NBIS

Nebius Group N.V.

CRWV surges 25% in a month on soaring AI demand, but steep capex and leverage cloud the outlook.

Nebius stock has soared 25% in a month on a $17.4B Microsoft deal and surging AI demand, but risks loom amid heavy capex and fierce competition.

Nebius lands a $17.4B Microsoft deal, sending shares surging 50% as its Nvidia-backed AI infrastructure model gains momentum.

No matter the outcome of Wednesday's meeting, all signs point to one of the most pivotal FOMC meetings in recent memory. While a 25-bps cut appears baked in, the potential for market volatility is elevated.

The high-tight flag is the rarest and most powerful technical chart pattern. By studying historical examples, investors can prepare to catch the next life-changing price advances.

With its vertically integrated model, strategic Nvidia partnership, and the recently announced, game-changing contract with Microsoft, Nebius Group has positioned itself as a formidable leader in the AI industry.

CRWV launches Ventures to fuel AI's next frontier, backing startups with funding, compute power and strategic support.

It was a busy week on Wall Street marked by Oracle earnings, and a slew of individual news items. Looking ahead, all eyes will be on the Fed's interest-rate decision next week.

Bulls remain in control of the market in the short-term, and the price action is telling them to stay long for now. While investors should continue to be vigilent about seasonality and a potential post-FOMC pullback, price remains king.