Key Points Oscar Health is an ACA insurer who leans into the individual plans it can provide. The company's network is key to keeping costs low and creating an incentive to stay in the ecosystem. 10 stocks we like better than Oscar Health › How can Oscar Health (NYSE: OSCR), a small insurer in the ACA market, upend the healthcare giants? I sat down with CEO Mark Bertolini to discuss Oscar's growth...
Key Points Oscar Health is an ACA insurer who leans into the individual plans it can provide. The company's network is key to keeping costs low and creating an incentive to stay in the ecosystem. 10 stocks we like better than Oscar Health › How can Oscar Health (NYSE: OSCR), a small insurer in the ACA market, upend the healthcare giants? I sat down with CEO Mark Bertolini to discuss Oscar's growth plans and how it's different from the traditional insurers. In this conversation, we cover how Oscar is playing the role of the underdog, why the network is a differentiator, and how technology plays a role in the consumer experience. *Stock prices used were end-of-day prices of May 21, 2026. The video was published on May 21, 2026. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Should you buy stock in Oscar Health right now? Before you buy stock in Oscar Health, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Oscar Health wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $475,063!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,369,991!* Now, it’s worth noting Stock Advisor’s total average return is 996% — a market-crushing outperformance compared to 208% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of May 21, 2026. Travis Hoium has no position in any of the stocks mentioned. The Motle...
Mikel Arteta has said he could not bear to watch Manchester City’s draw at Bournemouth and was building a fire in his garden when Arsenal’s first title in 22 years was confirmed. The manager also admitted his relief at being crowned champions after three successive runners-up finishes and revealed he had questioned whether he was good enough to help his team make the final step. Arteta had headed ...
Mikel Arteta has said he could not bear to watch Manchester City’s draw at Bournemouth and was building a fire in his garden when Arsenal’s first title in 22 years was confirmed. The manager also admitted his relief at being crowned champions after three successive runners-up finishes and revealed he had questioned whether he was good enough to help his team make the final step. Arteta had headed to the training ground to watch the City match with the squad on Tuesday, having previously said he planned to stay at home. But 20 minutes before kick-off he decided he could not bear the tension and went back to be with his family. “I was supposed to be here with the players, and certain staff, because that’s what they wanted,” he said. “But I couldn’t. I had to leave. I couldn’t bring the energy that I wanted. “It was their moment to be together, watch it themselves and just see what the outcome would be. I went home, went outside to the garden, started to build some fire and started to do some barbecue. I didn’t watch any of it. I was just hearing noises in the background and the living room. Then the magic happened. “My oldest son [Gabriel, who plays for Arsenal’s under 18s] opened the garden door, ran towards me, started to cry, gave me a hug and said: ‘We’re champions Daddy.’ My other two boys and my wife came over and it was beautiful to see the joy in them – they are always with me. It was magical. A minute later Martin Ødegaard was with the video: ‘Where are you? Come over.’ I said: ‘Enjoy it. See you in a few hours, somewhere in London.’” Asked whether he regretted not being there to celebrate with his players, Arteta added: “It was a moment and they have to be themselves in that moment and if I’m there, I think it was not going to be the same. And yes, I’m glad they did it that way, they enjoyed it so much and the staff was all over the place and then we had our moment together a few hours later.” Arteta was pictured in a West End nightclub with most of the Arse...
US Targets Hamas Support Networks Authored by Naveen Athrappully via The Epoch Times (emphasis ours), The Department of the Treasury's Office of Foreign Assets Control (OFAC) is sanctioning four individuals associated with a pro-Hamas flotilla that is trying to access Gaza in support of the terrorist group , the department said in a May 19 statement. Hamas terrorists secure an area before handing ...
