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Nebius Surges 34% Post Q2: Will $40B Backlog Power Further Growth?

Nebius Group N.V. NBIS delivered a robust second-quarter 2026 performance, marked by triple-digit revenue growth, expanding profitability and substantial customer commitments that provide visibility into its future growth trajectory. Revenues surged 454% year over year to $582 million and increased 46% sequentially. The performance …

NBISN main company
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stock Market Today: Dow's Gain Vanishes; Credo Technology Approaches New Entry (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

NBISN mentioned
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Things are looking up for AI infrastructure companies, for now

The AI build-out doesn't appear to be slowing anytime soon. At least that's what you can glean from a trio of earnings after the bell on Tuesday. CoreWeave (CRWV), Nebius (NBIS), and Supermicro (SMCI) each reported strong quarterly results, sending shares soaring on Wednesday …

NBISN mentioned
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

CoreWeave's $35-$39B Capex Plan: Can AI Demand Justify the Spend?

CoreWeave (CRWV is aggressively expanding its AI infrastructure to meet increasing customer demand, necessitating massive capacity additions. 2026 capital expenditures are now projected to be between $35 billion and $39 billion (up from $31-$35 billion), indicating the scale of its AI infrastructure ambitions. Second-quarter …

NBISN mentioned
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stock Market Today: Dow Lags Nasdaq's Gain; Cisco Falls 7% On Earnings (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

NBISN mentioned
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

NBIS Q2 Earnings Call Puts 2027 Capacity and Pricing in Focus

Nebius Group N.V. NBIS used its Q2 2026 earnings call to emphasize capacity expansion, pricing discipline and its decision not to pre-sell all planned 2027 capacity. Management reaffirmed its 2026 outlook, raised its year-end contracted power target and detailed a funding strategy centered on …

NBISN main company
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Google, Meta, Reddit, Snap, and TikTok for Business Workspaces Expand StationOne™ by Kochava Ecosystem Momentum

Teams can streamline campaign creation, audience and creative operations, and reporting across leading platforms through a governed StationOne experience StationOne by KochavaGoogle, Meta, Reddit, Snap, and TikTok for Business Workspaces Expand StationOne™ by Kochava Ecosystem Momentum SANDPOINT, Idaho, Aug. 13, 2026 (GLOBE NEWSWIRE) -- …

META main company SNAP main company
Sharemaestro market context Price below Trend Line 52 weeks -31.2% META stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Burry doubles down on Nebius short after stock surges 34% on earnings

Investing.com -- Nebius Group's stock surged 34% on August 12 after the AI cloud company posted second-quarter revenue of $582.3 million, up 454% year-over-year and ahead of analyst estimates of $572.75 million compiled by LSEG. The blowout results did not deter short seller Michael …

NBISN main company
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Vantage Data Centers and Nebius Expand UK AI Infrastructure with First Deployment in South Wales AI Growth Zone

Deployment will add high-density NVIDIA-powered AI capacity at Vantage's Newport campus, supporting the UK's ambition to scale domestic AI compute and reinforcing South Wales as a strategic digital infrastructure hub DENVER & LUXEMBOURG, August 13, 2026--(BUSINESS WIRE)--Vantage Data Centers, a leading global provider of …

NBISN main company
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Company News for Aug 13, 2026

The Wendy's Company (WEN) shares surged 14.7% following a Financial Times report that Nelson Peltz's Trian Fund Management is weighing a potential offer to acquire the fast-food chain and take it private. Nebius Group N.V. (NBIS) shares climbed 34.1% after the company reported second-quarter …

NBISN mentioned
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

JD.com Profit Beats Estimates After Food Delivery Fight Calms

(Bloomberg) -- JD.com Inc. reported better-than-expected quarterly profit as its food delivery battle with Alibaba Group Holding Ltd. and Meituan cooled down amid regulatory curbs. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates Knew …

TCEHYN mentioned
Sharemaestro market context Price below Trend Line 52 weeks -25.8% TCEHYN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

US Stock Market Today: S&P 500 Futures Edge Up As Traders Eye Key CPI

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. 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 …

NBISN mentioned
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Burry adds to AI shorts, says ‘Nebius is what the top of a boom looks like’

