We recently published 10 Stocks That Made Millionaires in Just a Week. Nebius Group NV (NASDAQ:NBIS) is one of the best performers in last week’s trading. Nebius Group surged by 38.09 percent week-on-week, as investors loaded positions after securing an $18 billion cloud computing deal with Microsoft Corp. On Monday, Nebius Group NV (NASDAQ:NBIS) said it bagged a multi-year agreement with Microsoft Corp. to deliver AI infrastructure to the latter from its new data center in Vineland, New Jersey. Nebius ...

Core Companies in AI Boom - Nvidia and Palantir Technologies have been leading performers in the AI sector, with Nvidia up 1,050% and Palantir up 2,360% since the start of 2023 [1][2] - Both companies have shown strong stock performance this year, with Nvidia gaining 24% and Palantir increasing by 108% [1] Emerging AI Stocks - CoreWeave and Nebius are lesser-known AI stocks that have recently gone public and outperformed Nvidia and Palantir this year [2] - CoreWeave has surged 144% since its IPO in late March [2] - Nebius has experienced a remarkable 377% increase since resuming trading last October [3] Company Profiles - CoreWeave and Nebius are AI cloud infrastructure companies providing data centers and computing power for AI workloads [5] - CoreWeave is based in the U.S. and originated from a crypto company, while Nebius is based in Amsterdam and evolved from Yandex [6] - CoreWeave is larger and known for performance hardware, while Nebius offers a broader suite of software and services [6] Revenue Growth - CoreWeave reported a 206% revenue increase in Q2, reaching $1.21 billion [7] - Nebius achieved a staggering 625% revenue growth in Q2, totaling $105.1 million [7] Profitability and Risks - Both companies are currently unprofitable as they invest heavily in infrastructure to support growth [8] - The demand for AI infrastructure is still emerging, raising concerns about a potential bubble and risks of obsolescence in their technology [8] Competitive Landscape - Nvidia and Palantir have been top performers since the launch of ChatGPT, but cloud giants like Microsoft are investing billions into new AI cloud companies [9] - CoreWeave and Nebius have already doubled in value this year and are reporting triple-digit revenue growth [9]

Core Viewpoint - Nebius has transformed from a seemingly peripheral player in the tech industry to a significant contender, achieving a 350% increase in stock price and a market capitalization exceeding $21 billion within a year, driven by strong revenue growth projections and a landmark agreement with Microsoft [2][3]. Company Overview - Nebius, an AI-centric cloud company, emerged from a split with Yandex and is categorized as a "Neocloud," focusing exclusively on AI workloads with optimized infrastructure [4]. - The company has secured a $17.4 billion agreement with Microsoft to provide GPU infrastructure over five years, validating its capabilities and positioning it among major tech players [3][5]. Market Position and Strategy - Nebius differentiates itself from general-purpose clouds like AWS and Azure by concentrating on high-performance, dedicated GPU infrastructure tailored for AI labs and organizations [4]. - The partnership with Nvidia, a leader in AI chips, provides Nebius with preferential access to advanced GPUs, enhancing its competitive edge [7]. - Nebius employs a vertically integrated model, designing its own servers to reduce costs and improve performance, which allows for rapid deployment and efficiency [8]. Growth Potential - The AI cloud market is expected to grow significantly, with Nebius projected to increase revenues from $568 million in 2025 to approximately $1.5 billion in 2026, and potentially reaching $7.6 billion by 2030 if it maintains a 50% annual growth rate [10]. - The Microsoft contract could contribute over $3.5 billion annually by 2028, indicating strong revenue potential [10]. Valuation Insights - Currently trading at about 40 times the estimated revenue for 2025, if this multiple contracts to 15 times sales, Nebius could achieve a market cap of $114 billion, translating to a stock price of around $459 per share by 2030, representing over 5 times the current price [11].

