MarketPulse

AI cloud computing

6 articles
The Motley FoolThe Motley Fool··Keithen Drury

Nvidia's $2.2B Nebius Bet Paying Off as AI Data Center Operator Eyes 7x Growth

Nvidia's $2.2B investment in AI data center operator Nebius is outperforming, with stock up 100% YTD and revenue projected to grow 5-7x to $7-9B by end-2026.
NVDANBISAI cloud computingneocloud
The Motley FoolThe Motley Fool··Keithen Drury

Nebius Surges 87% on Meta Deal: AI Infrastructure Play Eyes Potential Doubling

Nebius Group, an AI infrastructure provider, has jumped 87% in 2026 after securing a $27 billion Meta deal and projecting massive revenue growth.
METANBISprofitability concernsAI cloud computing
The Motley FoolThe Motley Fool··Johnny Rice

CoreWeave's $21B Debt Crisis: Can AI Infrastructure Play Survive Customer Concentration Risk?

CoreWeave reports 168% revenue growth but carries $21B debt with unsustainable losses and dangerous Microsoft customer concentration.
MSFTCRWVcash burnAI cloud computing
The Motley FoolThe Motley Fool··Keithen Drury

Nebius Eyes $7-9B Revenue by 2026 as AI Cloud Growth Accelerates

Nebius reports 547% YoY revenue growth to $228M in Q4, projects $7-9B ARR by 2026, but operates at major losses amid data center expansion.
NVDAMETAMSFTNBISAI cloud computingoperating losses
GlobeNewswire Inc.GlobeNewswire Inc.··Robbins Llp

CoreWeave Faces Class Action as Stock Plummets 62%—Lead Plaintiff Deadline Set for March 2026

Robbins LLP investigates CoreWeave ($CRWV) for allegedly misleading investors about demand capabilities and supplier risks. Stock fell from $183.58 to $69.50.
CRWVsecurities fraudclass action lawsuit
The Motley FoolThe Motley Fool··Jeremy Bowman

CoreWeave Shares Drop 20% on Profit Concerns Despite Revenue Surge

CoreWeave stock dropped 20% despite 110% revenue growth to $1.57B, as massive losses and weak guidance disappointed investors concerned about profitability path.
CRWVearnings missrevenue guidance