Nebius Group N.V.

Jim Cramer believes forced selling is creating opportunities, but investors should resist buying too early.

247wallst.com - 2026-07-17 17:17:32

Futurum's Dave Nicholson says there's "no lack of demand" for AI compute and believes data centers are well-positioned to capture that demand. Nebius (NBIS) is the company he expects to have the least risk due to its lack of debt compared to competitors like CoreWeave (CRWV) and Applied Digital (APLD).

youtube.com - 2026-07-17 14:30:25

Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) shares are up 8% to $186 in Friday afternoon trading, rebounding after Thursday's 14% plunge that closed the stock at $171.77.

247wallst.com - 2026-07-17 13:45:49

Artificial intelligence infrastructure remains one of the market's biggest investment themes, but it has also become one of its biggest sources of anxiety.

247wallst.com - 2026-07-17 12:10:15

Nebius Group N.V. (NASDAQ:NBIS) are under scrutiny as Jim Cramer warns investors that the stock is “not done going down.

benzinga.com - 2026-07-17 10:30:09

Top neocloud stocks are in a freefall, erasing billions of dollars in value as concerns about AI spending emerge.  IREN stock dropped to $33.61, its lowest level since April 7, and 52% below its highest point this year.

invezz.com - 2026-07-17 09:10:00

AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (Nasdaq: NBIS), the AI cloud company, today announced that it has entered into its first senior secured debt facility for approximately $775 million. Nebius intends to use the proceeds of the transaction to further accelerate the global build-out of its full-stack AI cloud platform. The vehicle is backed by deployed GPU infrastructure and contracted cash flows from an agreement with an investment-grade customer. The facility matures October 31, 2030.

businesswire.com - 2026-07-17 09:00:00

On CNBC's “Mad Money Lightning Round,” Jim Cramer said Microchip Technology Incorporated (NASDAQ:MCHP) is a semiconductor stock while all the semiconductors are moving down. “I suggest that you wait a few more days until we get rid of all the margin players, and you're going to find a bottom.

benzinga.com - 2026-07-17 08:33:47

Nebius Group NASDAQ: NBIS detailed a series of new cloud platform features during a product release event, highlighting additions across AI assistance, orchestration, cost controls, security, storage and developer programs.

marketbeat.com - 2026-07-16 15:02:17

Shares of Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) are down 13% in midday trading to $174, extending a rough stretch for the Amsterdam-based AI cloud specialist.

247wallst.com - 2026-07-16 14:50:13

NBIS' new asset-light AI cloud model lets partners fund data centers, helping it scale global capacity faster while preserving cash.

zacks.com - 2026-07-16 12:06:12

Artificial intelligence stocks have spent much of this year whipsawing between optimism and doubt.

247wallst.com - 2026-07-15 11:49:49

Nebius recently experienced a 30% pullback after peaking near $300, driven by sector volatility, insider selling, and capex concerns. Despite Meta's potential competition and insider sales, I view these as overblown risks; NBIS's fundamentals and AI demand remain robust. NBIS's new partner-driven data center model addresses capex worries, enabling global expansion with less balance sheet strain.

seekingalpha.com - 2026-07-15 11:05:24

Nebraska's 1.2 GW campus, Bloom Energy's 328 MW agreement and Finland expansion demonstrate accelerating infrastructure execution beyond market expectations. Token Factory, Eigen AI, Clarifai and AI Cloud 3.6 expand Nebius beyond GPU infrastructure into higher-margin enterprise AI software. Reflection AI's $1 billion-plus agreement validates frontier AI demand despite its existing $6.3 billion SpaceX compute commitment.

seekingalpha.com - 2026-07-15 10:30:09

The broader technology sector is currently navigating a sharp, liquidity-driven rotation. Recent macroeconomic shifts and tepid June payroll data have prompted institutional capital to lock in profits, triggering a broad sell-off across high-beta momentum equities.

marketbeat.com - 2026-07-15 09:10:18

AMSTERDAM--(BUSINESS WIRE)--Nebius (Nasdaq: NBIS), the AI cloud company, today announced a new business model that lets infrastructure partners deploy Nebius's full-stack AI cloud platform in their own AI data centers. The model brings additional capacity to Nebius customers, and expands the availability of value-added AI compute globally at a time when demand continues to outstrip supply. Under the model, partners finance and own the infrastructure and hardware, and operate the data centers. N.

