Core Insights - Microsoft has signed a transformative $17.4 billion deal with Nebius, a data center company, marking a significant shift in the AI infrastructure landscape [5][6] - The AI ecosystem is seeing increased interest beyond major tech companies, with Oracle and CoreWeave also gaining attention for their roles in providing cloud-based GPU access [1][2] Industry Dynamics - The demand for GPUs, primarily produced by Nvidia and AMD, is outpacing supply, creating a critical opportunity for companies offering GPU-as-a-service [2][3] - The partnership between Microsoft and Nebius allows Microsoft to secure necessary compute resources without incurring high capital expenditures or risks associated with expanding its own data center capacity [7] Company Positioning - Nebius has positioned itself alongside established players like Oracle and CoreWeave by securing Microsoft as a flagship customer, enhancing its credibility in the AI infrastructure market [10] - Following the announcement of the Microsoft deal, Nebius shares surged approximately 39%, indicating strong market interest and confidence in the company's future [11] Financial Outlook - Prior to the Microsoft agreement, Nebius projected an annual recurring revenue (ARR) of $1.1 billion, but the new deal could increase this to approximately $4.6 billion annually when spread over five years [12] - With a current market cap of $21.3 billion, Nebius trades at an implied forward price-to-sales ratio of 4.6, which appears discounted compared to peers like Oracle and CoreWeave [12] Competitive Landscape - While Nebius shows promise, the competitive landscape is evolving rapidly, and potential customer churn must be considered in future projections [14] - Comparisons with Oracle and CoreWeave are complicated by their larger existing contracts, such as Oracle's $300 billion deal with OpenAI, raising questions about the sustainability of such agreements [15] Investment Consideration - The structural demand for AI infrastructure is expected to create durable growth opportunities, making Nebius an attractive buy-and-hold candidate as the AI narrative continues to develop [16]

(Bloomberg) -- B. Riley Financial Inc. filed its overdue audited results for 2024 but said it will miss Nasdaq’s Sept. 29 deadline to file delayed quarterly reports for this year, leaving its listing by the stock exchange still in doubt. In a filing Friday with the US Securities and Exchange Commission, B. Riley said it told Nasdaq’s staff “it would be unable to file” the quarterly reports by Sept. 29. Nasdaq had told B. Riley last month the company needed to complete all its overdue filings by the deadli ...

Amazon reseller Pattern reportedly raised $300 million Friday (Sept. 19) in its initial public offering and saw its shares close up 11%.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.Pattern sold shares at $14 in ...

- NOT FOR DISSEMINATION IN THE UNITED STATES OR THROUGH U.S. NEWSWIRE SERVICES -Vancouver, British Columbia, Sept. 19, 2025 (GLOBE NEWSWIRE) -- First American Uranium Inc. (CSE: URM) (FSE: IOR) (OTCPK: FAUMF) (the “Company”) is pleased to announce, further to its news releases of August 14 and 29, 2025, that the Company has closed the second tranche of the previously announced non-brokered private placement (the “Offering”) of common shares in the capital of the Company (the “Shares”) by the issuance of 1,6 ...

Article content“Canadian equities remain well-positioned to keep pace with the U.S. … period,” BMO Capital Markets chief investment strategist Brian Belski said in a research paper updating the bank’s best investment ideas strategy. Canadian stocks are at the tail end of an earnings recovery that started in mid-2024, with profitability normalizing and growth now expected to reach double digits. “Despite narrowing valuation divergence of Canada versus the U.S., we continue to believe the Canadian small-cap u ...

VANCOUVER, BC / ACCESS Newswire / September 19, 2025 / BioNxt Solutions Inc. ("BioNxt" or the "Company") (CSE:BNXT)(OTCQB:BNXTF)(FSE:BXT) is pleased to announce that Terry Lynch, CEO of Power Metallic Mines Inc. (TSX-V: PNPN), will continue his role as a capital markets advisor to the Company. Mr. Lynch brings decades of early-stage capital markets experience in the resource and bioscience sectors as well an extensive and influential international investment network. ...

Core Viewpoint - Faraday Future and Qualigen Therapeutics have entered into a securities purchase agreement for a private investment in public equity (PIPE), focusing on a new crypto and Web3-related business [1][2][3] Investment Details - The PIPE financing totals approximately $41 million, led by Faraday Future and its Founder YT Jia, with participation from other investors including SIGN Foundation, Sequoia Capital, IDG, and Circle [3][4] - Faraday Future will invest about $30 million in Qualigen at an effective price of $2.246 per share, resulting in beneficial ownership of approximately 55% of Qualigen's outstanding common stock [4][6] - YT Jia plans to invest around $4 million personally, representing about 7% ownership of Qualigen's common stock, with a two-year voluntary lock-up on this investment [4][5] Management Changes - Following the transaction, YT Jia will become Chief Advisor of Qualigen, Jerry Wang will be appointed Co-CEO, and FF CFO Koti Meka will serve as CFO [5] - Faraday Future will have the right to nominate two of the five independent directors, which could increase to four of seven seats if approved [5] Strategic Focus - The structure of this investment allows Faraday Future to concentrate on its electric vehicle strategy while Qualigen focuses on growth in crypto and Web3, creating strategic synergies and maximizing stockholder value [7][8] - This investment is seen as a significant milestone for both companies, with leadership from Faraday Future expected to drive transformative changes at Qualigen [8]

BigBear.ai stock has been a huge AI winner over the past year. But the company's falling revenues and lack of profits are big red flags.The S&P 500 has continued to notch new record highs this year, thanks in large part to soaring interest in artificial intelligence (AI) technology, which is fueling massive spending on both hardware and software. But as impressive as the S&P 500's 17% gains over the past year have been, they pale in comparison to AI data analytics company BigBear.ai Holdings' (BBAI 9.63%) 2 ...

The three major indexes all rallied into the close Friday, ending the session at new records. ...

Group 1 - The recent quarterly results from homebuilder Lennar and restaurant operator Darden Restaurants, along with five other S&P 500 members, are included in the September-quarter tally [1] - Seven additional S&P 500 members, including Costco and Accenture, are set to report results this week, contributing to early Q3 results from nearly two dozen S&P 500 members by October 14 [2] - Q3 earnings for the S&P 500 index are expected to increase by +5.1% year-over-year, with revenues up by +6%, marking the lowest earnings growth since Q3 2023 if actual results align with expectations [3] Group 2 - Since early July, Q3 earnings estimates have risen for 5 of the 16 Zacks sectors, notably in Tech, Finance, and Energy, while the remaining sectors have faced pressure [5] - The Tech sector is projected to show robust growth, with earnings expected to rise by +11.8% and revenues by +12.5%, significantly contributing to the overall S&P 500 earnings growth [9] - Despite positive trends in the Tech sector, estimates for 11 of the 16 Zacks sectors have been under pressure, particularly in Medical, Transportation, Basic Materials, and Consumer Staples [6] Group 3 - Accenture is expected to report earnings of $2.98 per share on revenues of $17.3 billion, reflecting year-over-year increases of +6.8% and +5.6% respectively, although estimates have slightly decreased recently [17] - Costco is anticipated to report earnings of $5.81 per share on revenues of $86.14 billion, with year-over-year changes of +12.8% and +8.1%, but has seen a moderately negative revisions trend [19] - Accenture's stock has declined by -32.2% year-to-date, attributed to flat IT spending trends outside of AI and competitive threats from AI disintermediation [16]