Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.

• SPECIAL REPORTNEUTRAL2026-08-23
  Nebius Borrowed 3.5 Times Its Revenue to Fund AI Buildout

  Nebius raised $5 billion in convertible notes against annual revenue of just $1.4 billion, a debt load equal to three and a half times its top line.

• SPECIAL REPORTBULLISH2026-08-19
  Nvidia Discount Draws Street Upgrades as AI Capex Cycle Extends Beyond 2026

  A cluster of constructive AI-complex research landed simultaneously: Nvidia upgraded to Strong Buy on GPU cycle elongation and valuation, BofA flagging a 'deep discount,' Rosenblatt reiterating Buy on Cerebras, and Northland upgrading Ciena on strong supplier datapoints. Nebius's $4.5bn convertible offering underscores that neocloud capex financing remains wide open despite equity market skittishness.

• SPECIAL REPORTBULLISH2026-08-18
  AI Infrastructure Bottleneck Migrates From Compute to Optics and Memory

  The binding constraint in AI datacenter construction is moving downstream from GPUs to optical interconnect and high-bandwidth memory, concentrating pricing power in a narrow set of suppliers. At the same time, sell-side analysis warns the arithmetic supporting AI valuations is deteriorating.

• SPECIAL REPORTBULLISH2026-08-14
  AI Capex Panic Meets Bull Case: Street Splits on Meta, Applied Materials as Broadcom Target Implies 60% Upside

  A dense batch of sell-side and independent research reframed the AI capital-expenditure debate: Meta's spending shock is being characterized as transitory, Applied Materials is described as firing on all cylinders, and one Wall Street shop sees more than 60% upside in Broadcom after a three-month drawdown. Offsetting that, Vicor's power opportunity is judged already priced in and Nebius' $40bn backlog is met with skepticism.

• SPECIAL REPORTNEUTRAL2026-08-13
  AI Infrastructure Trade Fractures as Investors Reprice GPU Longevity

  The AI infrastructure trade is no longer monolithic. Speculative neoclouds are surging while investors interrogate the core assumption underpinning the cycle: that Nvidia GPUs are perpetual cash-flow machines. Commentary reframing accelerators as depreciating capital rather than durable assets is beginning to filter into valuation frameworks across semis, hyperscale hardware and power-adjacent 'hard asset' plays.

• SPECIAL REPORTBULLISH2026-08-12
  AI Infrastructure Trade Broadens as Memory Cycle Turns and Neocloud Names Show 'Green Shoots'

  A cluster of research notes flags a bullish reversal in DRAM and AI memory/storage, an upgrade of Watts Water Technologies on data-center-driven demand, and cautiously constructive views on CoreWeave and Nebius. At the same time, commentary on European tech exposure warns that valuations now embed an assumption that hyperscaler LLM capex remains durable.

• BREAKING STORYBULLISH2026-08-12
  Nebius Beats as AI Compute Demand Outruns Supply; Observability Names Ride the Same Wave

  Nebius exceeded quarterly revenue estimates as demand for AI training and inference capacity continued to outstrip available supply. The print reinforces the thesis that GPU-adjacent infrastructure providers remain in a capacity-constrained, pricing-favorable regime.

• SPECIAL REPORTNEUTRAL2026-08-11
  AI Capex Complex Splinters: Nebius Cut, CoreWeave Scrutiny Test the Neocloud Trade

  Execution risk is replacing narrative momentum in the AI infrastructure buildout. Nebius faces a 30% target cut tied to Vineland construction slippage, CoreWeave's post-earnings debate has shifted to insider supply, and analysts are recalibrating semiconductor demand around NVIDIA's $500 billion financing arrangement. Valuation discipline is re-entering the conversation, with sell-side notes arguing Nvidia is 'not cheap enough, yet.'