Group 1 - Nebius Group N.V. (NASDAQ:NBIS) shares surged by 49% following Microsoft's announcement of a $17.4 billion deal for computing infrastructure [2] - The deal enhances investor confidence in Nebius Group's business model, which is compared to that of CoreWeave [2] - Jim Cramer expressed a preference for CoreWeave over Nebius Group, indicating a belief that some AI stocks may offer better returns with lower risk [3] Group 2 - Cramer highlighted his visit to Nebius Group's booth at an NVIDIA conference, noting its small presence [2] - The article suggests that while Nebius Group has potential, there are other AI stocks that may be more promising for investment [3]