Latest news with #Nebius
CNBC
14 hours ago
- Business
- CNBC
Lightning Round: Monster Beverage is a smoking hot stock, says Jim Cramer
'Mad Money' host Jim Cramer weighs in on stocks including: Nebius, Sweetgreen, Okta, Monster Beverage, and McDonald's.
Yahoo
18 hours ago
- Business
- Yahoo
Can CoreWeave Turn Weights & Biases Into a Competitive Advantage?
CoreWeave, Inc. CRWV has announced the acquisition of Weights & Biases, a leading AI developer platform, as part of its strategy to strengthen its leadership in high-performance AI cloud infrastructure. First announced in March 2025, the acquisition combines CoreWeave's powerful compute capabilities with Weights & Biases' suite of tools for model training, evaluation and monitoring—creating a unified, end-to-end platform for AI development. This integration is designed to accelerate AI innovation and enhance user productivity, while continuing to support flexible deployment across any infrastructure. The acquisition of Weights & Biases added a customer base of more than 1,400 organizations. Management believes this combination will unlock greater value for the shared customers. At the same time, it continued to raise the bar on performance, becoming the first to deploy GB200 Grace Blackwell systems at scale on an AI cloud platform, powering top AI innovators like Mistral, IBM and Cohere. Earlier this month, CoreWeave and Weights & Biases made their first joint product launch, showcasing the rapid integration and execution. Three major offerings were introduced, which aim to help AI teams develop, deploy and iterate faster by combining CoreWeave's cloud infrastructure with Weights & Biases' developer platform. The launch comprises Mission Control Integration, which helps AI engineers quickly diagnose and resolve training issues by linking infrastructure events to training runs; Weights & Biases Inference, enabling access to top open-source models through a single interface; and Weave Online Evaluations, which monitors production AI agent performance in real-time across any cloud. Together, these products create a seamless platform to accelerate innovation, improve efficiency and empower developers to scale cutting-edge AI solutions with confidence. For 2025, CoreWeave has guided revenues to be in the range of $4.9-$5.1 billion, fueled by surging AI-infrastructure demand. However, the company faces intense competition in the AI cloud space with Nebius Group N.V. NBIS and Microsoft Corporation MSFT. CoreWeave's closest emerging competitor, Nebius, based in Amsterdam, is focusing on becoming a specialized AI infrastructure company. Unlike CoreWeave, Nebius has not pursued major acquisitions, but it has incubated a range of AI businesses. Its portfolio includes Toloka for data labeling and evaluation, TripleTen for tech education and Avride for autonomous driving technologies. In May 2025, Toloka secured $72 million in strategic funding led by Jeff Bezos's venture fund, underscoring the strength and potential of Nebius' in-house ventures. Nebius is betting on organic growth and vertical integration to build its position in the AI space. Microsoft continues to expand its AI infrastructure through partnerships and investments. In collaboration with the Wisconsin Economic Development Corporation, the University of Wisconsin-Milwaukee and TitletownTech, Microsoft launched an AI Co-Innovation Lab on the UWM campus. The company is also integrating cutting-edge open-source models like DeepSeek into Azure and GitHub. With its extended partnership with OpenAI and the growing adoption of Azure OpenAI and Microsoft Copilots across its enterprise suite, Microsoft is positioning Azure AI as the core platform for the AI era. The company has more than 60,000 Azure AI customers, up nearly 60% year over year. Shares of CoreWeave have gained 27.5% in a month compared with the Internet Software industry's growth of 6.6%. Image Source: Zacks Investment Research The Zacks Consensus Estimate for CRWV's earnings for 2025 has been unchanged over the past 30 days. Image Source: Zacks Investment Research CRWV currently carries a Zacks Rank #4 (Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT) : Free Stock Analysis Report Nebius Group N.V. (NBIS) : Free Stock Analysis Report CoreWeave Inc. (CRWV) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Nebius Group N.V. (NBIS) Is Bought After NVIDIA Is Sold, Says Jim Cramer
