The ROBO Global Artificial Intelligence ETF (THNQ) surged 9.3% in the past month, driven by strong performances from AI infrastructure companies such as Nebius, Lumentum, Credo Technology, Astera Labs, and Raspberry Pi. Investors are shifting focus from large language models to the physical infrastructure needed for AI scale, including networking and photonic technologies. Notably, Credo Technology's stock jumped over 54% after acquiring DustPhotonics, enhancing its photonic integration. Raspberry Pi's 95% surge highlights growing interest in edge AI applications. This trend reflects a maturing AI market moving beyond initial software developers to specialized hardware providers.
Nebius (NBIS) recently experienced a 30% price drop from its peak near $300 due to sector volatility, insider selling, and concerns about capital expenditures. Despite these challenges and competition from Meta, analyst James Foord believes the risks...
Nebius Group is rapidly advancing its infrastructure projects, including a 1.2 GW campus in Nebraska and a 328 MW agreement with Bloom Energy, alongside expanding into Finland. The company is also growing its AI software offerings with partnerships l...
Nebius Group (NBIS) is rated a strong buy with a price target of $333 by 2028, reflecting 72% potential upside. Despite facing macroeconomic headwinds, high interest rates, and competition from Meta's excess compute capacity, NBIS benefits from robus...
Nebius Group N.V. is enhancing its AI-native cloud platform with Cloud 3.6, featuring the AI DevOps agent Echo and improved SkyPilot integration to streamline AI workload deployment. The company aims to attract enterprise clients by focusing on gover...
Dick's Sporting Goods reported mixed first-quarter results with earnings of $2.90 per share, slightly missing estimates, but sales of $5.165 billion beat expectations. Clorox named Chris Hyder as COO and offers a 5% dividend yield. Nebius Group is ex...
