AI Insights
This Artificial Intelligence (AI) Stock Will Be the Next Household Name by 2031

-
The AI trade is largely dominated by a small number of megacap tech titans.
-
A small data center company working closely with Nvidia could swiftly emerge as the next big opportunity in AI.
Over the last few years, companies like Nvidia, Amazon, Alphabet, Microsoft, and Meta Platforms dominated the narrative around artificial intelligence (AI). As the conversation shifted beyond chips and into adjacent applications in data centers and software, names such as Broadcom, Taiwan Semiconductor Manufacturing, and Palantir Technologies also stepped into the spotlight.
It’s no secret that the AI trade remains heavily concentrated within a small circle of big tech giants. But savvy investors know that opportunity doesn’t end with the usual suspects.
So here’s the question: Have you heard of Nebius Group (NASDAQ: NBIS)? If not, you’re not alone.
This sprawling data center company has flown under the radar — but its unique position in the AI ecosystem could propel it into the spotlight and make it a household name very soon.
Unlike many of its louder peers, Nebius did not emerge as a flashy start-up or an established tech titan already entrenched in the AI race. Instead, the company traces its roots back to Yandex — a Russian internet conglomerate.
As geopolitical tensions from the Russia-Ukraine war escalated, Yandex moved to divest its noncore assets. From that process, Nebius was spun off, and it was listed on the Nasdaq exchange last October.
Soon after, Nebius completed a capital raise that attracted a particularly notable participant: Nvidia. The undisputed leader in AI chips not only became an investor but also established itself as a strategic ally — lending Nebius a level of credibility that few companies can claim.
At its core, Nebius can be considered a neocloud — a business specializing in building AI infrastructure by constructing data centers and renting out Nvidia’s sought-after graphics processing units (GPUs) to other businesses via the cloud. This model positions Nebius to scale up in lockstep with Nvidia, benefiting as next-generation chips like Blackwell and Rubin enter the market.
While infrastructure is its core business, Nebius operates several subsidiaries and also has notable strategic investments.
Toloka is in the business of data labeling, an important component of training datasets for AI models. The company also has exposure to autonomous driving systems and robotics through Avride and maintains a software platform called TripleTen that specializes in educating developers across various AI applications.
AI Insights
Vikings vs. Falcons props, picks, SportsLine Machine Learning Model AI predictions: Robinson over 65.5 yards

Week 2 of Sunday Night Football will see the Minnesota Vikings (1-0) hosting the Atlanta Falcons (0-1). J.J. McCarthy and Michael Penix Jr. will be popular in NFL props, as the two will face off for the first time since squaring off in the 2023 CFP National Title Game. The cast of characters around them has changed since McCarthy and Michigan prevailed over Washington, as the likes of Bijan Robinson, Justin Jefferson and Aaron Jones now flank the quarterbacks. There are several NFL player props one could target for these star players, or you may find value in going after under-the-radar options.
Tyler Allgeier had 10 carries in Week 1, which were just two fewer than Robinson, with the latter being more involved in the passing game with six receptions. If Allgeier has a similar type of volume going forward, then the over for his rushing yards NFL prop may be one to consider. A strong run game would certainly help out a young quarterback like Penix, so both Allgeier and Robinson have intriguing Sunday Night Football props. Before betting any Falcons vs. Vikings props for Sunday Night Football, you need to see the Vikings vs. Falcons prop predictions powered by SportsLine’s Machine Learning Model AI.
Built using cutting-edge artificial intelligence and machine learning techniques by SportsLine’s Data Science team, AI Predictions and AI Ratings are generated for each player prop.
For Falcons vs. Vikings NFL betting on Sunday Night Football, the Machine Learning Model has evaluated the NFL player prop odds and provided Vikings vs. Falcons prop picks. You can only see the Machine Learning Model player prop predictions for Atlanta vs. Minnesota here.
Top NFL player prop bets for Falcons vs. Vikings
After analyzing the Vikings vs. Falcons props and examining the dozens of NFL player prop markets, the SportsLine’s Machine Learning Model says Falcons RB Bijan Robinson goes Over 65.5 rushing yards (-114 at FanDuel). Robinson ran for 92 yards and a touchdown in Week 14 of last season versus Minnesota, despite the Vikings having the league’s No. 2 run defense a year ago. After replacing their entire starting defensive line in the offseason, it doesn’t appear the Vikings are as stout on the ground. They allowed 119 rushing yards in Week 1, which is more than they gave up in all but four games a year ago.
Robinson is coming off a season with 1,454 rushing yards, which ranked third in the NFL. He averaged 85.6 yards per game, and not only has he eclipsed 65.5 yards in six of his last seven games, but he’s had at least 90 yards on the ground in those six games. Over Minnesota’s last eight games, including the postseason, six different running backs have gone over 65.5 rushing yards, as the SportsLine Machine Learning Model projects Robinson to have 81.8 yards in a 4.5-star prop pick. See more NFL props here, and new users can also target the FanDuel promo code, which offers new users $300 in bonus bets if their first $5 bet wins:
How to make NFL player prop bets for Minnesota vs. Atlanta
In addition, the SportsLine Machine Learning Model says another star sails past his total and has five additional NFL props that are rated four stars or better. You need to see the Machine Learning Model analysis before making any Falcons vs. Vikings prop bets for Sunday Night Football.
Which Vikings vs. Falcons prop bets should you target for Sunday Night Football? Visit SportsLine now to see the top Falcons vs. Vikings props, all from the SportsLine Machine Learning Model.
AI Insights
Polaris RZR turns into an autonomous ground drone equipped with a machine gun and artificial intelligence system – MSN
AI Insights
1 of Jensen Huang’s Favorite Artificial Intelligence (AI) Stocks Just Signed a Blockbuster Deal, and Investors Can’t Get Enough of It

