Nebius Group N.V.

NBIS

Market cap $42.2B

Chipmakers Nvidia and Broadcom continue to put up monster growth numbers. Taiwan Semiconductor is benefiting from the massive AI infrastructure buildout.

The stock market has staged an exceptionally sharp rebound and it seems most investors are still underinvested.

Nebius Group (NASDAQ:NBIS) has delivered 681% gains over the past year, and the neocloud buildout continues to attract attention.

Nebius and Lam Research have been top performers on the stock market in 2026. AI is driving demand for data centers and semiconductor manufacturing equipment.

IREN has more than 4.5 gigawatts of projects in its pipeline and buys its own Nvidia chips, which allows it to make more lucrative deals with clients. Cipher Digital operates using a low-risk model since it doesn't have to pay for pricey AI chips.

"Fearmongering" in the tech trade has gone to the wayside, says Futurum CEO Daniel Newman. He believes investors are once again focusing on strong fundamentals in AI-centric companies like Microsoft (MSFT), which he considers vastly undervalued following the SaaS-pocalypse.

Nebius Group N.V. is a strategic AI infrastructure asset, uniquely positioned to capitalize on surging GPU scarcity and power bottlenecks. NBIS has secured $4.3B in fresh capital, and a $27B Meta deal and is scaling data center capacity aggressively across Europe and the U.S. GPU rental prices are soaring, capacity is sold out, and Nebius's early power contracting creates a formidable competitive moat.

NBIS' AI cloud boom pushes pipeline toward $4B, with longer contracts, tight capacity and strong demand shaping its 2026 outlook.

NBIS jumps 42% in 3 months and 29% in a week amid AI21 Labs deal buzz, as AI cloud revenue soars and capacity expansion accelerates.

IonQ is a quantum computing leader. SoundHound AI could make a big splash in the AI realm.