Nebius Raised Its Year-End Power Target From More Than 3 Gigawatts to 5 in 6 Months
The AI cloud provider keeps finding more power than it promised. Its own disclosed deal prices say what all those megawatts could eventually earn.
Yahoo2 days agoNBIS
Nvidia: Betting Against AI's Landlord Is A Widow-Maker Trade
Nvidia Corporation is rated Strong Buy due to NeoCloud revenue-sharing, Hugging Face integration, and mega-deals. Click for this NVDA update.
SeekingAlpha2 days agoNBIS
Oracle Falls 4% as Bond Selloff Tests Its Debt-Funded AI Buildout, Nebius Slips
Rising Treasury yields are hitting debt-heavy AI builders where it hurts most, and Oracle's balance sheet puts it squarely in the crosshairs. Here is what the bond market is saying about the cost of building the AI future.
Yahoo2 days agoNBIS
What to Understand Before Buying Nebius
Nebius has surged over 200% in a year on the back of marquee deals and a $37.5 billion backlog, yet three customers still drive nearly 60% of revenue and a $20 billion capex bill looms. The setup has two very different endings.
Yahoo2 days agoNBIS
Nebius Stock Deserves A Pause After Rally (Rating Downgrade)
Nebius Group is downgraded to Hold after a 120% rally as the valuation looks stretched vs. CoreWeave. Click here to read this NBIS stock update.
SeekingAlpha4 days agoNBIS
Dell Stock Analysis: Options and Technicals Send Mixed Signals Ahead of Earnings
Dell stock is sending mixed signals with options and technicals are sending mixed signals ahead of its earnings report next week
Benzinga6 days agoNBIS
CID Holdco Sees FY26 Revenue $6M-$7.5M
Benzinga7 days agoNBIS
Nebius: Capital Intensity Becoming A Serious Issue
Nebius plans a rapid compute buildout to 1 GW in 2026, but huge CapEx and rising GPU costs may pressure equity. Click here to see why the stock is a Sell.
SeekingAlpha7 days agoNBIS
Tracking George Soros's 13F Portfolio - Q2 2026 Update
Soros Fundâs Q2 2026 13F: $8.14B portfolio shifts, top holdings (AMZN, TSM, GOOGL), new buys & trims. Read here for a detailed analysis.
SeekingAlpha7 days agoNBIS
Why Is Nebius Group Stock Soaring Thursday?
Nebius (NBIS) stock surges 6% premarket after NVIDIA names it as the first customer for its upcoming Groq 3 LPX hardware.
Benzinga8 days agoNBIS
NVIDIA CFO Says Expect To Ship Groq 3 Lpx In Volume Later This Quarter To Early Adopters; Nebius To Be The First
-Conference Call
Benzinga8 days agoNBIS
Nebius: A Powerful 5-Year Opportunity
Nebius Group N.V. is rated Buy due to exceptional execution, robust demand, and strong earnings momentum in the neocloud sector. Click for my NBIS stock update.
SeekingAlpha9 days agoNBIS
Nebius: Riding At The Front Of The AI Buildout
Nebius Group stays a Strong Buy as AI/data center tailwinds and hyperscaler capex fuel >500% revenue growth. Click here to read an analysis of NBIS stock now.
SeekingAlpha9 days agoNBIS
Nebius Is Becoming Much More Than An AI Cloud
Nebius Group is positioned as a premium AI cloud intermediary, leveraging scarce, production-ready capacity and a full-stack operational model. Learn more about NBIS stock here.
SeekingAlpha9 days agoNBIS
What's Going on With Nebius Shares on Monday?
Nebius shares fell 4% after the company upsized its convertible notes offering to $5 billion to fund AI infrastructure expansion.
Benzinga11 days agoNBIS
Why Is IREN Stock Sliding on Monday?
IREN (NASDAQ: IREN) stock slides on Monday as investors take profits and face pre-earnings anxiety ahead of the fiscal Q4 2026 earnings report on August 27.
Benzinga11 days agoNBIS
Perplexity Deal Highlights a Pattern in Nvidia's AI Investments
Nvidia's reported Perplexity deal highlights a growing pattern across its AI investments, with portfolio companies building on Nvidia infra.
