http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Wed, 22 Jul 2026 08:45:52 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/CoreWeave%2C+DigitalOcean%2C+Nebius+win+analyst+support+amid+AI+inference+shift/26798939.html <p>Investing.com -- Analysts turned more constructive on several AI infrastructure providers this week, arguing that the next phase of artificial intelligence spending will be driven increasingly by inference workloads and enterprise adoption of open-source models.</p> <p>Truist upgraded CoreWeave to Buy from Hold, saying growing adoption of open models and sovereign AI should broaden demand beyond large hyperscaler customers. The brokerage said the company remains the leading neocloud provider, with about 1 gigawatt of active power online, a large revenue backlog and significant contracted capacity. Truist also sees potential upside to profitability if GPUs remain economically useful beyond their current six-year depreciation schedules. </p> <p></p> <p>The http://www.streetinsider.com/Investing/CoreWeave%2C+DigitalOcean%2C+Nebius+win+analyst+support+amid+AI+inference+shift/26798939.html Wed, 22 Jul 2026 08:45:52 -0400 CRWV DOCN NBIS http://www.streetinsider.com/Investing/CoreWeave%2C+DigitalOcean%2C+Nebius+win+analyst+support+amid+AI+inference+shift/26798939.html <p>Investing.com -- Analysts turned more constructive on several AI infrastructure providers this week, arguing that the next phase of artificial intelligence spending will be driven increasingly by inference workloads and enterprise adoption of open-source models.</p> <p>Truist upgraded CoreWeave to Buy from Hold, saying growing adoption of open models and sovereign AI should broaden demand beyond large hyperscaler customers. The brokerage said the company remains the leading neocloud provider, with about 1 gigawatt of active power online, a large revenue backlog and significant contracted capacity. Truist also sees potential upside to profitability if GPUs remain economically useful beyond their current six-year depreciation schedules. </p> <p></p> <p>The http://www.streetinsider.com/Investing/CoreWeave%2C+DigitalOcean%2C+Nebius+win+analyst+support+amid+AI+inference+shift/26798939.html Wed, 22 Jul 2026 08:45:52 -0400 CRWV DOCN NBIS http://www.streetinsider.com/Investing/CoreWeave%2C+DigitalOcean%2C+Nebius+win+analyst+support+amid+AI+inference+shift/26798939.html <p>Investing.com -- Analysts turned more constructive on several AI infrastructure providers this week, arguing that the next phase of artificial intelligence spending will be driven increasingly by inference workloads and enterprise adoption of open-source models.</p> <p>Truist upgraded CoreWeave to Buy from Hold, saying growing adoption of open models and sovereign AI should broaden demand beyond large hyperscaler customers. The brokerage said the company remains the leading neocloud provider, with about 1 gigawatt of active power online, a large revenue backlog and significant contracted capacity. Truist also sees potential upside to profitability if GPUs remain economically useful beyond their current six-year depreciation schedules. </p> <p></p> <p>The http://www.streetinsider.com/Investing/CoreWeave%2C+DigitalOcean%2C+Nebius+win+analyst+support+amid+AI+inference+shift/26798939.html Wed, 22 Jul 2026 08:45:52 -0400 CRWV DOCN NBIS http://www.streetinsider.com/General+News/CoreWeave%2C+DigitalOcean%2C+Nebius+win+analyst+support+amid+AI+inference+shift/26798939.html <p>Investing.com -- Analysts turned more constructive on several AI infrastructure providers this week, arguing that the next phase of artificial intelligence spending will be driven increasingly by inference workloads and enterprise adoption of open-source models.</p> <p>Truist upgraded CoreWeave to Buy from Hold, saying growing adoption of open models and sovereign AI should broaden demand beyond large hyperscaler customers. The brokerage said the company remains the leading neocloud provider, with about 1 gigawatt of active power online, a large revenue backlog and significant contracted capacity. Truist also sees potential upside to profitability if GPUs remain economically useful beyond their current six-year depreciation schedules. </p> <p></p> <p>The http://www.streetinsider.com/General+News/CoreWeave%2C+DigitalOcean%2C+Nebius+win+analyst+support+amid+AI+inference+shift/26798939.html Wed, 22 Jul 2026 08:45:52 -0400 CRWV DOCN NBIS http://www.streetinsider.com/General+News/CoreWeave%2C+DigitalOcean%2C+Nebius+win+analyst+support+amid+AI+inference+shift/26798939.html <p>Investing.com -- Analysts turned more constructive on several AI infrastructure providers this week, arguing that the next phase of artificial intelligence spending will be driven increasingly by inference workloads and enterprise adoption of open-source models.