Nvidia has a multibillion-dollar stock portfolio that invests in artificial intelligence stocks.
Nvidia (NVDA 0.43%), which is led by CEO Jensen Huang, is the most influential company in the artificial intelligence (AI) ecosystem and currently the largest company in the world by market cap. Given its prevalence in AI, the company also uses its own capital to invest in other AI stocks, some of which are partners that purchase the company’s chips and other hardware necessary to power the technology.
One company that Nvidia invests in is the AI infrastructure company Nebius Group (NBIS 1.24%). At the end of the second quarter, Nvidia owned close to 1.2 million shares of Nebius, which, at the time, were valued at roughly $65.8 million.
Recently, Nebius struck a blockbuster deal, sending shares soaring, and investors can’t seem to get enough of the stock.
Recent deal with Microsoft
For those who haven’t followed Nebius, the assets owned by the company used to be owned by the Russian search giant Yandex. Following Russia’s invasion of Ukraine, many Russian stocks were delisted by American exchanges. In 2024, a group of assets was split off from Yandex and into Nebius, which is now headquartered in Amsterdam and also owns data centers in Finland, France, Iceland, and the U.S. (in New Jersey and Missouri).
Image source: Getty Images.
Nebius began trading on the Nasdaq in October 2024 and secured a financing round from several prominent venture capital firms and Nvidia. Its data centers are specifically modeled for running AI applications and also equipped with Nvidia’s latest graphics processing units (GPUs). While the company is positioned similarly to CoreWeave, another AI data center play that has done well, Nebius also provides cloud customers with developer tools that help customers fine-tune and enhance large language models.
Recently, Nebius announced a multiyear deal with Microsoft to provide capacity to the company from its data center in New Jersey, which isn’t yet operational. The deal will reportedly be worth $17.4 billion to $19.4 billion through 2031. The news sent shares of Nebius soaring by close to 50% the day after the announcement on Sept. 9.
It makes sense why investors are excited. During Nebius’ most recent earnings update, management said to expect the company to achieve an annual revenue run rate of $900 million to $1.1 billion by the end of this year. Assuming the Microsoft deal runs from 2026 to 2031, that would result in annual revenue of $2.9 billion, assuming it’s generated evenly each year, and a total deal value of $17.4 billion. Perhaps equally exciting was that Nebius CEO Arkady Volozh said in a statement that he expects more deals like this to materialize.
Following the deal, BWS Financial analyst Hamed Khorsand reiterated his buy rating on the stock in a research note and hiked his price target from $90 to $130 per share, still implying significant upside, even after the big run. With the new contract, Khorsand said the company will likely speed up GPU installations and open its New Jersey data center as soon as possible. Furthermore, the new deal now makes previous 2026 earnings estimates “obsolete” and could lead to deals from other hyperscalers.
Is Nebius a buy after the big run?
Like many AI companies, Nebius is still early in its life cycle. In the first half of 2025, the company reported an adjusted net loss of $175 million. But if we assume the company is able to generate $2.9 billion in revenue from Microsoft in 2026, the company’s revenue run rate by the end of the year would jump to about $4 billion. At close to a $23 billion market cap, as of this writing, Nebius would trade at a very rough estimate of 5.75 times revenue.
In the fast-growing world of AI, that’s certainly not that demanding, and it’s also great to see Volozh floating other potential deals. The other nice thing about Nebius is that it has a very solid balance sheet, with $1.68 billion cash and equivalents and about $986 million of debt, giving it a debt-to-equity ratio of 26%.
Nebius also owns a majority position or has a stake in other interesting businesses with potential, like an autonomous driving and robotics subsidiary, a database management system, a data labeling business, and an edtech platform. Despite the big move, I think long-term investors should buy the stock at these levels. There appears to be plenty of runway for Nebius stock.
Bram Berkowitz has positions in Nebius Group. The Motley Fool has positions in and recommends Microsoft and Nvidia. The Motley Fool recommends Nebius Group and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
-
Business2 weeks ago
The Guardian view on Trump and the Fed: independence is no substitute for accountability | Editorial
-
Tools & Platforms1 month ago
Building Trust in Military AI Starts with Opening the Black Box – War on the Rocks
-
Ethics & Policy2 months ago
SDAIA Supports Saudi Arabia’s Leadership in Shaping Global AI Ethics, Policy, and Research – وكالة الأنباء السعودية
-
Events & Conferences4 months ago
Journey to 1000 models: Scaling Instagram’s recommendation system
-
Jobs & Careers3 months ago
Mumbai-based Perplexity Alternative Has 60k+ Users Without Funding
-
Podcasts & Talks2 months ago
Happy 4th of July! 🎆 Made with Veo 3 in Gemini
-
Education2 months ago
VEX Robotics launches AI-powered classroom robotics system
-
Education2 months ago
Macron says UK and France have duty to tackle illegal migration ‘with humanity, solidarity and firmness’ – UK politics live | Politics
-
Podcasts & Talks2 months ago
OpenAI 🤝 @teamganassi
-
Funding & Business3 months ago
Kayak and Expedia race to build AI travel agents that turn social posts into itineraries