{"ticker": {"uuid": "23c8db0c-1f1f-45d7-b264-386db9fc4325", "symbol": "NBIS", "name": "Nebius Group N.V.", "exchange": "NASDAQ", "country": "US", "sector": "Communication Services", "industry": "Internet Content & Information"}, "articles": [{"title": "US Stock Market Today: S&P 500 Futures Edge Up As Traders Eye Key CPI", "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. The Morning Bull - US Market Morning Update Thursday, Aug, 13 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq-100 futures ahead by roughly 0.6%, as investors focus on a key inflation update and what it could mean for interest rates. July CPI is expected at 3.4% year on year, with core inflation seen at 2.5%, which would suggest the cost of living is still rising but closer to the central bank's comfort zo", "url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-080906060.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-13T08:09:06+00:00", "published_display": "13 Aug 2026 08:09", "sentiment": "positive", "sentiment_pct": 73, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.341, "duplicate_count": 1, "topics": ["Balance Sheet", "Earnings", "Inflation", "M A", "Price Target", "Price Target"]}, {"title": "Burry adds to AI shorts, says \u2018Nebius is what the top of a boom looks like\u2019", "summary": "Astrid Stawiarz Michael Burry disclosed updated stock positions on Wednesday, adding to his short bets on Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Micron (MU [https://seekingalpha.com/symbol/MU]), Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]), and the iShares Semiconductor ETF (SOXX [https://seekingalpha.com/symbol/SOXX]), while increasing his long positions in Mercado Libre (MELI [https://seekingalpha.com/symbol/MELI]) and Zoetis (ZTS [https://seekingalpha.com/symbol/ZTS]). Burry, the investor featured in \u201cThe Big Short,\u201d said in a Substack post [https://michaeljburry.subs", "url": "https://seekingalpha.com/news/4632100-burry-adds-to-ai-shorts-says-nebius-is-what-the-top-of-a-boom-looks-like?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-13T07:51:41+00:00", "published_display": "13 Aug 2026 07:51", "sentiment": "positive", "sentiment_pct": 60, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.524, "duplicate_count": 1, "topics": ["AI", "Depreciation", "Earnings", "Semiconductors", "Short Selling"]}, {"title": "South Korea's Kospi enters technical bull market as AI trade rebounds", "summary": "[Abstract AI Symbol in Front of South Korean Flag \u2013 Representing AI Innovation and Technology in South Korea] J Studios South Korea's benchmark Kospi index entered a technical bull market on Thursday as the broader AI trade rebounded and traders pushed back expectations of a Federal Reserve rate hike after in-line U.S. inflation data. Kospi climbed as much as 4.8% on Thursday to a three-week high, rebounding 31% from its July 29 low. A stock index is considered to enter a technical bull market when it rises 20% or more from a recent low. Chip giants Samsung (SSNLF [https://seekingalpha.com/sym", "url": "https://seekingalpha.com/news/4632085-south-korea-kospi-technical-bull-market?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-13T07:42:41+00:00", "published_display": "13 Aug 2026 07:42", "sentiment": "neutral", "sentiment_pct": 46, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.208, "duplicate_count": 1, "topics": ["Earnings", "Fed", "Rates", "Semiconductors", "Tech"]}, {"title": "Why Nebius Stock Skyrocketed Today", "summary": "Key Points The AI boom is fueling Nebius Group's expansion. Short-sellers are getting hammered.10 stocks we like better than Nebius Group \u203a Shares of Nebius Group (NASDAQ: NBIS) spiked on Wednesday after the cloud computing provider delivered dazzling growth metrics. Image source: The Motley Fool. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bb Torrid growth Nebius has emer", "url": "https://www.nasdaq.com/articles/why-nebius-stock-skyrocketed-today", "source_name": "nasdaq.com", "published_at": "2026-08-13T01:25:10+00:00", "published_display": "13 Aug 2026 01:25", "sentiment": "positive", "sentiment_pct": 65, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.5, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Markets", "Short Squeeze"]}, {"title": "Stock Market Today, Aug. 12: Nebius Group Surges on Massive Revenue Growth", "summary": "", "url": "", "source_name": "Motley Fool", "published_at": "2026-08-12T21:20:39+00:00", "published_display": "12 Aug 2026 21:20", "sentiment": "positive", "sentiment_pct": 64, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.485, "duplicate_count": 1, "topics": []}, {"title": "Dow Jones Futures: Cisco, Coherent Are Earnings Movers Late After Nebius, Lumentum, CoreWeave Lead AI Rally", "summary": "AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late. Continue Reading", "url": "https://finance.yahoo.com/m/1a4df130-7c08-3f7f-8a30-395b0e9950f6/dow-jones-futures%3A-cisco%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:58:19+00:00", "published_display": "12 Aug 2026 20:58", "sentiment": "positive", "sentiment_pct": 63, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.484, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Nebius (NBIS) Just Soared 34%. Here\u2019s What to Expect This Week", "summary": "Nebius Group NV (NASDAQ:NBIS) saw its share price jump by 34.14 percent on Wednesday to finish at $259.20 apiece, after reporting a more-than-fivefold growth in revenues, which signaled that the surging demand for AI cloud infrastructure is translating into rapid revenue growth and larger customer commitments. The company said in an earnings call on the same day that it raked in $582.3 million in revenues for the second quarter of the year, marking a 454 percent jump from the $105.1 million in the same period last year, and beating the $572.75 million expectations from analysts. It was by far ", "url": "https://finance.yahoo.com/markets/stocks/articles/nebius-nbis-just-soared-34-205816101.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:58:16+00:00", "published_display": "12 Aug 2026 20:58", "sentiment": "positive", "sentiment_pct": 79, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.484, "duplicate_count": 1, "topics": ["AI", "Cloud Infrastructure", "Earnings", "Expansion", "Fourth Quarter", "Hedge Funds"]}, {"title": "Nebius Stock Soars Nearly 30% as AI Revenue Jumps 454%", "summary": "This article first appeared on GuruFocus. Nebius Group (NASDAQ:NBIS), the Amsterdam-based AI-cloud infrastructure provider, reported a blowout second quarter Wednesdayand investors smashed the buy button. Shares rocketed approximately 27.7% by 12:30 p.m. ET as revenue surged 454% year over year to $582.3 million. Adjusted EBITDA flipped from a $21 million loss to a $236.2 million profit. That is a huge operating swing in just one year. But this is still an AI infrastructure land grab, not a finished profit machine. Nebius lost $190.4 million on a GAAP basis from continuing operations, showing ", "url": "https://finance.yahoo.com/markets/stocks/articles/nebius-stock-soars-nearly-30-201829312.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:18:29+00:00", "published_display": "12 Aug 2026 20:18", "sentiment": "positive", "sentiment_pct": 66, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.482, "duplicate_count": 1, "topics": ["AI", "Capital Expenditure", "Cloud Infrastructure", "Earnings", "Growth"]}, {"title": "Sector Update: Tech Stocks Gain Late Afternoon", "summary": "Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "url": "https://finance.yahoo.com/markets/stocks/articles/sector-tech-stocks-gain-afternoon-195026383.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:50:26+00:00", "published_display": "12 Aug 2026 19:50", "sentiment": "positive", "sentiment_pct": 73, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.384, "duplicate_count": 1, "topics": []}, {"title": "Nebius Stock Jumps as Story Gets Bigger", "summary": "This article first appeared on GuruFocus. Nebius Group (NASDAQ:NBIS) shares surged roughly 20% Wednesday after the AI infrastructure provider crushed second-quarter expectations and reaffirmed its 2026 outlook, reinforcing Wall Street's view that demand for high-end AI computing remains far ahead of supply. But the results also sharpen the central investor debate around Nebius: extraordinary revenue growth is requiring billions of dollars of upfront capital spending. Warning! GuruFocus has detected 9 Warning Signs with NBIS. Is NBIS fairly valued? Test your thesis with our free DCF calculator.", "url": "https://finance.yahoo.com/markets/stocks/articles/nebius-stock-jumps-story-gets-193735700.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:37:35+00:00", "published_display": "12 Aug 2026 19:37", "sentiment": "positive", "sentiment_pct": 66, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.479, "duplicate_count": 1, "topics": ["AI", "Capex", "Cloud Computing", "Earnings", "Revenue Growth"]}, {"title": "Oracle Stock Climbs After Quantum Deal, Layoffs Report", "summary": "Oracle struck a partnership deal with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI. Continue Reading", "url": "https://finance.yahoo.com/m/898a7205-509c-3507-875f-5812fc0e1454/oracle-stock-climbs-after.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:23:26+00:00", "published_display": "12 Aug 2026 19:23", "sentiment": "negative", "sentiment_pct": 23, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.431, "duplicate_count": 1, "topics": ["AI", "Partnership", "Tech"]}, {"title": "CoreWeave (CRWV) and Super Micro (SMCI) Earnings Show AI Spending Is Still Surging", "summary": "AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. (NASDAQ:SMCI) and neocloud providers CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS). Big Tech companies have already signaled that spending on AI would not slow down. The combined outlays are set to surpass $730 billion this year. Operating at different levels of the AI infrastructure stack, the results from CRWV and SMCI deliver the same message: customer spending on AI infrastructure is surging rather than slowing down. CoreWeave: Backlo", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-crwv-super-micro-smci-183316686.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T18:33:16+00:00", "published_display": "12 Aug 2026 18:33", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.476, "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Hedge Funds", "Institutional Investors"]}, {"title": "SpaceX, Nebius, Palantir, Super Micro, Quantinuum, Wendy\u2019s, and More Stocks That Explain Today\u2019s Market", "summary": "Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply. Continue Reading", "url": "https://finance.yahoo.com/m/ddf7e389-b308-33f6-a023-cd25665510d4/spacex%2C-nebius%2C-palantir%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:49:00+00:00", "published_display": "12 Aug 2026 17:49", "sentiment": "negative", "sentiment_pct": 28, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.473, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "CoreWeave and Nebius Group Deliver Earnings Shocker. Here's What It Signals About the Future of AI.", "summary": "One of the biggest questions among investors these days is what the future holds for artificial intelligence (AI). After several years of rapid adoption and impressive stock price gains, some investors have taken a step back, looking for insight into what comes next. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bb One area of interest is neocloud operators, a nascent segme", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-nebius-group-deliver-earnings-174505345.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:45:05+00:00", "published_display": "12 Aug 2026 17:45", "sentiment": "negative", "sentiment_pct": 29, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.473, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Earnings Per Share", "Price Target", "Quarterly Results"]}, {"title": "Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through", "summary": "Quick Read LITE surged 15% after revenue more than doubled to $1.01B in fiscal Q4 2026, with CEO Michael Hurlston noting pump-laser shipments are up 80% year over year and effectively sold out. SMCI jumped 16% and CRWV soared 20% on AI infrastructure prints that reinforced hyperscaler capex momentum alongside Lumentum's optical demand surge. JPMorgan raised its LITE target to $1,280 while Bank of America cut to $1,000, splitting on valuation as the stock nears its sell-side ceiling. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Corning didn't make the cut", "url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-rockets-15-blowout-earnings-172227881.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:22:27+00:00", "published_display": "12 Aug 2026 17:22", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.472, "duplicate_count": 1, "topics": ["AI", "Earnings", "Optical Components", "Price Target", "Price Target", "Semiconductors"]}, {"title": "Nebius Soars 20% as AI Revenue Explodes", "summary": "This article first appeared on GuruFocus. Nebius Group N.V. (NBIS, Financials), the Nvidia-powered AI cloud provider, surged more than 20% after second-quarter results showed demand for computing capacity is still running well ahead of supply. Warning! GuruFocus has detected 9 Warning Signs with NBIS. Is NBIS fairly valued? Test your thesis with our free DCF calculator. Revenue reached $582.3 million, beating the $572.75 million Wall Street estimate, while revenue from its core AI cloud business increased nearly sixfold from a year earlier. The contract numbers were even more striking. Nebius ", "url": "https://finance.yahoo.com/technology/ai/articles/nebius-soars-20-ai-revenue-171642333.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:16:42+00:00", "published_display": "12 Aug 2026 17:16", "sentiment": "positive", "sentiment_pct": 78, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.471, "duplicate_count": 1, "topics": ["AI", "Capital Expenditure", "Cloud Computing", "Earnings", "Tech"]}, {"title": "Why Micron Stock Is Surging Today", "summary": "Key Points Micron's rally is continuing today, and the stock is now up more than 240% over the last year. The company's valuation is surging thanks to demand for AI memory chips and surging pricing power in the consumer market. Micron just broke ground on the construction of a massive new memory-chip manufacturing facility. 