Nebius signs AI capacity deal with Meta

March 16, 2026

Nebius signs AI capacity deal with Meta

Breaking News

Image source: Lummi



Nebius Group said on Monday it has signed a new five year deal with Meta Platforms to provide the social media giant with $12 billion of dedicated AI capacity across multiple locations.

The agreement has a contract value of up to $27 billion, the company said.

Nebius Group focuses on AI focused cloud infrastructure that supports large scale training and inference workloads.

Its recent agreements with Meta and Microsoft put the company directly in the flow of capital intensive AI build outs, at a time when many enterprises are looking for specialized compute and high performance networking.

For investors, the shift toward upfront payments and customer financing affects how cash flows, liquidity and risk are distributed between Nebius and its clients.

These changes, combined with expanding data center capacity, may be relevant when assessing the company’s capital needs, contract structures, and position relative to larger cloud providers. Yahoo Finance reports.

EdgeUp

🛢️ Oil’s war driven volatility pulls in record retail money, fueling meme style trading

The Iran war news flow driven oil moves are drawing retail investors into the world’s most traded commodity, further fueling volatility.

Small investors have poured record sums into oil linked exchange traded funds in recent weeks as prices have whipsawed amid the Middle East conflict and fears of extended disruptions to crude flows through the Strait of Hormuz.

The rush has prompted some analysts to draw parallels with past retail trading frenzies in stocks such as GameStop or commodities such as silver, signaling that the crude oil market could be exposed to meme style trades.

“Oil is now definitely a retail meme theme. Retail investors have been piling into the major pure play oil ETFs ever since the start of the Iran conflict,” said Viraj Patel, global macro strategist at Vanda Research. CNBC reports.


🤖 How Anthropic may benefit from its fight with Trump

Anthropic’s high stakes gamble to take on the Trump administration could give it an advantage in the artificial intelligence race.

The AI company says it is at risk of losing hundreds of millions of dollars in government contracts after the Trump administration designated the company as a supply chain risk.

But fighting that decision in court appears to be earning it other benefits, including strengthened recruitment, greater public brand recognition, and improved employee morale.

Anthropic could join a handful of companies that have gained positive exposure after directly opposing the administration. Yahoo Finance reports.


🎤 Nvidia’s big GTC event is on deck as the company faces a very high bar this year

The Super Bowl for Nvidia fans is just around the corner, but analysts are not so sure the event will be able to breathe new life into Nvidia’s stock.

Earlier this year, some on Wall Street were looking to GTC, the annual developer event that kicks off on Monday, as a major stock catalyst.

The thinking was that Nvidia would save not only major product announcements, but also major financial announcements for its big San Jose conference. MarketWatch reports.


🔩 Ruthenium prices hit record high as AI boom squeezes supply

Ruthenium, a minor metal in the platinum group metals, has surged to an all time high as supply constraints and growing demand linked to artificial intelligence tighten the market, analysts and producers said.

Used in electronics, semiconductors, and chemical processing, ruthenium is seeing rising demand from AI driven data storage and cloud computing.

Expansion in data center capacity is lifting hard disk drive production, where the metal is used in magnetic layers. Yahoo Finance reports.


🏦 UniCredit’s $40 billion offer for Germany’s No. 2 bank comes with unusual twist

UniCredit’s bid to buy Germany’s second largest bank took another step forward on Monday after it said it will launch a bid at a 4% premium.

The Italian bank said it will make a tender offer in May, lasting four weeks, to exchange 0.485 of its shares for each Commerzbank share.

The offer values the German lender at 30.80 euros per share as of Friday’s trade, or €34.5 billion, about $39.5 billion. MarketWatch reports.


📚 It’s starting to look like 1973 all over again

“History doesn’t repeat itself, but it often rhymes.”

There’s a debate over the exact wording of this quote and who said it first. However, the adage’s premise is spot on.

While current events are never completely similar to those in the past, they can be eerily similar.

Will AI create the world’s first trillionaire? A team has released a report on one little known company described as an “indispensable monopoly” providing critical technology that both Nvidia and Intel need. Yahoo Finance reports.

Top 5 Movers in Early Pre-Market

(All pricing and percent gains are based on Early Pre-Market from 4:00 AM to 7:00 AM Eastern Time)
Stock Analysis reports.


1) ULY: Urgent.ly Inc.
Total gain: +161.08%

2) CLIK: Click Holdings Limited
Total gain: +44.71%

3) ABOS: Acumen Pharmaceuticals, Inc.
Total gain: +18.04%

4) NBIS: Nebius Group N.V.
Total gain: +15.01%

5) TLS: Telos Corporation
Total gain: +12.85%

Friday’s Biggest Movers

The closing price of the top three market percent gainers trading near or above $3 on March 13.
Stock Analysis reports.

*All pricing and percent gains are based on regular market trading hours from 9:30am to 4:00pm Eastern Time

1) SVCO: Silvaco Group, Inc.
Total gain: +52.42%
The company announced its fourth quarter and full year 2025 results. Globe Newswire reports.

2) ELPW: Elong Power Holding Limited
Total gain: +43.73%
The stock appeared to be moving on no notable news.

3) ORKA: Oruka Therapeutics, Inc.
Total gain: +36.77%
The company announced the addition of Chris Martin to its Board of Directors, adding significant commercial and business development expertise. Globe Newswire reports.

Today’s Notable Earnings

*Estimate and Actual numbers represent Earnings Per Share in US Dollars


NIU: Niu Technologies
Q4 2025
Before Market Open
Estimate: N/A
Actual: -0.160

AVD: American Vanguard
Q4 2025
After Market Close
Estimate: 0.280
Actual: N/A

FPS: Forgent Power Solutions
Q2 2026
Before Market Open
Estimate: 0.110
Actual: N/A

Today’s Economic Dates

Time (ET) / Report / Period

8:30 AM - Empire State manufacturing survey - March
9:15 AM - Industrial production - Feb.
9:15 AM - Capacity utilization - Feb.

Parting Thoughts

“In investing, patience is a competitive advantage.”

– Seth Klarman

Sourced in: Value Investing Quotes – ValueWalk.

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