On Thursday (May 21), during intraday trading of U.S. stocks, AI data center-related stocks collectively surged significantly. Nebius Group (NBIS.US) rose 15.21% to $220.99, leading the sector, with an intraday high of 15.73% reaching $222.00; its leveraged ETF (NEBX.US) increased by 29.28% to $124.37, with an intraday peak gain of 30.94%, showing a nearly 17% daily amplitude effect. Iris Energy (IREN.US) rose 6.37% to $56.07; Hut 8 (HUT.US) increased by 4.25% to $100.61, recovering the $100 integer mark during the session; CoreWeave (CRWV.US) rose 4.01% to $105.34, with an intraday high of 5.28%.Traditional cloud computing giant Oracle (ORCL.US) slightly increased by 0.40% to $188.91, with an intraday high of 2.04%, and its leveraged ETF (ORCX.US) rose 1.29%.On the news front, Nebius (NBIS.US) officially notified downstream customers of a price increase for its GPU computing power leasing services, which is the most direct catalyst for this round of sector performance. This move is interpreted by the market as: the sustained overheating of AI computing power demand pushing the rental price center upward, constituting a substantial benefit for the unit gross margin of AI cloud service providers; simultaneously, peers like CoreWeave, IREN, and Hut 8 are expected to follow suit with price adjustments, leading to a repricing of the profit elasticity of the entire &#34;new computing power force.&#34; Additionally, Nvidia (NVDA.US) released its Q1 earnings after the market yesterday, with revenue up 85% year-on-year, exceeding expectations, and the Q2 outlook also better than expected, further strengthening the market's optimistic expectations for AI computing infrastructure demand.In terms of individual stock catalysts:Nebius (NBIS.US): In addition to the favorable GPU price increase, the company also secured long-term power supply assurance—Bloom Energy (BE.US) disclosed in its latest filing that Nebius has locked in approximately $2.6 billion in energy services from BE over the next 10 years, providing long-term support for stable power supply needed for its AI data center expansion. The dual benefits of &#34;price increase boosting gross margin + long-term energy lock-in&#34; propelled NBIS to rise over 15% in a single day, with its leveraged ETF (NEBX.US) increasing nearly 30%.CoreWeave (CRWV.US): As the sector leader, it received significant buying support during the session, alleviating previous emotional suppression due to competition news from Google + Blackstone in the AI cloud space.IREN and Hut 8: Both Bitcoin mining companies transitioning to AI cloud stocks benefited from the overall price increase logic of the sector, with IREN.US reaching an intraday high of 7.63% and HUT.US peaking at 5.08%

IREN

NBIS

IDGT

Nebius (NBIS.US) notified downstream customers of an increase in GPU computing power rental prices. Coupled with NVIDIA's Q1 performance exceeding expectations, data center stocks surged collectively. NBIS rose over 15% (leveraged ETF NEBX rose over 29%), IREN rose over 6%, and CRWV and HUT rose over 4%. NBIS simultaneously secured approximately $2.6 billion in energy services from BE for the next 10 years

Movers Alert

Nebius

iShares US Digital Infrastructure and Real Estate ETF

Tradr 2X Long IREN Daily ETF

Leverage Shares 2X Long NBIS Daily ETF

Global X Data Center & Dgtl Infrs ETF

Pacer Data & Infrastructure Real Estate ETF

Defiance Daily Target 2X Long IREN ETF

GraniteShares 2x Long NBIS Daily ETF

Tradr 2X Long NBIS Daily ETF

Bloom Energy

Hut 8 Mining

Coreweave

Oracle

Defiance Daily Target 2X Long ORCL ETF

NVIDIA

Alphabet

Alphabet - C

Blackstone

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

NVIDIA Corporation

Data center stocks collectively strengthened, Nebius (NBIS.US) rose over 15%, IREN (IREN.US) rose over 6%