10 stocks we like better than Micron Technology \u203a Micron(NASDAQ: MU) stock is bounding higher in Friday's trading. The memory-chip company's share price was up 6.1% as of 2:50 p.m. ET and had been up as much as 8.7% earlier in trading. Micron's valuation is continuing to su", "url": "https://www.nasdaq.com/articles/why-micron-stock-surging-today", "source_name": "nasdaq.com", "published_at": "2026-08-12T17:13:14+00:00", "published_display": "12 Aug 2026 17:13", "sentiment": "neutral", "sentiment_pct": 52, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.288, "duplicate_count": 1, "topics": ["Earnings", "Manufacturing", "Markets", "Semiconductors", "Share Price", "Tech"]}, {"title": "Stocks making the biggest moves midday: Wendy's, H&R Block, Quantinuum, CoreWeave, Cava & more", "summary": "Check out the companies making the biggest moves midday: Wendy's \u2014 The fast food chain jumped 13% after The Financial Times reported, citing sources, that Nelson Peltz' Trian Fund Management was preparing a bid to take the company private. National Vision \u2014 Shares of the optical retail company tumbled 6% after full-year guidance failed to impress Wall Street. National Vision sees adjusted earnings in a range of 94 cents to $1.09 per share on revenue of $2.037 billion to $2.076 billion. Analysts polled by FactSet sought 96 cents a share and $2.06 billion. Aecom \u2014 The construction developer drop", "url": "https://www.cnbc.com/2026/08/12/stocks-making-the-biggest-moves-midday-wen-hrb-qnt-crwv-cava.html", "source_name": "cnbc.com", "published_at": "2026-08-12T16:06:12+00:00", "published_display": "12 Aug 2026 16:06", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.639, "duplicate_count": 1, "topics": ["Aecom", "Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source"]}, {"title": "Nebius Second-Quarter Revenue Exceeds Estimates Amid Robust AI Cloud Gains", "summary": "Nebius Group NBIS.jpg -Shutterstock Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand for artificial intelligence capacity drove more than 500% year-over-year growth in the Dutch company's cloud business. The cloud computing company's overall revenue surged to $582.3 Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now", "url": "https://finance.yahoo.com/technology/ai/articles/nebius-second-quarter-revenue-exceeds-154839122.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:48:39+00:00", "published_display": "12 Aug 2026 15:48", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.466, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Cloud Computing", "Earnings"]}, {"title": "Cava Rises on Sales; CoreWeave Sores on AI Outlook | Stock Movers", "summary": "On this episode of Stock Movers:- Cava (CAVA) is also rising this morning as sales jumped with Americans flocking to Pita Chips, Salmon, and other Mediterranean-diet oriented foods.- Super Micro (SMCI) is giving a sales outlook that topped even the rosiest projections. That along with Coreweave's report is sending markets higher.- CoreWeave (CRWV) is soaring after booming AI demand bolstered the company's revenue outlook. Nebius (NBIS) is also up this morning with earnings coming out. View Comments", "url": "https://finance.yahoo.com/video/cava-rises-sales-coreweave-sores-152528222.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:25:28+00:00", "published_display": "12 Aug 2026 15:25", "sentiment": "positive", "sentiment_pct": 68, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.465, "duplicate_count": 1, "topics": ["AI", "Earnings", "Mediterranean Diet", "Sales Outlook"]}, {"title": "Nebius Jumps 20% Days After Michael Burry Said His AI Shorts Were Like \u2018Shooting Fish in a Barrel\u2019", "summary": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Nebius Group N.V.(NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on its latest deals had fallen below two years. Nebius now expects to recoup the capex and related operating costs on its second-quarter deals in one year and 10 months, down from its previous range of two to three years. Burry disclosed short positions in Nebius at $211.77 and Oracle Corp.(NYSE:ORCL), saying the ", "url": "https://finance.yahoo.com/markets/stocks/articles/nebius-jumps-20-days-michael-151142746.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:11:42+00:00", "published_display": "12 Aug 2026 15:11", "sentiment": "positive", "sentiment_pct": 73, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.464, "duplicate_count": 1, "topics": ["AI", "Earnings", "Infrastructure", "Semiconductors", "Short Selling"]}, {"title": "Nebius Stock Soars 20% As Revenue, EBITDA Beat Estimates", "summary": "Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue topped expectations. Continue Reading", "url": "https://finance.yahoo.com/m/46503392-88ea-343a-884e-3df9877bce66/nebius-stock-soars-20%25-as.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:39:05+00:00", "published_display": "12 Aug 2026 14:39", "sentiment": "neutral", "sentiment_pct": 54, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.283, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro", "summary": "What happened: AI infrastructure stocks jumped on Wednesday after blowout results from AI server hardware maker Supermicro (SMCI) and neocloud providers CoreWeave (CRWV) and Nebius Group (NBIS ). AI hosting peers Applied Digital (APLD) and IREN (IREN) moved higher. Other areas of the AI infrastructure trade also gained, including optical product maker Lumentum (LITE), and the memory and storage complex trade also gained with the Roundhill Memory ETF (DRAM). What's behind the move: Signs of accelerating demand for everything from computing power to AI server racks to liquid cooling technology s", "url": "https://finance.yahoo.com/markets/article/ai-infrastructure-stocks-surge-after-strong-earnings-from-coreweave-supermicro-142304399.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:23:04+00:00", "published_display": "12 Aug 2026 14:23", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.461, "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Fourth Quarter", "Memory Storage", "Neocloud", "Optical Products"]}, {"title": "Nebius stock reclaims 50-MA after Q2 beat", "summary": "[Equipment in server room] Erik Isakson/DigitalVision via Getty Images Nebius Group (NBIS [https://seekingalpha.com/symbol/NBIS]) shares are surging some 20% in Wednesday morning trading, propelled by a strong second-quarter earnings report [https://seekingalpha.com/news/4631437-nebius-surges-after-q2-beat-plans-to-continue-investing-in-capex] that handily beat analyst estimates. As seen in the daily chart, NBIS is now trading decisively above its 50-day moving average (blue line) after testing this level multiple times since the start of July. Meanwhile, the 100-day moving average (green line", "url": "https://seekingalpha.com/news/4631502-nebius-stock-reclaims-50-ma-after-q2-beat?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T14:17:14+00:00", "published_display": "12 Aug 2026 14:17", "sentiment": "positive", "sentiment_pct": 89, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.369, "duplicate_count": 1, "topics": ["Earnings", "Earnings Report", "Momentum", "Price Target"]}, {"title": "CoreWeave, Nebius soar as AI spending powers growth", "summary": "CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to \"stupid\" levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected. Video Transcript 00:00 Julie the so-called Neo clouds on fire here this morning. 00:02 Dan Yeah, on fire. 00:03 Julie On fire. Yeah. We had Core Weave and Nebius both reporting. Uh Core Weave revenue was up 112%. Nebius revenue was up specifically for its cloud business, 514%. 00:15 Speaker A As I said to Dan, we're in stupid n", "url": "https://finance.yahoo.com/video/coreweave-nebius-soar-ai-spending-141200933.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:12:00+00:00", "published_display": "12 Aug 2026 14:12", "sentiment": "positive", "sentiment_pct": 76, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.461, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings"]}, {"title": "Tech leads sectors higher in early trading as chip stocks gain: AlphaCheck", "summary": "Good morning. Stocks traded higher on Wednesday after the Consumer Price Index report showed inflation moderated in July amid volatile oil price moves during the month. The Nasdaq Composite (^IXIC) led the major indexes after earnings from key AI infrastructure plays boosted tech stocks. Here's a check of the markets in early trading, as of 9:30 a.m. ET, based on a heat map powered by Yahoo Finance AlphaSpace data. Technology (XLK) was the sector leader at the open, driven by a 2% gain in Nvidia (NVDA) and a rally in semiconductor stocks. Energy (XLE) stocks turned lower as oil prices slipped,", "url": "https://finance.yahoo.com/markets/article/tech-leads-sectors-higher-in-early-trading-as-chip-stocks-gain-alphacheck-134443200.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:44:43+00:00", "published_display": "12 Aug 2026 13:44", "sentiment": "positive", "sentiment_pct": 59, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.459, "duplicate_count": 1, "topics": ["Earnings", "Energy", "Inflation", "Semiconductors", "Tech"]}, {"title": "Strong Q2, Bigger Outlook: How Should Investors Play CRWV Stock Now?", "summary": "CoreWeave, Inc. CRWV delivered a strong second quarter of 2026, raised its full-year outlook and continued to add massive customer commitments. Revenue reached $2.6 billion, up 112% year over year, with expanding margins and operating leverage. Its revenue backlog climbed to $104.2 billion from $99.4 billion at the end of the first quarter. CoreWeave also secured more than $25 billion in additional customer commitments early in the third quarter, demonstrating that demand for AI computing capacity remains exceptionally strong. The strongest signal from the earnings report was the increase in m", "url": "https://finance.yahoo.com/markets/stocks/articles/strong-q2-bigger-outlook-investors-121500952.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:15:00+00:00", "published_display": "12 Aug 2026 12:15", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.454, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Guidance", "Infrastructure", "Operating Income"]}, {"title": "Stocks making the biggest moves premarket: CoreWeave, Super Micro Computer, Nebius, Cava & more", "summary": "Check out the companies making the biggest moves premarket: Super Micro Computer \u2014 The data center infrastructure stock rallied more than 7.5% after Super Micro Computer issued rosy guidance for first quarter earnings and revenue, in addition to exceeding fourth quarter estimates. The company expects adjusted earnings in the range of $1.01 to $1.10 per share, far above the LSEG consensus estimate of 76 cents per share. Revenue guidance in the range of $14.5 billion to $15.5 billion also topped the anticipated $11.68 billion. CoreWeave \u2014 The artificial intelligence cloud company saw shares gain", "url": "https://www.cnbc.com/2026/08/12/stocks-making-the-biggest-moves-premarket-crwv-smic-cohr.html", "source_name": "cnbc.com", "published_at": "2026-08-12T12:12:29+00:00", "published_display": "12 Aug 2026 12:12", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.621, "duplicate_count": 1, "topics": ["AI", "Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source"]}, {"title": "Nebius Soars As Bigger Loss Tops Views, Revenue Beats", "summary": "Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue edged by expectations. Continue Reading", "url": "https://finance.yahoo.com/m/46503392-88ea-343a-884e-3df9877bce66/nebius-soars-as-bigger-loss.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:09:11+00:00", "published_display": "12 Aug 2026 12:09", "sentiment": "neutral", "sentiment_pct": 48, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.278, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Nebius beats quarterly revenue estimates as AI demand fuels growth", "summary": "Aug 12 (Reuters) - Nebius Group surpassed second-quarter revenue estimates on Wednesday as booming demand for AI infrastructure and cloud services \u200chelped the company win larger contracts and raise prices for \u200ccomputing capacity, sending its shares up 12% in premarket trading. The Amsterdam-based AI infrastructure firm \u200breported total revenue of $582.3 million for the quarter ended June, compared with analysts' average estimate of $572.75 million, according to data compiled by LSEG. Revenue at its core AI cloud business, which accounted for about 98% of \u200cgroup revenue, rose more than \u2060500%. Th", "url": "https://finance.yahoo.com/technology/ai/articles/nebius-beats-quarterly-revenue-estimates-114348773.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:43:48+00:00", "published_display": "12 Aug 2026 11:43", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.453, "duplicate_count": 1, "topics": ["AI Infrastructure", "Cloud Services", "Earnings", "Price Target", "Revenue Estimates", "Tech"]}, {"title": "CoreWeave surges after raising FY26 outlook", "summary": "[Cloud Based Artificial Intelligence Computing Company CoreWeave Has IPO On Nasdaq Exchange] Shares of CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]) surged about 18% premarket on Wednesday after the AI infrastructure solutions provider raised its full year 2026 revenue and adjusted operating income outlook. For the full year 2026, the company now expects [https://seekingalpha.com/article/4935035-coreweave-inc-crwv-q2-2026-earnings-call-transcript] revenue to be between $12.4B and $13.2B (midpoint at $12.8B) versus the prior forecast [https://seekingalpha.com/article/4900860-coreweave", "url": "https://seekingalpha.com/news/4631298-coreweave-surges-after-raising-fy26-outlook?