</p> <p>Truist upgraded CoreWeave to Buy from Hold, saying growing adoption of open models and sovereign AI should broaden demand beyond large hyperscaler customers. The brokerage said the company remains the leading neocloud provider, with about 1 gigawatt of active power online, a large revenue backlog and significant contracted capacity. Truist also sees potential upside to profitability if GPUs remain economically useful beyond their current six-year depreciation schedules. </p> <p></p> <p>The http://www.streetinsider.com/General+News/CoreWeave%2C+DigitalOcean%2C+Nebius+win+analyst+support+amid+AI+inference+shift/26798939.html Wed, 22 Jul 2026 08:45:52 -0400 CRWV DOCN NBIS http://www.streetinsider.com/General+News/CoreWeave%2C+DigitalOcean%2C+Nebius+win+analyst+support+amid+AI+inference+shift/26798939.html <p>Investing.com -- Analysts turned more constructive on several AI infrastructure providers this week, arguing that the next phase of artificial intelligence spending will be driven increasingly by inference workloads and enterprise adoption of open-source models.</p> <p>Truist upgraded CoreWeave to Buy from Hold, saying growing adoption of open models and sovereign AI should broaden demand beyond large hyperscaler customers. The brokerage said the company remains the leading neocloud provider, with about 1 gigawatt of active power online, a large revenue backlog and significant contracted capacity. Truist also sees potential upside to profitability if GPUs remain economically useful beyond their current six-year depreciation schedules. </p> <p></p> <p>The http://www.streetinsider.com/General+News/CoreWeave%2C+DigitalOcean%2C+Nebius+win+analyst+support+amid+AI+inference+shift/26798939.html Wed, 22 Jul 2026 08:45:52 -0400 CRWV DOCN NBIS http://www.streetinsider.com/New+Coverage/Baird+Starts+Nebius+Group+%28NBIS%29+at+Outperform/26797057.html <p>Baird analyst Rob Oliver initiates coverage on Nebius Group (NASDAQ: NBIS) with a Outperform rating and a price target of $250.00.</p><p>The analyst comments: “We are initiating NBIS with an Outperform rating and $250 price target. As AI workloads transition from training to inference, Nebius has positioned itself as a full-stack provider, with strong software-attach. Our bullish thesis is based upon: 1) strong full-stack offering well positioned for inference, 2) diversifying customer base, 3) highest growth in the sector, and 4) veteran management team and employee base (Yandex carve-out). In a rapidly moving space, NBIS is acting decisively to strengthen its http://www.streetinsider.com/New+Coverage/Baird+Starts+Nebius+Group+%28NBIS%29+at+Outperform/26797057.html Wed, 22 Jul 2026 02:41:24 -0400 NBIS http://www.streetinsider.com/Analyst+Comments/Baird+Starts+Nebius+Group+%28NBIS%29+at+Outperform/26797057.html <p>Baird analyst Rob Oliver initiates coverage on Nebius Group (NASDAQ: NBIS) with a Outperform rating and a price target of $250.00.</p><p>The analyst comments: “We are initiating NBIS with an Outperform rating and $250 price target. As AI workloads transition from training to inference, Nebius has positioned itself as a full-stack provider, with strong software-attach. Our bullish thesis is based upon: 1) strong full-stack offering well positioned for inference, 2) diversifying customer base, 3) highest growth in the sector, and 4) veteran management team and employee base (Yandex carve-out). In a rapidly moving space, NBIS is acting decisively to strengthen its http://www.streetinsider.com/Analyst+Comments/Baird+Starts+Nebius+Group+%28NBIS%29+at+Outperform/26797057.html Wed, 22 Jul 2026 02:41:24 -0400 NBIS http://www.streetinsider.com/Hedge+Funds/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html (Updated - July 20, 2026 5:09 PM EDT) <p>NVIDIA disclosed a 22,256,412 share, or 9.3% passive stake, in Nebius, in a 13G filing dated July 13, 2026.