Key Points Nebius Group announced a major deal with Microsoft early in September. Analysts recognize the Microsoft deal as a major catalyst for the stock to rise steadily higher. Shares of Nebius are trading at a lofty sales valuation, so investors looking for a bargain buying opportunity should look elsewhere. 10 stocks we like better than Nebius Group › The dog days of summer had nothing on Nebius Group (NASDAQ: NBIS). Shares of the hyperscaler soared more than 25% in August, and the momentum c ...

Key Points JPMorgan Chase is the largest bank in the U.S. by assets. Oracle is a burgeoning artificial intelligence cloud provider. Both companies have different paths to $1 trillion market cap. 10 stocks we like better than Oracle › Once upon a time, investors didn't think it was possible for stocks to reach a $1 trillion market cap. Even today, the club is pretty exclusive. Warren Buffett's Berkshire Hathaway is on the list, as well as every stock in the Magnificent Seven and Broadcom, too. ...

Key Points CoreWeave announced several massive deals in September. The company is in high-growth mode. While the opportunity is big, so are the risks. 10 stocks we like better than CoreWeave › CoreWeave (NASDAQ: CRWV) stock is flying once again after announcing a major deal with Meta Platforms. The artificial intelligence (AI) cloud service provider will receive up to $14.2 billion through the end of 2031 for providing Meta with guaranteed AI computing capacity. Earlier this month, CoreWeave anno ...

Core Point - AI cloud provider CoreWeave has expanded its partnership with OpenAI in a new deal worth up to $6.5 billion, increasing the total value of their agreements to $22.4 billion [1] Group 1 - The new deal with OpenAI signifies a strong commitment from CoreWeave to enhance its AI cloud services [1] - This partnership is part of a series of business expansions and collaborations in the AI sector, reflecting the growing demand for AI infrastructure [1] - The financial scale of the agreements indicates significant investment in AI technology and infrastructure development [1]

Core Insights - Larry Ellison, now serving as Oracle's CTO, has significantly contributed to the company's success in securing AI cloud contracts and transitioning away from traditional software solutions [1] Company Developments - Oracle is focusing on AI cloud services, leveraging Ellison's expertise to enhance its competitive position in the market [1] - The shift from legacy software to AI-driven solutions indicates a strategic pivot aimed at capturing new growth opportunities [1]