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T09:59:43+00:00", "published_display": "12 Aug 2026 09:59", "sentiment": "positive", "sentiment_pct": 89, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.447, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings News", "Fourth Quarter", "Guidance", "IPO"]}, {"title": "Nebius Group shares jump as AI cloud growth fuels investor optimism", "summary": "Nebius Group NV (NASDAQ:NBIS) shares climbed 9.5% in premarket trading on Wednesday after the AI cloud infrastructure company released its second-quarter 2026 financial results ahead of the U.S. market open, with investors responding positively to one of the most closely watched earnings reports in the company's relatively short history as a publicly traded stock. Ahead of the announcement, Wall Street had expected quarterly revenue of approximately $576 million to $583 million, representing year-on-year growth of more than 400%. Analysts had also anticipated that Nebius would remain in an adj", "url": "https://finance.yahoo.com/technology/ai/articles/nebius-group-shares-jump-ai-095830477.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T09:58:30+00:00", "published_display": "12 Aug 2026 09:58", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.447, "duplicate_count": 1, "topics": ["AI", "Cloud Infrastructure", "Earnings", "Earnings Release", "Financial Results", "Price Target"]}, {"title": "CoreWeave, Super Micro climb on signs of sustained AI buildout", "summary": "By Akriti Shah Aug 12 (Reuters) - Shares of CoreWeave and Super Micro Computer climbed premarket on Wednesday after \u200cupbeat forecasts from the two AI infrastructure companies \u200creinforced demand expectations for computing capacity. Shares of neocloud provider CoreWeave rose more \u200bthan 18%, with peer Nebius Group rising 10%. Server maker Super Micro's shares climbed nearly 9%. Data center companies Applied Digital and IREN Ltd were also up 6% and 5%. CoreWeave \u200craised its forecasts for \u2060annual revenue, adjusted operating profit and capital spending, as strong demand for its Nvidia-powered AI \u2060in", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-super-micro-climb-signs-095801780.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T09:58:01+00:00", "published_display": "12 Aug 2026 09:58", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.447, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Tech"]}, {"title": "Stock market today: Dow and S&P 500 futures muted ahead of CPI data, Nasdaq rises", "summary": "US stock futures were little changed in premarket trading on Wednesday as investors braced for fresh Consumer Price Index (CPI) data, which could alter the Fed's interest rate calculus. Futures on the Dow Jones Industrial Average (YM=F) traded flat, while those on the S&P 500 (ES=F) edged up 0.2%. Contracts for the Nasdaq-100 (NQ=F) rose 0.6% in what is a relatively quiet week in markets beyond the tail end of earnings season. Wednesday's inflation print will be closely watched following the softer-than-expected July jobs report. Economists expect the Consumer Price Index to rise at a slower a", "url": "https://finance.yahoo.com/markets/live/stock-market-today-wednesday-august-12-dow-sp-500-nasdaq-cpi-report-091555133.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T09:15:55+00:00", "published_display": "12 Aug 2026 09:15", "sentiment": "positive", "sentiment_pct": 64, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.289, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Rates", "Treasuries"]}, {"title": "Michael Burry Just Shorted Nebius. Should Investors Avoid the Stock?", "summary": "Key Points Nebius is growing quickly in a high-demand industry. Limited supplies of compute capacity and electrical power are among the factors dictating the pace of AI's expansion, making Nebius' assets more valuable. The company's heavy debt load is a concern, but if it uses the cash it has raised to gain market share and land lucrative deals, it will give investors to reason look the other way.10 stocks we like better than Nebius Group \u203a Michael Burry of The Big Short fame recently announced that he had opened a short position on Nebius(NASDAQ: NBIS), which is set to report earnings this we", "url": "https://www.nasdaq.com/articles/michael-burry-just-shorted-nebius-should-investors-avoid-stock", "source_name": "nasdaq.com", "published_at": "2026-08-12T07:58:00+00:00", "published_display": "12 Aug 2026 07:58", "sentiment": "negative", "sentiment_pct": 43, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.507, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Debt", "Earnings", "Markets", "Tech"]}, {"title": "Here are the major earnings before the open Wednesday", "summary": "Major earnings expected before the bell on Wednesday include: * Nebius Group N.V. (NBIS [https://seekingalpha.com/symbol/NBIS]) * Tencent Holdings Limited (TCEHY [https://seekingalpha.com/symbol/TCEHY]) * Brinker International (EAT [https://seekingalpha.com/symbol/EAT]) * Amcor plc (AMCR [https://seekingalpha.com/symbol/AMCR]) * Jumia Technologies AG (JMIA [https://seekingalpha.com/symbol/JMIA]) Other earnings slated for release before Wednesday's open include: * ACDVF [https://seekingalpha.com/symbol/ACDVF], ALLT [https://seekingalpha.com/symbol/ALLT], ALT [https://seekingalpha.com/symbol/ALT", "url": "https://seekingalpha.com/news/4630680-here-are-the-major-earnings-before-the-open-wednesday?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-11T22:00:22+00:00", "published_display": "11 Aug 2026 22:00", "sentiment": "negative", "sentiment_pct": 41, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.41, "duplicate_count": 1, "topics": ["Earnings", "Earnings News"]}, {"title": "CoreWeave Earnings Beat Amid Operating Margin Upside", "summary": "CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates. Continue Reading", "url": "https://finance.yahoo.com/m/8529a809-faa2-31d7-bb78-e68c8911fd6b/coreweave-earnings-beat-amid.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T20:44:15+00:00", "published_display": "11 Aug 2026 20:44", "sentiment": "positive", "sentiment_pct": 64, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.406, "duplicate_count": 1, "topics": []}, {"title": "Who wins most in NVIDIA\u2019s $500 billion private capital deal?", "summary": "Investing.com -- NVIDIA's deal to mobilize over $500 billion in third-party capital with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR reframes how AI factories are built and financed. By turning GPU compute into a standardized, investable asset class, NVIDIA addresses severe liquidity bottlenecks. However, the financial rewards and structural advantages flow to specific winners across the AI and financial ecosystems. 1. NVIDIA: Offloading Debt to Safeguard Free Cash Flow NVIDIA emerges as the primary strategic winner because the framework shifts lending risk entirely off i", "url": "https://finance.yahoo.com/technology/ai/articles/wins-most-nvidia-500-billion-133032066.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:30:32+00:00", "published_display": "11 Aug 2026 13:30", "sentiment": "positive", "sentiment_pct": 77, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.443, "duplicate_count": 1, "topics": ["AI Infrastructure", "Balance Sheet", "Data Centers", "Free Cash Flow", "Price Target", "Semiconductors"]}, {"title": "CRWV's Solidigm Deal: Can Priority SSD Access Give an Edge in AI Cloud?", "summary": "The AI infrastructure race is increasingly moving beyond GPUs. As AI models become larger and inference workloads expand, storage capacity, performance and availability are becoming increasingly important components of the AI infrastructure stack. Against this backdrop, CoreWeaveInc. CRWV recently announced a multi-year agreement with Solidigm that could prove strategically important. A cloud provider might have sufficient GPU capacity but still face issues if storage cannot expand at the same rate as compute resources. Delays in getting enterprise SSDs could adversely impact data availability", "url": "https://finance.yahoo.com/technology/ai/articles/crwvs-solidigm-deal-priority-ssd-121700391.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:17:00+00:00", "published_display": "11 Aug 2026 12:17", "sentiment": "positive", "sentiment_pct": 85, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.344, "duplicate_count": 1, "topics": ["Acquisitions", "AI Infrastructure", "Cloud Computing", "Competition", "Storage"]}, {"title": "Amazon, SpaceX Eye Major Decart Acquisition", "summary": "This article first appeared on GuruFocus. Israeli AI startup Decart is reportedly in advanced talks to sell itself for $6 billion to $7 billion, with SpaceX (NASDAQ:SPCX), Amazon (NASDAQ:AMZN) and Nebius (NASDAQ:NBIS) among the names linked to the process. The potential deal would represent a sharp step-up from Decart's roughly $4 billion valuation just three months ago and underscores how aggressively major technology companies are competing for scarce AI software and infrastructure assets. Warning! GuruFocus has detected 9 Warning Signs with NBIS. Is NBIS fairly valued? Test your thesis with", "url": "https://finance.yahoo.com/technology/ai/articles/amazon-spacex-eye-major-decart-213728411.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T21:37:28+00:00", "published_display": "10 Aug 2026 21:37", "sentiment": "neutral", "sentiment_pct": 46, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.189, "duplicate_count": 1, "topics": ["AI", "M A", "Tech"]}, {"title": "Key Earnings Reports Ahead", "summary": "Last week was \"Jobs Week,\" and the week before held the most recent Fed meeting on interest rates, along with several marquee names reporting quarterly earnings. This week, we pivot to \"Inflation Week,\" with Wednesday and Thursday morning bringing new monthly price index data. Wednesday morning, Consumer Price Index (CPI) data for July comes out. Analysts expect the second-straight lower headline Inflation Rate, to +3.4% year over year from +3.5% last report. This would be the second month in a row with lower headline CPI, after peaking at a 3-year high at +4.2% in May. Subtracting inflated fo", "url": "https://finance.yahoo.com/markets/stocks/articles/key-earnings-reports-ahead-145900694.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:59:00+00:00", "published_display": "10 Aug 2026 14:59", "sentiment": "negative", "sentiment_pct": 36, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.328, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Quarterly Earnings", "Rates", "Revenue Growth"]}, {"title": "Trading Week Awaits Inflation Reports Starting Wednesday", "summary": "Monday, August 10th, 2026 Last week was \"Jobs Week,\" and the week before held the most recent Fed meeting on interest rates, along with several marquee names reporting quarterly earnings. This week, we pivot to \"Inflation Week,\" with Wednesday and Thursday morning bringing new monthly price index data. Wednesday morning, Consumer Price Index (CPI) data for July comes out. Analysts expect the second-straight lower headline Inflation Rate, to +3.4% year over year from +3.5% last report. This would be the second month in a row with lower headline CPI, after peaking at a 3-year high at +4.2% in Ma", "url": "https://finance.yahoo.com/economy/policy/articles/trading-week-awaits-inflation-reports-143700681.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:37:00+00:00", "published_display": "10 Aug 2026 14:37", "sentiment": "negative", "sentiment_pct": 36, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.327, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Quarterly Earnings", "Rates", "Revenue Growth", "Tech"]}, {"title": "CRWV Stock Ahead of Q2 Earnings: Buy, Sell, or Wait for the Results?", "summary": "CoreWeave, Inc. CRWV is scheduled to report second-quarter 2026 results on Aug. 11, 2026, after market close. The Zacks Consensus Estimate for the bottom line in the to-be-reported quarter is pegged at a loss of $1.17 per share, widening 10.9% in the past 60 days and 333.3% from the prior-year reported number. The consensus estimate for total revenues is $2.5 billion, indicating a 109.2% year-over-year increase. Management expects second-quarter revenues in the $2.45-$2.6 billion band. CRWV's earnings missed the Zacks Consensus Estimate in three of the trailing four quarters, while beating onc", "url": "https://finance.yahoo.com/markets/stocks/articles/crwv-stock-ahead-q2-earnings-133700117.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:37:00+00:00", "published_display": "10 Aug 2026 13:37", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.325, "duplicate_count": 1, "topics": ["AI Infrastructure", "Cloud Computing", "Consensus Estimate", "Earnings", "Operating Income", "Revenue Growth"]}, {"title": "Should You Buy, Hold or Sell Nebius Stock Before Q2 Earnings Release?", "summary": "Nebius Group N.V. NBIS will report second-quarter 2026 results on Wednesday, before market open. The Zacks Consensus Estimate for loss for the to-be-reported quarter is pegged at 72 cents. Analysts have revised their estimates downward for NBIS' bottom line over the past 30 days. The consensus estimate for total revenues is pinned at $585.1 million. What Our Model Predicts for NBIS Our proven model does not predict an earnings beat for NBIS this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the chances of an earnings be", "url": "https://finance.yahoo.com/markets/stocks/articles/buy-hold-sell-nebius-stock-132000324.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:20:00+00:00", "published_display": "10 Aug 2026 13:20", "sentiment": "positive", "sentiment_pct": 88, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.324, "duplicate_count": 1, "topics": ["AI", "Consensus Estimate", "Earnings", "Gpu", "Price Target", "Tech"]}, {"title": "2 Ex-Situational Awareness Stocks That are Melting Up and Worth Buying Up", "summary": "Quick Read Margin calls forced Situational Awareness to liquidate CoreWeave and Nebius near market lows, with both stocks surging roughly 50% in the immediate rebound. CoreWeave collapsed 56% from peak to trough before bouncing nearly 50% off lows, making Aschenbrenner's forced exit a costly margin call. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Leopold Aschenbrenner, the rising, leveraged hedge fund star over at Situational Awareness, ran into a bit of trou", "url": "https://finance.yahoo.com/markets/stocks/articles/2-ex-situational-awareness-stocks-125619120.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:56:19+00:00", "published_display": "10 Aug 2026 12:56", "sentiment": "neutral", "sentiment_pct": 49, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.197, "duplicate_count": 1, "topics": ["Hedge Funds", "Semiconductors", "Tech"]}, {"title": "25-Year-Old Lost $35 Billion of His Investors\u2019 Money. 