IREN Builds AI Cloud Momentum: Can Growth Accelerate From Here? Moumita C. Chattopadhyay 10 hrs ago IREN's Horizon 1 acceptance, $9.7B Microsoft deal and contracted demand strengthen its AI cloud push as 2026 capacity targets come into focus.
What IREN's Microsoft Delivery Means for Its $9.7 Billion AI Pivot Moumita C. Chattopadhyay Aug 18, 2026 IREN's Horizon 1 acceptance turns part of its $9.7B Microsoft AI deal into delivered infrastructure, with three 2026 phases still ahead.
Should Investors Buy IREN as AI Growth Meets a Premium Valuation? Moumita C. Chattopadhyay Aug 18, 2026 IREN's AI cloud revenue is scaling fast, but a 4.59X forward sales multiple and heavy expansion spending raise the stakes for execution.
Zacks Investment Ideas feature highlights: NVDA, GOOGL, AMZN, INTC and others Zacks Equity Research Aug 18, 2026 NVIDIA and top institutional investors are piling into AI infrastructure, with 13F filings revealing bets on Intel, CoreWeave, Nebius and more.
Will Nebius' Asset-Light Model Drive Further Margin Expansion in 2027? Shivangi Deora Aug 17, 2026 NBIS enters 2027 with rising profitability, an asset-light model and plans to expand capacity while boosting high-margin revenue.
Can South Wales Deployment Help Nebius Expand Its AI Cloud Footprint? Zacks Equity Research Aug 14, 2026 NBIS expands its U.K. AI footprint with NVIDIA-powered infrastructure at Vantage's Newport campus, supporting diverse AI workloads.
Zacks Investment Ideas feature highlights: CoreWeave, Nebius and NVIDIA Zacks Equity Research Aug 14, 2026 CoreWeave and Nebius Group are riding explosive AI infrastructure demand, huge backlogs and expanding margins as NVIDIA's newest chips drive growth.
Neoclouds CRWV & NBIS Soar (Why they have room to run) Andrew Rocco Aug 13, 2026 CoreWeave and Nebius Group's results illustrate that purpose-built AI infrastructure is the engine of the AI supercycle.
Nebius Surges 34% Post Q2: Will $40B Backlog Power Further Growth? Zacks Equity Research Aug 13, 2026 NBIS' Q2 revenues surge 454% as backlog tops $40B, boosting multi-year visibility while capacity expansion shapes its 2027 growth outlook.
CoreWeave's $35-$39B Capex Plan: Can AI Demand Justify the Spend? Zacks Equity Research Aug 13, 2026 CRWV raises 2026 capex to $35-$39B as surging AI demand, a $104.2B backlog and over $25B in new commitments support its rapid capacity buildout.