Astrid Stawiarz Michael Burry disclosed updated stock positions on Wednesday, adding to his short bets on Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Micron (MU [https://seekingalpha.com/symbol/MU]), Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]), and the iShares Semiconductor ETF (SOXX [https://seekingalpha.com/symbol/SOXX]), while increasing his long positions in Mercado Libre (MELI [https://seekingalpha.com/symbol/MELI]) and Zoetis …

NBISN main company
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

South Korea's Kospi enters technical bull market as AI trade rebounds

[Abstract AI Symbol in Front of South Korean Flag – Representing AI Innovation and Technology in South Korea] J Studios South Korea's benchmark Kospi index entered a technical bull market on Thursday as the broader AI trade rebounded and traders pushed back expectations of …

NBISN mentioned
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stocks Close Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks …

META mentioned
Sharemaestro market context Price below Trend Line 52 weeks -31.2% META stored weekly price path from 15 Aug 2025 to 7 Aug 2026

How Investors May Respond To Meta Platforms (META) Youth Trial Amid Expanding Open‑Weight AI Push

In recent weeks, Meta Platforms has launched a series of open‑weight AI models like Muse Spark 1.2 and Muse Glimmer, ramped up multibillion‑dollar data‑center commitments, and appeared at major industry events, all while facing escalating global scrutiny over its AI products and data practices. …

META main company
Sharemaestro market context Price below Trend Line 52 weeks -31.2% META stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nebius Group (NBIS) Posted More Than 450% Q2 Revenue Growth

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. 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 …

NBISN main company
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

What Is Micron Technology (MU) Up Against In The New AI Stock Race?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Micron Technology (NasdaqGS:MU) sits at the center of a shift in AI market leadership as investors increasingly compare chipmakers with cloud hyperscalers like …

GOOGL mentioned GOOG mentioned
Sharemaestro market context Trend signal active 52 weeks +58.7% · Next-week setup positive 55.3% GOOGL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Match Group’s Q2 Earnings Call: Our Top 5 Analyst Questions

Match Group's Q2 Earnings Call: Our Top 5 Analyst Questions Match's second quarter drew a negative market response, as management pointed to ongoing challenges in user and payer trends despite notable product improvements. CEO Bernard Rascoff attributed the performance to continued declines in monthly …

MTCH1 main company
Sharemaestro market context Price below Trend Line 52 weeks -11.5% · Next-week setup negative 19.6% MTCH1 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

CoreWeave Has $104 Billion of Contracted Revenue and a $59 Billion Market Value

Key Points CoreWeave's revenue backlog reached about $104 billion at the end of June, up from $30.1 billion a year earlier. Second-quarter revenue rose 112% year over year to $2.6 billion, while the company's net loss widened to $626 million. Management raised its 2026 …

META mentioned
Sharemaestro market context Price below Trend Line 52 weeks -31.2% META stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Pinterest’s Q2 Earnings Call: Our Top 5 Analyst Questions

Pinterest's Q2 Earnings Call: Our Top 5 Analyst Questions Pinterest's second quarter results were met with a negative market response, despite exceeding Wall Street's expectations for revenue and non-GAAP profitability. Management attributed the quarter's performance to continued user momentum, especially among Gen Z, and …

PINS main company
Sharemaestro market context Trend signal active 52 weeks -41.0% PINS stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Erock (EROC) Soars 23% as Anthropic Deal Brightens Outlook

Erock Inc. (NYSE:EROC) jumped by 22.84 percent on Wednesday to finish at $13.82 apiece amid the long-term growth prospects from its recent deal with Anthropic that boosted its backlog to close to $2 billion. In an updated report on the same day, the onsite …

META mentioned
Sharemaestro market context Price below Trend Line 52 weeks -31.2% META stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Nebius Stock Skyrocketed Today

Key Points The AI boom is fueling Nebius Group's expansion. Short-sellers are getting hammered.10 stocks we like better than Nebius Group › Shares of Nebius Group (NASDAQ: NBIS) spiked on Wednesday after the cloud computing provider delivered dazzling growth metrics. Image source: The Motley …

NBISN main company
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Credo Brands Marketing Ltd (NSE:MUFTI) (Q1 2027) Earnings Call Highlights: Transformation Phase ...