businesswire.com - 2026-07-15 08:30:00

Nebius Group (NBIS) remains a strong buy, with a $333 price target for 2028 and 72% upside potential despite recent share price volatility. NBIS faces macro headwinds, elevated interest rates, and competitive risks from Meta's excess compute capacity, but robust AI infrastructure growth continues. Consensus expects Q2 revenues of $585.8 million (457% growth) and a $0.49 loss per share, as capacity expansion drives top-line acceleration.

seekingalpha.com - 2026-07-15 06:14:13

Reflection AI, a U.S. startup vying to develop open models, has signed a $1 billion compute deal with European AI infrastructure company, Nebius.

techcrunch.com - 2026-07-14 10:37:48

NBIS is scaling its AI-native hyperscaler with bigger infrastructure, platform expansion, record demand and fresh capital fueling long-term growth.

zacks.com - 2026-07-14 10:20:27

There are two different ways to interpret Meta Platforms' apparent plans to start leasing its spare cloud capacity.

fool.com - 2026-07-14 10:20:00

A cooler-than-expected inflation reading sent tech and chip stocks surging in premarket trading, but earnings from IBM and the big banks are pulling the market in a very different direction.

247wallst.com - 2026-07-14 09:00:34

AI startup Reflection said on Tuesday it has signed a more than $1 billion deal ​to secure computing capacity from Nebius , including ‌access to Nvidia's latest chips.

reuters.com - 2026-07-14 07:10:22

Nebius Group N.V. is positioned as a vertically integrated, AI-native cloud platform, leveraging Cloud 3.6 to drive customer acquisition and retention. Cloud 3.6 introduces Echo, an AI DevOps agent, and deeper SkyPilot integration, reducing operational friction and enabling rapid, cost-efficient AI workload deployment. NBIS targets enterprise adoption with enhanced governance, security, and performance features, aiming to differentiate from hyperscalers and support regulated industries.

seekingalpha.com - 2026-07-14 00:57:49

On CNBC's “Halftime Report Final Trades,” Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, named DICK'S Sporting Goods, Inc. (NYSE:DKS) as his final trade.

benzinga.com - 2026-07-13 07:43:36

Nebius plans a 65MW infrastructure expansion across three UK sites by FY27, which is projected to generate $546 million in incremental revenue. Enterprise demand for cheaper open-source AI models benefits Nebius due to its optimized cloud stack and highly competitive compute pricing compared to major legacy hyperscalers. Soaring Nvidia B200 GPU rental prices combined with short-duration contracts provide a significant tailwind that could expand the company's gross margins above 80%.

seekingalpha.com - 2026-07-13 05:34:02

Nebius received an investment from Nvidia, and announced large computing deals with reputable customers. The company's May earnings report delivered a big beat to expectations.

fool.com - 2026-07-12 08:20:00

AI company executives told CNBC they are not seeing signs of overcapacity in the AI buildout. But they suggested that enterprises are looking more closely at how much AI is costing and the return on their investment.

cnbc.com - 2026-07-12 01:00:01

Micron is thriving from a memory chip shortage. Nebius is rapidly expanding its footprint.

fool.com - 2026-07-08 15:01:00

Meta Platforms is several years away from providing neocloud services, while neocloud pure plays are rapidly expanding their gigawatt pipelines.

fool.com - 2026-07-08 12:01:00

There are several exciting AI stocks to buy right now.

fool.com - 2026-07-08 05:30:00

Nebius is rated Buy, driven by its superior AI infrastructure platform and robust inference software solutions. NBIS boasts a diversified customer base, a healthy funding model, and a strong cash position, supporting aggressive capacity expansion with minimal net debt. NBIS differentiates itself with end-to-end AI offerings, including Token Factory and recent acquisitions, enabling cost-effective, scalable AI for a broad client base.

seekingalpha.com - 2026-07-07 13:16:15

The question for anyone parking retirement dollars in the AI infrastructure trade is simple: Should you own Meta Platforms (NASDAQ:META | META Price Prediction) or Nebius Group (NASDAQ:NBIS) right now?

247wallst.com - 2026-07-07 13:02:21

TTRF Capital Ltd purchased 322,931 shares of Nebius Group N.V. for an estimated $64.0 million based on quarterly average pricing.

fool.com - 2026-07-07 11:29:46

These growth stocks are already on people's radars, but they look poised for further gains even after delivering solid returns.

fool.com - 2026-07-07 10:20:00

Nebius customers can deploy Saturn Cloud's managed fine-tuning, model serving, and per-token billing directly on Nebius AI Cloud, an NVIDIA Cloud Partner. NEW YORK, July 7, 2026 /PRNewswire/ -- Saturn Cloud, the AI token factory platform, today announced that its platform is now available for self-service deployment in the Nebius marketplace.

