Microsoft Corporation

Nebius Group N.V.

Microsoft needs the deal with Arkady Volozh's startup to free up its own commercial capacities

"In the active expansion phase": Bloomberg named the target of the Microsoft and Nebius deal

CoreWeave, Inc.

CoreWeave "destroys rather than creates shareholder value," claims investment firm Kerrisdale Capital

'Lacks uniqueness': short-seller calls CoreWeave's share price 12 times overvalued

Apple Inc.

Oracle Corporation

The week of September 8-12 was rich in big deals. Nebius signed a contract with Microsoft for $17.4 billion and raised $3.75 billion in funding, Oracle signed an agreement with OpenAI for $300 billion, and ASML invested €1.3 billion in French startup Mistral AI - the deal raised its valuation to €11.7 billion. At the same time, investors were not impressed by Apple's new products, and Kering postponed the buyout of fashion house Valentino until 2028. The main events of the week are in our review.

Highlights of the week: new iPhone, Nebius deal, Oracle takes off

Nebius increased its convertible bond offering by $0.75 bln

Volozh's Nebius raised $3.75 bln. Because of the deal with Microsoft, the price of the securities rose by 44%

Nebius quotes continued to rise on Wednesday after soaring 50% a day earlier

Nebius CEO Volozh's fortune rose $1 billion in a day thanks to a deal with Microsoft

Volozh's shares soar 50% after deal with tech giant 

Moment of recognition: what is Wall Street saying about Nebius after the Microsoft deal?

Novartis AG

GameStop Corp.

Rubrik, Inc.

T-Mobile US, Inc.

Planet Labs PBC

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: focus on revised labor statistics and Apple's presentation

Volozha's Nebius investors include global AI processor market leader Nvidia

'Huge luck': Nebius shares soar 44% after $19.4 billion deal with Microsoft

Arkady Volozh's Kazakh-born AI startup Nebius, co-founder of Yandex, signed a five-year, $19.4 billion contract with Microsoft. Japan's Nikkei 225 stock index hit a record after Prime Minister Shigeru Ishiba resigned on expectations of new stimulus. Another artificial intelligence startup Cognition raised $400 million at a $10.2 billion valuation after buying Windsurf. On these and other topics - in our review of key events for the morning of September 9.

Highlights for the morning: Nebius' big AI deal with Microsoft, the Nikkei record and gold rallies

NVIDIA Corporation

CoreWeave and Nebius Group have similar businesses. Both companies build full-service infrastructure for AI developers. They share a common partner, Nvidia, which not only supplies them with their AI gas pedals, but also owns stakes in both companies. Both CoreWeave and Nebius have reported impressive Q2 2025 numbers, but investors have taken them differently. Which is something to consider when adding shares of these companies to your portfolio.

CoreWeave vs Nebius Group: why such similar companies will suit different investors

Investment firm Wedbush has added the Yandex co-founder's startup to its list of potential AI leaders  

Next door to Meta and Palantir: startup Nebius has made it to Wedbush's AI Leaders Index

Palantir Technologies Inc.

Intel Corporation

AI and fintech are surging in the U.S. market. OpenAI is preparing an employee stock deal that could raise the company's valuation to $500 billion - higher than SpaceX. Apple joined Donald Trump in announcing a $100 billion increase in investments in the U.S., including $2.5 billion in iPhone glass manufacturing. Palantir surpassed $1 billion in revenue for the first time, Nebius Group shares soared 28% after a seven-fold increase in revenue and an increase in guidance. The main events of August 4-8 are in our review;

#Nebius: 14