US Targets Hamas Support Networks Authored by Naveen Athrappully via The Epoch Times (emphasis ours), The Department of the Treasury's Office of Foreign Assets Control (OFAC) is sanctioning four individuals associated with a pro-Hamas flotilla that is trying to access Gaza in support of the terrorist group , the department said in a May 19 statement. Hamas terrorists secure an area before handing over an Israeli American hostage to a Red Cross team in Gaza City on Feb. 1, 2025. Photo by SAEED JARAS/Middle East Images/AFP via Getty Images The flotilla is organized by the Popular Conference for Palestinians Abroad (PCPA), which has been classified as a specially designated global terrorist by the United States. " The PCPA was established with funding from Hamas's International Relations Bureau and Hamas directs its activity through the placement of Hamas officials throughout the organization, including its executive body, the General Secretariat ," the Treasury said. "So-called humanitarian flotillas that are organized by or supporting designated parties represent a significant compliance risk for financial institutions. Sanctioned terrorist groups continue to maintain significant influence over maritime flotillas to Gaza." The four individuals sanctioned by the Treasury include a Spanish member of the PCPA's General Secretariat, who is a central figure of the flotilla; the acting secretary general and president of the PCPA, who is from Jordan; a Belgium-based European coordinator for the Samidoun organization; and a Samidoun coordinator from Spain. Samidoun is a front organization for the Popular Front for the Liberation of Palestine, which the State Department has designated as a foreign terrorist organization. Both the PCPA and Samidoun act on behalf of sanctioned Palestinian terrorist organizations, the Treasury said. In addition, OFAC sanctioned several members of Muslim Brotherhood networks who are aligned with Hamas. All property and interests in property of th...
Alibaba Group Holding (BABA) is a global conglomerate specializing in e-commerce, retail, cloud computing, and digital media. The company commands a dominant position in the Chinese digital economy through its core online marketplaces, Taobao and Tmall. Beyond its foundational e-commerce footprint, Alibaba has transformed into a critical infrastructure provider via its Cloud Intelligence Group. Fo...
Alibaba Group Holding (BABA) is a global conglomerate specializing in e-commerce, retail, cloud computing, and digital media. The company commands a dominant position in the Chinese digital economy through its core online marketplaces, Taobao and Tmall. Beyond its foundational e-commerce footprint, Alibaba has transformed into a critical infrastructure provider via its Cloud Intelligence Group. Founded in 1999, the company is headquartered in Hangzhou, China. BABA Stock Continues to Struggle Alibaba's stock price reflects the ongoing volatility of China's economic recovery. The equity is trading around $134.47, pushing off a 52-week low of $103.71 while retracing from its 52-week high of $192.67. Over the past 12 months, the asset has registered a stable 7.4% return. However, intense competition and massive capital expenditures on AI chip development have weighed on near-term valuations, causing a 12% year-to-date decline. Over a longer horizon, geopolitical and regulatory overhangs persist, leaving the stock with a negative 37% five-year return. Compared with the broader market, Alibaba continues to trade at a deep valuation discount. While domestic equity indices have steadily climbed on mega-cap tech expansion, Alibaba’s year-to-date contraction highlights a decoupling from broader market momentum. Alibaba In-line with Analyst Estimates Alibaba reported resilient fourth-quarter results on May 13, underscoring an aggressive, investment-heavy operational pivot toward next-generation tech. Total quarterly revenue rose 3% year-over-year to $35.28 billion, matching consensus estimates. Growth was primarily turbocharged by a major structural acceleration within the Cloud Intelligence Group, which saw its external revenue surge 40% year-over-year. Crucially, AI-related product revenue delivered triple-digit growth for the 11th consecutive quarter, now contributing 30% of total external cloud sales and validating management's deep tech ambitions. However, aggressive ecos...
Key Points The Trump Administration plans to award $2 billion in grants and take equity stakes in nine quantum computing companies. Despite having the best name in the industry, Quantum Computing stock is not one of them. 10 stocks we like better than Quantum Computing › Valued at only $2.2 billion in market capitalization, Quantum Computing (NASDAQ: QUBT) stock may have the best name in the quant...
Key Points The Trump Administration plans to award $2 billion in grants and take equity stakes in nine quantum computing companies. Despite having the best name in the industry, Quantum Computing stock is not one of them. 10 stocks we like better than Quantum Computing › Valued at only $2.2 billion in market capitalization, Quantum Computing (NASDAQ: QUBT) stock may have the best name in the quantum computing industry -- but it's still one of the smaller stocks in this industry. Despite what you may be seeing happen with the stock price today, however, I fear Quantum Computing may be destined to stay small. Shares of Quantum Computing leapt 16% through 11:05 a.m. ET Thursday morning, after The Wall Street Journal reported the Trump Administration plans to award $2 billion in grants to nine quantum computing companies and take equity stakes to secure its investment in each. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Money for thee, but not for me That sounds like good news, but here's the thing: Quantum Computing is not one of these nine companies. Instead of giving money to Quantum Computing, the Trump Administration will award $100 million each to its rivals D-Wave Quantum (NYSE: QBTS), Infleqtion (NYSE: INFQ), and Rigetti Computing (NASDAQ: RGTI), $375 million to Globalfoundries (NASDAQ: GFS), and a cool $1 billion to International Business Machines (NYSE: IBM)! A handful of privately owned companies will split the remainder of the $2 billion. And Quantum Computing itself will get none. What does this mean for Quantum Computing stock? So how is this good news for Quantum Computing stock, if it's getting no money, and everyone else is getting a lot of money -- plus backing from the U.S. government that will give it an interest in seeing Quantum Computing's rivals succeed (and perhaps that Qu...