2 Weeks Later, Silicon Valley Insiders Are Lining Up to Give Him More Cash.", "summary": "Quick Read Aschenbrenner ran 400% leverage on concentrated AI bets including $NBIS and $CRWV, triggering margin calls that vaporized $35 billion in days. Shorts in $ADBE moved against the fund, yet within two weeks Silicon Valley insiders rallied to offer Aschenbrenner fresh capital. Aschenbrenner deployed $500 million into private companies post-collapse and retains Anthropic stakes, signaling conviction from a $10 billion remaining base. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Nebius Group didn't make the cut. Grab the names FREE today. Two weeks ", "url": "https://finance.yahoo.com/markets/stocks/articles/25-old-lost-35-billion-105057937.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T10:50:57+00:00", "published_display": "10 Aug 2026 10:50", "sentiment": "neutral", "sentiment_pct": 52, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.224, "duplicate_count": 1, "topics": ["AI", "Hedge Fund", "Leveraged Bets", "Margin Calls", "Private Equity"]}, {"title": "Stock market today: Dow, S&P 500, Nasdaq futures little changed in wait for key inflation data", "summary": "US stock futures were muted to kick off a week of earnings and inflation data, with the major indexes within reach of all-time highs. Futures on the Dow Jones Industrial Average (YM=F) edged lower by 0.1%, while those on the S&P 500 (ES=F) and Nasdaq-100 (NQ=F) gained slightly after a winning week for the major indexes. Investors are in wait-and-see mode after Iran teased that an elusive deal to open the Strait of Hormuz is \"very close.\" Oil prices were slightly higher on Monday, with global benchmark Brent crude futures (BZ=F) trading at $84 per barrel after plenty of will-they, won't-they sp", "url": "https://finance.yahoo.com/markets/live/stock-market-today-monday-august-10-dow-sp-500-nasdaq-104358890.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T10:43:58+00:00", "published_display": "10 Aug 2026 10:43", "sentiment": "negative", "sentiment_pct": 33, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.207, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Rates"]}, {"title": "Dow Jones Futures Fall After Market Ramps Up; Cisco, Lumentum Earnings Ahead", "summary": "With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap.. Continue Reading", "url": "https://finance.yahoo.com/m/6bf0da8a-faae-33c1-af5a-bcc389ef390c/dow-jones-futures-fall-after.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T01:21:40+00:00", "published_display": "10 Aug 2026 01:21", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.182, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Mark Cuban Compared Nvidia to a Dot-Com-Era IPO Machine "Funding Everyone and Anyone." Here's What That Means for AI Stocks.", "summary": "Key Points Mark Cuban's dot-com comparison is focusing on Nvidia's growing role as a source of capital across the AI ecosystem. Nvidia's investments may support future demand, but they do not by themselves prove that the company is financing its own sales. Cash-generating AI companies are better positioned than businesses that still depend heavily on debt, stock issuance, or strategic funding.10 stocks we like better than Nvidia \u203a Mark Cuban recently raised concerns about how the artificial intelligence (AI) boom is being financed. In a July 28 post on X, he described Nvidia(NASDAQ: NVDA) as t", "url": "https://www.nasdaq.com/articles/mark-cuban-compared-nvidia-dot-com-era-ipo-machine-funding-everyone-and-anyone-heres-what", "source_name": "nasdaq.com", "published_at": "2026-08-10T00:50:00+00:00", "published_display": "10 Aug 2026 00:50", "sentiment": "negative", "sentiment_pct": 32, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.34, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Free Cash Flow", "Investments", "Markets", "Semiconductors"]}, {"title": "IREN (IREN) vs. CORZ and APLD: Can Its AI Cloud Buildout Turn Contracted Demand Into Profits?", "summary": "Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth's Substack by Sergey. In this article, we will summarize the bulls' thesis on IREN. IREN Limited's share was trading at $37.93 as of August 6th 2026. IREN's trailing and forward P/E were 47.82 and 136.99 respectively according to Yahoo Finance.5 Best Stocks to Buy for Next-Gen Data Centers Photo from Oracle website IREN Limited is shifting away from Bitcoin mining and building itself into a cloud computing company for artificial intelligence. This means securing power, building data centers,", "url": "https://finance.yahoo.com/technology/ai/articles/iren-iren-vs-corz-apld-182431338.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-09T18:24:31+00:00", "published_display": "09 Aug 2026 18:24", "sentiment": "positive", "sentiment_pct": 81, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.184, "duplicate_count": 1, "topics": ["AI Cloud", "Construction Risks", "Gpu Deployment", "Hedge Funds", "Institutional Investors", "Shareholder"]}, {"title": "Quant snapshot: Lenovo Group and Lumentum Holdings lead top-rated names as Cannae Holdings and Crescent Capital BDC Payments lag", "summary": "Quant rankings for the upcoming earnings calendar show strength concentrated across information technology, energy, and health care, while weakness is more pronounced in financials and real estate. A total of 735 companies are scheduled to report in the coming week. This week\u2019s top-rated names are led by Lenovo Group Limited (LNVGY [https://seekingalpha.com/symbol/LNVGY]), which holds a quant rating of 4.98, followed by Lumentum Holdings (LITE [https://seekingalpha.com/symbol/LITE]), which holds a quant rating of 4.97, and Liquidia Corporation (LQDA [https://seekingalpha.com/symbol/LQDA]) whic", "url": "https://seekingalpha.com/news/4629487-quant-snapshot-lenovo-group-and-lumentum-holdings-lead-top-rated-names-as-cannae-holdings-and-crescent-capital-bdc-payments-lag?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-09T13:30:06+00:00", "published_display": "09 Aug 2026 13:30", "sentiment": "positive", "sentiment_pct": 56, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.273, "duplicate_count": 1, "topics": ["Earnings", "Energy", "Healthcare", "Quant Ratings", "Ratings", "Tech"]}, {"title": "Earnings Week Ahead: SMCI, CSCO, JD, PLUG, and more", "summary": "[Business Person Reviewing Quarterly Report During Meeting in Office Setting] The second full week of August features a diverse earnings slate spanning AI infrastructure, semiconductors, space technology, healthcare, financials, and consumer names, with Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]), Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Cisco Systems (CSCO [https://seekingalpha.com/symbol/CSCO]), CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]), Applied Materials (AMAT [https://seekingalpha.com/symbol/AMAT]), and Lumentum (LITE [https://seekingalpha.", "url": "https://seekingalpha.com/news/4629639-earnings-week-ahead-smci-csco-jd-plug-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-09T12:07:00+00:00", "published_display": "09 Aug 2026 12:07", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.27, "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Earnings News", "Earnings Report", "Financials", "Healthcare"]}, {"title": "2 key checks on AI infrastructure and inflation: What to watch this week", "summary": "The stock market's first week after the Big Tech earnings extravaganza went about as well as any investor could have hoped. The initial mixed bag of earnings gave way to general bullishness as AI's spending worries receded somewhat. And with Friday's jobs report surprise, Fed rate bets were recalculated, sending stocks to the weekend on a high note. The S&P 500 (^GSPC) closed out Friday up 0.6%, putting the index back into record-high territory. As we putter through the back nine of this quarter's earnings season, our focus will continue to be split between the drip of more companies opening t", "url": "https://finance.yahoo.com/markets/article/2-key-checks-on-ai-infrastructure-and-inflation-what-to-watch-this-week-100000678.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-09T10:00:00+00:00", "published_display": "09 Aug 2026 10:00", "sentiment": "positive", "sentiment_pct": 66, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.266, "duplicate_count": 1, "topics": ["AI", "Earnings", "Fed", "Inflation", "Rate Hikes", "Split"]}, {"title": "Nebius Is Worth 55 Times Its Revenue. What Does That Price Assume?", "summary": "Key Points The AI cloud provider's annualized run rate reached $1.9 billion at the end of March, up from $1.25 billion three months earlier. Management guides for $3 billion to $3.4 billion of 2026 revenue and a $7 billion to $9 billion run rate exiting the year. Capital spending guidance for this year runs to $25 billion.10 stocks we like better than Nebius Group \u203a Nebius Group(NASDAQ: NBIS) carries a market capitalization of about $48.6 billion. Over the past 12 months, the company collected $877.9 million in revenue. Divide one by the other and the stock trades at roughly 55 times sales -- ", "url": "https://www.nasdaq.com/articles/nebius-worth-55-times-its-revenue-what-does-price-assume", "source_name": "nasdaq.com", "published_at": "2026-08-08T17:12:00+00:00", "published_display": "08 Aug 2026 17:12", "sentiment": "positive", "sentiment_pct": 75, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.235, "duplicate_count": 1, "topics": ["AI Cloud", "Capital Expenditures", "Debt Equity", "Earnings", "Markets", "Revenue Growth"]}, {"title": "Nebius Stock Plunged 31% Last Month. Is It Time to Buy?", "summary": "Key Points Even after the July swoon, Nebius stock is still higher by 125% this year. A capital raise reminds investors its about more than just revenue growth. 10 stocks we like better than Nebius Group \u203a Artificial intelligence (AI) cloud infrastructure provider Nebius Group(NASDAQ: NBIS) has been a strong stock this year. Shares have more than doubled, but some shareholders locked in those gains last month. Nebius stock plunged 31.1% in July, according to data provided by S&P Global Market Intelligence. That begs the question of whether now's the time to jump in, hoping for big gains ahead.", "url": "https://www.nasdaq.com/articles/nebius-stock-plunged-31-last-month-it-time-buy", "source_name": "nasdaq.com", "published_at": "2026-08-08T15:49:27+00:00", "published_display": "08 Aug 2026 15:49", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.233, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Debt Financing", "Earnings", "Earnings Report", "Markets"]}, {"title": "Dear Nebius Stock Fans, Mark Your Calendars for August 12", "summary": "Quarterly Report by SkazovD via Shutterstock For a company that barely existed on most investors' radar a couple of years ago, Nebius Group N.V. (NBIS) has climbed the ranks remarkably fast. The AI cloud company has become one of the most closely watched names in the AI infrastructure space by building a full-stack platform that helps developers and enterprises train, deploy, and scale AI models. Backed by deep engineering expertise and an expanding global footprint, Nebius has steadily carved out a niche for itself as demand for AI computing infrastructure continues to surge. Now, all eyes ar", "url": "https://finance.yahoo.com/markets/stocks/articles/dear-nebius-stock-fans-mark-131501982.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-08T13:15:01+00:00", "published_display": "08 Aug 2026 13:15", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.229, "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Cloud Computing", "Earnings", "Earnings Release", "Earnings Report"]}, {"title": "Dow Jones Futures: As Stock Market Ramps Up, Here's What To Do; Warren Buffett, Cisco, Lumentum Due", "summary": "With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire, Cisco, Lumentum are on tap. Continue Reading", "url": "https://finance.yahoo.com/m/6bf0da8a-faae-33c1-af5a-bcc389ef390c/dow-jones-futures%3A-as-stock.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-07T20:58:40+00:00", "published_display": "07 Aug 2026 20:58", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.124, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Michael Burry Sounds Alarm on Major AI Stocks", "summary": "This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is betting against Oracle (NYSE:ORCL) and Nebius Group (NASDAQ:NBIS), sharpening his broader warning that the AI infrastructure boom is becoming dangerously dependent on leverage and long-dated financial commitments. The new shorts put two of the market's fastest-growing cloud infrastructure plays directly in the crosshairs of the investor famous for anticipating the U.S. housing crash. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator. Nebiu", "url": "https://finance.yahoo.com/markets/stocks/articles/michael-burry-sounds-alarm-major-194738677.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-07T19:47:38+00:00", "published_display": "07 Aug 2026 19:47", "sentiment": "negative", "sentiment_pct": 39, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.232, "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Cloud Infrastructure", "Earnings", "Earnings Report", "Free Cash Flow"]}], "by_tier": {"direct": [{"title": "US Stock Market Today: S&P 500 Futures Edge Up As Traders Eye Key CPI", "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. The Morning Bull - US Market Morning Update Thursday, Aug, 13 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq-100 futures ahead by roughly 0.6%, as investors focus on a key inflation update and what it could mean for interest rates. July CPI is expected at 3.4% year on year, with core inflation seen at 2.5%, which would suggest the cost of living is still rising but closer to the central bank's comfort zo", "url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-080906060.