Oracle is shaking up its executive suite as it sets its sights set on AI infrastructure dominance. The company announced Monday that it is promoting Clay Magouyrk and Mike Sicilia to co-CEO roles. Magouyrk joined Oracle in 2014 from Amazon Web Services. He was a founding member of Oracle’s cloud engineering team and has served as the president of Oracle’s cloud infrastructure business unit for more than a decade. Sicilia has served as the president of Oracle’s industries division since June. He held sev ...

AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. ("Nebius Group†or the "Company†; NASDAQ: NBIS), a leading AI infrastructure company, today announced that, in connection with its previously announced underwritten public offering of Class A ordinary shares, the underwriters have exercised in full their option to purchase an additional 1,621,621 Class A shares at the offering price of $92.50, less underwriting discounts and commissions, bringing Nebius's aggregate gross proceeds from the Class A of. ...

In a key move for the United Kingdom’s technology sector, Nvidia Corporation (NASDAQ:NVDA), a global firm focused on leveraging artificial intelligence  and semiconductor technology, has committed £2 billion to bolster the country’s AI ecosystem.This substantial investment, aimed at fostering innovation and development, is set to invigorate a range of AI-driven companies, fintech enterprises, and emerging startups across the UK.The announcement, reported by Bloomberg, underscores Nvidia’s strategic focus on ...

Nebius Group (NASDAQ:NBIS) ranks among the best fast growth stocks to buy now. Following Nebius Group (NASDAQ:NBIS) securing its first hyperscaler deal with Microsoft, worth up to $19.4 billion over five years, BWS Financial maintained its Buy rating and raised its price target on the company’s shares from $90 to $130 on September 9. The Microsoft agreement, which would see the tech giant use almost all of NBIS’s New Jersey facility, is a major turning point for Nebius Group (NASDAQ:NBIS), according to B ...

公司定位与业务 - Celestica Inc 是人工智能基础设施行业中规模较小但重要的参与者 其交换机确保数据中心平稳运行[1] - 公司市值低于100亿美元 为增长提供充足机会[1] 投资策略重点 - 投资方法专注于识别具有卓越品质的公司 这些公司具备经过验证的资本再投资能力以实现可观回报[1] - 理想情况下 这些公司应展示长期资本复利能力 复合年增长率足够高 可能带来十倍甚至更高回报[1] - 对这些公司保持长期视角 认为相比市场指数将产生更高回报[1] - 主要采用保守投资策略 偶尔会追求风险回报比有利的机会 即上行潜力巨大而下行有限 这些投资经过仔细考虑并在投资组合中按比例分配以保持整体稳定性[1]

Despite the strong bull run, Nebius Group N.V. (NASDAQ: NBIS ) still offers one of the most compelling bullish setups in AI infrastructure. The $17.4 billion Microsoft contract validates it as a credible hyperscale partner, whileHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. busi ...

I first had a look at Celestica Inc . (NYSE: CLS ) as a strong buy because of its under-the-radar role in the AI infrastructure buildout. You can refer to my initial coverage onKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial literacy.The Curio ...

TIMOTHY A. CLARY/AFP via Getty Images CoreWeave has had a stellar post-IPO run, but one short-seller isn't buying the hype. The AI infrastructure firm is up more than 200% since going public at the end of March. Kerrisdale Capital revealed a short position this week, claiming the optimism is way overblown. CoreWeave is among the handful of high-profile tech companies to enjoy a wild post-IPO surge, with the AI infrastructure provider popping more than 200% since going public in the spring. But thi ...

核心观点 - Kerrisdale Capital对CoreWeave建立空头头寸 认为该公司是"债务驱动的GPU租赁业务且无护城河" 目标股价为每股10美元 较当前估值隐含90%下跌空间 [1][2] 业务模式缺陷 - 公司被指缺乏专有技术和可防御的知识产权 服务与竞争对手"可互换" [3] - 业务模式被描述为"金融基础设施泡沫的典型代表" 增长依靠炒作而非可持续创新 [2] - 未能通过基本财务测试 资本回报率低于资本成本 正在摧毁而非创造股东价值 [3] 财务风险 - 依赖高成本资产支持债务 利率高达11-15% [5] - 预计2025年将消耗190亿美元现金 [5] - 存在极端客户集中风险 微软占收入的70% [5] 客户关系问题 - 与英伟达存在"异常紧密的合作伙伴关系" 英伟达同时是投资者、唯一GPU供应商和主要客户 [4] - 这种"循环安排"使英伟达在2023年成为第二大客户 贡献15%总收入 [4] - 主要客户将公司视为"权宜之计"而非战略合作伙伴 [6] 财务披露争议 - 被指控向分析师展示基于"乌托邦假设"的"说明性"合同 以掩盖薄弱的单位经济效益 [6] 市场表现 - 股价周一上涨7.60%至120.47美元 盘后下跌0.05% [7] - 自3月上市以来累计上涨201.18% [7] - Benzinga Edge股票排名显示短期价格趋势较弱 但中长期趋势较强 [7]

公司融资活动 - Nebius Group完成承销公开发行 发行10810811股A类普通股 每股发行价格92.50美元 [1] - 承销商享有30天超额配售选择权（自2025年9月10日起） 可额外购买最多1621621股A类股份 [1] 股票发行细节 - 超额配售权行使价格为发行价扣除承销折扣后的价格 [1] - 本次发行通过纳斯达克交易所进行 股票代码为NBIS [1]