Shares of Arm Holdings (ARM +11.93%) were moving higher today on news from Nvidia (NVDA 1.68%) first-quarter earnings report last night. While Nvidia stock was actually down this morning, one of the big news items from its report was that Nvidia said it expected $20 billion in CPU revenue this year, with much of that coming from its Vera CPU, which is licensed from Arm. Arm investors cheered the n...
Shares of Arm Holdings (ARM +11.93%) were moving higher today on news from Nvidia (NVDA 1.68%) first-quarter earnings report last night. While Nvidia stock was actually down this morning, one of the big news items from its report was that Nvidia said it expected $20 billion in CPU revenue this year, with much of that coming from its Vera CPU, which is licensed from Arm. Arm investors cheered the news, as it should translate into increased royalty revenue for the company, which is best known for its battery-efficient CPU architecture. As of 10:47 a.m. ET, Arm Holdings stock was up 8.6%. Arm gets another leg up Agentic AI and the need for greater inference are driving demand for CPUs, and Nvidia said that the new Vera CPU, which pairs with the new Rubin GPU platform, will open up a $200 billion total addressable market for the company. It also forecast $20 billion in total CPU revenue this year, which sets it up to become the world's leading CPU supplier. Nvidia also said that Vera was built on custom Arm cores and delivers 1.5x faster performance per core and 4x more density per rack compared to x86 alternatives from AMD and Intel. Expand NASDAQ : ARM Arm Holdings Today's Change ( 11.93 %) $ 30.62 Current Price $ 287.35 Key Data Points Market Cap $273B Day's Range $ 266.27 - $ 288.50 52wk Range $ 100.02 - $ 288.50 Volume 532K Avg Vol 8.4M Gross Margin 94.08 % What it means for Arm Arm doesn't make its royalty rates public, but Vera is using the Arm v9, the latest version of its CPU, which has double the royalty rate of the v8. Arm also said data center revenue more than doubled in its most recent quarter, and it expects that segment to soon be its biggest, topping smartphones, so Nvidia's $20 billion forecast could be significant for Arm. Though it's difficult to quantify, Nvidia's push into CPUs is a clear win for Arm. It's not surprising to see the stock moving higher on the news.
BalkansCat Birkenstock Holding ( BIRK ) soared in late Thursday morning trading after the footwear company announced that it entered into a $250M accelerated share repurchase with Goldman Sachs ( GS ). CEO Oliver Reicher said short-term market dynamics have resulted in what the company believes is a strong disconnect between the share price and the strength of the underlying fundamentals. "We beli...
BalkansCat Birkenstock Holding ( BIRK ) soared in late Thursday morning trading after the footwear company announced that it entered into a $250M accelerated share repurchase with Goldman Sachs ( GS ). CEO Oliver Reicher said short-term market dynamics have resulted in what the company believes is a strong disconnect between the share price and the strength of the underlying fundamentals. "We believe deploying our substantial cash position toward repurchasing our own shares represents the most attractive use of capital in the current environment. Given the volatile environment of the capital markets, we will continue evaluating market conditions to take advantage of further opportunities for share repurchases in the future," he noted. Looking ahead, Birkenstock ( BIRK ) said it is confident it will achieve revenue growth of 13% to 15% annually in constant currency while maintaining strong margins and strong free cash flow generation. Shares of Birkenstock Holding plc ( BIRK ) were up 18.2% at 11:34 a.m. to return close to the $40 level. The 52-week high for the stock is $57.20. More on Birkenstock Holding Birkenstock: Concerning Sales Slowdown And Inventory Buildup (Downgrade) Birkenstock Holding plc (BIRK) Q2 2026 Earnings Call Transcript Birkenstock: Tough To Get Excited Birkenstock enters $250M accelerated share repurchase deal Birkenstock shares pinned down by profit miss, soft FY26 guidance
Nvidia (NVDA) reported results and guidance ahead of expectations, driven by sustained AI-related de Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Nvidia (NVDA) reported results and guidance ahead of expectations, driven by sustained AI-related de Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Key Points Purchased 487,482 Nomad Foods shares; estimated transaction value $5.60 million based on quarterly average price. Quarter-end position value in Nomad Foods declined by $3.59 million, reflecting both share additions and price changes. Trade represented a 1.5% shift in 13F reportable assets under management. Post-trade, Doma Perpetual held 3,340,330 shares valued at $32.10 million. Nomad ...
