Weekly Brew: September 4, 2026 Each week, The Weekly Brew brings you a collection of the most viewed stories from The Daily Brew, condensed. Here are the top stories from the week of August 31 - September 4. Ballotpedia · Sep 4
Nvidia Soared Selling The Chips Behind The AI Boom. Now It Has $99 Billion Riding On The Industry. The chipmaker has committed more than $40 billion to deals this year, backing AI labs, cloud providers and infrastructure companies that use its technology. International Business Times · Sep 4
Independence, Missouri, city councilmember becomes first official recalled over a data center project this year Welcome to the Thursday, Sept. 3, 2026, Brew. Ballotpedia · Sep 3
‘It’s all you can hear’: New Jersey lawsuit takes on datacenter’s noise pollution Lawsuit alleges sound is nuisance for up to one mile around datacenter as residents experience noises from DataOne The Guardian - US · Aug 28
George Soros Is Betting Big on Utility Stocks as AI Power Demand Surges Soros Fund Management opened a $105 million position in American Electric Power. Barchart · Aug 27
Nvidia rises after signaling longer AI spending runway The world's most valuable company projected 70% revenue growth next fiscal year and forecast current-quarter sales above Wall Street estimates, signaling that the AI spending boom remains intact. The Economic Times · Aug 27
Nebius Is Raising Money Through a Debt Offering After a Major Run-Up. What This Means for NBIS Stock. Nebius revealed that the funding will be raised through two series of notes. Barchart · Aug 25
NVIDIA Reveals $21 Billion SpaceX Stake: Signal of Confidence or Circular Financing? NVIDIA's 13F shows a nearly $21 billion SpaceX stake, its second-largest holding, stemming from an earlier xAI investment and raising circular financing questions as SpaceX buys NVIDIA chips. MarketBeat · Aug 25
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock. Soros Fund Management opened a new position of 310,000 Nebius shares valued at approximately $85.6 million during the second quarter, highlighting institutional interest as the company posts explosive AI cloud revenue growth. Barchart · Aug 23
Nebius upsizes debt sale to $5 billion to fund data centres, AI platform The Amsterdam-headquartered company plans to issue private convertible notes worth $3 billion maturing in 2030, and notes worth $2 billion maturing in 2034. It may also sell an additional $450 million of the 2030 notes and $300 million of the 2034 notes if purchasers exercise their options, it said. The Economic Times · Aug 20
A $4.5 Billion Reason Why Nebius Stock Is Down Today Nebius shares tumble on plans of a $4.5 billion convertible senior notes offering. Here’s why NBIS stock is worth buying on the dip today. Barchart · Aug 19
2 Major Catalysts Are Lifting IREN Stock. How to Play It Here. Microsoft's acceptance and Nvidia's grant of Exemplar Cloud status have added to the stock's upmove. Barchart · Aug 16
Michael Burry’s Bearish Bet Against Nebius Stock Sends a Warning Message to AI Bulls Michael Burry doubled down on his Nebius short right after blowout earnings. Here's what his bet says about the AI infrastructure boom. Barchart · Aug 16
CoreWeave vs Nebius: Both Companies Reported Strong Earnings, But Here’s the Stock You Should Buy CoreWeave and Nebius are both benefiting from the AI infrastructure boom. Yet, one combines faster growth and stronger profitability with a much lighter debt burden. Barchart · Aug 16
Tom’s Hardware · Aug 15 Nvidia turns $5B Intel stock bet into $30B windfall — filing reveals new $21B SpaceX stake and complete exit from Arm stock Nvidia quietly makes strategic and financial investments in clients, partners, and suppliers: CoreWeave, Coherent, Intel, Nokia, and SpaceX.
Barchart · Aug 15 Nebius Just Gave Bloom Energy a Big Boost. What It Means for BE Stock. Nebius just gave Bloom Energy another vote of confidence. Is there more upside ahead for BE stock?
Benzinga · Aug 14 Michael Burry Doubles Down on Oracle, Micron Nebius Shorts After Saying It's Like 'Shooting Fish in a Barrel' “Big Short” investor Michael Burry is doubling down on his bet against the AI infrastructure boom, adding to short positions in Oracle Corp. (NYSE:ORCL), Micron Technology Inc. (NASDAQ:MU) and Nebius Group (NASDAQ:NBIS) as he predicts an AI compute glut in 2028.
MarketBeat · Aug 13 Nebius Just Exploded 34% on Blowout Earnings—Is It Time to Buy? Nebius Group shares jumped 34% after Q2 revenue soared 454% year over year and ARR hit $3 billion, though the stock's roughly 130-times sales valuation raises questions for investors.
Kiplinger · Aug 12 S&P 500 Rises on Mild Inflation Data, Red-Hot AI Rally: Stock Market Today A tame July CPI report lowered odds that the Fed will hike rates in September, while strong AI earnings boosted the broad market.
Barchart · Aug 12 NBIS Stock Surges 30% After Earnings, Defying Michael Burry's Bet Against Nebius Nebius stock soars on blowout Q2 earnings. Wall Street continues to see further upside in NBIS shares.
MarketBeat · Aug 12 Nebius’ Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand Nebius Group's Q2 revenue surged 454% year-over-year to over $582 million, driven by faster capacity ramps, with analysts bullish but price targets suggesting shares are fairly valued near $230.
The Economic Times · Aug 12 Nebius shares soar 22% as AI demand powers revenue beat Nebius shares jumped nearly 22% after the AI cloud provider beat revenue estimates, driven by surging infrastructure demand, larger contracts and higher prices. Core AI cloud revenue increased sixfold, while major customer deals and capacity commitments highlighted strong future growth.
Benzinga · Aug 12 Nebius Jumps 20% Days After Michael Burry Said His AI Shorts Were Like ‘Shooting Fish in a Barrel’ Nebius Group N.V. (NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on its latest deals had fallen below two years.
Benzinga · Aug 12 Senator Has Made 700+ Trades Since March, Including Buying Nebius (NBIS Stock): Here’s How Much He’s Made Since taking office in March, Senator Alan Armstrong (R-Okla.) has made hundreds of stock transactions. One of those trades by the former oil executive was buying shares of an AI company that has soared in value.
Benzinga · Aug 12 UPDATED: NVIDIA-Backed Nebius Says AI Capacity Demand Is So Hot It Could Sell Out 2027 Today Editor’s Note: This story has been updated to correct the adjusted EPS figure.