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In September 2025, the S&P 500 reached all-time highs following the Federal Reserve’s first rate cut since 2024. Key players in this rally include Nebius Group N.V. and Hut 8 Corp., both transitioning towards AI infrastructure; Nebius secured a $17.4 billion deal with Microsoft, leading to a share surge of over 47%.
Nebius Group, focused on AI data center solutions, reported a significant revenue increase, with Q2 2025 earnings guiding a run rate between $900 million and $1.1 billion, up 120% in three months. Hut 8’s pivot from Bitcoin mining to AI infrastructure garnered a quarterly revenue of $41.3 million, a 17% year-over-year gain.
These companies are capitalizing on the growing demand for energy in AI operations, maximizing investor interest and indicating a sustained trend in digital infrastructure growth.
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