Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
During an interview with CNBC, Ives said this shift from capital expenditure to monetization is an inflection point in the AI revolution.
Nebius Group NV (NBIS) reports record $582 million in quarterly revenue, with adjusted EBITDA turning positive at $236 million and annualized run rate reaching $3 billion.
Nebius keeps part of its 2027 capacity uncommitted as it targets premium pricing, expands power and uses customer prepayments to fund growth.
Nebius (NASDAQ: NBIS), the Nvidia-powered AI cloud provider spun out of Russian internet giant Yandex and now headquartered in Amsterdam, is the direct vehicle for Burry’s trade. Nvidia itself remains the dominant hardware supplier underpinning the AI cloud boom, and any meaningful deceleration in infrastructure spending at companies like Nebius would weigh on GPU demand across the sector.
The AI cloud company posted $582 million in revenue for the second quarter, well ahead of Wall Street's estimate of $570 million
Morningstar analysts, however, said Nebius’ high valuation may hold, but a slowdown in AI spending could hinder its ability to attract new capital and sustain growth.
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, ...
AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. (NASDAQ:SMCI) and neocloud providers CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS). Big Tech companies have already signaled that spending on AI would not slow down. The combined outlays are set to surpass $730 billion […]
Nebius shares surged Wednesday after the AI infrastructure firm posted second-quarter results that topped analysts’ estimates.
Investors have been concerned about a potential slowdown in AI adoption, but results from these neocloud operators suggest otherwise.
Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.
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 posted a 41% adjusted EBITDA margin, retained its $20 billion to $25 billion capex plan and raised its contracted-power target to 5 GW as customers funded more of the…
The AI cloud company reported $582.3 million in quarterly revenue, up 454% from a year earlier, as demand for computing capacity grew
Nebius Group (NBIS) delivered earnings and revenue surprises of +82.09% and +1.49%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
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...
CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates.
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.
A site visit and local planning hearing led DA Davidson to question whether Nebius can finish its New Jersey data-center project this year, putting forecast upside and its execution record…
Red Violet (RDVT) delivered earnings and revenue surprises of +47.06% and +3.24%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.
The neocloud operator has been growing at a blistering pace.