{"id":211259,"date":"2026-05-08T15:05:00","date_gmt":"2026-05-08T19:05:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/05\/08\/investors-who-rotated-out-of-tech-are-already-regretting-it-this-artificial-intelligence-ai-growth-stock-is-up-double-digits-in-may\/"},"modified":"2026-05-09T01:05:17","modified_gmt":"2026-05-09T05:05:17","slug":"investors-who-rotated-out-of-tech-are-already-regretting-it-this-artificial-intelligence-ai-growth-stock-is-up-double-digits-in-may","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/05\/08\/investors-who-rotated-out-of-tech-are-already-regretting-it-this-artificial-intelligence-ai-growth-stock-is-up-double-digits-in-may\/","title":{"rendered":"Investors Who Rotated Out of Tech Are Already Regretting It. This Artificial Intelligence (AI) Growth Stock Is Up Double Digits in May."},"content":{"rendered":"<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/AMZN\/pressreleases\/1812780\/investors-who-rotated-out-of-tech-are-already-regretting-it-this-artificial-intelligence-ai-growth-stock-is-up-double-digits-in-may\/\">Investors Who Rotated Out of Tech Are Already Regretting It. This Artificial Intelligence (AI) Growth Stock Is Up Double Digits in May.<\/a><\/p>\n<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/AMZN\/pressreleases\/1812780\/investors-who-rotated-out-of-tech-are-already-regretting-it-this-artificial-intelligence-ai-growth-stock-is-up-double-digits-in-may\/\">https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/AMZN\/pressreleases\/1812780\/investors-who-rotated-out-of-tech-are-already-regretting-it-this-artificial-intelligence-ai-growth-stock-is-up-double-digits-in-may\/<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-05-08 15:05:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.theglobeandmail.com\">www.theglobeandmail.com<\/a><\/p>\n<ul>\n<li><strong>Impressive Contracted Revenue:<\/strong> Nebius holds over $20 billion in signed contracts with significant deals from Microsoft and Meta.<\/li>\n<li><strong>Ambitious Revenue Forecast:<\/strong> The company aims to increase its revenue from $1.25 billion to $7-$9 billion in one year, marking a substantial growth trajectory.<\/li>\n<li><strong>High-Risk, High-Reward:<\/strong> While ambitious, the growth plan depends on several critical factors such as constructing data centers, securing GPUs, and delivering capacity without delays.<\/li>\n<li><strong>Customer Concentration Risks:<\/strong> Overreliance on key clients like Microsoft and Meta, which could significantly impact revenue if their plans change.<\/li>\n<li><strong>Stock Performance:<\/strong> Despite risks, Nebius&#8217; stock has seen a notable rise, up more than 35% since the beginning of May, closing at $195.09 on May 6.<\/li>\n<li><strong>Strong AI Infrastructure:<\/strong> Nebius is designed specifically for AI training and inference with efficient GPU configurations and lower latency, setting it apart from legacy cloud providers.<\/li>\n<li><strong>Global Data Centers:<\/strong> With facilities in Finland, the U.K., Israel, and a large new Jersey facility, Nebius ensures a global presence to support its expansive contracts.<\/li>\n<li><strong>Potential Upside:<\/strong> Nebius holds stakes in various high-value subsidiary businesses, which have yet to be fully reflected in the stock price, suggesting potential upside if leveraged.<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Investors Who Rotated Out of Tech Are Already Regretting It. This Artificial Intelligence (AI) Growth&#8230;<\/p>\n","protected":false},"author":1,"featured_media":211260,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/barchart-news-media-prod.aws.barchart.com\/FC\/c57ed993d2b075051796e5f12ec2a85f\/%3Furl%3Dhttps%253a%252f%252fg.foolcdn.com%252feditorial%252fimages%252f865880%252flit-up-power-lines-between-towers.jpg%26amp%3Bw%3D700","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[20],"class_list":["post-211259","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","tag-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/211259"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=211259"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/211259\/revisions"}],"predecessor-version":[{"id":211261,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/211259\/revisions\/211261"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/211260"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=211259"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=211259"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=211259"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}