Meta Platforms, Inc. (NASDAQ:META) is one of the best long term stocks to invest in according to billionaires. Reuters announced on March 16 an agreement between Meta Platforms, Inc. (NASDAQ:META) and Amsterdam-based AI  infrastructure firm Nebius Group for the latter to provide the former $12 billion worth of AI computing capacity across multiple locations by ​2027. The agreement also states that Meta Platforms, Inc. (NASDAQ:META) will buy an additional $15 billion worth of ​capacity planned by Nebius ove ...

Crude oil prices are holding most of their recent gains, though they’ve been retreating the last few hours. Stocks are bouncing back along with Treasuries, while gold and silver are giving up some ground. The dollar is dipping. To get your FREE copy of the complete MoneyShow 2026 Top Picks Report, click here. Iranian missile and drone attacks continued in the Middle East over the weekend, as did US and Israeli strikes in Iran and Lebanon. President Trump asked several foreign nations to join US efforts t ...

Core Insights - Nebius Group has signed a five-year agreement with Meta Platforms to provide $12 billion in dedicated AI computing capacity by 2027 [1] - The total potential value of the contract could reach up to $27 billion, including an additional $15 billion worth of capacity if not sold to other customers [1] Company Overview - Nebius is classified as a "neocloud" company, offering hardware and cloud capacity as services to technology firms [2] - The company utilizes Nvidia processors to deliver AI cloud infrastructure [2] - An initial deal worth $3 billion was signed with Meta in November [2]

By Aditya Soni and Toby Sterling March 16 (Reuters) - Amsterdam-based AI infrastructure firm Nebius Group said on Monday it has agreed with ‌Meta Platforms to provide the social media giant with $12 billion worth ‌of AI computing capacity across multiple locations by 2027. Under the agreement, Meta will also buy ​an additional $15 billion worth of capacity planned by Nebius over the coming five years if it is not sold to other customers, giving the contract a total value of up to $27 billion, Nebius said ...

Elon Musk responded to reports the $500 billion Stargate data center venture has effectively stalled, saying, “Hardware is hard” and “Those who have tried to do so at scale will understand.”Stargate Has No Staff And No Clear RoleThe Information reported that the Stargate joint venture, announced at the White House in January 2025 alongside SoftBank and Oracle (NYSE:ORCL) , has not meaningfully staffed up and currently plays no direct role in building OpenAI‘s data centers.The original pitch was enormous: $5 ...

Core Insights - Nebius Group and CoreWeave are expected to experience significant growth in 2026, with stock prices increasing by 25% and 17% respectively so far this year [1][2] - Both companies operate in the AI infrastructure sector, focusing on building and operating data centers tailored for AI applications [4] Company Performance - Nebius ended 2025 with an annual run rate of $1.25 billion, expecting to grow this to between $7 billion and $9 billion in 2026, supported by the addition of nine new sites [6] - CoreWeave reported a 134% revenue increase year-over-year in Q3 2025, reaching $1.37 billion, and has a revenue backlog of $55.6 billion, with 40% expected to be realized in the next 24 months [7][8] Market Dynamics - The demand for AI computing capacity is driving growth for both companies, as they adapt proven cloud computing business models to the current AI environment [4] - Both companies are currently unprofitable but are investing heavily to capture market share in a rapidly growing industry [9] Future Outlook - CoreWeave is nearing profitability, and if it achieves this in 2026, the stock could see rapid appreciation [11] - Nebius's aggressive expansion to meet demand may lead to positive market sentiment, even if profit margins are currently low [11][12]

Core Insights - Applied Digital reported a remarkable 250% year-over-year revenue growth in Q2 of fiscal 2026, reaching $126.6 million, driven by surging demand for AI data centers [1] - The company has initiated the first 100 MW of AI computing capacity at its Polaris Forge 1 campus, with plans to expand to 400 MW for CoreWeave and has signed a 15-year lease for an additional 200 MW at Polaris Forge 2, projected to generate around $5 billion in revenue [2] Industry Challenges - The AI industry is facing a significant bottleneck in power generation, as AI data centers require vast amounts of electricity, which the current electric grid cannot support [3] - Major tech companies are exploring alternative power sources, including nuclear energy, but establishing new nuclear capacity will take years [4] - Gas turbines are being considered as a solution, but there is a severe shortage of these turbines, with new facilities not expected to come online until 2032 [6] Applied Digital's Strategy - Applied Digital aims to increase its capacity to 5 gigawatts over the next five years and is in advanced discussions for an additional 900 MW, but needs to address its power generation issues [7] - The company has partnered with Babcock & Wilcox to deliver 1 GW of power using steam turbines, which are expected to be operational by 2028, allowing for earlier market entry compared to traditional gas turbines [8][9] - This innovative approach could enable Applied Digital to bring AI data centers online 3 to 4 years ahead of competitors, securing long-term contracts with hyperscalers eager to expand their capacity [11][12]

