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. Barchart · Jul 15
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. MarketBeat · Jul 15
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 · Jul 13
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. Barchart · Jul 8
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. MarketBeat · Jul 8
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 · Jul 2
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. Tom’s Hardware · Jul 2
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 · Jul 1
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. MarketBeat · Jun 30
Why Investors Should Avoid Nebius Stock Nebius has multiple potential negative catalysts and a very high valuation. Barchart · Jun 27
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. Barchart · Jun 17
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. Barchart · Jun 15
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 · Jun 15
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. Barchart · Jun 11
MarketBeat · Jun 10 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.
Barchart · Jun 10 After UK Deal, Nebius Stock Is Still Too Expensive to Buy Nebius' competition is likely to increase significantly going forward.
MarketBeat · Jun 8 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.
Barchart · Jun 1 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.
Barchart · May 25 3 Reasons Why Nebius Stock Is Reaching New Highs Nebius stock is soaring as the company aggressively expands its AI cloud empire.
Barchart · May 24 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.
Barchart · May 22 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.
Barchart · May 20 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?
MarketBeat · May 19 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.
Barchart · May 18 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.
Barchart · May 18 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.