Key Points Purchased 487,482 Nomad Foods shares; estimated transaction value $5.60 million based on quarterly average price. Quarter-end position value in Nomad Foods declined by $3.59 million, reflecting both share additions and price changes. Trade represented a 1.5% shift in 13F reportable assets under management. Post-trade, Doma Perpetual held 3,340,330 shares valued at $32.10 million. Nomad Foods accounted for 8.62% of fund AUM, which places it outside the fund's top five holdings. 10 stocks we like better than Nomad Foods › What happened According to a filing with the Securities and Exchange Commission dated May 15, 2026, Doma Perpetual Capital Management LLC increased its position in Nomad Foods (NYSE:NOMD) by 487,482 shares during the first quarter. The estimated trade value is $5.60 million, calculated using the average unadjusted closing price for the quarter. The quarter-end value of the stake decreased by $3.59 million, reflecting both additional shares and price movement. What else to know This was a buy; Nomad Foods represented 8.62% of the fund's 13F assets under management after the trade. Top holdings after the filing: Pacira BioSciences : $62.78 million (16.9% of AUM) DaVita : $48.57 million (13.0% of AUM) Merchants Bancorp : $47.87 million (12.9% of AUM) Inmode : $41.96 million (11.3% of AUM) Afya : $33.98 million (9.1% of AUM) As of May 20, 2026, shares were trading at $10.42, down 44% over the last year and underperforming the S&P 500 by 69 percentage points. Company Overview Metric Value Revenue (TTM) $3.45 billion Net Income (TTM) $153.6 million Dividend Yield 6.53% Price (as of market close 2026-05-20) $10.42 Company Snapshot Nomad Foods Limited produces and sells frozen food products, including fish, vegetables, poultry, ready-made meals, ice cream, and bakery goods under brands such as Birds Eye, Iglo, and Findus. The company generates revenue primarily through direct sales to supermarkets and food retail chains across Europe, leveraging a...
Tesla is navigating falling margins, heavy AI and robotaxi spending and intense EV competition after its latest quarterly report, while the stock remains highly watched by US and global investors. Tesla, Inc. is in a transition phase after its most recent quarterly earnings showed sharply lower profits and margin pressure, while management emphasized long?term bets on autonomy, artificial intellig...
Tesla is navigating falling margins, heavy AI and robotaxi spending and intense EV competition after its latest quarterly report, while the stock remains highly watched by US and global investors. Tesla, Inc. is in a transition phase after its most recent quarterly earnings showed sharply lower profits and margin pressure, while management emphasized long?term bets on autonomy, artificial intelligence and next?generation vehicle platforms, according to the company’s first?quarter 2024 results published on 04/23/2024 and related shareholder materials on the investor website (Tesla Investor Relations as of 04/23/2024). The figures and comments highlight a tension between short?term financial headwinds and the ambition to position Tesla as a software? and robotics?driven technology business rather than solely an electric?vehicle manufacturer. As of: 05/21/2026 By the editorial team – specialized in equity coverage. At a glance Name: Tesla Tesla Sector/industry: Electric vehicles, clean energy, technology Electric vehicles, clean energy, technology Headquarters/country: Austin, Texas, USA Austin, Texas, USA Core markets: North America, Europe, China and other global EV and energy markets North America, Europe, China and other global EV and energy markets Key revenue drivers: Vehicle sales, energy generation and storage, regulatory credits, software and services Vehicle sales, energy generation and storage, regulatory credits, software and services Home exchange/listing venue: Nasdaq (ticker: TSLA) Nasdaq (ticker: TSLA) Trading currency: US dollar (USD) Tesla: core business model Tesla’s core business model is built around designing, manufacturing and selling electric vehicles that compete in mass?market and premium segments, with an integrated approach spanning batteries, software, charging and energy products. The company’s automotive operations encompass sedans such as the Model 3, sport?utility vehicles like the Model Y and higher?end models including the Model S and...