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-13T08:09:06+00:00", "published_display": "13 Aug 2026 08:09", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 73, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.341, "duplicate_count": 1, "topics": ["Balance Sheet", "Earnings", "Inflation", "M A", "Price Target", "Price Target"]}, {"title": "Burry adds to AI shorts, says \u2018Nebius is what the top of a boom looks like\u2019", "summary": "Astrid Stawiarz Michael Burry disclosed updated stock positions on Wednesday, adding to his short bets on Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Micron (MU [https://seekingalpha.com/symbol/MU]), Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]), and the iShares Semiconductor ETF (SOXX [https://seekingalpha.com/symbol/SOXX]), while increasing his long positions in Mercado Libre (MELI [https://seekingalpha.com/symbol/MELI]) and Zoetis (ZTS [https://seekingalpha.com/symbol/ZTS]). Burry, the investor featured in \u201cThe Big Short,\u201d said in a Substack post [https://michaeljburry.subs", "url": "https://seekingalpha.com/news/4632100-burry-adds-to-ai-shorts-says-nebius-is-what-the-top-of-a-boom-looks-like?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-13T07:51:41+00:00", "published_display": "13 Aug 2026 07:51", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 60, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.524, "duplicate_count": 1, "topics": ["AI", "Depreciation", "Earnings", "Semiconductors", "Short Selling"]}, {"title": "South Korea's Kospi enters technical bull market as AI trade rebounds", "summary": "[Abstract AI Symbol in Front of South Korean Flag \u2013 Representing AI Innovation and Technology in South Korea] J Studios South Korea's benchmark Kospi index entered a technical bull market on Thursday as the broader AI trade rebounded and traders pushed back expectations of a Federal Reserve rate hike after in-line U.S. inflation data. Kospi climbed as much as 4.8% on Thursday to a three-week high, rebounding 31% from its July 29 low. A stock index is considered to enter a technical bull market when it rises 20% or more from a recent low. Chip giants Samsung (SSNLF [https://seekingalpha.com/sym", "url": "https://seekingalpha.com/news/4632085-south-korea-kospi-technical-bull-market?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-13T07:42:41+00:00", "published_display": "13 Aug 2026 07:42", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 46, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.208, "duplicate_count": 1, "topics": ["Earnings", "Fed", "Rates", "Semiconductors", "Tech"]}, {"title": "Why Nebius Stock Skyrocketed Today", "summary": "Key Points The AI boom is fueling Nebius Group's expansion. Short-sellers are getting hammered.10 stocks we like better than Nebius Group \u203a Shares of Nebius Group (NASDAQ: NBIS) spiked on Wednesday after the cloud computing provider delivered dazzling growth metrics. Image source: The Motley Fool. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bb Torrid growth Nebius has emer", "url": "https://www.nasdaq.com/articles/why-nebius-stock-skyrocketed-today", "source_name": "nasdaq.com", "published_at": "2026-08-13T01:25:10+00:00", "published_display": "13 Aug 2026 01:25", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 65, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.5, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Markets", "Short Squeeze"]}, {"title": "Stock Market Today, Aug. 12: Nebius Group Surges on Massive Revenue Growth", "summary": "", "url": "", "source_name": "Motley Fool", "published_at": "2026-08-12T21:20:39+00:00", "published_display": "12 Aug 2026 21:20", "provider": "", "sentiment": "positive", "sentiment_pct": 64, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.485, "duplicate_count": 1, "topics": []}, {"title": "Dow Jones Futures: Cisco, Coherent Are Earnings Movers Late After Nebius, Lumentum, CoreWeave Lead AI Rally", "summary": "AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late. Continue Reading", "url": "https://finance.yahoo.com/m/1a4df130-7c08-3f7f-8a30-395b0e9950f6/dow-jones-futures%3A-cisco%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:58:19+00:00", "published_display": "12 Aug 2026 20:58", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 63, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.484, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Nebius (NBIS) Just Soared 34%. Here\u2019s What to Expect This Week", "summary": "Nebius Group NV (NASDAQ:NBIS) saw its share price jump by 34.14 percent on Wednesday to finish at $259.20 apiece, after reporting a more-than-fivefold growth in revenues, which signaled that the surging demand for AI cloud infrastructure is translating into rapid revenue growth and larger customer commitments. The company said in an earnings call on the same day that it raked in $582.3 million in revenues for the second quarter of the year, marking a 454 percent jump from the $105.1 million in the same period last year, and beating the $572.75 million expectations from analysts. It was by far ", "url": "https://finance.yahoo.com/markets/stocks/articles/nebius-nbis-just-soared-34-205816101.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:58:16+00:00", "published_display": "12 Aug 2026 20:58", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 79, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.484, "duplicate_count": 1, "topics": ["AI", "Cloud Infrastructure", "Earnings", "Expansion", "Fourth Quarter", "Hedge Funds"]}, {"title": "Nebius Stock Soars Nearly 30% as AI Revenue Jumps 454%", "summary": "This article first appeared on GuruFocus. Nebius Group (NASDAQ:NBIS), the Amsterdam-based AI-cloud infrastructure provider, reported a blowout second quarter Wednesdayand investors smashed the buy button. Shares rocketed approximately 27.7% by 12:30 p.m. ET as revenue surged 454% year over year to $582.3 million. Adjusted EBITDA flipped from a $21 million loss to a $236.2 million profit. That is a huge operating swing in just one year. But this is still an AI infrastructure land grab, not a finished profit machine. Nebius lost $190.4 million on a GAAP basis from continuing operations, showing ", "url": "https://finance.yahoo.com/markets/stocks/articles/nebius-stock-soars-nearly-30-201829312.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T20:18:29+00:00", "published_display": "12 Aug 2026 20:18", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 66, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.482, "duplicate_count": 1, "topics": ["AI", "Capital Expenditure", "Cloud Infrastructure", "Earnings", "Growth"]}, {"title": "Sector Update: Tech Stocks Gain Late Afternoon", "summary": "Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "url": "https://finance.yahoo.com/markets/stocks/articles/sector-tech-stocks-gain-afternoon-195026383.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:50:26+00:00", "published_display": "12 Aug 2026 19:50", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 73, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.384, "duplicate_count": 1, "topics": []}, {"title": "Nebius Stock Jumps as Story Gets Bigger", "summary": "This article first appeared on GuruFocus. Nebius Group (NASDAQ:NBIS) shares surged roughly 20% Wednesday after the AI infrastructure provider crushed second-quarter expectations and reaffirmed its 2026 outlook, reinforcing Wall Street's view that demand for high-end AI computing remains far ahead of supply. But the results also sharpen the central investor debate around Nebius: extraordinary revenue growth is requiring billions of dollars of upfront capital spending. Warning! GuruFocus has detected 9 Warning Signs with NBIS. Is NBIS fairly valued? Test your thesis with our free DCF calculator.", "url": "https://finance.yahoo.com/markets/stocks/articles/nebius-stock-jumps-story-gets-193735700.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:37:35+00:00", "published_display": "12 Aug 2026 19:37", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 66, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.479, "duplicate_count": 1, "topics": ["AI", "Capex", "Cloud Computing", "Earnings", "Revenue Growth"]}, {"title": "Oracle Stock Climbs After Quantum Deal, Layoffs Report", "summary": "Oracle struck a partnership deal with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI. Continue Reading", "url": "https://finance.yahoo.com/m/898a7205-509c-3507-875f-5812fc0e1454/oracle-stock-climbs-after.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T19:23:26+00:00", "published_display": "12 Aug 2026 19:23", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 23, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.431, "duplicate_count": 1, "topics": ["AI", "Partnership", "Tech"]}, {"title": "CoreWeave (CRWV) and Super Micro (SMCI) Earnings Show AI Spending Is Still Surging", "summary": "AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. (NASDAQ:SMCI) and neocloud providers CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS). Big Tech companies have already signaled that spending on AI would not slow down. The combined outlays are set to surpass $730 billion this year. Operating at different levels of the AI infrastructure stack, the results from CRWV and SMCI deliver the same message: customer spending on AI infrastructure is surging rather than slowing down. CoreWeave: Backlo", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-crwv-super-micro-smci-183316686.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T18:33:16+00:00", "published_display": "12 Aug 2026 18:33", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.476, "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Hedge Funds", "Institutional Investors"]}, {"title": "SpaceX, Nebius, Palantir, Super Micro, Quantinuum, Wendy\u2019s, and More Stocks That Explain Today\u2019s Market", "summary": "Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply. Continue Reading", "url": "https://finance.yahoo.com/m/ddf7e389-b308-33f6-a023-cd25665510d4/spacex%2C-nebius%2C-palantir%2C.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:49:00+00:00", "published_display": "12 Aug 2026 17:49", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 28, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.473, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "CoreWeave and Nebius Group Deliver Earnings Shocker. Here's What It Signals About the Future of AI.", "summary": "One of the biggest questions among investors these days is what the future holds for artificial intelligence (AI). After several years of rapid adoption and impressive stock price gains, some investors have taken a step back, looking for insight into what comes next. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bb One area of interest is neocloud operators, a nascent segme", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-nebius-group-deliver-earnings-174505345.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:45:05+00:00", "published_display": "12 Aug 2026 17:45", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 29, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.473, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Earnings Per Share", "Price Target", "Quarterly Results"]}, {"title": "Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through", "summary": "Quick Read LITE surged 15% after revenue more than doubled to $1.01B in fiscal Q4 2026, with CEO Michael Hurlston noting pump-laser shipments are up 80% year over year and effectively sold out. SMCI jumped 16% and CRWV soared 20% on AI infrastructure prints that reinforced hyperscaler capex momentum alongside Lumentum's optical demand surge. JPMorgan raised its LITE target to $1,280 while Bank of America cut to $1,000, splitting on valuation as the stock nears its sell-side ceiling. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Corning didn't make the cut", "url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-rockets-15-blowout-earnings-172227881.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:22:27+00:00", "published_display": "12 Aug 2026 17:22", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.472, "duplicate_count": 1, "topics": ["AI", "Earnings", "Optical Components", "Price Target", "Price Target", "Semiconductors"]}, {"title": "Nebius Soars 20% as AI Revenue Explodes", "summary": "This article first appeared on GuruFocus. Nebius Group N.V. (NBIS, Financials), the Nvidia-powered AI cloud provider, surged more than 20% after second-quarter results showed demand for computing capacity is still running well ahead of supply. Warning! GuruFocus has detected 9 Warning Signs with NBIS. Is NBIS fairly valued? Test your thesis with our free DCF calculator. Revenue reached $582.3 million, beating the $572.75 million Wall Street estimate, while revenue from its core AI cloud business increased nearly sixfold from a year earlier. The contract numbers were even more striking. Nebius ", "url": "https://finance.yahoo.com/technology/ai/articles/nebius-soars-20-ai-revenue-171642333.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:16:42+00:00", "published_display": "12 Aug 2026 17:16", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 78, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.471, "duplicate_count": 1, "topics": ["AI", "Capital Expenditure", "Cloud Computing", "Earnings", "Tech"]}, {"title": "Why Micron Stock Is Surging Today", "summary": "Key Points Micron's rally is continuing today, and the stock is now up more than 240% over the last year. The company's valuation is surging thanks to demand for AI memory chips and surging pricing power in the consumer market. Micron just broke ground on the construction of a massive new memory-chip manufacturing facility. 