Stocks in Action USA: Nebius, Applied Digital, D-Wave

Nebius (NBIS) – AI Cloud in Bottleneck Mode: Energy Deal with Bloom Energy and Rising GPU Prices Drive Valuation Fantasy! Nebius Group continues to benefit massively from the global AI infrastructure boom and is making its next mark on the stock market. The stock rises after the company announced a strategic partnership with Bloom Energy . At the center is a $2.6 billion energy contract for fuel cell systems with a total capacity of 328 megawatts, which are expected to come online gradually this year. For Nebius, this step is more than just...