Nebius $17.4B Microsoft Deal Explained | Couch Investor Clip

Описание: This clip comes from Couch Investor’s Lunch Time Stock Market Hour, where he breaks down the massive $17.4B Microsoft–Nebius deal — a deal actually larger than Nebius’s market cap.
Highlights in this clip:
Why Microsoft is betting so big on Nebius
How the deal compares to Nebius’s $24B valuation
Potential impacts on AI/cloud players like IREN, CoreWeave, and Oracle