Both IREN and Nebius have emerged as standout neocloud beneficiaries of the AI infrastructure boom, but they represent two distinct ways to play the theme.
Massive gains in a little-known Indian semiconductor firm were driven by hype and a limited float, overshadowing concerns about losses, disclosures, and regulatory scrutiny.
Disney’s $1B OpenAI partnership offers strategic AI entry and content advantages, but investor sentiment remains muted as the stock trades sideways despite potential long-term benefits.
Investors remain divided on Moderna and Super Micro as heavy short interest reflects skepticism, yet recent catalysts suggest both names could still deliver unpredictable, sentiment-driven swings.
Global and domestic giants are committing unprecedented sums to India, targeting AI hubs, hyperscale data centers, and capacity gaps that position the country as a future compute powerhouse.