10 stocks we like better than Micron Technology \u203a Micron(NASDAQ: MU) stock is bounding higher in Friday's trading. The memory-chip company's share price was up 6.1% as of 2:50 p.m. ET and had been up as much as 8.7% earlier in trading. Micron's valuation is continuing to su", "url": "https://www.nasdaq.com/articles/why-micron-stock-surging-today", "source_name": "nasdaq.com", "published_at": "2026-08-12T17:13:14+00:00", "published_display": "12 Aug 2026 17:13", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 52, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.288, "duplicate_count": 1, "topics": ["Earnings", "Manufacturing", "Markets", "Semiconductors", "Share Price", "Tech"]}, {"title": "Stocks making the biggest moves midday: Wendy's, H&R Block, Quantinuum, CoreWeave, Cava & more", "summary": "Check out the companies making the biggest moves midday: Wendy's \u2014 The fast food chain jumped 13% after The Financial Times reported, citing sources, that Nelson Peltz' Trian Fund Management was preparing a bid to take the company private. National Vision \u2014 Shares of the optical retail company tumbled 6% after full-year guidance failed to impress Wall Street. National Vision sees adjusted earnings in a range of 94 cents to $1.09 per share on revenue of $2.037 billion to $2.076 billion. Analysts polled by FactSet sought 96 cents a share and $2.06 billion. Aecom \u2014 The construction developer drop", "url": "https://www.cnbc.com/2026/08/12/stocks-making-the-biggest-moves-midday-wen-hrb-qnt-crwv-cava.html", "source_name": "cnbc.com", "published_at": "2026-08-12T16:06:12+00:00", "published_display": "12 Aug 2026 16:06", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.639, "duplicate_count": 1, "topics": ["Aecom", "Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source"]}, {"title": "Nebius Second-Quarter Revenue Exceeds Estimates Amid Robust AI Cloud Gains", "summary": "Nebius Group NBIS.jpg -Shutterstock Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand for artificial intelligence capacity drove more than 500% year-over-year growth in the Dutch company's cloud business. The cloud computing company's overall revenue surged to $582.3 Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now", "url": "https://finance.yahoo.com/technology/ai/articles/nebius-second-quarter-revenue-exceeds-154839122.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:48:39+00:00", "published_display": "12 Aug 2026 15:48", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.466, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Cloud Computing", "Earnings"]}, {"title": "Cava Rises on Sales; CoreWeave Sores on AI Outlook | Stock Movers", "summary": "On this episode of Stock Movers:- Cava (CAVA) is also rising this morning as sales jumped with Americans flocking to Pita Chips, Salmon, and other Mediterranean-diet oriented foods.- Super Micro (SMCI) is giving a sales outlook that topped even the rosiest projections. That along with Coreweave's report is sending markets higher.- CoreWeave (CRWV) is soaring after booming AI demand bolstered the company's revenue outlook. Nebius (NBIS) is also up this morning with earnings coming out. View Comments", "url": "https://finance.yahoo.com/video/cava-rises-sales-coreweave-sores-152528222.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:25:28+00:00", "published_display": "12 Aug 2026 15:25", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 68, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.465, "duplicate_count": 1, "topics": ["AI", "Earnings", "Mediterranean Diet", "Sales Outlook"]}, {"title": "Nebius Jumps 20% Days After Michael Burry Said His AI Shorts Were Like \u2018Shooting Fish in a Barrel\u2019", "summary": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Nebius Group N.V.(NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on its latest deals had fallen below two years. Nebius now expects to recoup the capex and related operating costs on its second-quarter deals in one year and 10 months, down from its previous range of two to three years. Burry disclosed short positions in Nebius at $211.77 and Oracle Corp.(NYSE:ORCL), saying the ", "url": "https://finance.yahoo.com/markets/stocks/articles/nebius-jumps-20-days-michael-151142746.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T15:11:42+00:00", "published_display": "12 Aug 2026 15:11", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 73, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.464, "duplicate_count": 1, "topics": ["AI", "Earnings", "Infrastructure", "Semiconductors", "Short Selling"]}, {"title": "Nebius Stock Soars 20% As Revenue, EBITDA Beat Estimates", "summary": "Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue topped expectations. Continue Reading", "url": "https://finance.yahoo.com/m/46503392-88ea-343a-884e-3df9877bce66/nebius-stock-soars-20%25-as.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:39:05+00:00", "published_display": "12 Aug 2026 14:39", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 54, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.283, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro", "summary": "What happened: AI infrastructure stocks jumped on Wednesday after blowout results from AI server hardware maker Supermicro (SMCI) and neocloud providers CoreWeave (CRWV) and Nebius Group (NBIS ). AI hosting peers Applied Digital (APLD) and IREN (IREN) moved higher. Other areas of the AI infrastructure trade also gained, including optical product maker Lumentum (LITE), and the memory and storage complex trade also gained with the Roundhill Memory ETF (DRAM). What's behind the move: Signs of accelerating demand for everything from computing power to AI server racks to liquid cooling technology s", "url": "https://finance.yahoo.com/markets/article/ai-infrastructure-stocks-surge-after-strong-earnings-from-coreweave-supermicro-142304399.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:23:04+00:00", "published_display": "12 Aug 2026 14:23", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.461, "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Fourth Quarter", "Memory Storage", "Neocloud", "Optical Products"]}, {"title": "Nebius stock reclaims 50-MA after Q2 beat", "summary": "[Equipment in server room] Erik Isakson/DigitalVision via Getty Images Nebius Group (NBIS [https://seekingalpha.com/symbol/NBIS]) shares are surging some 20% in Wednesday morning trading, propelled by a strong second-quarter earnings report [https://seekingalpha.com/news/4631437-nebius-surges-after-q2-beat-plans-to-continue-investing-in-capex] that handily beat analyst estimates. As seen in the daily chart, NBIS is now trading decisively above its 50-day moving average (blue line) after testing this level multiple times since the start of July. Meanwhile, the 100-day moving average (green line", "url": "https://seekingalpha.com/news/4631502-nebius-stock-reclaims-50-ma-after-q2-beat?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T14:17:14+00:00", "published_display": "12 Aug 2026 14:17", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 89, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.369, "duplicate_count": 1, "topics": ["Earnings", "Earnings Report", "Momentum", "Price Target"]}, {"title": "CoreWeave, Nebius soar as AI spending powers growth", "summary": "CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to \"stupid\" levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected. Video Transcript 00:00 Julie the so-called Neo clouds on fire here this morning. 00:02 Dan Yeah, on fire. 00:03 Julie On fire. Yeah. We had Core Weave and Nebius both reporting. Uh Core Weave revenue was up 112%. Nebius revenue was up specifically for its cloud business, 514%. 00:15 Speaker A As I said to Dan, we're in stupid n", "url": "https://finance.yahoo.com/video/coreweave-nebius-soar-ai-spending-141200933.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:12:00+00:00", "published_display": "12 Aug 2026 14:12", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 76, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.461, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings"]}, {"title": "Tech leads sectors higher in early trading as chip stocks gain: AlphaCheck", "summary": "Good morning. Stocks traded higher on Wednesday after the Consumer Price Index report showed inflation moderated in July amid volatile oil price moves during the month. The Nasdaq Composite (^IXIC) led the major indexes after earnings from key AI infrastructure plays boosted tech stocks. Here's a check of the markets in early trading, as of 9:30 a.m. ET, based on a heat map powered by Yahoo Finance AlphaSpace data. Technology (XLK) was the sector leader at the open, driven by a 2% gain in Nvidia (NVDA) and a rally in semiconductor stocks. Energy (XLE) stocks turned lower as oil prices slipped,", "url": "https://finance.yahoo.com/markets/article/tech-leads-sectors-higher-in-early-trading-as-chip-stocks-gain-alphacheck-134443200.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:44:43+00:00", "published_display": "12 Aug 2026 13:44", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 59, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.459, "duplicate_count": 1, "topics": ["Earnings", "Energy", "Inflation", "Semiconductors", "Tech"]}, {"title": "Strong Q2, Bigger Outlook: How Should Investors Play CRWV Stock Now?", "summary": "CoreWeave, Inc. CRWV delivered a strong second quarter of 2026, raised its full-year outlook and continued to add massive customer commitments. Revenue reached $2.6 billion, up 112% year over year, with expanding margins and operating leverage. Its revenue backlog climbed to $104.2 billion from $99.4 billion at the end of the first quarter. CoreWeave also secured more than $25 billion in additional customer commitments early in the third quarter, demonstrating that demand for AI computing capacity remains exceptionally strong. The strongest signal from the earnings report was the increase in m", "url": "https://finance.yahoo.com/markets/stocks/articles/strong-q2-bigger-outlook-investors-121500952.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:15:00+00:00", "published_display": "12 Aug 2026 12:15", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.454, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Report", "Guidance", "Infrastructure", "Operating Income"]}, {"title": "Stocks making the biggest moves premarket: CoreWeave, Super Micro Computer, Nebius, Cava & more", "summary": "Check out the companies making the biggest moves premarket: Super Micro Computer \u2014 The data center infrastructure stock rallied more than 7.5% after Super Micro Computer issued rosy guidance for first quarter earnings and revenue, in addition to exceeding fourth quarter estimates. The company expects adjusted earnings in the range of $1.01 to $1.10 per share, far above the LSEG consensus estimate of 76 cents per share. Revenue guidance in the range of $14.5 billion to $15.5 billion also topped the anticipated $11.68 billion. CoreWeave \u2014 The artificial intelligence cloud company saw shares gain", "url": "https://www.cnbc.com/2026/08/12/stocks-making-the-biggest-moves-premarket-crwv-smic-cohr.html", "source_name": "cnbc.com", "published_at": "2026-08-12T12:12:29+00:00", "published_display": "12 Aug 2026 12:12", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.621, "duplicate_count": 1, "topics": ["AI", "Breaking News M", "Breaking News Markets", "Business", "Cava Group Inc", "Cnbc US Source"]}, {"title": "Nebius Soars As Bigger Loss Tops Views, Revenue Beats", "summary": "Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue edged by expectations. Continue Reading", "url": "https://finance.yahoo.com/m/46503392-88ea-343a-884e-3df9877bce66/nebius-soars-as-bigger-loss.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T12:09:11+00:00", "published_display": "12 Aug 2026 12:09", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 48, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.278, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Nebius beats quarterly revenue estimates as AI demand fuels growth", "summary": "Aug 12 (Reuters) - Nebius Group surpassed second-quarter revenue estimates on Wednesday as booming demand for AI infrastructure and cloud services \u200chelped the company win larger contracts and raise prices for \u200ccomputing capacity, sending its shares up 12% in premarket trading. The Amsterdam-based AI infrastructure firm \u200breported total revenue of $582.3 million for the quarter ended June, compared with analysts' average estimate of $572.75 million, according to data compiled by LSEG. Revenue at its core AI cloud business, which accounted for about 98% of \u200cgroup revenue, rose more than \u2060500%. Th", "url": "https://finance.yahoo.com/technology/ai/articles/nebius-beats-quarterly-revenue-estimates-114348773.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T11:43:48+00:00", "published_display": "12 Aug 2026 11:43", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.453, "duplicate_count": 1, "topics": ["AI Infrastructure", "Cloud Services", "Earnings", "Price Target", "Revenue Estimates", "Tech"]}, {"title": "CoreWeave surges after raising FY26 outlook", "summary": "[Cloud Based Artificial Intelligence Computing Company CoreWeave Has IPO On Nasdaq Exchange] Shares of CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]) surged about 18% premarket on Wednesday after the AI infrastructure solutions provider raised its full year 2026 revenue and adjusted operating income outlook. For the full year 2026, the company now expects [https://seekingalpha.com/article/4935035-coreweave-inc-crwv-q2-2026-earnings-call-transcript] revenue to be between $12.4B and $13.2B (midpoint at $12.8B) versus the prior forecast [https://seekingalpha.com/article/4900860-coreweave", "url": "https://seekingalpha.com/news/4631298-coreweave-surges-after-raising-fy26-outlook?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-12T09:59:43+00:00", "published_display": "12 Aug 2026 09:59", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 89, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.447, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings News", "Fourth Quarter", "Guidance", "IPO"]}, {"title": "Nebius Group shares jump as AI cloud growth fuels investor optimism", "summary": "Nebius Group NV (NASDAQ:NBIS) shares climbed 9.5% in premarket trading on Wednesday after the AI cloud infrastructure company released its second-quarter 2026 financial results ahead of the U.S. market open, with investors responding positively to one of the most closely watched earnings reports in the company's relatively short history as a publicly traded stock. Ahead of the announcement, Wall Street had expected quarterly revenue of approximately $576 million to $583 million, representing year-on-year growth of more than 400%. Analysts had also anticipated that Nebius would remain in an adj", "url": "https://finance.yahoo.com/technology/ai/articles/nebius-group-shares-jump-ai-095830477.