Nov 21, 2025 • Benzinga
NEUTRAL
Jim Cramer Warns Investors To 'Stay Away' From Nebius, Other AI Infra Stocks Amid 'Capital Destruction' - Nebius Group ( NASDAQ:NBIS )
TV host Jim Cramer issued a stark warning to investors regarding Dutch AI infrastructure company, Nebius Group N.V. ( NASDAQ:NBIS ) , and other similar companies, citing significant losses tied to hype-driven capex and losses resulting from the same.
Nov 20, 2025 • Benzinga
NEUTRAL
Ex-Bitcoin Miners Turn Power Providers In Race For AI Supremacy - IREN ( NASDAQ:IREN )
Wall Street is buzzing about the AI trade, but the industry faces a severe bottleneck: power availability. Because traditional data center development faces years of regulatory and grid interconnection delays, Bitcoin miners with existing, large-scale energized power capacity have become ...
Nov 20, 2025 • Zacks Commentary
SOMEWHAT-BULLISH
Can Nebius Overcome Its Capacity Bottleneck to Drive Higher Revenues?
NBIS races to expand capacity as surging AI demand sells out every build, driving huge CapEx plans and reshaping revenue targets.
Nov 20, 2025 • Benzinga
NEUTRAL
Jim Cramer: This Communication Services Stock Is 'Too Speculative' - Kenvue ( NYSE:KVUE ) , Dell Technologies ( NYSE:DELL )
Nebius Group N.V. ( NASDAQ:NBIS ) is losing money and is "too speculative," according to Jim Cramer. The "Mad Money" host recommends going with Dell Technologies Inc. ( NYSE:DELL ) instead. On the earnings front, Nebius, on Nov. 11, reported third-quarter revenue of $146.1 million.
Nov 19, 2025 • Benzinga
SOMEWHAT-BULLISH
IREN, Riot, Cipher Stocks Climb After Nvidia's Q3 Report - Cipher Mining ( NASDAQ:CIFR )
Shares of AI data center and high-performance computing stocks are climbing after Wednesday's closing bell following a blockbuster third-quarter earnings report from NVIDIA Corp. ( NASDAQ:NVDA ) .
Nov 17, 2025 • Zacks Commentary
SOMEWHAT-BULLISH
Can CRWV Maintain its Enterprise Upswing as Supply Constraints Tighten?
Coreweave trims its 2025 outlook amid supply constraints but continues to score major enterprise wins and expand into federal markets.