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Rosenblatt Securities raised shares of Nebius Group to a "strong-buy" rating in a report on Wednesday.
Cloud computing providers CoreWeave and Nebius have emerged as major beneficiaries of the AI boom.
Goldman Sachs upgraded Nebius Group NV’s 2030 revenue forecast to $35.5 billion, reflecting optimism over its AI infrastructure growth and major partnerships with Meta and Nvidia. However, the stock faces headwinds from Michael Burry’s short position and Jim Cramer’s warnings on leverage, alongside expected near-term…