In the bull case, the ad gains are stronger, subscribers sign up faster and the data centers run more efficiently. Meta ...

We see Gold as a way to make consolidation more attractive. Better cash terms, retirement incentives, information and card ...

IREN stock analysis of AI growth, funding and dilution through 2030. Read our full valuation, 27 scenarios and price zones ...

Explore Northwise Premium research on Is Nike Stock a Buy? The Comeback Has to Earn Its Keep. Register or sign in to continue ...

Our AMD Stock Forecast 2030 outlined how AMD’s architectural focus, cost discipline, and data center leadership positioned it to challenge NVIDIA’s dominance in AI infrastructure. This new 2040 ...

Mäntsälä is where Nebius's operating history and its next phase of expansion now sit beside one another. The first Finnish facility completed an expansion to as much as 75 MW earlier in 2026. A second ...

Sherbrooke's current AI development plan is a consolidation of existing power into a new campus. It is not simply the old Bunker, Leger and Garlock mining buildings receiving new racks, and it is not ...

Scrubgrass is a legacy power asset with a much larger potential development around it. Keel's August presentation describes an eventual campus of up to 1.3 GW, with earliest service in 2028 or later.

Kansas City is an established Nebius colocation location at Patmos's former Kansas City Star printing facility on McGee Street. It provides a useful contrast with the much larger, purpose-built ...

Nebius Group enters 2026 in a structurally different position than it occupied twelve months ago. The company closed Q4 2025 with $228M in quarterly revenue, representing 547% year-over-year growth, ...