Oracle's $7B collateral requirement
Oracle faces reports that it could be required to provide roughly $7 billion in collateral tied to a Wisconsin AI data center project.
Snapshot · Schwab Network
Stock Market Today: NVDA $4B Bet, AI Stocks & ORCL Under Pressure
Explore episode
Jul 21, 2026
Where this was said
Nvidia's $4B+ Nebius Stake Sends Neo-Cloud Stock Surging
At 1:03 · chapter starts 0:37
In a disclosure that rattled markets, Nvidia revealed it now holds 22.3 million Class A shares of Nebius, a 9.3% passive stake worth more than $4 billion [1] — Marlee Caden "Nvidia disclosed a 9.3% passive stake in Nebius worth more than $4 billion — 22.3 million Class A shares. The neo-cloud company's stock sur…" 00:38 . The neo-cloud company's stock responded immediately, surging 18.8% on the news — a dramatic single-session move that reflects just how closely investors are watching Nvidia's every capital allocation decision. This isn't Nvidia's first move on Nebius: the chipmaker already made a $2 billion strategic investment in March, meaning its total exposure to the company now runs well north of $6 billion [1] — Marlee Caden "Nvidia disclosed a 9.3% passive stake in Nebius worth more than $4 billion — 22.3 million Class A shares. The neo-cloud company's stock sur…" 00:38 . The pattern suggests Nvidia is quietly building a significant position in the emerging neo-cloud space, likely to secure AI compute capacity and infrastructure partnerships outside the traditional hyperscaler ecosystem. For Nebius, the Nvidia endorsement is transformative — turning a relatively obscure infrastructure play into a name investors are scrambling to learn.
Nvidia's $4B+ stake in Nebius
Nvidia disclosed a 9.3% passive stake in Nebius worth more than $4 billion, owning 22.3 million Class A shares.
Nvidia's $4 Billion Stake in Nebius Sends Shares Flying
Nvidia disclosed a 9.3% passive stake in Nebius worth more than $4 billion — 22.3 million Class A shares. The neo-cloud company's stock surged 18.8% on the news, following a $2 billion strategic investment Nvidia made in March.
Nebius surged 18.8% on news
Shares of Nebius, the neo-cloud company, surged 18.8% after Nvidia disclosed its $4B+ stake.
Nvidia owns 22.3M Class A shares of Nebius
Nvidia disclosed ownership of 22.3 million Class A shares of Nebius, representing a 9.3% passive stake.
Nvidia prior $2B investment in Nebius
Nvidia's latest $4B+ stake in Nebius follows an earlier $2 billion strategic investment made in March.
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