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T09:58:30+00:00", "published_display": "12 Aug 2026 09:58", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.447, "duplicate_count": 1, "topics": ["AI", "Cloud Infrastructure", "Earnings", "Earnings Release", "Financial Results", "Price Target"]}, {"title": "CoreWeave, Super Micro climb on signs of sustained AI buildout", "summary": "By Akriti Shah Aug 12 (Reuters) - Shares of CoreWeave and Super Micro Computer climbed premarket on Wednesday after \u200cupbeat forecasts from the two AI infrastructure companies \u200creinforced demand expectations for computing capacity. Shares of neocloud provider CoreWeave rose more \u200bthan 18%, with peer Nebius Group rising 10%. Server maker Super Micro's shares climbed nearly 9%. Data center companies Applied Digital and IREN Ltd were also up 6% and 5%. CoreWeave \u200craised its forecasts for \u2060annual revenue, adjusted operating profit and capital spending, as strong demand for its Nvidia-powered AI \u2060in", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-super-micro-climb-signs-095801780.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T09:58:01+00:00", "published_display": "12 Aug 2026 09:58", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.447, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings", "Tech"]}, {"title": "Stock market today: Dow and S&P 500 futures muted ahead of CPI data, Nasdaq rises", "summary": "US stock futures were little changed in premarket trading on Wednesday as investors braced for fresh Consumer Price Index (CPI) data, which could alter the Fed's interest rate calculus. Futures on the Dow Jones Industrial Average (YM=F) traded flat, while those on the S&P 500 (ES=F) edged up 0.2%. Contracts for the Nasdaq-100 (NQ=F) rose 0.6% in what is a relatively quiet week in markets beyond the tail end of earnings season. Wednesday's inflation print will be closely watched following the softer-than-expected July jobs report. Economists expect the Consumer Price Index to rise at a slower a", "url": "https://finance.yahoo.com/markets/live/stock-market-today-wednesday-august-12-dow-sp-500-nasdaq-cpi-report-091555133.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T09:15:55+00:00", "published_display": "12 Aug 2026 09:15", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 64, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.289, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Rates", "Treasuries"]}, {"title": "Michael Burry Just Shorted Nebius. Should Investors Avoid the Stock?", "summary": "Key Points Nebius is growing quickly in a high-demand industry. Limited supplies of compute capacity and electrical power are among the factors dictating the pace of AI's expansion, making Nebius' assets more valuable. The company's heavy debt load is a concern, but if it uses the cash it has raised to gain market share and land lucrative deals, it will give investors to reason look the other way.10 stocks we like better than Nebius Group \u203a Michael Burry of The Big Short fame recently announced that he had opened a short position on Nebius(NASDAQ: NBIS), which is set to report earnings this we", "url": "https://www.nasdaq.com/articles/michael-burry-just-shorted-nebius-should-investors-avoid-stock", "source_name": "nasdaq.com", "published_at": "2026-08-12T07:58:00+00:00", "published_display": "12 Aug 2026 07:58", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 43, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.507, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Debt", "Earnings", "Markets", "Tech"]}, {"title": "Here are the major earnings before the open Wednesday", "summary": "Major earnings expected before the bell on Wednesday include: * Nebius Group N.V. (NBIS [https://seekingalpha.com/symbol/NBIS]) * Tencent Holdings Limited (TCEHY [https://seekingalpha.com/symbol/TCEHY]) * Brinker International (EAT [https://seekingalpha.com/symbol/EAT]) * Amcor plc (AMCR [https://seekingalpha.com/symbol/AMCR]) * Jumia Technologies AG (JMIA [https://seekingalpha.com/symbol/JMIA]) Other earnings slated for release before Wednesday's open include: * ACDVF [https://seekingalpha.com/symbol/ACDVF], ALLT [https://seekingalpha.com/symbol/ALLT], ALT [https://seekingalpha.com/symbol/ALT", "url": "https://seekingalpha.com/news/4630680-here-are-the-major-earnings-before-the-open-wednesday?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-11T22:00:22+00:00", "published_display": "11 Aug 2026 22:00", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 41, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.41, "duplicate_count": 1, "topics": ["Earnings", "Earnings News"]}, {"title": "CoreWeave Earnings Beat Amid Operating Margin Upside", "summary": "CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates. Continue Reading", "url": "https://finance.yahoo.com/m/8529a809-faa2-31d7-bb78-e68c8911fd6b/coreweave-earnings-beat-amid.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T20:44:15+00:00", "published_display": "11 Aug 2026 20:44", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 64, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.406, "duplicate_count": 1, "topics": []}, {"title": "Who wins most in NVIDIA\u2019s $500 billion private capital deal?", "summary": "Investing.com -- NVIDIA's deal to mobilize over $500 billion in third-party capital with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR reframes how AI factories are built and financed. By turning GPU compute into a standardized, investable asset class, NVIDIA addresses severe liquidity bottlenecks. However, the financial rewards and structural advantages flow to specific winners across the AI and financial ecosystems. 1. NVIDIA: Offloading Debt to Safeguard Free Cash Flow NVIDIA emerges as the primary strategic winner because the framework shifts lending risk entirely off i", "url": "https://finance.yahoo.com/technology/ai/articles/wins-most-nvidia-500-billion-133032066.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:30:32+00:00", "published_display": "11 Aug 2026 13:30", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 77, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.443, "duplicate_count": 1, "topics": ["AI Infrastructure", "Balance Sheet", "Data Centers", "Free Cash Flow", "Price Target", "Semiconductors"]}, {"title": "CRWV's Solidigm Deal: Can Priority SSD Access Give an Edge in AI Cloud?", "summary": "The AI infrastructure race is increasingly moving beyond GPUs. As AI models become larger and inference workloads expand, storage capacity, performance and availability are becoming increasingly important components of the AI infrastructure stack. Against this backdrop, CoreWeaveInc. CRWV recently announced a multi-year agreement with Solidigm that could prove strategically important. A cloud provider might have sufficient GPU capacity but still face issues if storage cannot expand at the same rate as compute resources. Delays in getting enterprise SSDs could adversely impact data availability", "url": "https://finance.yahoo.com/technology/ai/articles/crwvs-solidigm-deal-priority-ssd-121700391.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:17:00+00:00", "published_display": "11 Aug 2026 12:17", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 85, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.344, "duplicate_count": 1, "topics": ["Acquisitions", "AI Infrastructure", "Cloud Computing", "Competition", "Storage"]}, {"title": "Amazon, SpaceX Eye Major Decart Acquisition", "summary": "This article first appeared on GuruFocus. Israeli AI startup Decart is reportedly in advanced talks to sell itself for $6 billion to $7 billion, with SpaceX (NASDAQ:SPCX), Amazon (NASDAQ:AMZN) and Nebius (NASDAQ:NBIS) among the names linked to the process. The potential deal would represent a sharp step-up from Decart's roughly $4 billion valuation just three months ago and underscores how aggressively major technology companies are competing for scarce AI software and infrastructure assets. Warning! GuruFocus has detected 9 Warning Signs with NBIS. Is NBIS fairly valued? Test your thesis with", "url": "https://finance.yahoo.com/technology/ai/articles/amazon-spacex-eye-major-decart-213728411.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T21:37:28+00:00", "published_display": "10 Aug 2026 21:37", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 46, "event_type": "deals", "event_label": "Deals and strategy", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.189, "duplicate_count": 1, "topics": ["AI", "M A", "Tech"]}, {"title": "Key Earnings Reports Ahead", "summary": "Last week was \"Jobs Week,\" and the week before held the most recent Fed meeting on interest rates, along with several marquee names reporting quarterly earnings. This week, we pivot to \"Inflation Week,\" with Wednesday and Thursday morning bringing new monthly price index data. Wednesday morning, Consumer Price Index (CPI) data for July comes out. Analysts expect the second-straight lower headline Inflation Rate, to +3.4% year over year from +3.5% last report. This would be the second month in a row with lower headline CPI, after peaking at a 3-year high at +4.2% in May. Subtracting inflated fo", "url": "https://finance.yahoo.com/markets/stocks/articles/key-earnings-reports-ahead-145900694.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:59:00+00:00", "published_display": "10 Aug 2026 14:59", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 36, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.328, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Quarterly Earnings", "Rates", "Revenue Growth"]}, {"title": "Trading Week Awaits Inflation Reports Starting Wednesday", "summary": "Monday, August 10th, 2026 Last week was \"Jobs Week,\" and the week before held the most recent Fed meeting on interest rates, along with several marquee names reporting quarterly earnings. This week, we pivot to \"Inflation Week,\" with Wednesday and Thursday morning bringing new monthly price index data. Wednesday morning, Consumer Price Index (CPI) data for July comes out. Analysts expect the second-straight lower headline Inflation Rate, to +3.4% year over year from +3.5% last report. This would be the second month in a row with lower headline CPI, after peaking at a 3-year high at +4.2% in Ma", "url": "https://finance.yahoo.com/economy/policy/articles/trading-week-awaits-inflation-reports-143700681.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:37:00+00:00", "published_display": "10 Aug 2026 14:37", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 36, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.327, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Quarterly Earnings", "Rates", "Revenue Growth", "Tech"]}, {"title": "CRWV Stock Ahead of Q2 Earnings: Buy, Sell, or Wait for the Results?", "summary": "CoreWeave, Inc. CRWV is scheduled to report second-quarter 2026 results on Aug. 11, 2026, after market close. The Zacks Consensus Estimate for the bottom line in the to-be-reported quarter is pegged at a loss of $1.17 per share, widening 10.9% in the past 60 days and 333.3% from the prior-year reported number. The consensus estimate for total revenues is $2.5 billion, indicating a 109.2% year-over-year increase. Management expects second-quarter revenues in the $2.45-$2.6 billion band. CRWV's earnings missed the Zacks Consensus Estimate in three of the trailing four quarters, while beating onc", "url": "https://finance.yahoo.com/markets/stocks/articles/crwv-stock-ahead-q2-earnings-133700117.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:37:00+00:00", "published_display": "10 Aug 2026 13:37", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.325, "duplicate_count": 1, "topics": ["AI Infrastructure", "Cloud Computing", "Consensus Estimate", "Earnings", "Operating Income", "Revenue Growth"]}, {"title": "Should You Buy, Hold or Sell Nebius Stock Before Q2 Earnings Release?", "summary": "Nebius Group N.V. NBIS will report second-quarter 2026 results on Wednesday, before market open. The Zacks Consensus Estimate for loss for the to-be-reported quarter is pegged at 72 cents. Analysts have revised their estimates downward for NBIS' bottom line over the past 30 days. The consensus estimate for total revenues is pinned at $585.1 million. What Our Model Predicts for NBIS Our proven model does not predict an earnings beat for NBIS this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the chances of an earnings be", "url": "https://finance.yahoo.com/markets/stocks/articles/buy-hold-sell-nebius-stock-132000324.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:20:00+00:00", "published_display": "10 Aug 2026 13:20", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 88, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.324, "duplicate_count": 1, "topics": ["AI", "Consensus Estimate", "Earnings", "Gpu", "Price Target", "Tech"]}, {"title": "2 Ex-Situational Awareness Stocks That are Melting Up and Worth Buying Up", "summary": "Quick Read Margin calls forced Situational Awareness to liquidate CoreWeave and Nebius near market lows, with both stocks surging roughly 50% in the immediate rebound. CoreWeave collapsed 56% from peak to trough before bouncing nearly 50% off lows, making Aschenbrenner's forced exit a costly margin call. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Leopold Aschenbrenner, the rising, leveraged hedge fund star over at Situational Awareness, ran into a bit of trou", "url": "https://finance.yahoo.com/markets/stocks/articles/2-ex-situational-awareness-stocks-125619120.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T12:56:19+00:00", "published_display": "10 Aug 2026 12:56", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 49, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.197, "duplicate_count": 1, "topics": ["Hedge Funds", "Semiconductors", "Tech"]}, {"title": "25-Year-Old Lost $35 Billion of His Investors\u2019 Money. 2 Weeks Later, Silicon Valley Insiders Are Lining Up to Give Him More Cash.", "summary": "Quick Read Aschenbrenner ran 400% leverage on concentrated AI bets including $NBIS and $CRWV, triggering margin calls that vaporized $35 billion in days. Shorts in $ADBE moved against the fund, yet within two weeks Silicon Valley insiders rallied to offer Aschenbrenner fresh capital. Aschenbrenner deployed $500 million into private companies post-collapse and retains Anthropic stakes, signaling conviction from a $10 billion remaining base. