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The Latest Breaking News from Nebius

Nebius Just Bagged a Billion-Dollar Deal With Reflection AI. How to Play NBIS Stock Here.

The deal will let Reflection access Nebius's AI computing capacity through 2029.

Blueprint for a Billion: Nebius Group Secures the AI Floor

Blueprint for a Billion: Nebius Group Secures the AI Floor

Nebius Group shares fell 6% amid a tech sell-off, but a $1 billion Reflection AI compute deal pushed its contracted backlog to roughly $50 billion, bolstering its neocloud position.

Tech Executives Say AI Demand Remains Strong as Businesses Shift. 'Tokenmaxxing' Has Given Way To 'Valuemaxxing'

Tech Executives Say AI Demand Remains Strong as Businesses Shift. 'Tokenmaxxing' Has Given Way To 'Valuemaxxing'

Leaders in the AI industry argue that investors are becoming more strategic about where they deploy AI and how they measure its return on investment after recent volatility in semiconductor stocks.

International Business Times

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Nebius Stock Sold Off on Meta’s Data Center News. Buy the Dip.

Nebius stock sank on Meta’s cloud ambitions. SemiAnalysis believes Meta's AI expansion strengthens the buy-the-dip case.

Why Penguin Solutions May Be the Smartest AI Infrastructure Stock

Penguin Solutions posted a nearly 48% revenue jump and raised guidance in fiscal Q3, prompting analysts to lift price targets amid strong institutional buying and a rallying stock.

Meta's Stock Jumped After Announcing a New Business Venture. But Analysts Warn There Is a Caveat

Analysts are warning that Meta's new venture into cloud infrastructure could provide smaller margins than its lucrative ad business.

International Business Times

Meta reportedly plans to rent out its AI compute, sending AI stocks tumbling — 'Meta Compute' would put company in direct competition with AWS

Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.

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Meta is Opening a New Business Area Related To AI. Investors Are Elated.

Meta is Opening a New Business Area Related To AI. Investors Are Elated.

Meta Platforms shares soared more than 10% on Wednesday after a report that the social media giant is preparing to launch a cloud computing business aimed at selling excess artificial intelligence computing capacity.

International Business Times

AI Fears Hit Nebius Stock, But Has the Growth Thesis Changed?

AI Fears Hit Nebius Stock, But Has the Growth Thesis Changed?

Nebius stock has pulled back from its June high, testing whether AI valuation fears outweigh its revenue guidance, backlog and infrastructure growth.

Why Investors Should Avoid Nebius Stock

Why Investors Should Avoid Nebius Stock

Nebius has multiple potential negative catalysts and a very high valuation.

Dear Nebius Stock Fans, Mark Your Calendars for June 22

Dear Nebius Stock Fans, Mark Your Calendars for June 22

Nebius will join the Nasdaq-100 on June 22. Here is what that means for your portfolio, from index fund flows to the AI cloud buildout.

Nebius Stock Gets a Boost From Nasdaq-100 Inclusion. What to Know.

Nebius Stock Gets a Boost From Nasdaq-100 Inclusion. What to Know.

Nebius stock rallies ahead of inclusion in the Nasdaq-100 index on June 22. Here’s why NBIS shares are worth owning in 2026.

SpaceX FOMO Hits Investors After Record IPO: These 3 AI Stocks Offer Better Value

SpaceX FOMO Hits Investors After Record IPO: These 3 AI Stocks Offer Better Value

A Motley Fool analyst believes Amazon, Meta, and Nebius offer better long-term AI investment opportunities than SpaceX, despite its record-breaking IPO debut.

International Business Times UK

Nvidia Chose This AI Cloud Stock Over Everyone Else. Here’s Why.

Nvidia Chose This AI Cloud Stock Over Everyone Else. Here’s Why.

Nvidia has struck a deal with AI cloud company Nebius to launch its first physical AI living lab.

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Nebius Group's £1.7 Billion UK Expansion Fuels Bullish Case Despite the Pullback

Nebius Group announced a £1.7 billion UK AI infrastructure expansion on June 8, adding three NVIDIA-powered sites totaling 65 megawatts by 2027.

After UK Deal, Nebius Stock Is Still Too Expensive to Buy

Nebius' competition is likely to increase significantly going forward.

Nebius Is Up Nearly 175% This Year—Here's What's Driving the Latest Run

Nebius Group is up 175% year-to-date, driven by an NVIDIA endorsement, a 5.6% hedge fund stake, and 684% year-over-year Q1 revenue growth.

Citi Just Raised Its Price Target on Nebius to a New Street High of $287. What This Means for NBIS Stock.

Citi's faith in Nebius is apparent in its bold new rating amid news of the stock jumping 684% since last year.

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3 Reasons Why Nebius Stock Is Reaching New Highs

Nebius stock is soaring as the company aggressively expands its AI cloud empire.

A $2.6 Billion Reason to Buy Bloom Energy Stock Now

Bloom Energy just landed a $2.6 billion deal with Nebius. Here's why BE stock looks like one of the best AI infrastructure plays right now.

Nvidia Says Its H100 GPU Prices Are Still Rising. That’s Good News for Nebius Stock.

As Nvidia GPU prices keep climbing, Nebius is quickly emerging as a major beneficiary of the AI compute boom.

BE Stock Alert: Bloom Energy, Nebius Enter Into $2.6 Billion Agreement

Bloom Energy stock rallies on a landmark $2.6 billion deal with Nebius. But does that warrant loading up on BE shares today?

Nebius Group Pulls Back 9% After a Downgrade Despite Strong Earnings

Nebius Group fell nearly 9% after a DA Davidson downgrade, despite reporting 684% revenue growth and reiterating its 2026 guidance of $3B to $3.4B.

Why Location Is the Only Thing That Matters for Nebius Stock

While the U.S. market is saturated with data centers, Nebius is leveraging Europe's strict regulations and energy grid limits to build a monopolistic AI infrastructure.

Citi Just Set a Fresh Street-High Target of $287 on Nebius Stock. Here’s Why Analysts Are Bullish.

Nebius is rapidly scaling its full-stack AI cloud platform, building key partnerships including a $27 billion multi-year deal with Meta, and gaining multiple strategic acquisitions. These moves are prompting growing analyst optimism even as the stock trades at a premium valuation.

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