Eric Volkman, The Motley Fool Tue, October 6, 2026 at 8:07 PM EDT 3 min read BRUN +5.86% NVDA +0.14% Trade NVIDIA on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Artificial intelligence (AI) cloud company Boost Run (NASDAQ: BRUN) had quite the run on its stock Tuesday. This followed news from the company that it signed a new contract to provide its services under a long-term deal that will see it earn hundreds of millions of dollars. With that considerable tailwind behind it, Boost Run's shares rose by almost 6% that trading session.
Before market open, Boost Run announced it had inked a five-year deal with what it described as "a leading sovereign AI company" that it did not identify. The total contract value (TCV) of the arrangement is $525.6 million, quite a handsome sum given that the company's most recent quarterly revenue was barely over $31 million.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Boost Run said the acceptance of the initial infrastructure should begin early in the second quarter of 2027. The company will utilize Nvidia GPUs to deliver the contracted AI compute.
Much of Boost Run's contracted revenue will be accumulated in the future; with this deal, the company's total TCV now tops $2.6 billion.
The company quoted founder and CEO Andrew Karos as saying that its ability to deliver "systems to leading AI companies demonstrates the strength and diversification of both our customer base and our GPU fleet."
Of course, one contract does not a high-potential stock make; also, this one stipulates that the client retains termination and refund rights if Boost Run fails to deliver and obtain acceptance for the minimum infrastructure.
Still, it's clear that the company has a suite of services compelling enough for deep-pocketed tech companies to part with billions of dollars to secure them. This is definitely an up-and-coming stock to watch in the Great AI Build-Out, in my opinion.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Boost Run wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $364,023!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,467,933!*
Now, it's worth noting Stock Advisor's total average return is 948% — a market-crushing outperformance compared to 214% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of October 6, 2026.
Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.
Why Boost Run Stock Popped by Nearly 6% Today was originally published by The Motley Fool