prnewswire.com - 2026-07-07 10:00:00

CoreWeave and Nebius build and rent out AI data centers, and they are likely to face competition from one of their most important customers. However, Meta's move into the neocloud market may not dent CoreWeave and Nebius' impressive momentum.

fool.com - 2026-07-07 06:58:00

Nebius Group NV is a leading neocloud AI infrastructure provider, benefiting from surging demand for bare-metal GPU clusters. NBIS's strategic shift toward software-centric offerings and AI inference positions it for durable ARR growth beyond the capital-intensive GPU rental phase. Despite a recent 25% pullback on competitive concerns, NBIS's diversified customer base, lower debt reliance, and software expansion justify its premium ~16x forward revenue multiple.

seekingalpha.com - 2026-07-07 05:20:09

Meta Compute triggered a sharp valuation reset despite Nebius reiterating 3.5GW contracted power, a 4GW target, and continued supply-constrained demand. Management maintained its $7-9 billion ARR target while customers continue competing for GPUs, extending contracts, and increasing prepayments despite higher pricing. Historical valuation compressed from 11-14x forward ARR to roughly 8x, creating a disconnect despite more than $46 billion of hyperscaler commitments.

seekingalpha.com - 2026-07-06 16:02:21

The media narrative that Meta Platforms is pivoting to sell excess compute and threaten neoclouds is pure speculation at the moment. Nebius Group N.V. already planned to sell more than 50% of the Meta deal to third-party companies. NBIS could be undervalued by up to 77% at these prices.

seekingalpha.com - 2026-07-06 11:37:16

NBIS stock rallies on AI infrastructure expansion, surging revenues and strong demand, but high capex and premium valuation temper near-term upside.

zacks.com - 2026-07-06 11:30:23

Nebius Group N.V. remains an ultra-bullish AI cloud play despite market fears of overbuild following Meta's potential entry into compute capacity sales. Recent GPU price hikes and high-value SpaceX compute deals indicate robust AI demand, supporting future price increases for NBIS's capacity. NBIS's five-year, up to $27 billion deal with Meta, plus the potential for further excess compute sales, positions the company for significant revenue upside.

seekingalpha.com - 2026-07-06 10:30:00

The AI cloud infrastructure provider has experienced explosive growth. Uncertainty surrounding the sector will continue to hit names like Nebius disproportionately.

fool.com - 2026-07-04 11:21:51

Nebius and Sandisk have had incredible starts to 2026. Nvidia, Microsoft, and Amazon are all due for major rallies.

fool.com - 2026-07-02 16:22:00

Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. Headlines of Meta Platforms selling excess AI compute sent shares of the Mag 7 giant soaring Wednesday, though that momentum largely reversed during Thursday's trading session.

youtube.com - 2026-07-02 15:00:14

A report that Meta plans to sell excess AI computing capacity hit the AI cloud specialists hardest. Meta is a major customer of both companies, with agreements of $21 billion at CoreWeave and up to $27 billion at Nebius.

fool.com - 2026-07-02 12:23:00

Meta Platforms, Inc. is evaluating entry into the cloud compute market, leveraging excess compute capacity to generate new revenue streams and offset soaring AI capex. Market fears over META's potential competition triggered sharp selloffs in Nebius and CoreWeave, despite their robust backlog growth and strategic customer diversification. META remains highly compute-constrained, suggesting continued reliance on partners like NBIS and CRWV, whose forward sales multiples have become more attractive amid recent volatility.

seekingalpha.com - 2026-07-02 12:18:44

This deal could be a masterstroke, but investors need more clarity on the company's direction.

fool.com - 2026-07-02 07:52:00

AMSTERDAM--(BUSINESS WIRE)--Nebius, the AI cloud company, today announced the winners of the AI Discovery Awards, its annual showcase of leading startups that are using AI to deliver advances in healthcare and life sciences. The 2026 program added Medical Devices and Medical Imaging to the existing BioPharma, Genomics, and Digital Health tracks, reflecting the growing role of AI in connected medical equipment and diagnostic imaging, where inference-intensive workloads are beginning to reshape c.

businesswire.com - 2026-07-02 02:00:00

Shares of Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) closed down 17% Wednesday.

247wallst.com - 2026-07-01 19:17:58

Nasdaq-100 inclusion triggered passive ETF inflows from over $200 billion in benchmarked assets. Meta's cloud compute expansion signals over $100 billion in annual AI capex, reinforcing sustained GPU overbuild rather than demand saturation. Meta's $27 billion framework reinforces the overbuild cycle, signaling persistent AI compute scarcity globally.

seekingalpha.com - 2026-07-01 15:10:32