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Nebius Group didn't make the cut. Grab the names FREE today. Two weeks ", "url": "https://finance.yahoo.com/markets/stocks/articles/25-old-lost-35-billion-105057937.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T10:50:57+00:00", "published_display": "10 Aug 2026 10:50", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 52, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.224, "duplicate_count": 1, "topics": ["AI", "Hedge Fund", "Leveraged Bets", "Margin Calls", "Private Equity"]}, {"title": "Stock market today: Dow, S&P 500, Nasdaq futures little changed in wait for key inflation data", "summary": "US stock futures were muted to kick off a week of earnings and inflation data, with the major indexes within reach of all-time highs. Futures on the Dow Jones Industrial Average (YM=F) edged lower by 0.1%, while those on the S&P 500 (ES=F) and Nasdaq-100 (NQ=F) gained slightly after a winning week for the major indexes. Investors are in wait-and-see mode after Iran teased that an elusive deal to open the Strait of Hormuz is \"very close.\" Oil prices were slightly higher on Monday, with global benchmark Brent crude futures (BZ=F) trading at $84 per barrel after plenty of will-they, won't-they sp", "url": "https://finance.yahoo.com/markets/live/stock-market-today-monday-august-10-dow-sp-500-nasdaq-104358890.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T10:43:58+00:00", "published_display": "10 Aug 2026 10:43", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 33, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.207, "duplicate_count": 1, "topics": ["Earnings", "Inflation", "Rates"]}, {"title": "Dow Jones Futures Fall After Market Ramps Up; Cisco, Lumentum Earnings Ahead", "summary": "With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap.. Continue Reading", "url": "https://finance.yahoo.com/m/6bf0da8a-faae-33c1-af5a-bcc389ef390c/dow-jones-futures-fall-after.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T01:21:40+00:00", "published_display": "10 Aug 2026 01:21", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.182, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Mark Cuban Compared Nvidia to a Dot-Com-Era IPO Machine "Funding Everyone and Anyone." Here's What That Means for AI Stocks.", "summary": "Key Points Mark Cuban's dot-com comparison is focusing on Nvidia's growing role as a source of capital across the AI ecosystem. Nvidia's investments may support future demand, but they do not by themselves prove that the company is financing its own sales. Cash-generating AI companies are better positioned than businesses that still depend heavily on debt, stock issuance, or strategic funding.10 stocks we like better than Nvidia \u203a Mark Cuban recently raised concerns about how the artificial intelligence (AI) boom is being financed. In a July 28 post on X, he described Nvidia(NASDAQ: NVDA) as t", "url": "https://www.nasdaq.com/articles/mark-cuban-compared-nvidia-dot-com-era-ipo-machine-funding-everyone-and-anyone-heres-what", "source_name": "nasdaq.com", "published_at": "2026-08-10T00:50:00+00:00", "published_display": "10 Aug 2026 00:50", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 32, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.34, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Free Cash Flow", "Investments", "Markets", "Semiconductors"]}, {"title": "IREN (IREN) vs. CORZ and APLD: Can Its AI Cloud Buildout Turn Contracted Demand Into Profits?", "summary": "Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth's Substack by Sergey. In this article, we will summarize the bulls' thesis on IREN. IREN Limited's share was trading at $37.93 as of August 6th 2026. IREN's trailing and forward P/E were 47.82 and 136.99 respectively according to Yahoo Finance.5 Best Stocks to Buy for Next-Gen Data Centers Photo from Oracle website IREN Limited is shifting away from Bitcoin mining and building itself into a cloud computing company for artificial intelligence. This means securing power, building data centers,", "url": "https://finance.yahoo.com/technology/ai/articles/iren-iren-vs-corz-apld-182431338.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-09T18:24:31+00:00", "published_display": "09 Aug 2026 18:24", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 81, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.184, "duplicate_count": 1, "topics": ["AI Cloud", "Construction Risks", "Gpu Deployment", "Hedge Funds", "Institutional Investors", "Shareholder"]}, {"title": "Quant snapshot: Lenovo Group and Lumentum Holdings lead top-rated names as Cannae Holdings and Crescent Capital BDC Payments lag", "summary": "Quant rankings for the upcoming earnings calendar show strength concentrated across information technology, energy, and health care, while weakness is more pronounced in financials and real estate. A total of 735 companies are scheduled to report in the coming week. This week\u2019s top-rated names are led by Lenovo Group Limited (LNVGY [https://seekingalpha.com/symbol/LNVGY]), which holds a quant rating of 4.98, followed by Lumentum Holdings (LITE [https://seekingalpha.com/symbol/LITE]), which holds a quant rating of 4.97, and Liquidia Corporation (LQDA [https://seekingalpha.com/symbol/LQDA]) whic", "url": "https://seekingalpha.com/news/4629487-quant-snapshot-lenovo-group-and-lumentum-holdings-lead-top-rated-names-as-cannae-holdings-and-crescent-capital-bdc-payments-lag?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-09T13:30:06+00:00", "published_display": "09 Aug 2026 13:30", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 56, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.273, "duplicate_count": 1, "topics": ["Earnings", "Energy", "Healthcare", "Quant Ratings", "Ratings", "Tech"]}, {"title": "Earnings Week Ahead: SMCI, CSCO, JD, PLUG, and more", "summary": "[Business Person Reviewing Quarterly Report During Meeting in Office Setting] The second full week of August features a diverse earnings slate spanning AI infrastructure, semiconductors, space technology, healthcare, financials, and consumer names, with Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]), Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Cisco Systems (CSCO [https://seekingalpha.com/symbol/CSCO]), CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]), Applied Materials (AMAT [https://seekingalpha.com/symbol/AMAT]), and Lumentum (LITE [https://seekingalpha.", "url": "https://seekingalpha.com/news/4629639-earnings-week-ahead-smci-csco-jd-plug-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_name": "seekingalpha.com", "published_at": "2026-08-09T12:07:00+00:00", "published_display": "09 Aug 2026 12:07", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 81, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.27, "duplicate_count": 1, "topics": ["AI Infrastructure", "Earnings", "Earnings News", "Earnings Report", "Financials", "Healthcare"]}, {"title": "2 key checks on AI infrastructure and inflation: What to watch this week", "summary": "The stock market's first week after the Big Tech earnings extravaganza went about as well as any investor could have hoped. The initial mixed bag of earnings gave way to general bullishness as AI's spending worries receded somewhat. And with Friday's jobs report surprise, Fed rate bets were recalculated, sending stocks to the weekend on a high note. The S&P 500 (^GSPC) closed out Friday up 0.6%, putting the index back into record-high territory. As we putter through the back nine of this quarter's earnings season, our focus will continue to be split between the drip of more companies opening t", "url": "https://finance.yahoo.com/markets/article/2-key-checks-on-ai-infrastructure-and-inflation-what-to-watch-this-week-100000678.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-09T10:00:00+00:00", "published_display": "09 Aug 2026 10:00", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 66, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.266, "duplicate_count": 1, "topics": ["AI", "Earnings", "Fed", "Inflation", "Rate Hikes", "Split"]}, {"title": "Nebius Is Worth 55 Times Its Revenue. What Does That Price Assume?", "summary": "Key Points The AI cloud provider's annualized run rate reached $1.9 billion at the end of March, up from $1.25 billion three months earlier. Management guides for $3 billion to $3.4 billion of 2026 revenue and a $7 billion to $9 billion run rate exiting the year. Capital spending guidance for this year runs to $25 billion.10 stocks we like better than Nebius Group \u203a Nebius Group(NASDAQ: NBIS) carries a market capitalization of about $48.6 billion. Over the past 12 months, the company collected $877.9 million in revenue. Divide one by the other and the stock trades at roughly 55 times sales -- ", "url": "https://www.nasdaq.com/articles/nebius-worth-55-times-its-revenue-what-does-price-assume", "source_name": "nasdaq.com", "published_at": "2026-08-08T17:12:00+00:00", "published_display": "08 Aug 2026 17:12", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 75, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.235, "duplicate_count": 1, "topics": ["AI Cloud", "Capital Expenditures", "Debt Equity", "Earnings", "Markets", "Revenue Growth"]}, {"title": "Nebius Stock Plunged 31% Last Month. Is It Time to Buy?", "summary": "Key Points Even after the July swoon, Nebius stock is still higher by 125% this year. A capital raise reminds investors its about more than just revenue growth. 10 stocks we like better than Nebius Group \u203a Artificial intelligence (AI) cloud infrastructure provider Nebius Group(NASDAQ: NBIS) has been a strong stock this year. Shares have more than doubled, but some shareholders locked in those gains last month. Nebius stock plunged 31.1% in July, according to data provided by S&P Global Market Intelligence. That begs the question of whether now's the time to jump in, hoping for big gains ahead.", "url": "https://www.nasdaq.com/articles/nebius-stock-plunged-31-last-month-it-time-buy", "source_name": "nasdaq.com", "published_at": "2026-08-08T15:49:27+00:00", "published_display": "08 Aug 2026 15:49", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.233, "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Debt Financing", "Earnings", "Earnings Report", "Markets"]}, {"title": "Dear Nebius Stock Fans, Mark Your Calendars for August 12", "summary": "Quarterly Report by SkazovD via Shutterstock For a company that barely existed on most investors' radar a couple of years ago, Nebius Group N.V. (NBIS) has climbed the ranks remarkably fast. The AI cloud company has become one of the most closely watched names in the AI infrastructure space by building a full-stack platform that helps developers and enterprises train, deploy, and scale AI models. Backed by deep engineering expertise and an expanding global footprint, Nebius has steadily carved out a niche for itself as demand for AI computing infrastructure continues to surge. Now, all eyes ar", "url": "https://finance.yahoo.com/markets/stocks/articles/dear-nebius-stock-fans-mark-131501982.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-08T13:15:01+00:00", "published_display": "08 Aug 2026 13:15", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.229, "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Cloud Computing", "Earnings", "Earnings Release", "Earnings Report"]}, {"title": "Dow Jones Futures: As Stock Market Ramps Up, Here's What To Do; Warren Buffett, Cisco, Lumentum Due", "summary": "With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire, Cisco, Lumentum are on tap. Continue Reading", "url": "https://finance.yahoo.com/m/6bf0da8a-faae-33c1-af5a-bcc389ef390c/dow-jones-futures%3A-as-stock.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-07T20:58:40+00:00", "published_display": "07 Aug 2026 20:58", "provider": "eodhd", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.124, "duplicate_count": 1, "topics": ["Earnings"]}, {"title": "Michael Burry Sounds Alarm on Major AI Stocks", "summary": "This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is betting against Oracle (NYSE:ORCL) and Nebius Group (NASDAQ:NBIS), sharpening his broader warning that the AI infrastructure boom is becoming dangerously dependent on leverage and long-dated financial commitments. The new shorts put two of the market's fastest-growing cloud infrastructure plays directly in the crosshairs of the investor famous for anticipating the U.S. housing crash. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator. Nebiu", "url": "https://finance.yahoo.com/markets/stocks/articles/michael-burry-sounds-alarm-major-194738677.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-07T19:47:38+00:00", "published_display": "07 Aug 2026 19:47", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 39, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.232, "duplicate_count": 1, "topics": ["AI", "Balance Sheet", "Cloud Infrastructure", "Earnings", "Earnings Report", "Free Cash Flow"]}], "industry": [], "sector": []}, "total_fetched": 58, "total_unique": 58, "total_relevant": 58, "pipeline_health": {"providers_attempted": 1, "providers_with_results": 1, "provider_counts": {"eodhd": 60}, "raw_articles": 60, "unique_stories": 57, "duplicates_removed": 3, "relevant_stories": 58, "current_evidence": 58, "direct_evidence": 58, "eodhd_articles": 57, "eodhd": 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10}], "supporting": [{"label": "Direct evidence", "text": "58 current stories are mapped specifically to NBIS."}, {"label": "Source breadth", "text": "The read spans 5 publishers rather than depending on one outlet."}, {"label": "Narrative agreement", "text": "Cross-story agreement is 81/100, indicating a comparatively coherent tape."}], "tempering": [{"label": "Price disagreement", "text": "Constructive headlines are not being rewarded by price, which raises a rejection flag."}], "supporting_heading": "What supports the read", "tempering_heading": "What tempers the read", "latest_observation": {"title": "US Stock Market Today: S&P 500 Futures Edge Up As Traders Eye Key CPI", "summary": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. The Morning Bull - US Market Morning Update Thursday, Aug, 13 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq-100 futures ahead by roughly 0.6%, as investors focus on a key inflation update and what it could mean for interest rates. 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