Key Takeaways NBIS shares are up 81% YTD, far outpacing sector and the S&P 500. NBIS raised its 2025 capex to $2B. Execution risks tied to data center expansion and competition are concerns. NBIS expects full-year EBITDA to stay negative, even as it targets $500M-$700M in 2025 revenues.Nebius Group N.V. (NBIS) shares have gained 81.4% year to date, outperforming the Zacks Computer & Technology sector and the Zacks Internet Software Services industry’s growth of 7.9% and 26.8%, respectively. The S&P 500 Co ...

Key Takeaways Amazon invests $10 billion in North Carolina cloud infrastructure to support AI growth and innovation. AWS revenues hit a $117 billion run rate with 17% growth as the AI business shows triple-digit expansion. Custom Trainium 2 chips and Bedrock services are central to AMZN's strategy amid capacity challenges.Amazon's (AMZN) AI strategy is gaining momentum with a substantial $10 billion commitment to expand cloud computing infrastructure in North Carolina, signaling the company's aggressive p ...

The U.S. equity market has been challenging for investors in 2025, weighed down by inflation, geopolitical tensions, and rising interest rates. Investors have also been concerned about the escalation of trade wars in an already uncertain macroeconomic environment.However, such periods of high turbulence also offer astute investors a rare opportunity to pick up shares in attractive stocks that are trading at reasonable valuation levels. You do not need boatloads of capital to take advantage of this situation ...