NBIS Nebius Group N.V.

Nebius Adds AI Firepower With Inferize Deal as Stock Pulls Back

Nebius has surged 181% this year on a tidal wave of AI demand, a blockbuster Meta deal, and a $37 billion backlog, but a closer look at its financing structure reveals how much has to go right before today's shareholders actually benefit.

The capacity is backed by a 15-year power agreement for 65 MW at the site

CoreWeave customers now have access to the Nvidia Vera Rubin NVL72, a complex AI platform Nvidia calls a “supercomputer.”

Stock Market Today: The Dow Jones index rises Wednesday on surprise inflation data. Micron earnings are due after the close.

Target upgraded, Moderna downgraded: Wall Street's top analyst calls

Michael Burry just swapped unlimited-horizon short positions for expiring put contracts on Micron, accepting a hard deadline to be right before a stock up 550% in a year reports earnings in hours.

CoreWeave stock or Nebius is a raging debate in the neocloud sector. William Blair analysts have a solution.

Nebius management could decide to split the stock following a big jump in the company's stock price this year.

William Blair highlighted Nebius’ infrastructure scale, software capabilities, major customers, and access to capital as factors that could differentiate its AI cloud platform, according to TheFly,

Nebius Group has delivered a powerful run in recent years, and with the stock around US$237 after a sharp multi year climb, the key issue for anyone looking at it today is whether that price still lines up with what the business is generating in sales. With AI infrastructure headlines swirling around Nebius, the valuation question has shifted from the story to the numbers sitting behind that story. Over the past 5 years, Nebius has returned about 202%, which puts a lot of weight on whether...

META's Muse is reshaping the agentic AI race with massive distribution, user data and a free offering.

Innodata offers profitable data engineering with zero debt, while Nebius scales infrastructure at massive cash burn, a fundamental choice between profitability and growth.

The famous housing short seller’s warning points to one force that could keep AI stocks propped up for now.

While heavyweights like OpenAI and Anthropic continue to push technological boundaries, Meta's global reach, data, and pricing power give it an edge.

Nebius has surged to a 3x revenue advantage in just two years, while Cerebras hit a rare stumble last quarter.

Famous “Big Short” investor Michael Burry has apparently hardened his stance against Nebius Group (NASDAQ:NBIS), and Nebius stock is climbing anyway. Nebius stock is up 4% to $241.80 early in the session, leaving NBIS shares up 189% year to date. That rally runs in the opposite direction from how a larger, more leveraged position from […]

Key Stats for Micron StockPrice change for Micron stock in last 6 months: 228%$MU Stock Price as of Sep. 28: $105452-Week High: $1255$MU Stock Price Target: $1521What Happened?Michael Burry is changing how he bets against AI.

Michael Burry Loads Up on Long-Dated AI Puts After Fresh Bubble Warning

Nebius just announced a price hike on its most in-demand GPU clusters, but soaring interest costs and a wave of bearish retail sentiment raise real questions about whether that pricing power actually reaches the bottom line.

Michael Burry swaps Micron, Nebius, and chip ETF shorts for puts, betting the AI bubble could burst sooner rather than later.

Key Stats for IREN StockCurrent Price: $44. 13Target Price (Mid): ~$90Street Target: ~$78 (12-month mean)Potential Total Return: ~105%Annualized IRR: ~16% / yearWhat Happened?Rothschild & Co Redburn analyst Alexander Haissl started coverage of IREN Limited (IREN) at Neutral with a $40 target on September 21, 2026.

Investors are always looking for the next stock that turns a small position into a life-changing gain. Nvidia (NASDAQ:NVDA) did that for early buyers, and SanDisk (NASDAQ:SNDK) pulled off a similar run more recently. We scoured debate threads on popular investing communities on Reddit, with a focus on r/TheRaceTo10Million, to see which stocks retail investors […]

Key TakeawaysPalantir stock has climbed 77% since late June, with the sharpest leg arriving after Q2 revenue grew 93% YoY to $1. 94B.

Oracle’s force majeure notice has put Bloom Energy under pressure. So, what should investors watch before making their next move in BE stock?

Why would a cloud company in the middle of a huge build-out charge more for the chips anybody can rent by the hour?

In recent days, Palantir Technologies reported continued expansion of its AIP-based commercial AI business across healthcare, defense, and manufacturing, raised full-year revenue guidance on robust demand, and deepened its AI infrastructure capabilities through a new sovereign-focused partnership with Nebius. These developments highlight how Palantir is positioning itself as a core data and AI infrastructure provider for enterprises and governments, even as investors debate valuation risks,...