FinkAvenue/iStock Editorial via Getty Images A couple of months ago I was close to calling lululemon athletica ( LULU ) a sell. The Americas' business, 71% of revenue, was shrinking. Earnings were guided to fall. The founder was at war with the board. None of that has changed. What changed is the price. LULU has gone from above $300 to about $124, down more than 40% this year and 62% over the last...
FinkAvenue/iStock Editorial via Getty Images A couple of months ago I was close to calling lululemon athletica ( LULU ) a sell. The Americas' business, 71% of revenue, was shrinking. Earnings were guided to fall. The founder was at war with the board. None of that has changed. What changed is the price. LULU has gone from above $300 to about $124, down more than 40% this year and 62% over the last 12 months. So why am I not pressing the short? Because the math that made it a sell at $170 doesn't work at $124. A debt-free brand throwing off $1.6B of operating cash, trading under 10x earnings, with a new CEO arriving and an activist forcing the board to defend itself, is not something I want to be short into. It's a hold. Too cheap to sell, too broken to buy. How LULU Makes Money LULU sells premium athletic apparel, mostly through its own stores and website, which is why its margins look nothing like its peers. Its trailing EBITDA margin of 24.58% tops Aritzia ( ATZ:CA ) at 19.94% and dwarfs Nike ( NKE ) at 7.84%, Urban Outfitters ( URBN ) at 12.01%, and American Eagle ( AEO ) at 10.01%. YCharts Women's gear is 63% of sales, men's 24%, and accessories the rest. The company splits into three regions: the Americas at 71% of revenue, China Mainland at 16%, and the rest of the world at 13%. It runs 476 stores in the Americas, 172 in China, and 163 elsewhere. Selling direct keeps gross margin at 56.6%, well above the 38.8% sector median. That margin is the whole reason this is a quality business worth arguing over rather than a broken retailer worth ignoring. What's Broken Here's the problem. The Americas, by far the biggest piece, posted a 3% comparable-sales decline in FY2025, and management guided the region down another 1% to 3% this year. Two straight years of falling comps in the home market, and no floor in sight. Full-year revenue still grew 5% to $11.1B, but only because China Mainland jumped 28.9% and the rest of the world added 15.6% . International is carrying ...
TebNad QatarEnergy said Thursday it signed a memorandum of understanding with the Egyptian government and Exxon Mobil ( XOM ) to study the potential development and commercialization of gas discoveries in Cyprus through Egypt’s existing natural gas infrastructure. The preliminary agreement will set up a commercial framework to secure the greatest benefits from natural gas resources in both Egypt a...
TebNad QatarEnergy said Thursday it signed a memorandum of understanding with the Egyptian government and Exxon Mobil ( XOM ) to study the potential development and commercialization of gas discoveries in Cyprus through Egypt’s existing natural gas infrastructure. The preliminary agreement will set up a commercial framework to secure the greatest benefits from natural gas resources in both Egypt and Cyprus and reinforce Egypt's position as a key energy trading hub in the eastern Mediterranean region, according to QatarEnergy. The MoU "highlights Egypt’s role as a potential hub for Eastern Mediterranean gas, supporting deeper integration between Egypt and Cyprus in the field of natural gas while optimizing the utilization of existing infrastructure," QatarEnergy said. Egypt's liquefaction plants, which can convert natural gas into liquefied natural gas for export, have long been underutilized. More on Exxon Mobil Exxon Mobil: Overvalued Despite Impressive Assets Exxon Mobil Sees The Silver Lining In The Global Oil Disruption Exxon Mobil: A Rising Oil Bet
Nvidia's latest earnings reveal a major shift in AI demand. TD Cowen analyst Joshua Buchalter explains why hyperscalers are no longer the whole story, how AI is moving beyond data centers into the real world, and why the company's massive supply chain commitments could cement its dominance for years. (Source: Bloomberg)
Nvidia's latest earnings reveal a major shift in AI demand. TD Cowen analyst Joshua Buchalter explains why hyperscalers are no longer the whole story, how AI is moving beyond data centers into the real world, and why the company's massive supply chain commitments could cement its dominance for years. (Source: Bloomberg)
Paul Campbell/iStock via Getty Images Introduction I’ve been interested in Blue Owl Capital Inc. ( OWL ) for a while now, ever since I covered Ares Capital ( ARES ). The asset manager has since seen brutal months, even worse than the broader industry, as it sits at near its 52-week lows, as the Tricolor and First Brands collapses in late 2025 triggered a re-rating across direct lenders and the mor...
