CoreWeave's HRT deal taps NVIDIA's Vera Rubin platform, expanding financial-services exposure and boosting visibility for specialized AI infrastructure demand.

On August 20, Nebius Group (NASDAQ:NBIS) confirmed what had already rattled its stock a day earlier: a $5 billion convertible bond offering that ranks among the largest in recent corporate history. The company increased the deal from an initial $4.5 billion late Wednesday, and the total could still grow to $5.75 billion if buyers exercise […]

The neocloud company continues to grow at warp speed.

Burry thinks Nvidia’s moat may face a tougher test

The neoclouds are destined to be “cyclical leasing companies,” according to BCA analyst Noah Weisberger, which implies low valuations for the stocks.

A single overnight financing just sent ripples across the entire AI cloud sector, and the names that ran hardest this summer are now paying the steepest price for it.

Nebius increased the offering from $4.5 billion as it pursues a $20 billion to $25 billion capital plan spanning GPUs, data centers and its cloud platform.

Crossroads Capital LLC, an investment management firm, published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund increased by 11.5% net of fees and expenses during the quarter. Since its founding, the fund has compounded at a net rate of 17.9%. By the end of June 2026, the […]

Nebius Group N.V. (NASDAQ:NBIS) stock fell Thursday after the company priced an upsized $5 billion convertible notes offering.On Wednesday, the company priced an upsized $5 billion convertible senior notes offering to fund its expanding artificial intelligence infrastructure business.The AI cloud company increased the offering from its previously announced $4.5 billion. The deal is expected to close Aug. 24, subject to customary conditions.Nebius Raises $5 Billion For AI ExpansionThe offering in

SMCI's larger scale, lower Price/Book valuation and upward earnings revisions give it an edge over NBIS despite strong AI infrastructure growth.

As we move further into 2026, 3G Capital is making fresh Q2 bets on three stocks positioned to benefit from the accelerating AI infrastructure boom.

Dow Jones futures: Crude oil continues to climb while bitcoin jumped again amid a weak dollar. Walmart earnings are in focus.

The Morning Bull - US Market Morning Update Thursday, Aug, 20 2026 US stock futures are slightly higher this morning, with E mini S&P 500 contracts up about 0.1% and Nasdaq 100 futures ahead around 0.1% to 0.2%. The key driver is the US 10 year Treasury yield holding near 4.75%, which means borrowing costs for mortgages, car loans and corporate debt remain relatively high. At the same time, US housing data is mixed, with building permits rising 5% in July while housing starts fell 12.4%,...