NBIS news sentiment

Nebius Surges to $255, Now What if You Didn’t Own It?

Quick Read Nebius posted 454% revenue growth to $582 million in Q2, backed by a $37 billion contracted backlog anchored by Meta and Microsoft. NBIS trades above analyst consensus at $259 and is up 210% year to date, making the $222 50-day moving average the smarter entry point. Three customers control 59% of NBIS revenue while a $190 million GAAP net loss and $8 billion in first-half capex highlight serious execution risk. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sp

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 was driven by capacity additions and high-margin revenues from a new asset-light business model and Token Factory, and contributions from recent acquisitions. Nebius AI business revenues climbed 514% to $575 million, representing 98% of total revenues. Following the

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 as investors shrugged off AI bubble fears for the time being. CoreWeave stock jumped as much as 20% Wednesday, while Supermicro was up roughly 15%. Nebius saw the biggest moves, with its stock soaring some 27%. The general trend among the three? Computing constraints aren't going anywhere, and businesses are willing to pa

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 revenues of $2.6 billion jumped 112% year over year and 24% sequentially. Backlog reached $104.2 billion, surging 246% year over year. This does not include more than $25 billion of net new customer commitments secured in the early third quarter. To support these long-term

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 customer prepayments and asset-backed debt. NBIS Holds 2026 Outlook as Capacity Ramps Chief financial officer Dado Alonso reaffirmed the 2026 guidance for $3 billion to $3.4 billion of group revenues, an adjusted EBITDA margin of about 40% and $20 billion to $25 billion of capital expenditures. Annualized

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 Burry, who added to his bearish bet on the same day, calling Nebius "what the top of a boom looks like." 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 domina

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 hyperscale data center campuses, and Nebius (Nasdaq: NBIS), the AI cloud company, today announced an agreement to deploy high-density, NVIDIA-powered AI infrastructure at Vantage's CWL1 campus in Newport, Wales. The deployment represents the first announced commercial capacity

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 2026 revenues of $582.3 million, surpassing the Zacks Consensus Estimate by 1.49%. Brinker International, Inc. (EAT) shares surged 11.1% after the company reported fourth-quarter 2026 revenues of $1.54 billion, surpassing the Zacks Consensus Estimate by 0.39%. Kontoor Brands, Inc. (KTB) shares rose 8.9% af

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 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 zo

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 a Federal Reserve rate hike after in-line U.S. inflation data. Kospi climbed as much as 4.8% on Thursday to a three-week high, rebounding 31% from its July 29 low. A stock index is considered to enter a technical bull market when it rises 20% or more from a recent low. Chip giants Samsung (SSNLF [https://seekingalpha.com/sym

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 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

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 Fool. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » Torrid growth Nebius has emer

Stock Market Today, Aug. 12: Nebius Group Surges on Massive Revenue Growth

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

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 customer commitments. The company said in an earnings call on the same day that it raked in $582.3 million in revenues for the second quarter of the year, marking a 454 percent jump from the $105.1 million in the same period last year, and beating the $572.75 million expectations from analysts. It was by far

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 EBITDA flipped from a $21 million loss to a $236.2 million profit. That is a huge operating swing in just one year. But this is still an AI infrastructure land grab, not a finished profit machine. Nebius lost $190.4 million on a GAAP basis from continuing operations, showing

Sector Update: Tech Stocks Gain Late Afternoon

Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

Nebius Stock Jumps as Story Gets Bigger

This article first appeared on GuruFocus. Nebius Group (NASDAQ:NBIS) shares surged roughly 20% Wednesday after the AI infrastructure provider crushed second-quarter expectations and reaffirmed its 2026 outlook, reinforcing Wall Street's view that demand for high-end AI computing remains far ahead of supply. But the results also sharpen the central investor debate around Nebius: extraordinary revenue growth is requiring billions of dollars of upfront capital spending. Warning! GuruFocus has detected 9 Warning Signs with NBIS. Is NBIS fairly valued? Test your thesis with our free DCF calculator.

CoreWeave (CRWV) and Super Micro (SMCI) Earnings Show AI Spending Is Still Surging

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 this year. Operating at different levels of the AI infrastructure stack, the results from CRWV and SMCI deliver the same message: customer spending on AI infrastructure is surging rather than slowing down. CoreWeave: Backlo

CoreWeave and Nebius Group Deliver Earnings Shocker. Here's What It Signals About the Future of AI.

One of the biggest questions among investors these days is what the future holds for artificial intelligence (AI). After several years of rapid adoption and impressive stock price gains, some investors have taken a step back, looking for insight into what comes next. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » One area of interest is neocloud operators, a nascent segme

Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through

Quick Read LITE surged 15% after revenue more than doubled to $1.01B in fiscal Q4 2026, with CEO Michael Hurlston noting pump-laser shipments are up 80% year over year and effectively sold out. SMCI jumped 16% and CRWV soared 20% on AI infrastructure prints that reinforced hyperscaler capex momentum alongside Lumentum's optical demand surge. JPMorgan raised its LITE target to $1,280 while Bank of America cut to $1,000, splitting on valuation as the stock nears its sell-side ceiling. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Corning didn't make the cut

Nebius Soars 20% as AI Revenue Explodes

This article first appeared on GuruFocus. Nebius Group N.V. (NBIS, Financials), the Nvidia-powered AI cloud provider, surged more than 20% after second-quarter results showed demand for computing capacity is still running well ahead of supply. Warning! GuruFocus has detected 9 Warning Signs with NBIS. Is NBIS fairly valued? Test your thesis with our free DCF calculator. Revenue reached $582.3 million, beating the $572.75 million Wall Street estimate, while revenue from its core AI cloud business increased nearly sixfold from a year earlier. The contract numbers were even more striking. Nebius

Why Micron Stock Is Surging Today

Key Points Micron's rally is continuing today, and the stock is now up more than 240% over the last year. The company's valuation is surging thanks to demand for AI memory chips and surging pricing power in the consumer market. Micron just broke ground on the construction of a massive new memory-chip manufacturing facility. 10 stocks we like better than Micron Technology › Micron(NASDAQ: MU) stock is bounding higher in Friday's trading. The memory-chip company's share price was up 6.1% as of 2:50 p.m. ET and had been up as much as 8.7% earlier in trading. Micron's valuation is continuing to su