</p> http://www.streetinsider.com/Hedge+Funds/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html Mon, 20 Jul 2026 17:09:59 -0400 NBIS NVDA http://www.streetinsider.com/Hedge+Funds/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html (Updated - July 20, 2026 5:09 PM EDT) <p>NVIDIA disclosed a 22,256,412 share, or 9.3% passive stake, in Nebius, in a 13G filing dated July 13, 2026.</p> http://www.streetinsider.com/Hedge+Funds/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html Mon, 20 Jul 2026 17:09:59 -0400 NBIS NVDA http://www.streetinsider.com/Hot+M+and+A/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html (Updated - July 20, 2026 5:09 PM EDT) <p>NVIDIA disclosed a 22,256,412 share, or 9.3% passive stake, in Nebius, in a 13G filing dated July 13, 2026.</p> http://www.streetinsider.com/Hot+M+and+A/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html Mon, 20 Jul 2026 17:09:59 -0400 NBIS NVDA http://www.streetinsider.com/Hot+M+and+A/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html (Updated - July 20, 2026 5:09 PM EDT) <p>NVIDIA disclosed a 22,256,412 share, or 9.3% passive stake, in Nebius, in a 13G filing dated July 13, 2026.</p> http://www.streetinsider.com/Hot+M+and+A/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html Mon, 20 Jul 2026 17:09:59 -0400 NBIS NVDA http://www.streetinsider.com/Corporate+News/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html (Updated - July 20, 2026 5:09 PM EDT) <p>NVIDIA disclosed a 22,256,412 share, or 9.3% passive stake, in Nebius, in a 13G filing dated July 13, 2026.</p> http://www.streetinsider.com/Corporate+News/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html Mon, 20 Jul 2026 17:09:59 -0400 NBIS NVDA http://www.streetinsider.com/Corporate+News/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html (Updated - July 20, 2026 5:09 PM EDT) <p>NVIDIA disclosed a 22,256,412 share, or 9.3% passive stake, in Nebius, in a 13G filing dated July 13, 2026.</p> http://www.streetinsider.com/Corporate+News/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html Mon, 20 Jul 2026 17:09:59 -0400 NBIS NVDA http://www.streetinsider.com/Mergers+and+Acquisitions/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html (Updated - July 20, 2026 5:09 PM EDT) <p>NVIDIA disclosed a 22,256,412 share, or 9.3% passive stake, in Nebius, in a 13G filing dated July 13, 2026.</p> http://www.streetinsider.com/Mergers+and+Acquisitions/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html Mon, 20 Jul 2026 17:09:59 -0400 NBIS NVDA http://www.streetinsider.com/Mergers+and+Acquisitions/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html (Updated - July 20, 2026 5:09 PM EDT) <p>NVIDIA disclosed a 22,256,412 share, or 9.3% passive stake, in Nebius, in a 13G filing dated July 13, 2026.</p> http://www.streetinsider.com/Mergers+and+Acquisitions/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html Mon, 20 Jul 2026 17:09:59 -0400 NBIS NVDA http://www.streetinsider.com/Trader+Talk/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html (Updated - July 20, 2026 5:09 PM EDT) <p>NVIDIA disclosed a 22,256,412 share, or 9.3% passive stake, in Nebius, in a 13G filing dated July 13, 2026.</p> http://www.streetinsider.com/Trader+Talk/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html Mon, 20 Jul 2026 17:09:59 -0400 NBIS NVDA http://www.streetinsider.com/Trader+Talk/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html (Updated - July 20, 2026 5:09 PM EDT) <p>NVIDIA disclosed a 22,256,412 share, or 9.3% passive stake, in Nebius, in a 13G filing dated July 13, 2026.</p> http://www.streetinsider.com/Trader+Talk/NVIDIA+reports+9.3%25+passive+stake+in+Nebius/26790404.html Mon, 20 Jul 2026 17:09:59 -0400 NBIS NVDA http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13G++Nebius+Group+N.V.++++++++++++++++++++++Filed+by%3A+NVIDIA+CORP/26790324.html si-local-file:///var/storage/secattach/20260720/26790324.html http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13G++Nebius+Group+N.V.++++++++++++++++++++++Filed+by%3A+NVIDIA+CORP/26790324.html Mon, 20 Jul 2026 17:00:00 -0400 NBIS O.05711149 http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13G++Nebius+Group+N.V.++++++++++++++++++++++Filed+by%3A+NVIDIA+CORP/26790324.html si-local-file:///var/storage/secattach/20260720/26790324.html http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13G++Nebius+Group+N.V.++++++++++++++++++++++Filed+by%3A+NVIDIA+CORP/26790324.html Mon, 20 Jul 2026 17:00:00 -0400 NBIS O.05711149 http://www.streetinsider.com/Analyst+PT+Change/Nebius+Group+%28NBIS%29+PT+Raised+to+%24410+at+Northland/26788121.html <p>Northland analyst Nehal Chokshi raised the price target on Nebius Group (NASDAQ: NBIS) to $410.00 while maintaining a Outperform rating.