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Nebius just tripled in 2025 and then surged another 34% in a single session, leaving investors who missed it facing a brutal choice between chasing a vertical spike and watching a high-growth AI cloud story potentially run without them.
NBIS' Q2 revenues surge 454% as backlog tops $40B, boosting multi-year visibility while capacity expansion shapes its 2027 growth outlook.
AI infrastructure companies got a major boost on earnings, sending shares soaring.
CRWV raises 2026 capex to $35-$39B as surging AI demand, a $104.2B backlog and over $25B in new commitments support its rapid capacity buildout.
CoreWeave's revenue has doubled for four straight quarters and its backlog dwarfs most competitors, yet the stock sits well below its peak. Whether the leverage and cash burn cancel out the growth story depends on one critical question our model tries to answer.
CoreWeave's Q2 blowout sent shares surging, but the stock still sits deep in the red over three months while one Wall Street firm holds a price target that implies a runway most investors are ignoring.
Nebius keeps part of its 2027 capacity uncommitted as it targets premium pricing, expands power and uses customer prepayments to fund growth.
Vantage Data Centers (AMEX:VNTG) and Nebius (NASDAQ:NBIS) have agreed to deploy Nvidia-powered artificial intelligence infrastructure at Vantage’s CWL1 data centre campus in Newport, Wales, expanding the region’s role in the UK’s growing AI infrastructure market. The agreement represents the first announced commercial capacity commitment within the South Wales AI Growth Zone.
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.
Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.
The AI cloud company posted $582 million in revenue for the second quarter, well ahead of Wall Street's estimate of $570 million
Two AI infrastructure stocks both erupted on earnings day, but the businesses behind those moves share almost nothing in common. Picking the right one means understanding which trade-off you can actually live with.
Nebius Group (NASDAQ:NBIS) shares soared 34. 14% on Wednesday, August 12, closing at $259.
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.
The Morning Bull - US Market Morning Update Thursday, Aug, 13 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq-100 futures ahead by roughly 0.6%, as investors focus on a key inflation update and what it could mean for interest rates. July CPI is expected at 3.4% year on year, with core inflation seen at 2.5%, which would suggest the cost of living is still rising but closer to the central bank’s comfort zone. At the same...
Nebius and CoreWeave led Nasdaq gains as AI demand and soft inflation lifted markets. Here are the full numbers.
Nebius Group (NasdaqGS: NBIS) reports Q2 revenue growth of over 450% on strong AI cloud demand. The company highlights large scale AI cloud contract wins and higher power contracted targets in its core segment. Nebius Group appoints a new Chief Marketing Officer with global expansion experience from leading tech companies. Consider reviewing other stocks tied to AI infrastructure demand through 56 AI infrastructure stocks. NasdaqGS:NBIS 1-Year Stock Price Chart Nebius Group builds full...
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, ...
The famed short-seller bet against the AI cloud company six days before it reported. The quarter answered some of his concerns -- but left the biggest one standing.
In an interview with CNBC, Nick Amicucci of Evercore ISI said that as speed to power becomes a vital factor amid the AI boom, Bloom Energy is a beneficiary in that scenario.
Demand for artificial intelligence computing capacity is rising exponentially, according to CEO Arkady Volozh.
Three AI infrastructure stocks are surging Wednesday after a blowout earnings report set off a chain reaction across GPU compute and onsite power names, raising serious questions about how much runway this trade still has.
Memory and storage names are ripping higher into Wednesday’s close. SanDisk (NASDAQ:SNDK) is up 6% to $1,344, while Micron Technology (NASDAQ:MU) has gained 5% to $911. South Korea’s SK Hynix (Nasdaq: SKHY) rallied alongside the group, closing the day up 9%, extending a global bid for memory. Neocloud Demand Signal Ignites the Group The primary ... Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why
'The Big Short' investor is betting against AI-linked names even as he sees strong demand for compute as a potential warning sign for the sector.
Michael Burry bet against two of the hottest AI stocks on Wall Street, and this week their earnings reports delivered a direct challenge to the core of his short thesis.
AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
Nebius Group NV (NASDAQ:NBIS) saw its share price jump by 34.14 percent on Wednesday to finish at $259.20 apiece, after reporting a more-than-fivefold growth in revenues, which signaled that the surging demand for AI cloud infrastructure is translating into rapid revenue growth and larger customer commitments. The company said in an earnings call on the […]