This article first appeared on GuruFocus. Release Date: August 12, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Revenue grew 5% year-on-year to approximately Rs 125 crore in Q1 FY27, reflecting steady performance …

GOOGL mentioned GOOG mentioned META mentioned
Sharemaestro market context Trend signal active 52 weeks +58.7% · Next-week setup positive 55.3% GOOGL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Infiltrated: North Korea's Secret U.S. Workforce

North Korean operatives are using stolen identities, AI and American accomplices to land jobs at U.S. companies, funneling millions back to the regime. WSJ's yearlong investigation reveals how one team infiltrated eight companies in just a few months. View Comments

GOOGL mentioned GOOG mentioned
Sharemaestro market context Trend signal active 52 weeks +58.7% · Next-week setup positive 55.3% GOOGL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Baidu (BIDU) Stock Looks Cheap At First Glance After 30% Drop

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Baidu's share price has dropped sharply year to date, yet the stock still screens as undervalued on market multiples while scoring poorly on broader valuation …

BIDUN main company
Sharemaestro market context Price below Trend Line 52 weeks +11.9% BIDUN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Q2 Earnings Scorecard: Record Margins, Strong Beats, and Upward Revisions

Note: The following is an excerpt from this week's Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: For the 451 S&P 500 …

GOOGL mentioned GOOG mentioned
Sharemaestro market context Trend signal active 52 weeks +58.7% · Next-week setup positive 55.3% GOOGL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Tencent Holdings Ltd (TCEHY) (Q2 2026) Earnings Call Highlights: AI Investments Drive Revenue ...

This article first appeared on GuruFocus. Total Revenue: RMB204.8 billion, up 11% year-on-year. Gross Profit: RMB118.4 billion, up 13% year-on-year, with overall gross margin at 58%. Non-IFRS Operating Profit: RMB75.6 billion, up 9% year-on-year; excluding new AI products, RMB86.1 billion, up 19% year-on-year. Non-IFRS …

TCEHYN main company
Sharemaestro market context Price below Trend Line 52 weeks -25.8% TCEHYN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Abbott Laboratories (ABT) Ties Lingo Glucose Data To AI Health Tools

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Abbott Laboratories (NYSE:ABT) and Google Health announced a multi year partnership to integrate Abbott's Lingo biowearable glucose data with Google's AI driven consumer health …

GOOGL mentioned GOOG mentioned
Sharemaestro market context Trend signal active 52 weeks +58.7% · Next-week setup positive 55.3% GOOGL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Google’s Pixel 11 isn’t the story; Gemini AI is

Yahoo Finance Tech Editor joins Josh Lipton on Market Domination Overtime to discuss Google's (GOOG, GOOGL) new Pixel 11 smartphone lineup and its deeper integration of Gemini AI. Video Transcript 00:00 Speaker A This is their kind of, you know, big push that they're …

GOOG mentioned
Sharemaestro market context Trend signal active 52 weeks +57.6% GOOG stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Dow Jones Futures: Cisco, Coherent Are Earnings Movers Late After Nebius, Lumentum, CoreWeave Lead AI Rally

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late. Continue Reading

NBISN mentioned
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nebius (NBIS) Just Soared 34%. Here’s What to Expect This Week

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 …

NBISN main company
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Dunamis Woman Enterprise Named No. 3,465 On The 2026 Inc. 5000 List, The Most Prestigious Ranking Of America's Fastest-Growing Private Companies

Company Recognized for 82% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses ATLANTA, Aug. 12, 2026 /PRNewswire/ -- Dunamis Woman Enterprise, a faith-based organization that offers community, courses, and coaching to support women's personal growth and development, has announced …

META mentioned
Sharemaestro market context Price below Trend Line 52 weeks -31.2% META stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nebius Stock Soars Nearly 30% as AI Revenue Jumps 454%

This article first appeared on GuruFocus. Nebius Group (NASDAQ:NBIS), the Amsterdam-based AI-cloud infrastructure provider, reported a blowout second quarter Wednesdayand investors smashed the buy button. Shares rocketed approximately 27.7% by 12:30 p.m. ET as revenue surged 454% year over year to $582.3 million. Adjusted …

NBISN main company
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Wells Fargo Has Fresh Message for Microsoft Investors

This article first appeared on GuruFocus. Wells Fargo sees therapid improvement of open AI models as a potential tailwind for Microsoft (NASDAQ:MSFT) and ServiceNow (NYSE:NOW), arguing that cheaper intelligence could strengthen established software platforms rather than disrupt them. The key investor implication is that …

META mentioned
Sharemaestro market context Price below Trend Line 52 weeks -31.2% META stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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