Summary of Key Points from the Conference Call Industry and Company Overview - **Industry**: Japanese Equities - **Company**: J.P. Morgan Securities Japan Co., Ltd. Core Insights and Arguments 1. **Interest Rates and Market Dynamics**: There are signs of a pause in the rapid rise of long-term interest rates since mid-November, with yen depreciation also slowing. This is attributed to fiscal concerns and speculation about the Bank of Japan (BOJ) raising the neutral rate [1][16][17]. 2. **Equity Performance**: Despite rising long-term interest rates, Japanese equities have outperformed US and European equities since November, indicating resilience in the market [1][16][20]. 3. **Fiscal Policy Under Takaichi Administration**: The Takaichi administration is focusing on maintaining market confidence through responsible fiscal policies, including the withdrawal of the single-year primary balance target and potential income tax increases to fund defense spending [1][16][19]. 4. **Future Interest Rate Projections**: The fixed income team forecasts a 10-year Japanese Government Bond (JGB) yield of 1.9% by the end of 2026, suggesting a stabilization of rates if the BOJ adjusts its stance on the neutral rate [1][16]. 5. **Sector Performance**: Historically, during periods of rising interest rates, sectors such as banks and real estate have performed well, while sectors like pharmaceuticals and IT services have lagged [20][21]. Additional Important Content 1. **Market Reactions to Fiscal Policy**: The market may react negatively to superficial expansions in budget size, emphasizing the importance of genuine fiscal responsibility in the upcoming FY2026 budget [17][19]. 2. **AI Trade Impact**: The AI trade in the US is influencing stock selection in Japan, with concerns about overinvestment in AI-related stocks affecting volatility [35][36]. 3. **Sector Rotation**: Since mid-November, there has been a notable shift in sector performance, with automobiles rebounding strongly while electric equipment and precision equipment underperformed [47][48]. 4. **Investment Outlook**: The J.P. Morgan house view anticipates that global AI expansion will drive market growth, particularly in sectors like semiconductors and IT services, while also expecting a recovery in consumer-related sectors [48][49]. Conclusion The Japanese equity market is currently navigating a complex landscape of rising interest rates and fiscal policy changes under the Takaichi administration. While there are concerns about overinvestment in AI, the overall outlook remains cautiously optimistic, with specific sectors expected to perform well in the near future.

Core Insights - Companies like CoreWeave, Nebius, and IREN have experienced significant growth this year due to multibillion-dollar contracts for AI computing capacity with major technology firms [1] Company Performance - CoreWeave, Nebius, and IREN are among the companies that have surged in performance, indicating a strong demand for AI computing resources [1]

Core Insights - The demand for computing power driven by artificial intelligence (AI) has led to significant sales growth for companies like Nebius Group and CoreWeave [1][2] - Nebius shares have increased over 300% this year, while CoreWeave's stock has more than tripled since going public at around $40 per share [1] CoreWeave's Performance - CoreWeave transitioned from cryptocurrency mining to providing AI-optimized infrastructure, resulting in second-quarter sales soaring to $1.2 billion from $395.4 million year-over-year [4] - Major clients such as OpenAI, Toyota Motor, and Microsoft have significantly increased their commitments to CoreWeave, with OpenAI raising its investment from $11.9 billion to $22.4 billion [5] - CoreWeave forecasts full-year sales between $5.2 billion and $5.4 billion, a substantial increase from $1.9 billion in 2024 [5] Financial Obligations and Expansion - CoreWeave's remaining performance obligations reached $30.1 billion in Q2, nearly double the $16.2 billion from the previous year [6] - The company incurred operating expenses of $1.2 billion in Q2, up from $317.7 million the previous year, due to investments in expanding data center capacity [6] - To finance its expansion, CoreWeave accumulated over $10 billion in debt, including a $1.8 billion senior notes offering and a $2.6 billion secured debt financing facility [7] Industry Demand - The global demand for AI computing capacity is driving triple-digit sales growth for both CoreWeave and Nebius Group in the second quarter [8] - Both companies are racing to expand their data center footprints while taking on significant debt to meet the escalating demand for AI compute [8]