The sell-off was ignited by a Business Insider report suggesting a major financing friction point for CoreWeave's ambitious infrastructure expansion.NBIS stock is moving. See the chart and price action here. Data Center Financing WoesThe facility was intended to be a flagship site for CoreWeave's GPU-as-a-service model. The anxiety was compounded by Blue Owl’s recent decision to halt quarterly redemptions for one of its retail-focused funds, which investors interpreted as a “canary in the coal mine” for liq ...

Core Viewpoint - Nebius is experiencing significant demand for its AI infrastructure, indicating a strong market position and growth potential in the AI sector [1]. Company Updates - Nebius stock saw an increase of 5.76% in after-market trading on February 12, 2026, reflecting positive investor sentiment [1]. Industry Context - The video discusses broader trends affecting Nebius and other AI stocks, suggesting a growing interest and investment in AI technologies [1].

In this articleARMNVDAGOOGLMETAAMZNMSFTNOKIA-FITSMThe replica of the ARM is an electronic chip board during a collaborative ceremony launching a partnership between Malaysia and ARM Holdings in Kuala Lumpur, Malaysia, on March 5, 2025. Hari Anggara | Nurphoto | Getty ImagesNew York-listed shares of British semiconductor firm Arm ticked 1.4% higher in premarket trading on Wednesday, after documents showed Nvidia sold its stake in the company it once wanted to buy. At the end of the third quarter, Nvidia held ...

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Group 1: Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and return [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] Group 2: Stock Selection Criteria - The investor screens thousands of stocks, primarily in the US, looking for those that have undergone recent sell-offs [1] - A key criterion for stock selection is insider buying at the new lower price, which may indicate confidence in the company's future [1] - Professional background checks are conducted on insiders who purchased shares after the sell-off, adding an additional layer of due diligence [1] Group 3: Technical Analysis - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] - Multicolor lines are used for visualizing support and resistance, and trend lines are drawn to identify patterns [1]

Core Viewpoint - The article discusses the investment positions held by analysts in various companies, indicating a bullish sentiment towards the stocks mentioned, particularly NBIS, CRWV, NVDA, and IREN [1]. Group 1 - Analysts have disclosed beneficial long positions in shares of NBIS, CRWV, NVDA, and IREN, either through stock ownership, options, or other derivatives [1]. - The article emphasizes that the opinions expressed are personal and not influenced by compensation from any company mentioned [1]. - There is no business relationship between the author and the companies whose stocks are discussed, reinforcing the independence of the analysis [1].

Group 1 - The article presents a high-risk/high-reward investment opportunity, appealing to investors seeking significant returns in their portfolios [1] - It promotes joining the Pragmatic Investor for insights into stocks with high return potential [1] - Additional offerings include a weekly macro newsletter, access to specialized portfolios, trade ideas, and weekly video content [1]

Group 1 - Nebius Group reported a significant increase in quarterly capital spending, reaching approximately $2.1 billion in the December quarter, up from $416 million in the same period last year, driven by investments in AI processors and data centers [3][4] - The company plans to expand its data center footprint with nine new sites across the U.S., France, Israel, and the UK to meet the growing demand for AI cloud services [1][2] - Nebius has secured over 2 gigawatts (GW) of contracted power, with expectations to exceed 3 GW by year-end, up from a previous forecast of over 2.5 GW [4] Group 2 - The company reported a more than six-fold increase in revenue to $227.7 million for the fourth quarter, although it fell short of estimates of $246.1 million [4] - Nebius anticipates an annualized revenue run-rate of $7 billion to $9 billion by the end of 2026, a significant increase from $1.25 billion at the end of 2025 [5] - The company has benefited from increased enterprise spending on AI, positioning itself alongside larger rivals like CoreWeave in the neocloud sector [2][3]

格隆汇2月12日｜英伟达持仓股Nebius股价盘前跌超6%，公司第四季度资本支出激增，营收不及预期。 ...

Core Insights - Nebius, an Amsterdam-based AI cloud services firm, is planning to construct a 240-megawatt data centre in Béthune, France, which will be among the largest in Europe upon completion [1][1] - The project involves redeveloping a former Bridgestone tyre plant and is expected to deliver capacity in phases, with the first capacity expected to be operational by late summer and approximately half of the site operational by the end of 2026 [1][1] - Nebius has gained recognition for securing significant deals to provide AI infrastructure to major U.S. companies, including a $17 billion agreement with Microsoft and a $3 billion deal with Meta [1][1] Financial Implications - Although the financial specifics of the Béthune project were not disclosed, a data centre of this magnitude is anticipated to require several billion euros in investment [1][1]

Core Insights - Amsterdam-based cloud computing company Nebius is acquiring agentic search provider Tavily for approximately $275 million, aiming to enhance its AI cloud platform with real-time search capabilities [2][7]. Company Strategy - The acquisition is part of Nebius's strategy to create a unified platform for vertical AI companies and enterprises to develop, tune, and operate autonomous agents [3]. - By integrating Tavily's agentic search into its existing platform, Nebius is expanding the software stack necessary for developers to build enterprise-grade agentic systems [3][7]. Market Context - The acquisition occurs amid a rapid increase in enterprise adoption of agentic AI, with a significant shift from passive interest to active implementation among U.S. businesses [9][10]. - Research indicates that as of November, nearly 1 in 4 Chief Product Officers (CPOs) reported piloting or fully using agentic AI, a substantial increase from just 3% in August [11]. Future Outlook - Tavily's team, including its Founder and CEO Rotem Weiss, will join Nebius while continuing to operate under its own brand, indicating a commitment to maintaining its current customer base [8]. - Weiss highlighted the potential of agentic search as a multi-billion-dollar opportunity, suggesting that the market is poised for exponential growth as enterprises increasingly deploy autonomous AI systems [8].