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The Latest Breaking News from Nebius

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?

IREN, Nebius Emerge As Top 'AI Utility' Picks As Expert Says Next Wave Of AI Trade Is 'Industrial'

IREN, Nebius Emerge As Top 'AI Utility' Picks As Expert Says Next Wave Of AI Trade Is 'Industrial'

As the artificial intelligence (AI) boom continues to reshape industries, there has also been some attention on the companies that form the foundational infrastructure for powering AI, apart from the immediate buzz of AI chipmakers.

Microsoft just got its hands on 100,000 Nvidia GB300 chips - and all it took was investing $33 billion in these startups

Microsoft just got its hands on 100,000 Nvidia GB300 chips - and all it took was investing $33 billion in these startups

Microsoft’s $33 billion investment in neocloud providers secures Nvidia GPUs, expands compute access, and raises new antitrust and energy concerns.

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A $19 Billion Reason to Buy Nebius Stock Today

Nebius stock inches up as Microsoft announces a multi-year agreement with the AI infrastructure firm. Here’s why a more-than-500% rally in NBIS shares shouldn’t deter new investors.

Microsoft inks $33 billion in deals with 'neoclouds' like Nebius, CoreWeave — Nebius deal alone secures 100,000 Nvidia GB300 chips for internal use

Microsoft has signed $33 billion in deals with "neocloud" GPU-as-a-service providers to date, underlined by its $19.4 billion spend on neocloud provider Nebius. The move comes as Microsoft seeks to outsource the processing for its own internal workloads, so it can rent its internal datacenter infrastructure out for profit.

Tom’s Hardware

Nebius Vs. Palantir: The AI Infrastructure War At 100x Sales

Wall Street's AI mania is minting new battlegrounds, and few look more intriguing than Nebius Group NV (NASDAQ:NBIS) versus Palantir Technologies Inc (NASDAQ:PLTR). Both stocks are commanding nosebleed valuations, each promising to dominate a different layer of the AI stack.

Nvidia Becomes The $4.5 Trillion Giant Driving AI's Biggest Deals

Nvidia (NASDAQ:NVDA) is currently at the epicenter of Wall Street’s artificial intelligence frenzy, cementing its position as the cornerstone of Big Tech’s future ambitions as companies commit to unprecedented chip spending.

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Nebius Stock Is Rising Thursday: What's Going On?

Nebius Stock Is Rising Thursday: What's Going On?

Nebius Group N.V. (NASDAQ:NBIS) shares are trading higher Thursday following reports indicating that Microsoft Corp (NASDAQ:MSFT) will get access to over 100,000 NVIDIA Corp (NASDAQ:NVDA) GB300 chips as part of its deal with the company.

2 AI Stocks With Record Breaking Rallies: Can They Continue?

2 AI Stocks With Record Breaking Rallies: Can They Continue?

AI data center stocks continue to fuel indices to new all-time highs, and these two companies show that even newcomers can reap huge rewards in this gold rush.

Nebius Is Nvidia's Strategic Weapon—And Microsoft Just Took The Bait

Nebius Is Nvidia's Strategic Weapon—And Microsoft Just Took The Bait

Nvidia Corp (NASDAQ:NVDA) isn't just selling GPUs – it's playing a high-stakes chess game. By backing neo-cloud players like Nebius Group NV (NASDAQ:NBIS) and CoreWeave Inc (NASDAQ:CRWV), the chipmaker is quietly controlling access to AI compute power, forcing hyperscalers to dance to its tune.

Nebius Joins the AI Elite After a $17.4 Billion Microsoft Pact

Nebius Joins the AI Elite After a $17.4 Billion Microsoft Pact

An infrastructure agreement with Microsoft validates Nebius Group's technology and catapults the company into the top echelon of AI industry players.

Why Nebius Is Raising $3.7 Billion Just Weeks After Microsoft Deal

Why Nebius Is Raising $3.7 Billion Just Weeks After Microsoft Deal

Nebius Group N.V. (NASDAQ:NBIS) said Thursday it priced a $1 billion offering of Class A ordinary shares at $92.50 per share, with closing expected Sept. 15. Underwriters have a 30-day option to purchase up to an additional $150 million of stock.

Nebius and Microsoft to collaborate on multi-billion AI infrastructure agreement

Nebius and Microsoft to collaborate on multi-billion AI infrastructure agreement

Microsoft will use Nebius for AI infrastructure in a $17-19bn deal lasting until 2031.

Microsoft’s $17.4B bet on Nebius isn’t just about scale — it’s about control

Microsoft’s $17.4B bet on Nebius isn’t just about scale — it’s about control

Microsoft has struck a $17.4 billion deal with Nebius to secure 300 MW of AI data center capacity, a move that strengthens its $80B AI infrastructure strategy and highlights the growing reliance on third-party partnerships.

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Nebius Shares Are Trading Higher Tuesday: What's Going On?

Nebius Group N.V. (NASDAQ:NBIS) shares are trading higher Tuesday after the company announced it secured up to a $19.4 billion, five-year GPU infrastructure contract with Microsoft Corporation (NASDAQ:MSFT).

Top 2 Tech Stocks That May Keep You Up At Night This Month

As of Sept. 9, 2025, two stocks in the information technology sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Why Nebius Group Shares Are Trading Higher By Around 50%; Here Are 20 Stocks Moving Premarket

Shares of Nebius Group N.V. (NASDAQ:NBIS) rose sharply in pre-market trading after the company announced it secured up to $19.4 billion 5-year GPU infrastructure contract with Microsoft.

Short Seller Andrew Left Recalls Bet On Nebius As It Soars Over 130% In 2025: 'Just A Pat On The Back' From When NBIS Was At $20 Per Share

Famed short-seller Andrew Left of Citron Research is taking a victory lap on a bullish call, celebrating his firm’s early bet on AI infrastructure company Nebius Group NV (NASDAQ:NBIS).

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Nebius Stock Soars On $17 Billion Microsoft Contract

Nebius Group N.V. (NASDAQ:NBIS) shares soared in Monday’s extended trading session after the company disclosed a major contract with Microsoft Corp. (NASDAQ:MSFT).

Nebius Just Made Its Stock A Limited Edition—AI Upside, Fewer Shares

Nebius Group NV (NASDAQ:NBIS) just pulled a page out of the playbook of market disruptors—slashing its share count while doubling down on AI ambitions.

Nebius Vaults 200% Vs CoreWeave: The AI Trade That Defies Logic?

In the whirlwind world of AI infrastructure, Nebius Group NV (NASDAQ:NBIS) has surprised investors with a 200% rally compared to CoreWeave Inc (NASDAQ:CRWV) since hitting its low on June 9.

Dan Ives Just Revealed Four Explosive New Picks Into His AI Revolution 30 List — And He Says These Companies Will Define Future Of AI

Prominent Wedbush analyst Dan Ives has updated the holdings of his “AI Revolution 30” list, the basis for his new ETF, by adding four new companies and removing three.

3 AI Infrastructure Stocks Powering the Next Tech Revolution

AI infrastructure is emerging as a critical theme, with companies like CRWV, IREN, and NBIS providing the compute power and energy efficiency for scaling GenAI.

Should You Buy the Post-Earnings Surge in Nebius Stock?

Nebius stock is rallying on a strong Q2 and raised its full-year guidance. Here’s how you should play NBIS shares following the post-earnings surge.

What's Going On With Nebius Group Stock Thursday?

Nebius Group N.V. (NASDAQ:NBIS) reported second-quarter financial results before the market open on Thursday. Here’s a look at the key details from the report.

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