Daily Tech: AI Stocks Surge on Big Deals, New Tech and Venture Bets

FutureGate | September 10 2025

NebiusSecures $19.4B AI Cloud Deal with Microsoft

Nebius (NBIS) jumped 49% in after-hours trading after confirming a deal worth up to $19.4 billion to provide AI cloud computing infrastructure to Microsoft (MSFT). The agreement is expected to unfold over multiple years, supplying the vast computing resources required for Microsoft’s AI initiatives, including OpenAI-related workloads. For Nebius, this represents not only a material revenue opportunity but also validation of its infrastructure capabilities relative to hyperscale cloud leaders. Investors view the deal as potentially transformative, shifting Nebius from a mid-cap player to a strategic enabler of the AI ecosystem. The long-term implications could see Nebius become a key partner for hyperscalers facing surging AI demand and GPU bottlenecks.

Helport AI Launches HelportGo to Tap Professional Market

Helport AI (HPAI) announced the release of HelportGo, a mobile app that brings enterprise-grade AI call assistance directly to professionals. Features include AI-driven call recording, transcription, summarization, and CRM integration. The product is designed for high-touch service industries such as real estate, mortgage lending, insurance, and consulting, where client engagement and record-keeping are critical. Unlike enterprise-focused competitors, Helport is positioning HelportGo as a “plug-and-play” solution for individual professionals, creating a new monetization channel and diversifying revenue away from enterprise contracts. The app is currently available on iOS, with an Android version expected soon — a rollout that could materially expand its addressable market. This move indicates Helport’s ambition to scale adoption beyond enterprise licenses and capture the fragmented but vast professional services sector.

reAlpha Tech’s AI Loan Officer Reaches Breakthrough Accuracy

reAlpha Tech Corp. (AIRE) announced a significant upgrade to its AI Loan Officer Assistant, which now achieves 99% document processing accuracy, up from human accuracy rates of ~80%. The system can automatically classify more than 75 distinct borrower document types, from pay stubs to tax forms, streamlining one of the most labor-intensive aspects of mortgage lending. The improvement directly addresses the industry’s pressure points: high compliance costs, operational inefficiency, and manual processing errors. By reducing overhead and accelerating approvals, reAlpha is positioning itself as a critical back-end infrastructure provider for lenders seeking efficiency gains. The upgrade could accelerate adoption across banks, credit unions, and fintechs, particularly as housing markets face margin compression from higher rates. For investors, this demonstrates the real-world scalability of AI in financial services infrastructure.

Crown Ventures Positions with AI-Focused Fund

Crown Ventures (CRWV) rose 7.13% after announcing the launch of a dedicated AI-focused venture fund. The fund will target both early- and growth-stage companies, with capital earmarked for subsectors including generative AI, healthcare AI, infrastructure, and enterprise automation. This initiative aligns with broader market trends, where institutional investors are creating specialized vehicles to capture the exponential growth in AI adoption. While the fund launch itself will not directly transform Crown’s earnings near-term, the strategic move positions the firm as a first-mover among small-cap asset managers capitalizing on AI’s growth trajectory. The rally in shares reflects investors’ enthusiasm for Crown’s ability to monetize the surge in demand for AI-focused capital allocation, while also aligning with the broader rotation into AI-related investment themes.