IREN (NasdaqGS:IREN) is back in focus after a sector wide selloff hit neocloud peers, with selling pressure layered on top of mixed research views and recent technical underperformance against CoreWeave and Nebius. At a share price of $46.15, IREN has seen selling pressure in the last week but still clocks a 16.60% 1 month share price return and an 8.08% year to date share price gain, set against a very large 3 year total shareholder return that reflects how sharply sentiment has swung on...

BNP Paribas raised its target 53%, but Nebius must fund an enormous capacity ramp.

The AI infrastructure company reported a notable insider sale amid a rising stock price.

Research notes from two respected firms landed in completely opposite places on the same neocloud stocks this week, and now shareholders are sorting out which verdict to trust as prices slide across the group.

AI infrastructure demand and capacity expansion drive a sharply higher growth outlook for the neocloud provider.

Nebius Group (NASDAQ:NBIS) grew its share price by 7.44 percent on Thursday to finish at $243.48 apiece, as investors grew increasingly interested in its stock following a massive price target hike and news that it would raise its GPU prices beginning next week. In its market coverage, investment firm BNP Paribas raised its price target […]

On 24 September 2026, high-profile investor Michael Burry expanded a short position against Nebius Group (NasdaqGS: NBIS). The enlarged wager also targets several large AI infrastructure and semiconductor stocks that trade alongside Nebius Group in investor portfolios. Burry's move places fresh attention on how exposed Nebius Group might be to shifts in sentiment around AI infrastructure and chip demand. Michael Burry's expanded short against Nebius Group and its AI peers is worth weighing...

Palantir Technologies Inc. (NASDAQ:PLTR) and Nebius Group N.V. (NASDAQ:NBIS) announced a strategic partnership on September 8 to bring Nebius’s AI-native compute infrastructure into Palantir’s commercial platform. Palantir designated Nebius as its preferred sovereign AI infrastructure partner, integrating Nebius compute and inference endpoints directly inside the Palantir enterprise perimeter. The alliance allows commercial clients to deploy […]

CoreWeave stock rallies as JPMorgan issues a bullish note. Here’s why analyst Samik Chatterjee sees CRWV shares ripping higher from here.

Nebius and CoreWeave receive upgrades as Wall Street believes strong AI demand is supporting favorable contract pricing.

An upgrade and new stock price estimate have investors excited about Nebius today.

Nebius Stock Jumps After Wall Street Bank Upgrades AI Infrastructure Play

While shorting the market’s favorites, he’s quietly going all in on names most investors have written off.

Bank of America (BofA) raised its revenue estimates for Nebius Group NV (NASDAQ: NBIS), forecasting substantial upside to Wall Street expectations as the artificial intelligence (AI) infrastructure company expands capacity and uses differentiated pricing strategies. The bank increased its...

A JPMorgan upgrade and surging compute prices should lift all AI infrastructure boats, yet Nebius, CoreWeave, and IREN are heading in three completely different directions Thursday, and the reason why reveals something important about where real pricing power actually lives.

SemiAnalysis reviewed 77 GPU cloud providers, testing managed clusters rather than data-center assets or credit quality. Its findings separate mature cloud operations from companies whose AI infrastructure ambitions remain ahead…

Short-term contracts at premium rates are lifting margins on new deals, the bank says

BigBear.ai is winning sticky government contracts in a focused niche. Nebius is building AI cloud infrastructure that customers are lining up faster than it can provision. The scale of opportunity between them is enormous.

JPMorgan on Thursday upgraded stock to overweight on views that the provider of AI computing infrastructure has leverage to increase prices.

Nebius' red-hot stock market rally is poised to continue over the next couple of years.

With US Treasury yields jumping to fresh 19 year highs on strong economic readings, investors are being paid more to sit in cash and bonds. That raises the bar for any growth story. It also creates a window for fast growing businesses where founders and executives still own large stakes and have clear conviction. This article highlights three such stocks and explains why they merit a closer look now. The three stocks below are just a sample, and the full screen surfaced 178 more businesses...

The neocloud trade finally has a fresh bear case that attacks the business model rather than simply calling the stocks expensive. On September 21, Rothschild Redburn initiated CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group N.V. (NASDAQ:NBIS) at Sell, arguing that falling GPU-rental prices, hyperscalers’ own capacity and expensive financing could compress returns. Both stocks rose around […]

One neocloud keeps earning repeat buys despite a GAAP operating loss, sky-high convertible debt, and three customers dominating its revenue. The reason sits inside a single contract detail that most investors scroll right past.