Core Viewpoint - The article discusses the recent surge in the A-share market, particularly focusing on the structural changes and opportunities within the data center and AI sectors, driven by significant capital expenditures from major companies like Tencent and Alibaba [5][9]. Group 1: Market Movements - A-share market has seen notable movements in the computing power concept stocks, with companies like Data Port and Ronglian Technology experiencing sharp increases, including a limit-up on Ronglian Technology [3][6]. - The computing power sector is compared to the previous liquid cooling sector, indicating it is on the verge of a breakout, with significant gains observed in related stocks [6]. Group 2: Capital Expenditure Trends - Major companies are ramping up capital expenditures, with Tencent and Alibaba reporting increases of 119% and 220% respectively in Q2 this year, and Alibaba planning to invest over 100 billion yuan in AI infrastructure and products [5][9]. - The report highlights that the capital expenditure (CAPEX) for major cloud service providers like Microsoft, Amazon, and Google is expected to grow significantly, with projected CAGR of 33.74% from 2021 to 2024 [9]. Group 3: AI and Data Center Dynamics - The rapid development of AI technology is reshaping the data center industry, with increasing demand for AI-driven services expected to be the main growth driver [6][9]. - The Chinese AI cloud market is projected to reach 22.3 billion yuan by the first half of 2025, supported by favorable policies aimed at avoiding redundant construction in the industry [7]. Group 4: Policy and Industry Outlook - The "East Data West Calculation" initiative is expected to provide a clear direction for the scalable and intensive development of data centers, combining low-cost resources in the west with high market demand in the east [9]. - The "dual carbon" policy context is pushing for a transformation in data centers towards greener practices, which may lead to increased capital expenditure pressures in the short term [10].

Core Insights - Nvidia is a leading company in the AI ecosystem and has a multibillion-dollar stock portfolio that invests in AI stocks, including Nebius Group [1][2] - Nebius recently secured a significant multiyear deal with Microsoft, valued between $17.4 billion and $19.4 billion, which has positively impacted its stock price [6][8] - Nebius is expected to achieve an annual revenue run rate of $900 million to $1.1 billion by the end of this year, with potential revenue from the Microsoft deal reaching $2.9 billion annually from 2026 to 2031 [7][9] Company Overview - Nebius, which began trading on Nasdaq in October 2024, was formed from assets previously owned by Yandex and is now headquartered in Amsterdam [3][5] - The company operates data centers designed for AI applications and is equipped with Nvidia's latest GPUs, positioning it similarly to other successful AI data center companies [5][10] - Nebius has a solid financial position with $1.68 billion in cash and equivalents and a debt-to-equity ratio of 26% [10] Market Reaction - Following the announcement of the Microsoft deal, Nebius shares surged by nearly 50% [6] - Analysts have responded positively, with BWS Financial raising the price target for Nebius shares from $90 to $130, indicating significant upside potential [8] Future Prospects - Nebius is exploring additional deals, which could further enhance its revenue potential [7][10] - The company has stakes in various businesses, including autonomous driving and robotics, indicating a diversified growth strategy [11]

Core Insights - Retail investors showed significant interest in five stocks during the week of September 8 to 12, driven by market volatility and enthusiasm for AI technologies [1] Group 1: Oracle Corp (ORCL) - ORCL's first quarter report missed expectations but generated buzz due to a massive backlog of $455 billion, which increased by 359% [5] - The stock traded between $118.86 and $345.72 over the past year, currently around $307 to $310 per share, reflecting an 85.42% increase year-to-date and a 90.77% increase over the year [6] Group 2: Opendoor Technologies Inc (OPEN) - OPEN gained attention after appointing a new CEO and co-founders returning to the board, with retail investors optimistic about potential home purchases through the stock [6] - The stock's 52-week range was $0.51 to $10.70, trading around $8 to $10 per share, with a year-to-date increase of 561.64% and a 380.37% increase over the year [7] Group 3: Nebius Group NV (NBIS) - NBIS announced a $17.4 billion contract with Microsoft and a $1 billion stock offering, raising nearly $3.7 billion for expansion, leading investors to view it as undervalued [7] Group 4: UnitedHealth Group Inc (UNH) - UNH attracted institutional interest after a critical technical signal, with retail investors betting on the stability of its insurance offerings [11] - The stock traded between $234.60 and $630.73, currently around $353 to $355 per share, down 29.91% year-to-date but showing a strong short and medium-term price trend [12] Group 5: Apple Inc (AAPL) - AAPL was highlighted following its "Awe Dropping" event, launching the iPhone 17 lineup, which generated positive sentiment among retail investors [12] - The stock's 52-week range was $169.21 to $260.10, trading around $228 to $230 per share, down 5.67% year-to-date but up 3.26% over the year [13]