Benzinga11 days agoNBIS
IREN Stock Gears Up for a Pivotal Week as Earnings Meet a Bitcoin Rally
IREN stock is gearing for a pivotal week as Bitcoin prices jump and as the company publishes earnings for the last quarter
Benzinga12 days agoNBIS
Alger Concentrated Equity ETF Q2 2026 Portfolio Update
The Alger Concentrated Equity ETF outperformed the Russell 1000 Growth Index during the second quarter of 2026. Read more here.
SeekingAlpha12 days agoNBIS
Nebius Just Raised $5 Billion in Convertible Notes Against a $1.4 Billion Revenue Base. Are We In a Bubble?
The AI cloud company borrowed three and a half times its annual revenue in one deal. The terms show what building at its pace costs.
Yahoo12 days agoNBIS
Billionaire Stephen Mandel Just Loaded Up on This Incredible Artificial Intelligence (AI) Stock Up Nearly 200% in 2026
Despite its impressive 2026, Nebius stock still has room for more.
Yahoo12 days agoNBIS
BCV: Deep Discount And Another Payout Lift
Bancroft Fund (BCV) stays a Buy: deep discount, AI-linked convertible exposure, and a raised payout boosting yield.
SeekingAlpha13 days agoNBIS
CoreWeave vs. Nebius Group: Which Artificial Intelligence (AI) Cloud Stock Has More Upside?
CoreWeave and Nebius are two of the fastest-growing companies in the market.
Yahoo13 days agoNBIS
Michael Burry Says the AI Buildout Is Repeating 2008: ‘The Shenanigans Are Apparent Today’
The investor who called 2008 before anyone else is now naming specific AI infrastructure companies and the hidden financial mechanisms he says are quietly building the next crisis. His latest warning may be easy to dismiss, but his receipts are hard to ignore.
Yahoo13 days agoNBIS
BCA Research Sees a Dangerous Risk in CoreWeave (CRWV) and Nebius (NBIS)
BCA Research has a warning for investors chasing the AI cloud boom. In a recent note, strategist Noah Weisberger argued that neocloud companies risk destroying capital because they are using borrowed money to build what could ultimately become a low-margin, commoditized computing service. CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group N.V. (NASDAQ:NBIS) sit near the center […]
Yahoo13 days agoNBIS
Wall Street Says Nebius Group ARR Can 10X in 4 Years
Wolfe Research just handed Nebius Group one of the most aggressive growth targets in AI infrastructure, and the building blocks behind it are harder to dismiss than you might expect.
Yahoo13 days agoNBIS
Is Nebius Group (NBIS) A Bargain After Its Upsized Convertible Bond Offering?
Nebius Group (NasdaqGS:NBIS) is back in focus after confirming an upsized US$5b convertible bond offering and related debt for equity exchanges, a financing move that has coincided with a sharp share price reaction. See our latest analysis for Nebius Group. The sharp pullback in Nebius Group’s share price over the past week, with a 7 day share price return of down 13.70%, has come after the upsized US$5b convertible bond and equity swap. This is even though the year to date share price return...
Yahoo13 days agoNBIS
HRT Taps CoreWeave for NVIDIA Vera Rubin: Could This Be a Win for CRWV?
CoreWeave's HRT deal taps NVIDIA's Vera Rubin platform, expanding financial-services exposure and boosting visibility for specialized AI infrastructure demand.
Yahoo14 days agoNBIS
Nebius: Why I Am Not Turning Bearish Amid Dilution
Nebius Group has aggressively raised capital to fund AI cloud capacity expansion, spooking investors with recent dilution. Read more on NBIS stock here.
SeekingAlpha14 days agoNBIS
S&P 500 Just Got The Green Light To 8000
The S&P 500 could hit 8000 on AI fundamentals and liquidity from Treasury buybacks. Click for why recent decisions could be jet fuel for the market.
