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4 articles
The Motley FoolThe Motley Fool··Harsh Chauhan

Nebius Secures $12B Meta Deal, Positioning AI Cloud Giant for 4X Growth

Nebius secures $12B Meta contract, building $50B revenue backlog through 2031 with potential 4.7x market cap expansion to $140B by 2028.
NVDAMETAMSFTNBIScloud computingAI infrastructure
The Motley FoolThe Motley Fool··Harsh Chauhan

CoreWeave Stock Plunges 60% Despite $67B Revenue Backlog—Bargain or Value Trap?

CoreWeave stock tumbled 60% despite $67B revenue backlog and $17-19B 2026 revenue targets, offering potential 23% upside for patient investors.
GSGSpAGSpCGSpDCRWVneocloudcapital expenditure
The Motley FoolThe Motley Fool··Adria Cimino

GPU Infrastructure Play CoreWeave Doubles in Value Post-IPO Amid AI Demand Surge

CoreWeave's stock surged 120% post-IPO as AI demand boosts GPU rental services. The company faces profitability risks despite strong revenue growth and Nvidia backing.
NVDACRWVAI infrastructureartificial intelligence
The Motley FoolThe Motley Fool··Howard Smith

Nebius Shares Surge on Stronger-Than-Expected 2025 Revenue Performance

Nebius stock surged 7.75% after exceeding 2025 revenue guidance at $1.25B versus $1.1B projected. The AI infrastructure provider plans sevenfold 2026 growth.
NBISrevenue guidancestock rally