</p><p>The analyst comments "Recent announcements prompt us to value NBIS similarly to CRWV, raising DCF based PT to $410. Between the demonstration of a scalable non-dilutive business model (CRWV demonstrated with DDTL 1.0 in July 2023) and the introduction of an asset-light business model that we expect will enable NBIS to effectively bring to market incremental power relative to levered financial capacity, we believe it is now appropriate to underwrite NBIS can achieve the similar market share to CRWV of ~14% http://www.streetinsider.com/Analyst+PT+Change/Nebius+Group+%28NBIS%29+PT+Raised+to+%24410+at+Northland/26788121.html Mon, 20 Jul 2026 09:59:30 -0400 CRWV NBIS http://www.streetinsider.com/Analyst+PT+Change/Nebius+Group+%28NBIS%29+PT+Raised+to+%24410+at+Northland/26788121.html <p>Northland analyst Nehal Chokshi raised the price target on Nebius Group (NASDAQ: NBIS) to $410.00 while maintaining a Outperform rating.</p><p>The analyst comments "Recent announcements prompt us to value NBIS similarly to CRWV, raising DCF based PT to $410. Between the demonstration of a scalable non-dilutive business model (CRWV demonstrated with DDTL 1.0 in July 2023) and the introduction of an asset-light business model that we expect will enable NBIS to effectively bring to market incremental power relative to levered financial capacity, we believe it is now appropriate to underwrite NBIS can achieve the similar market share to CRWV of ~14% http://www.streetinsider.com/Analyst+PT+Change/Nebius+Group+%28NBIS%29+PT+Raised+to+%24410+at+Northland/26788121.html Mon, 20 Jul 2026 09:59:30 -0400 CRWV NBIS http://www.streetinsider.com/Analyst+Comments/Nebius+Group+%28NBIS%29+PT+Raised+to+%24410+at+Northland/26788121.html <p>Northland analyst Nehal Chokshi raised the price target on Nebius Group (NASDAQ: NBIS) to $410.00 while maintaining a Outperform rating.</p><p>The analyst comments "Recent announcements prompt us to value NBIS similarly to CRWV, raising DCF based PT to $410. Between the demonstration of a scalable non-dilutive business model (CRWV demonstrated with DDTL 1.0 in July 2023) and the introduction of an asset-light business model that we expect will enable NBIS to effectively bring to market incremental power relative to levered financial capacity, we believe it is now appropriate to underwrite NBIS can achieve the similar market share to CRWV of ~14% http://www.streetinsider.com/Analyst+Comments/Nebius+Group+%28NBIS%29+PT+Raised+to+%24410+at+Northland/26788121.html Mon, 20 Jul 2026 09:59:30 -0400 CRWV NBIS http://www.streetinsider.com/Analyst+Comments/Nebius+Group+%28NBIS%29+PT+Raised+to+%24410+at+Northland/26788121.html <p>Northland analyst Nehal Chokshi raised the price target on Nebius Group (NASDAQ: NBIS) to $410.00 while maintaining a Outperform rating.</p><p>The analyst comments "Recent announcements prompt us to value NBIS similarly to CRWV, raising DCF based PT to $410. Between the demonstration of a scalable non-dilutive business model (CRWV demonstrated with DDTL 1.0 in July 2023) and the introduction of an asset-light business model that we expect will enable NBIS to effectively bring to market incremental power relative to levered financial capacity, we believe it is now appropriate to underwrite NBIS can achieve the similar market share to CRWV of ~14% http://www.streetinsider.com/Analyst+Comments/Nebius+Group+%28NBIS%29+PT+Raised+to+%24410+at+Northland/26788121.html Mon, 20 Jul 2026 09:59:30 -0400 CRWV NBIS http://www.streetinsider.com/Analyst+PT+Change/Freedom+Capital+Upgrades+Nebius+Group+%28NBIS%29+to+Buy/26786593.html (Updated - July 20, 2026 6:43 AM EDT) <p>Freedom Capital analyst Paul Meeks upgraded Nebius Group (NASDAQ: NBIS) from Hold to Buy with a price target of $200.00 (from $159.00).</p><p>The analyst comments "We’re upping our PT from $159 to $200 with this upgrade from HOLD to BUY. The stock was at $85 when we initiated coverage on it on February 2, 2026. We’ve valued the other neoclouds like CRWV and IREN at 4X-6X 2028 EV/EBITDA, so we’re doing that here to revise our PT to $200 for NBIS. We think that there’s potential to re-rate all these stocks higher than at http://www.streetinsider.com/Analyst+PT+Change/Freedom+Capital+Upgrades+Nebius+Group+%28NBIS%29+to+Buy/26786593.html Mon, 20 Jul 2026 06:43:08 -0400 NBIS