Sponsored content from Timothy Sykes Hey — Tim Sykes here. So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer. This isn’t hype—this is real money chasing real AI infrastructure. And get this… Nvidia earnings are coming up fast.
I’ve seen this setup before. And I’m telling you—it’s giving me flashbacks to the early days of the AI boom. That’s why I dropped everything to shoot this new VSL for you. Because I think Nvidia CEO Jensen Huang is getting ready to ignite what I’m calling the AI 2.0 catalyst. It could be huge. And no—this isn’t about blindly buying Nvidia. This is about using my new AI forecasting tool—XGPT—to spot the exact tickers that could pop during this next wave. We’re talking high-confidence, one-day profit windows. The kind that don’t wait around. 🎯 Click here to watch the video and get the free ticker XGPT just flagged. I’ll walk you through the story, what I believe is coming next, and how to use AI to trade AI. Look, I’ve helped mentor over 40 millionaire traders. I’ve made $7.9M trading. And even I wish I had this tool sooner. But now it’s your turn. See you inside, Tim
Further Reading from MarketBeat AI Infrastructure Is Exploding—Don't Overlook CoreWeave & NebiusWritten by Jeffrey Neal Johnson 
A historic wave of investment is pouring into artificial intelligence (AI), creating a foundational shift in the technology sector. While the spotlight often lands on mega-cap companies, the real engine room of the AI revolution is the specialized computing infrastructure it requires. This demand has given rise to a new and powerful class of competitors. At the center of this movement are two companies capturing intense investor interest: CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS). After entering the public markets, both have experienced high trading volumes and significant stock growth. They operate as pure-play AI cloud providers, offering something the giants often cannot: purpose-built infrastructure explicitly designed for the massive workloads of AI. This specialization gives them a critical performance advantage and is the primary reason they are on investors' radar. The CoreWeave Strategy: Control the Power, Control the Future CoreWeave is executing a powerful strategy focused on dominating the U.S. market by building a deeply defensible competitive advantage. The stock’s impressive performance since its March 2025 IPO clearly reflects the market’s confidence in this approach. The company’s defining move is its pending $9 billion all-stock acquisition of Core Scientific. This is a clever strategic play to control the most critical resource in the AI industry: energy and data center capacity. By purchasing Core Scientific’s 1.3 gigawatts of power infrastructure, CoreWeave is effectively securing its supply chain. This move reduces a significant risk that all other AI players face. The financial benefits for stockholders are substantial. The deal is expected to eliminate more than $10 billion in future lease obligations and generate approximately $500 million in annual cost savings. These savings can directly boost future profits. And because the deal is structured entirely with stock, CoreWeave gains this incredible asset without adding any debt to its balance sheet. Massive contracts with industry titans further solidified this operational control, which supports a $25.9 billion revenue backlog and offers outstanding visibility into future earnings. Nebius Group's Blueprint for Global Growth Nebius Group’s strategy is built on speed and aggressive international expansion. After becoming a standalone European entity, Nebius is now focused on a global expansion, and its financial results show remarkable growth. The company posted a stunning 385% year-over-year revenue increase in its latest quarterly report. This hyper-growth is being fueled by a $2 billion capital investment plan for 2025. This capital is being deployed to rapidly build new data centers across Europe, the United States, and the Middle East. While this level of spending affects near-term profits, Nebius has provided a clear path forward. The company expects to become profitable on an operational basis, as measured by adjusted EBITDA, in the second half of 2025. Its remarkably strong balance sheet, with a current ratio of 18.0, demonstrates it has ample cash to fund this global race. A key part of the Nebius strategy is securing a first-mover advantage. It became the first cloud provider to offer NVIDIA’s (NASDAQ: NVDA) latest Blackwell superchips in Europe, giving it a powerful edge in attracting the continent's most valuable clients. 2 Competitors, 1 Goal For investors, CoreWeave and Nebius present two distinct profiles built to capture the same AI tailwind. CoreWeave is the larger, more established player, with a market capitalization of around $68 billion and a strategy focused on vertical integration. In contrast, Nebius is a smaller, more agile challenger valued at around $13 billion, suggesting more potential upside if it can execute its global growth plan. This difference is reflected in analyst sentiment; CoreWeave currently holds a Hold consensus rating, which may indicate its premium valuation, while Nebius sports a Buy rating, suggesting that analysts see more room for its stock to grow. CoreWeave’s competitive moat is built on operational control and a fortified U.S. position. In contrast, Nebius’s moat is being built on speed, technological agility, and first-mover advantages in new international markets. Why the AI Infrastructure Race Is Just Beginning The immense build-out of AI infrastructure is not a short-term trend but a durable, generational technology shift. Both CoreWeave and Nebius Group have positioned themselves as essential pillars of this new economy, offering two powerful but different ways to invest in this movement. CoreWeave offers the story of a fortified market leader that has secured its supply chain for stable, long-term growth. Nebius, on the other hand, presents a compelling case for explosive, international growth driven by speed and strategic market capture. For investors looking for exposure to the foundational layer of AI, both companies represent compelling opportunities at the forefront of innovation.
Thank you for subscribing to The Early Bird, MarketBeat's 7:00 AM newsletter that covers stories that will impact the stock market each day. This email is a paid advertisement from Timothy Sykes, a third-party advertiser of The Early Bird and MarketBeat. Results are not typical and will vary from person to person. Making money trading stocks takes time, timing, proper execution, dedication, and hard work. There are inherent risks involved with investing in the stock market, including the loss of your investment. Past performance in the market is not indicative of future results. Any investment is at your own risk. If you need assistance with your account, please contact MarketBeat's U.S. based support team at contact@marketbeat.com. If you no longer wish to receive email from The Early Bird, you can unsubscribe. © 2006-2025 MarketBeat Media, LLC. All rights protected. 345 North Reid Place, Sixth Floor, Sioux Falls, S.D. 57103. United States. . See Also: Bodies are stacking up (From Porter & Company)
|
| 
0 Response to "Everyone’s watching Nvidia right now. Here’s why I’m excited."
Post a Comment