SeekingAlpha15 days agoNBIS
Nebius: $18 Billion ARR By 2027 Makes This AI Play Too Cheap To Ignore
Nebius stock is still rated a "Strong Buy" given its AI data center demand, fast ARR growth, and undervaluation. Learn more.
SeekingAlpha15 days agoNBIS
Hyperscaler AI Capex: What The Headlines Miss
We remain confident and intend to continue our overweight holding in AI infrastructure companies within the KraneShares Public-Private AI & Technology ETF portfolio.
SeekingAlpha15 days agoNBIS
Stock of the Day: Is Nebius About to Reverse?
Nebius could move higher. It's oversold and at a support level. These dynamics may be setting the stage for a move higher.
Benzinga15 days agoNBIS
Nebius Upsizes Convertible Offering to $5 Billion As AI Expansion Accelerates
Nebius Group (NASDAQ: NBIS) stock dipped after raising its convertible notes offering to $5B to fund AI infrastructure expansion.
Benzinga15 days agoNBIS
Nebius: The Market Is Arguing About The Wrong Number
Nebiusâ innovative pricing and funding structure allows the company to maximise realized pricing while driving future growth. Learn why NBIS stock is a buy.
SeekingAlpha15 days agoNBIS
Alger SICAV - Alger American Asset Growth Fund Q2 2026 Portfolio Update
U.S. equities staged a powerful recovery in the second quarter of 2026, with the S&P 500 Index returning 15.2% - its strongest quarter since 2020. Read more here.
SeekingAlpha16 days agoNBIS
CoreWeave: Tapping Into Broader Enterprise, Yet Stay Updated
Strong Buy on CoreWeave (CRWV): 2027 ~$250 target as backlog surges and DDTL 5.5 financing boosts enterprise margins. Key risksâdebt, dilution.
SeekingAlpha20 days agoNBIS
Nebius: I'm Still Not Selling After 10x
Nebius' revenue is up 454% to $582M as AI margins hit 50% EBITDA and power contracts grow to 5GW. Click here to read more about NBIS.
SeekingAlpha20 days agoNBIS
NBIS, SMCI, CRWV and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
Retail investors talked up 5 hot stocks during the week (Aug. 10 to Aug. 14) on X and Reddit's r/WallStreetBets: SNDK, NBIS, RDDT, CRWV, SMCI
Benzinga20 days agoNBIS
Nebius: The AI Infrastructure Bottleneck Is Becoming A Profit Engine
Nebius is rated Buy due to rising AI cloud revenue, customer-funded scaling, and strong margins. Click here to read my most recent analysis.
SeekingAlpha20 days agoNBIS
Nebius Shares Rise 4% After Key Trading Signal
A key trading signal flashed for Nebius shares at a price of $267.25, after which NBIS rose 4% to an intraday high.
Benzinga20 days agoNBIS
Citigroup Maintains Buy on Nebius Group, Raises Price Target to $324
Citigroup analyst Tyler Radke maintains Nebius Group (NASDAQ:NBIS) with a Buy and raises the price target from $278 to $324.
Benzinga21 days agoNBIS
Alger Small Cap Growth Fund Q2 2026 Portfolio Review
SeekingAlpha21 days agoNBIS
Nebius (NBIS) Stock Looks Fully Valued Despite Its 274% Run
Nebius Group stock has delivered a very strong 5 year run, yet the broader valuation checks lean expensive rather than clearly cheap. Recent headlines around rapid AI cloud growth and contract wins sit alongside a low value score and an overvalued read on market multiples. Nebius Group has returned about 273.7% over 5 years, which puts more pressure on today’s buyers to justify the price with sustained performance over time. Expectations around large AI infrastructure contracts and rapid...
Yahoo21 days agoNBIS
Nebius Group NV (NBIS) (Q2 2026) Earnings Call Highlights: Revenue Surges 454% as AI Capacity ...
Nebius Group NV (NBIS) reports record $582 million in quarterly revenue, with adjusted EBITDA turning positive at $236 million and annualized run rate reaching $3 billion.
Yahoo21 days agoNBIS
Nebius Q2 Earnings: Transitioning From Massive Backlog To Explosive Cash Flow
Nebius Group's Q2 earnings show a 454% YoY revenue growth, positive EBITDA, and European AI infrastructure arbitrage. Click to know more about NBIS.