Nebius Group N.V. (NASDAQ:NBIS) is one of the . Nebius Group N.V. (NASDAQ:NBIS) is an artificial intelligence company that provides businesses with hardware and software to develop and run AI applications. It was previously the holding company for the Russian search engine platform Nebius Group N.V. (NASDAQ:NBIS) but sold Yandex after US sanctions on Russia after the Ukraine invasion. Nebius Group N.V. (NASDAQ:NBIS)'s shares are up 57% year-to-date and have gained 35% in June so far. The stock has gained on the back of several tailwinds such as a $1 billion capital raise which allows Nebius Group N.V. (NASDAQ:NBIS) to expand its presence in the AI infrastructure market. Cramer discussed the firm in the context of its popularity among younger investors: 'Carl when I talk to younger people, after they mention NVIDIA, they say took the NVIDIA money and they're buying Nebius. . .' Later during the day, he discussed Nebius Group N.V. (NASDAQ:NBIS) in Mad Money: 'Okay, I went to their booth when I was out at the conference, the Nvidia GTC conference. I was very impressed. I think they do good things. I didn't, wasn't prepared to be impressed frankly, because I like CoreWeave. But let me just tell you how I feel about this Nebius, this stock has… it has an allure. People like it so much. It doesn't have a lot of people writing about it. It's very hard for it to disappoint. I'm actually going to say that I think Nebius is going higher. There we go.' While we acknowledge the potential of NBIS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
4 days ago
- Business
- Yahoo
Nebius: An AI Infrastructure Leader
Zacks Rank #3 stock Nebius Group (NBIS) is an artificial intelligence (AI) infrastructure company that offers its customers a full-stack AI solution. Currently, Nebius AI is benefitting from the hottest and fastest-growing area on Wall Street – AI infrastructure. Essentially, the company provides the backbone and compute power for companies like Microsoft (MSFT) and Alphabet (GOOGL) that are building the most powerful AI systems in the world, like the ChatGPT and Gemini large language models (LLMs). Building and training these complex, technologically advanced AI systems requires a massive amount of computer power and equipment. In simple terms, Nebius is akin to a specialized electricity company, but rather than providing power, the company provides the lightning-fast computer power and technology needed for AI. However, what makes Nebius special and unique is how they offer their products: · NBIS has its own supercomputers: Nebius builds and operates its own data centers that it fills with the latest and most advanced graphic processing units (GPUS). In other words, rather than building their own data centers and setting up the complex AI technology themselves, big tech companies like Microsoft can rely on NBIS data centers and use them as a service. · NBIS has competitive pricing: Because Nebius is focused solely on AI solutions, the company can provide more competitive pricing than general cloud providers, for example. · NBIS offers supplemental products: Nebius's laser-focus on AI also allows the company to offer a full suite of products that extend beyond just compute power. Its add-on software solutions make running AI models simpler and more efficient. Nebius AI builds proprietary hardware like servers and racks, allowing it to vertically integrate its business. In addition, NBIS has partnered with Nvidia (NVDA) (the top AI chip company) to leverage the industry-best Nvidia GPUs and access powerful 'GPU clusters' to run AI models at scale. Meanwhile, Nebius also has an essential partnership with big tech juggernaut Meta Platforms (META). Meta leverages NBIS technology to train its Llama large language model. While the details of the partnership are under wraps, investors should not underestimate the significance of the partnership. META and its iconic CEO Mark Zuckerberg not only spend hundreds of billions of dollars on AI, Zuckerberg is so serious about AI that recent reports claim that he has been poaching top AI talent from other AI leaders, offering staggering $100 million pay packages as incentive. Though NBIS has benefitted from big customers like META, the most recent earnings call suggests the company is gaining traction with a broad swath of new customers. Zacks Consensus Analyst Estimates suggest that annual revenue will soar at a triple-digit clip for the next two years. Image Source: Zacks Investment Research NBIS shares are breaking out of a picture-perfect bull flag pattern as volume swells to more than 60% above the 50-day norm – signaling institutional demand. The pattern sets up potential pre-earnings run into earnings next month. Image Source: Zacks Investment Research Bottom Line Nebius is an AI company positioned at the epicenter of the booming AI infrastructure market. The company's proprietary supercomputers, full suite of AI solutions, and competitive pricing mean that the stock will likely move much higher from current levels. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Alphabet Inc. (GOOGL) : Free Stock Analysis Report Meta Platforms, Inc. (META) : Free Stock Analysis Report Nebius Group N.V. (NBIS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
5 days ago
- Business
- Yahoo
Will Nebius Achieve its $1B ARR and Up to $700M Revenue Targets?
