Home › Capital Markets › ReportCapital Markets · ReportCoreWeave or Nebius: One AI Infrastructure Stock Is a Buy, the Other Isn't, Says Piper SandlerTrade pressSlicast · August 9, 2026 at 21:12 UTC · Global · Source: TipRanksimportance 75Read the originalShareCompanies in this storyNebiusCapex history →Related reportsCapital MarketsMarathon Digital secures $600 million in financing by pledging 18,750 Bitcoin, funding energy and AI data center infrastructure expansion.2026-08-10Capital MarketsNvidia to invest up to $3 billion in Lancium, the power infrastructure firm backing Stargate, directly addressing critical energy bottleneck for AI data center deployment.2026-08-10Capital MarketsNebius Group prepares Q2 2026 earnings report amid market focus on AI infrastructure profitability and scale metrics.2026-08-10Capital MarketsCathie Wood's Ark Invest increases positions in Nvidia and TSMC as Meta's massive AI spending surge validates multi-year capex thesis.2026-08-10Capital MarketsAMD posts record training GPU revenue but faces margin compression from inference cost deflation and customer custom silicon adoption.2026-08-10