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Microsoft (MSFT) Secures $17.4B Nebius GPU Deal, Accelerating AI Capacity | Reuters | Login to see the signal | |
Nebius signs $17.4 billion AI infrastructure deal with Microsoft, shares jumpSummaryNebius will supply Microsoft with $17.4B–$19.4B of GPU infrastructure over five years, starting later this year, boosting AI compute capacity and accelerating Nebius' AI cloud growth; shares jumped after the announcement. |
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NVIDIA (NVDA) Soars After Blowout Q2 Fiscal 2026 Results; Zacks Flags Low-Leverage Buy | Zacks | Login to see the signal | |
Bet on These 5 Low-Leverage Stocks Amid Higher Treasury YieldsSummaryZacks recommends low-leverage stocks like NVIDIA (NVDA) amid market turmoil, citing Nvidia’s strong fiscal Q2 2026 results: 56% revenue growth and 61% EPS growth, a long-term earnings growth rate of 32.8%, and Zacks Rank #2 as reasons to buy. |
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NVIDIA (NVDA) Soars on Major Blackwell B200 GPU Win with IREN | Zacks | Login to see the signal | |
IREN Expands GPU Fleet With NVIDIA Blackwell: What's the Path Ahead?SummaryNVIDIA will supply IREN with 4.2k additional Blackwell B200 GPUs, doubling IREN’s Blackwell fleet to ~8.5k GPUs at Prince George. IREN’s AI cloud and bitcoin-mining operations expand with 50MW power, lifting hardware profits and capacity. |
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