Nebius Group N.V. NBIS has captured investor attention with its explosive growth and ambitious 2025 targets of $750 million to $1 billion in annualized run-rate revenue (ARR) and $500–$700 million in total revenues. Following a remarkable 385% year-over-year revenue increase in the first quarter of 2025 and a 700% surge in ARR, the company appears well-positioned to pursue its goals. ARR reached $310 million in April, indicating strong momentum for the second quarter. The company is gaining from solid growth in its core artificial intelligence (AI) business. As organizations increasingly invest in generative AI, Nebius is benefiting from a full-stack approach, offering everything from high-performance GPU cloud infrastructure to Saturn Cloud's MLOps platform and AI development tools. Backed by a $700 million funding round involving high-profile investors like NVIDIA and Accel in December 2024, Nebius is expanding aggressively in North America and Europe. It aims to leverage this capital to meet customer demand while maintaining flexibility in pricing and cost management. In June 2025, NBIS announced private placement of $1 billion in convertible notes to capitalize on the AI-infrastructure boom and drive-up revenue opportunities in 2026. The company holds a minority stake of approximately 28% in ClickHouse. Recent media reports suggest that a fundraising round is currently in progress, potentially valuing ClickHouse at around $6 billion. The company expects adjusted EBITDA to turn positive in the second half of 2025. Global demand for AI-specific infrastructure is booming, with hyperscalers, startups and enterprises increasing GPU investments. Per IDC's forecast, AI infrastructure spending is projected to reach $223 billion by 2028, with servers deployed in cloud environments accounting for 82% of the total market and accelerated servers comprising approximately 74% of total market spending. That said, increasing market competition and macroeconomic uncertainties may adversely impact NBIS' growth trajectory. Nebius competes with technology giants like CoreWeave, Inc. CRWV and Microsoft Corporation MSFT. CoreWeave is an AI-focused hyperscaler company, and its cloud platform has been designed to scale, support and accelerate GenAI. The company expects revenues for 2025 to be in the range of $4.9 billion to $5.1 billion. CoreWeave anticipates capital expenditures of $20 billion to $23 billion, reflecting accelerated investment in its infrastructure to meet growing customer demand. This guidance incorporates the impact of several key developments, including the OpenAI contract signed in March, a $4 billion expansion agreement with a major AI enterprise and the integration of Weights & Biases into its platform strategy. At present, it has a network of 33 purpose-built AI-data centers across the United States and Europe, supported by 420 megawatts of active power. Microsoft continues to demonstrate robust growth driven by its cloud and AI investments. Azure's increased availability in more than 60 announced regions globally is expected to have strengthened Microsoft's competitive position in the cloud computing market, dominated by Amazon's Amazon Web Services. For fourth-quarter fiscal 2025, management guided total revenues of $73.15–74.25 billion, with Azure/cloud growth projected at 34–35% constant currency. Looking toward future technologies, Microsoft is putting its quantum stack on machines from partners and making real progress on a path to a utility-scale quantum computer with the introduction of Majorana 1, the company's quantum chip unveiled in February. However, elevated operating expenses and Azure investments amid intensifying cloud competition remain concerns for stakeholders. Shares of Nebius surged 153.3% in the past year compared with the Internet – Software and Services industry's growth of 39.3%. Image Source: Zacks Investment Research In terms of price/book, NBIS' shares are trading at 3.58X, down from the Internet Software Services industry's 4.07X. Image Source: Zacks Investment Research NBIS currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT) : Free Stock Analysis Report Nebius Group N.V. (NBIS) : Free Stock Analysis Report CoreWeave Inc. (CRWV) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
