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During an interview with CNBC, Ives said this shift from capital expenditure to monetization is an inflection point in the AI revolution.
Nebius Group (NBIS) has trained its investors to brace for disappointment on days when the headlines look strong. In May, the company reported blowout first-quarter results, only to watch its stock fall almost 9% the following Monday. That pattern is exactly why the reaction stood out on Wednesday, ...
Investors have been concerned about a potential slowdown in AI adoption, but results from these neocloud operators suggest otherwise.
Nebius Group (NASDAQ:NBIS) reported second-quarter 2026 revenue growth of 454% from a year earlier as its AI cloud business expanded capacity and utilization, while management reaffirmed its full-year outlook and outlined plans for additional capacity deployment in 2027. Group revenue rose to $582
Nebius Stock Set for Wild Ride as AI Cloud Demand Drives 442% Revenue Growth
CoreWeave and Nebius have emerged as major beneficiaries of the AI boom and surging demand for cloud infrastructure.
Michael Burry is short Nebius Group N.V. (NASDAQ:NBIS) at $211.77, describing his latest bearish bets as “a bit like shooting fish in a barrel.” The Big Short investor disclosed the trade on his Substack last week alongside a short on...
Nebius is scheduled to report its Q2 earnings on Aug. 12. Here’s why options traders are recommending buying NBIS shares heading into the quarterly print.
Momentum has been one of the defining themes of this bull market. Investors have rewarded companies tied to artificial intelligence with premium valuations, particularly those building the infrastructure powering the AI boom. In many cases, rising capital spending and growing debt have become secondary concerns so long as revenue continues climbing. That backdrop makes it ... Michael Burry Says Shorting Nebius Is “Like Shooting Fish in a Barrel.” Earnings Could Prove Him Right.
The S&P 500 Index ($SPX ) (SPY ) today is up +1.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.69%. September E-mini S&P futures (ESU26 ) are up +1.09%, and September E-mini Nasdaq futures...
Most investors have never heard of Nebius Group (NBIS). But that is about to change. To those who knew of NBIS and paid attention to it: Congratulations, you knew where to look. The Amsterdam-headquartered AI cloud company reported first-quarter 2026 results on May 13 that were, in a word, ...
Nebius (NBIS) reports a 684% jump in Q1 revenue as it establishes itself as a leading vertically integrated neo-cloud for AI compute.
The first is capacity and scale; second, product and functionality; third dimension is customers and demand; and finally, capital, our fourth dimension. And we have made significant progress on that front.
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
Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week. Nebius stock surged after the company posted explosive first quarter results, with AI cloud revenue soaring 841% year over year. The company also highlighted multibillion-dollar AI compute agreements tied to Meta Platforms, Inc. (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT), reinf
Nebius has had one of the more remarkable runs of any stock in the AI infrastructure space. Up more than 110% year to date and roughly 600% over the past year, the company is heading into its Q1 2026 earnings report on May 13 with enormous expectations built in. Bank of America just made those ...
When CoreWeave reports Q1 earnings, analysts expect a bigger loss amid booming revenue growth. But other financial metrics may move CoreWeave stock.