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The Latest Breaking News from Nebius Group

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.

AI Consolidation Begins: Blackstone & Google Forge an AI Empire

AI Consolidation Begins: Blackstone & Google Forge an AI Empire

The Blackstone-Google joint venture is reshaping the AI cloud landscape, creating a new paradigm for institutional investment in core infrastructure.

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

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.

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Nebius Group Stock Soars 16% as AI Revenue Growth Hits 684%. Its Meta Deal Changes Everything.

The Q1 numbers for Nebius' stock are eye-popping. But the story behind them is what makes this stock worth watching.

Nebius Upside Expands as AI Feedback Loop Intensifies

Nebius Group is growing at a hyper pace as hyperscalers lean into it for data center capacity and AI-related services.

Nebius Group Q1 Earnings Call Highlights

Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil

AI cloud firm Nebius reports near eightfold revenue jump, shares surge

Nebius Group reported an impressive revenue increase to $399 million, marking an almost eightfold rise driven by soaring demands for AI infrastructure and cloud services. The company has made substantial investments in GPUs and data center technology. Analysts predict a notable expansion in data center capabilities, although there are apprehensions…

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Nebius Just Became a Serious Contender in AI Inference. It’s a Strong Buy Even at All-Time Highs.

Nebius Just Became a Serious Contender in AI Inference. It’s a Strong Buy Even at All-Time Highs.

As the world moves from AI training to AI inference, Nebius Group is proactively taking the initiative to dominate the future of AI.

Nebius Group Is Trading Near All-Time Highs, Here's How Far It Has Come

Nebius Group Is Trading Near All-Time Highs, Here's How Far It Has Come

From no analyst coverage and $120M in annualized revenue in 2024, NBIS now trades near all-time highs with a $41B market cap, up over 680% in the past year.

Up 93% in 2026, Does Nebius Stock Have More Room to Run?

Up 93% in 2026, Does Nebius Stock Have More Room to Run?

With an impressive double digit rise this year, based on expanding operations, can Nebius Group offer more to its investors?

GPU Prices Are Surging—3 Ways to Play the AI Chip Shortage

GPU Prices Are Surging—3 Ways to Play the AI Chip Shortage

GPU-as-a-Service providers are the next in line to see revenue and earnings outlook surge as demand outstrips supply in 2026.

5 Stocks Leading the Market's Rebound: The AI Connectivity Trade

5 Stocks Leading the Market's Rebound: The AI Connectivity Trade

5 AI infrastructure stocks are leading the market's rebound, with AAOI up over 300%, CIEN up over 100%, GLW up 95%, NBIS up 73%, and INTC up nearly 70% YTD.

Bank of America Is Betting That Nebius Stock Still Has 30% Upside Potential. Should You Buy It Here?

Bank of America Is Betting That Nebius Stock Still Has 30% Upside Potential. Should You Buy It Here?

Nebius stock has surged nearly 300% in a year as investors bet on explosive AI-cloud growth and major contracts with Meta and Microsoft.

Fuel for Growth or Red Flag: What Does a $4 Billion Debt Offering Really Mean for Nebius Stock?

Fuel for Growth or Red Flag: What Does a $4 Billion Debt Offering Really Mean for Nebius Stock?

Nebius upsized its senior convertible note offering to $4 billion. This initially sent shares plunging on Tuesday (3/17) despite many positive recent partnership updates. Some bulls however view this as fuel for growth.

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The Silver Lining to Nebius Debt Cloud

Nebius Group is well-positioned to deliver on its swelling backlog, but there is a hurdle, and it's debt. The good news is that it will be an easy jump.

As Nvidia Invests $2 Billion in Nebius, Should You Buy, Sell, or Hold NBIS Stock?

Nvidia’s $2 billion investment in Nebius has ignited a surge in the AI cloud player’s stock. Is NBIS a buy now?

Nebius' 1.2 GW Win: A $20B Bet on AI Infrastructure

Nebius secured approval for a 1.2 GW AI data center in Missouri. With capacity sold out and revenue targets set, here's why investors are paying attention.

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.

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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.

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.

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 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.

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.

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