Nebius, IREN rally as dip buyers return to AI infrastructure stocks

Investing.com -- Nebius and IREN shares rallied Monday as investors stepped back into battered AI infrastructure stocks, with a Goldman Sachs upgrade of CoreWeave helping bolster sentiment across the sector after last week's steep selloff. Still guessing which stocks will beat the market? Our AI portfolio updates monthly and is outperforming the S&P 500 by 118%. See this month's list » Nebius Group (NASDAQ: NBIS) rose 7% in premarket trading, while IREN (NASDAQ: IREN) gained 6%. CoreWeave (NASDAQ: CRWV) climbed 6.3% after Goldman Sachs upgraded the stock to Buy from Neutral, arguing that investors may be overestimating financing risks and underestimating the returns from AI computing investments.