Nebius Group N.V. - Class A Ordinary Shares (NBIS)

Casey's General Stores, Nebius Group, and The Metals Company show divergent 2026 performance among MarketBeat's top summer stock picks, from steady gains to AI-driven surges and high-risk losses.

CoreWeave Inc (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS) shares are climbing Tuesday. Piper Sandler initiated coverage on the two leading AI neocloud providers. Here's what you should know.

A pullback in August could be exactly the setup these 4 stocks need, but only if one specific thing happens first.

One financial difference could decide which neocloud stock delivers better returns.

Nebius Group (NASDAQ:NBIS) has outperformed the market over the past 10 years by 11.98% on an annualized basis producing an average annual return of 25.24%. Currently, Nebius Group has a market capitalization of $53.65

Major cloud companies all reported stellar growth, paving the way for more AI spending.

Compute is getting more valuable, and Iren's cautious approach toward dealmaking may reward it in the long run.

Margin unwind from South Korean investors and the massive Situational Awareness blowup do not affect the fundamentals of AI stocks.

Nebius and CoreWeave investors have nothing to fear.

The stock market is full of excellent buying opportunities.

Nvidia's investment could give this fast-growing AI cloud company a major advantage, but its soaring valuation and capital needs create a difficult question for investors.

Keel is pivoting from crypto mining to AI infrastructure, and it's still early for investors who want to accumulate shares.

Big tech's massive AI infrastructure bets are lifting the entire sector -- and Nebius is riding the wave.

AI stocks just got hit hard across the board, and the reasoning behind the sell-off may not hold up to scrutiny.

Astera Labs boasts 25% net margins and zero debt, while Nebius scales at triple-digit growth despite heavy infrastructure spending.

Nebius Group NV (NASDAQ: NBIS) shares are trading sharply lower on Tuesday as investors de-risk from lofty AI infrastructure stocks.

Nebius may be on the cusp of much more growth if demand for AI chips and infrastructure remains strong, but that's by no means a sure thing.

Neocloud infrastructure provider Nebius has solid backing from Nvidia, and it is on track to multiply its revenue substantially over the next three years.

Earnings season is about to shake things up, and these 4 names are worth positioning in before the volatility arrives.

Nebius' new business model is an attempt to overcome a huge hurdle.

Is Meta a customer or a competitor? Or is it both?

The stakes are high as hundreds of billions of dollars flow into AI data centers.

Nebius has grown revenue nearly 33-fold in eight quarters, while Strategy's top line has barely budged — a divergence that raises questions about sustainability.

The AI cloud provider plans to spend about five times its past year's revenue building capacity in 2026.

IREN and Nebius are chasing the same AI infrastructure opportunity through very different strategies. See which company has the stronger position and where the biggest risks may be hiding.