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The Latest Breaking News from Nebius Group

Palantir Just Told Wall Street Where AI Infrastructure Is Headed

Palantir's new sovereign AI infrastructure partnership with Nebius Group lets Nebius own the hardware while Palantir's software manages it, reinforcing CEO Alex Karp's asset-light, anti-"tokenmaxxing" strategy.

Nebius Just Became Palantir’s Preferred AI Infrastructure Partner. What This Means for NBIS Stock.

Nebius Just Became Palantir’s Preferred AI Infrastructure Partner. What This Means for NBIS Stock.

Palantir named Nebius its preferred sovereign AI infrastructure partner on Sept. 8, sending shares up 7.7% after the news.

Sovereign AI: Palantir and Nebius Cut the Cloud Cord

Sovereign AI: Palantir and Nebius Cut the Cloud Cord

Palantir named Nebius Group its preferred sovereign AI infrastructure partner, pairing Palantir's software with Nebius' GPU data centers to help enterprises keep data and models within national borders.

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Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.

Soros Fund Management opened a new position of 310,000 Nebius shares valued at approximately $85.6 million during the second quarter, highlighting institutional interest as the company posts explosive AI cloud revenue growth.

Michael Burry Doubles Down on Oracle, Micron Nebius Shorts After Saying It's Like 'Shooting Fish in a Barrel'

“Big Short” investor Michael Burry is doubling down on his bet against the AI infrastructure boom, adding to short positions in Oracle Corp. (NYSE:ORCL), Micron Technology Inc. (NASDAQ:MU) and Nebius Group (NASDAQ:NBIS) as he predicts an AI compute glut in 2028.

Nebius Just Exploded 34% on Blowout Earnings—Is It Time to Buy?

Nebius Group shares jumped 34% after Q2 revenue soared 454% year over year and ARR hit $3 billion, though the stock's roughly 130-times sales valuation raises questions for investors.

Nebius’ Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand

Nebius Group's Q2 revenue surged 454% year-over-year to over $582 million, driven by faster capacity ramps, with analysts bullish but price targets suggesting shares are fairly valued near $230.

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Nebius Jumps 20% Days After Michael Burry Said His AI Shorts Were Like ‘Shooting Fish in a Barrel’

Nebius Jumps 20% Days After Michael Burry Said His AI Shorts Were Like ‘Shooting Fish in a Barrel’

Nebius Group N.V. (NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on its latest deals had fallen below two years.

UPDATED: NVIDIA-Backed Nebius Says AI Capacity Demand Is So Hot It Could Sell Out 2027 Today

UPDATED: NVIDIA-Backed Nebius Says AI Capacity Demand Is So Hot It Could Sell Out 2027 Today

Editor’s Note: This story has been updated to correct the adjusted EPS figure.

Nebius Earnings Preview: Michael Burry Is Short but Prediction Markets See Nvidia, Meta Taking Center Stage

Nebius Earnings Preview: Michael Burry Is Short but Prediction Markets See Nvidia, Meta Taking Center Stage

Michael Burry is short Nebius Group N.V. (NASDAQ:NBIS) at $211.77, describing his latest bearish bets as “a bit like shooting fish in a barrel.”

With a $40 Billion Backlog, Nebius Stock Appears Positioned for Sustained Growth

With a $40 Billion Backlog, Nebius Stock Appears Positioned for Sustained Growth

Michael Burry disclosed a short position in Nebius Group that was initiated at $211.77 per share.

AI Data Centers Are Splitting Winners From Pretenders in Infrastructure Stocks

AI Data Centers Are Splitting Winners From Pretenders in Infrastructure Stocks

AI data center demand is splitting the market: CoreWeave, Nebius and IREN show strong capital access, while Applied Digital and HIVE Digital face debt and dilution risks in the crypto-to-AI pivot.

'Big Short' Michael Burry Bets Against Oracle and Nebius: Says AI Profits Don't Add Up

'Big Short' Michael Burry Bets Against Oracle and Nebius: Says AI Profits Don't Add Up

Michael Burry reveals short positions against Oracle and Nebius, alleging that cloud companies are understating depreciation by extending the useful life of assets by artificially boosting earnings.

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3 Stocks Taking Very Different Routes Through the Summer Rally

3 Stocks Taking Very Different Routes Through the Summer Rally

Casey's General Stores, Nebius Group, and The Metals Company show divergent 2026 performance among MarketBeat's top summer stock picks, from steady gains to AI-driven surges and high-risk losses.

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2 Neocloud Stocks to Buy Now After Google Earnings

A key comment from Alphabet’s earnings call sent these two neocloud stocks higher. Here’s why investors should add these stocks to their portfolio.

CoreWeave vs. Nebius Stock: Nvidia Backs Both, But Here’s the 1 You Should Buy

Nvidia backs both CoreWeave and Nebius, but faster growth, a cleaner balance sheet, and a fresh Nvidia stake make one the clearer buy.

This Analyst Just Upgraded Nebius Stock. Here's Why.

Nebius stock is rallying as Freedom Capital issues a bullish note in its favor. Here’s how high NBIS could realistically fly in 2026.

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.

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Csquare IPO Gives Investors a New Way to Bet on AI Infrastructure

Brookfield's Csquare is expected to start trading July 16.

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.

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.

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

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

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.

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