Paul Campbell/iStock via Getty Images Introduction I’ve been interested in Blue Owl Capital Inc. ( OWL ) for a while now, ever since I covered Ares Capital ( ARES ). The asset manager has since seen brutal months, even worse than the broader industry, as it sits at near its 52-week lows, as the Tricolor and First Brands collapses in late 2025 triggered a re-rating across direct lenders and the more credit-concentrated the platform, the harder the downward. I’ll dive into why I believe a turnaround is in the cards and what the pace ahead for the credit industry looks like. Current Dynamics So first, I believe that the market has overshot, but not because the credit concerns are imaginary, as they aren’t, but because the punishment doesn’t match the actual fee architecture at OWL vs. the legitimate risk at the underlying business development companies ("BDCs"). The latest quarterly print told us specifically what we needed to know as Fee-Related Earnings grew by 14% Y/Y and Distributable Earnings by 11% Y/Y. Furthermore, $11B were raised in a seasonally light quarter, while there is also the $1.25T valuation print on the SpaceX stake , meanwhile the stock barely budged. Why? Let’s dive into the bear case. The Tricolor and First Brands collapses which were neither pure credit stories, but the headlines did the damage. Thus, net inflows to non-traded BDCs decelerated and OWL itself reported net outflows of roughly $170MM from non-traded BDCs in Q1 2026. Furthermore, OWL’s flagship BDC cut its Q2 2026 base dividend from 37 cents to 31 cents per share and CEO Craig Packer attributed the cut to lower base rates and tighter spreads. NAV per share fell from $14.81 at the end of 2025 to now $14.41 reflecting the widening of the credit spread and though this is not a fee compression event at OWL as fees are largely AUM-based, but it does signal that the asset side of the BDC (Business Development Company) universe is under pressure and a meaningfully lower BDC yield environmen...
Jonathan Kitchen Shares of neocloud companies Nebius ( NBIS ), CoreWeave ( CRWV ), and Iren ( IREN ) all rose 4% or more on Thursday after Nvidia ( NVDA ) disclosed that rental prices for its H100 GPUs are still rising. Nebius led the group with a 15% gain, due in part to a fuel cell deal with Bloom Energy ( BE ). Also moving on the back of the disclosure was Applied Digital ( APLD ), which jumped...
Jonathan Kitchen Shares of neocloud companies Nebius ( NBIS ), CoreWeave ( CRWV ), and Iren ( IREN ) all rose 4% or more on Thursday after Nvidia ( NVDA ) disclosed that rental prices for its H100 GPUs are still rising. Nebius led the group with a 15% gain, due in part to a fuel cell deal with Bloom Energy ( BE ). Also moving on the back of the disclosure was Applied Digital ( APLD ), which jumped 17%. The company also announced a major long-term lease agreement. “The price of renting an H100 has risen 20% year-to-date, while A100 cloud pricing is up nearly 15%,” Nvidia CFO Colette Kress said on the company's earnings call . “Benefiting from the versatility of our platform and continuous performance enhancements enhanced by our software stack, customers are generating profitable revenue beyond the depreciable life of their GPUs.” Amid the insatiable demand for AI GPUs, Nebius recently announced that the on-demand rental price of H100 GPUs would rise to $3.85 per hour, up from $2.95 per hour. The H100 GPU was unveiled in April 2022 and is part of Nvidia's Hopper line of GPUs. The company is in full-scale production of its Blackwell line, and its Vera Rubin line of AI accelerators is set to be released in the back half of this year. Separately, on Thursday, GF Securities started coverage on CoreWeave with a Buy rating and a $162 price target. Shares rose 4% in premarket trading. “Backed by first-mover GPU deployment, exclusive AI-only focus, best-in-class efficiency, and LTAs with major AI hyperscalers, CoreWeave is positioned as a long-term winner in the AI infra boom,” analyst Michelle Jing wrote in a note to clients. Additionally, CoreWeave and Nebius were initiated with Neutral ratings at D.A. Davidson on Monday. More on Nebius Group, IREN, CoreWeave and Nvidia Why Nebius Remains My Highest Conviction AI Bet The Next Nvidia Is .... Nvidia (Rating Upgrade) NVIDIA Q1: No China In The Guide, 75% Margins, And A Tougher Bull Case SA analyst upgrades/downgrades: TGT, GO...