SeekingAlpha22 days agoNBIS
Nebius: Why You Must Pick Your Spots
Nebius Group N.V. Q2 update: strong EBITDA margins and GPU utilization, but GAAP losses and capex risks persist. Click for this earnings review of NBIS stock.
SeekingAlpha23 days agoNBIS
Tesla, Palantir Fall as CPI Sends September Fed Hike Odds to 33%
Tesla and Palantir fell after July CPI pushed September Fed hike odds below 42%, even as the report lifted the broader tech market.
Benzinga23 days agoNBIS
The market is filled with gapping stocks in Wednesday's session.
The market is buzzing with gapping stocks on Wednesday. Let's uncover which stocks are experiencing notable gaps during today's session.
ChartMill23 days agoNBIS
Nebius Group N.V. (NBIS) Q2 2026 Earnings Call Transcript
Nebius Group N.V. (NBIS) Q2 2026 Earnings Call August 12, 2026 8:00 AM EDTCompany ParticipantsGili Naftalovich - Head of Investor RelationsArkady Volozh -...
SeekingAlpha23 days agoNBIS
10 Information Technology Stocks With Whale Alerts In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders will
Benzinga23 days agoNBIS
12 Information Technology Stocks Moving In Wednesday's Intraday Session
Gainers Boxlight (NASDAQ:BOXL) shares moved upwards by 64.8% to $4.83 during Wednesday's regular session. The company's market cap stands at $2.0 million. ChowChow Cloud Intl (AMEX:CHOW) stock increased by
Benzinga23 days agoNBIS
Super Micro, Lumentum, CoreWeave Earnings Highlight AI Infrastructure Demand; CPI Data Shows Stagflation Risks Remain
To gain an edge, this is what you need to know today. Surging AI Infrastructure Demand Please click here for an enlarged chart of Super Micro Computer Inc (NASDAQ:SMCI). Note the following: This article
Benzinga23 days agoNBIS
12 Information Technology Stocks Moving In Tuesday's After-Market Session
Gainers CoreWeave (NASDAQ:CRWV) stock increased by 12.0% to $101.2 during Tuesday's after-market session. The market value of their outstanding shares is at $48.1 billion. As per the press release, Q2 earnings came
Benzinga23 days agoNBIS
Nebius Earnings Preview: Michael Burry Is Short but Prediction Markets See Nvidia, Meta Taking Center Stage
Nebius reports Q2 earnings Wednesday as Kalshi traders bet on whether Arkady Volozh will mention Nvidia, Meta, Vera Rubin, cash and more.
Benzinga23 days agoNBIS
Coherent Could Swing By $9.54 Billion After Earnings
Earnings in focus on Wednesday: Benzinga-selected slate spans precious-metals mining, AI infrastructure, and optical components. Options markets show 5.89% implied move for Pan American Silver, and 11.33% for Nebius Group.
Benzinga24 days agoNBIS
CoreWeave or Nebius? Analyst Says the Risk-Reward Now Favors One AI Stock
BNP Paribas favors CoreWeave over Nebius as AI data center execution creates a key divide. Get price forecasts and stock updates.
Benzinga24 days agoNBIS
Is Michael Burry Right? 3 Top Tech Stocks With 'High' Short Interest
Learn how to use the Quant system to evaluate the fundamentals of top tech stocks while putting Michael Burryâs bearish calls into perspective. Click here to see the top 3 stocks.
SeekingAlpha24 days agoNBIS
Earnings Signals And Labor Slowdowns: Testing The Limits Of Consumer Resilience
With earnings season entering its final peak week, investors will be focused on results from restaurant names such as CAVA Group, Jack in the Box, Red Robin Group and Brinker International
SeekingAlpha24 days agoNBIS
Red Violet, Inc. (RDVT) Q2 Earnings and Revenues Surpass Estimates
Red Violet (RDVT) delivered earnings and revenue surprises of +47.06% and +3.24%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Yahoo24 days agoNBIS