Nebius Just Locked Up $49B in AI Contracts: 5 Ways to Play the Neocloud Boom

Traders placed $580M in oil bets minutes before Trump's Iran post Trump delays strikes on Iranian power plants, says talks with Tehran "very good" Wall Street averages end more than 1% higher on Middle East de-escalation hopes Oil prices jump over 4% after Iran refutes US talks claims The sequence went like this: On March 11, Nvidia invested $2 billion directly in Nebius, acquiring an 8.3% stake. Five days later, Meta Platforms (NASDAQ: META) signed a $27 billion, five-year AI infrastructure agreement — one ...