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The Latest Breaking News from Nebius

These 5 Stocks Are at the Center of the AI Supply Squeeze

AI adoption is accelerating globally, but infrastructure buildout is lagging, creating bottlenecks across memory, chips, data centers, and power.

Nebius’ AI Infrastructure Rally Is Back—And the Numbers Explain Why

Nebius’ AI Infrastructure Rally Is Back—And the Numbers Explain Why

Nebius jumped after Q4 results despite a revenue miss. See ARR and power targets, pricing strength, analyst upgrades, and the key breakout levels to watch.

NVIDIA’s 13F Bombshell: A New AI Power Trio Emerges

NVIDIA’s 13F Bombshell: A New AI Power Trio Emerges

NVIDIA did anything but stand pat with its investments during Q4 2025. See how the company turned over its holdings in the quarter.

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Whale Watching: BlackRock’s Massive Bet on Nebius Group

Regulatory filings show that BlackRock accumulated shares of Nebius Group, underscoring its expansion of artificial intelligence infrastructure.

Nebius' Q4 Earnings Miss Doesn't Change Its Growth Narrative

Nebius is rapidly expanding its data center footprint to meet robust demand, and growth is forecast to exceed 500% this year.

Nebius Just Scored a Major Supercomputer Win. Should You Buy NBIS Stock Here?

Nebius has multiple positive attributes, but it also has a very high valuation, while its sector is not as beloved by the Street as it once was.

The Next Market Leaders? 5 Growth Stocks to Watch in 2026

Growth and mid-cap stocks with real earnings power and improving fundamentals tend to outperform when market leadership broadens beyond mega-caps.

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5 Stocks Retail Investors Are Betting on for 2026

5 Stocks Retail Investors Are Betting on for 2026

Retail stock picks have shown real edge in recent years, with previous retail favorites like NVIDIA, Palantir, and Robinhood outperforming the market.

Dan Ives Loves This Under-the-Radar AI Stock for 2026

Dan Ives Loves This Under-the-Radar AI Stock for 2026

Wall Street likes Nebius’s AI scale story, but investors are paying upfront for growth that still needs to prove durable.

CoreWeave Joins Nebius, SMCI, IREN In Convertibles Frenzy — Bulls Beware

AI infrastructure might be the hottest trade on the screen, but the way it's being financed is a lot less glamorous.

Battle of the Big-Upside Tech Names: HUBS vs. NBIS vs. TEAM

Battle of the Big-Upside Tech Names: HUBS vs. NBIS vs. TEAM

Three less-prominent tech names could rival the big players in the sector when it comes to potential growth, as analysts predict double-digit gains for each.

NVIDIA’s 13F Reveals 2 Q3 Winners—And 1 Painful Miss

NVIDIA’s 13F Reveals 2 Q3 Winners—And 1 Painful Miss

See which NVIDIA investments won and lost in Q3. Neo-clouds delivered starkly different returns, with one dictating the overall portfolio's direction.

Why Investors Are Suddenly Watching Nebius Stock Closely

Why Investors Are Suddenly Watching Nebius Stock Closely

Nebius stock reveals an early signal of a massive cloud opportunity.

If You Invested $10,000 in These Crypto Mining Stocks This Year, Here’s How Much You Would Have

See how much your $10,000 investment in crypto mining stocks would be worth today and which companies delivered the biggest gains.

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Nebius (NBIS) Pops Today: What's Going On With This AI Stock?

Nebius Group NV (NASDAQ:NBIS) shares are trading higher on Tuesday afternoon, rebounding after last week's sharp sell-off that followed a mixed third-quarter report and dilution worries. Here’s what investors need to know.

Nebius (NBIS) Stock Slides As Earnings Miss, Dilution Concerns Weigh On Shares

Nebius Group NV (NASDAQ:NBIS) shares are facing continued selling pressure Thursday morning following a mixed third-quarter earnings report and news of potential shareholder dilution. Here’s what investors need to know.

The Real Reason This Analyst Still Calls Nebius His Favorite Neocloud Player

Nebius Group N.V. (NASDAQ:NBIS) is accelerating its global data center expansion, unveiling plans to more than double capacity by 2026 as surging demand for AI compute drives a dramatic step-change in growth.

Nebius CEO Says 'We Sold Out Everything We Built' As NBIS Plans Expansion Across Israel, UK, More

AI infrastructure company, Nebius Group NV (NASDAQ:NBIS), has fully sold out all available capacity, with CEO Arkady Volozh confirming the company's AI infrastructure buildouts are consistently absorbed by overwhelming demand.

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Nebius Partners With Meta—AI Growth Could Send Stock to New Highs

Nebius Group's Q3 results affirm a robust outlook, bolstered by new contracts and demand for AI computing power. Analysts and institutions provide support.

5 AI Infrastructure Stocks Enabling the Next Wave of Growth

The AI revolution is built on vast infrastructure, from data centers and high-speed optical networks, extending beyond just chipmakers and software innovators.

The Next Palantir, Or The Next Bubble? ETFs Grapple With Nebius's Meteoric 500% Stock Surge

Nebius Group NV (NASDAQ:NBIS) has become one of 2025’s most jaw-dropping AI success story, and perhaps its biggest puzzle. The mid-cap AI cloud infrastructure firm has soared around 513% over the past 12 months, and 330% this year, vaulting from relative obscurity into Wall Street’s favorite speculative obsession. Yet as…

Nebius (NBIS) Stock Is Surging Friday: What's Going On?

Shares of AI infrastructure firm Nebius Group NV (NASDAQ:NBIS) are surging on Friday, building on momentum from the previous session. The rally is fueled by a combination of company-specific news and a favorable broader market environment.

Nebius (NBIS) Stock Is Rebounding Thursday: What's Going On?

Shares of AI infrastructure company Nebius Group NV (NASDAQ:NBIS) are trading higher Thursday, fueled by strategic news that is overshadowing a recent stock slump. Here’s what investors need to know.

Nvidia-Backed Nebius (NBIS) Has Crashed 24%— But Whales Are Treating It Like A Fire Sale

Nebius Group NV (NASDAQ:NBIS), the Nvidia Corp (NASDAQ:NVDA)-backed AI infrastructure company, has dropped more than 24% over the past five days — but options data suggests institutional traders are treating the slide as a buying opportunity, not a red flag.

Oracle’s AI Profits Look Slim—Are NBIS and CRWV at Risk Too?

Oracle is reportedly seeing weak margins in its AI cloud business. Is this a big red flag for ORCL investors and neo-cloud stocks like Nebius and CoreWeave?

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