bets, at least temporarily.

A new partnership with Palantir energized the stock.

Bloom Energy has secured a spot in the S&P 500 as part of its quarterly rebalancing.

The neocloud thesis just got a lot stronger.

I'm long these two stocks and intend to build my positions in both of them next year.

I will keep touting the AI trade even though it's getting plenty of attention already.

Nebius is rapidly growing and backed by Nvidia.

The market is full of high-upside opportunities.

This high-flying green energy stock has a wide moat.

Nebius looks like a long-term AI infrastructure bet because its partnership model could deliver faster, more capital-efficient growth than CoreWeave.

The neoclouds are taking on significant debt to finance their data center build-outs.

The AI cloud provider keeps finding more power than it promised. Its own disclosed deal prices say what all those megawatts could eventually earn.

Nebius has already proved demand. Now the real question is whether its massive AI backlog can become profitable capacity before spending, financing, and execution risk catch up.

The booming demand for dedicated AI data centers is fueling tremendous growth for these two companies.

Nvidia's results were even better than expected, and the ripple effect is showing up in some unexpected places.

With half the year still to play out, these 5 names are where I'm putting fresh capital to work.

Most of the "Magnificent Seven" stocks are still doing well. Just don't expect generational returns anymore.