Core Insights - Retail investors showed significant interest in five stocks during the week of September 8 to 12, driven by market volatility and enthusiasm for AI technologies [1] Company Summaries Oracle Corp (ORCL) - ORCL's first quarter report missed expectations, but it generated buzz due to a massive backlog of $455 billion, which increased by 359% [5] - The stock traded between $118.86 and $345.72, currently around $307 to $310, with an 85.42% increase year-to-date and a 90.77% increase over the year [6] Opendoor Technologies Inc (OPEN) - OPEN gained attention after appointing a new CEO and co-founders returning to the board, with retail investors optimistic about potential home purchases through the stock [6] - The stock had a 52-week range of $0.51 to $10.70, trading around $8 to $10, with a year-to-date increase of 561.64% and a 380.37% increase over the year [7] Nebius Group NV (NBIS) - NBIS announced a $17.4 billion contract with Microsoft and a $1 billion stock offering, raising nearly $3.7 billion for expansion, leading investors to view it as undervalued [7] UnitedHealth Group Inc (UNH) - UNH attracted institutional interest after a critical technical signal, with retail investors betting on the stability of its insurance offerings [11] - The stock traded between $234.60 and $630.73, currently around $353 to $355, down 29.91% year-to-date but up 39.91% over the year [12] Apple Inc (AAPL) - AAPL was highlighted after launching its iPhone 17 lineup, with strong pre-order interest from retail investors [12] - The stock had a 52-week range of $169.21 to $260.10, trading around $228 to $230, down 5.67% year-to-date but up 3.26% over the year [13]

Market Overview - The S&P 500 Index has increased by 12.5% year-to-date and 17% over the past six months, reaching an all-time high [1] - Despite strong market performance, investor sentiment remains bearish, with 49.5% of participants identifying as bears, 22.5% neutral, and only 28% bullish according to the AAII Sentiment Survey [1][5] Market Breadth - Major market indices are near all-time highs, but concerns have been raised that gains are driven by a few large tech stocks [2] - The NYSE New High-New Low indicator shows that new highs have consistently outnumbered new lows throughout August and September, indicating robust market breadth [2] Company News - Oracle's stock surged by 35% after announcing a contract backlog of $455 million [4] - Tesla shares rose following the chairman's statement that CEO Elon Musk is focused solely on the company [6] - OpenDoor's shares jumped approximately 80% after the announcement of a new CEO and investment [6] - Robinhood shares increased after being added to the S&P 500 Index, with the CEO announcing new products [6] - Nebius shares soared by 50% after securing a $17 billion data center deal with Microsoft [7] Upcoming Events - The Federal Reserve's interest-rate decision is anticipated next Wednesday, with markets expecting a high likelihood of a quarter-point cut [8] - The monthly options expiration is scheduled for next Friday [8] Summary - The week was marked by significant corporate news, particularly from Oracle, and a focus on the upcoming Fed interest-rate decision [9]

CoreWeave's top line jumped 207% in the second quarter of 2025 to $1.2 billion. But what's more impressive is its backlog worth $30.1 billion, which increased by nearly $14 billion from the year-ago quarter. CoreWeave's revenue backlog has doubled in the first half of 2025, thanks to the sizable contracts it has won from the likes of OpenAI and Google Cloud.The company points out that its AI infrastructure is purpose-built for AI, allowing its customers to reduce the time to market and improve efficiency an ...

Undercovered Deep Insights is led by Moz (Muslim) Farooque, a seasoned market analyst and storyteller whose research has been featured on Seeking Alpha, Yahoo Finance, InvestorPlace, Barchart, Equities, and GuruFocus. Moz combines investigative financial journalism with robust modeling to unearth under‑the‑radar stock and crypto opportunities. He’s a Fellow Member of ACCA and holds a BSc in Applied Accounting and Finance from Oxford Brookes University.Analyst’s Disclosure:I/we have no stock, option or simil ...