NBIS news sentiment

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Here are the major earnings before the open Wednesday

Major earnings expected before the bell on Wednesday include: * Nebius Group N.V. (NBIS [https://seekingalpha.com/symbol/NBIS]) * Tencent Holdings Limited (TCEHY [https://seekingalpha.com/symbol/TCEHY]) * Brinker International (EAT [https://seekingalpha.com/symbol/EAT]) * Amcor plc (AMCR [https://seekingalpha.com/symbol/AMCR]) * Jumia Technologies AG (JMIA [https://seekingalpha.com/symbol/JMIA]) Other earnings slated for release before Wednesday's open include: * ACDVF [https://seekingalpha.com/symbol/ACDVF], ALLT [https://seekingalpha.com/symbol/ALLT], ALT [https://seekingalpha.com/symbol/ALT

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11 Aug 2026 22:00

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CoreWeave Earnings Beat Amid Operating Margin Upside

CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates. Continue Reading

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11 Aug 2026 20:44

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Who wins most in NVIDIA’s $500 billion private capital deal?

Investing.com -- NVIDIA's deal to mobilize over $500 billion in third-party capital with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR reframes how AI factories are built and financed. By turning GPU compute into a standardized, investable asset class, NVIDIA addresses severe liquidity bottlenecks. However, the financial rewards and structural advantages flow to specific winners across the AI and financial ecosystems. 1. NVIDIA: Offloading Debt to Safeguard Free Cash Flow NVIDIA emerges as the primary strategic winner because the framework shifts lending risk entirely off i

AI InfrastructureBalance SheetData CentersFree Cash FlowPrice TargetSemiconductors

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11 Aug 2026 13:30

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CRWV's Solidigm Deal: Can Priority SSD Access Give an Edge in AI Cloud?

The AI infrastructure race is increasingly moving beyond GPUs. As AI models become larger and inference workloads expand, storage capacity, performance and availability are becoming increasingly important components of the AI infrastructure stack. Against this backdrop, CoreWeaveInc. CRWV recently announced a multi-year agreement with Solidigm that could prove strategically important. A cloud provider might have sufficient GPU capacity but still face issues if storage cannot expand at the same rate as compute resources. Delays in getting enterprise SSDs could adversely impact data availability

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11 Aug 2026 12:17

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Amazon, SpaceX Eye Major Decart Acquisition

This article first appeared on GuruFocus. Israeli AI startup Decart is reportedly in advanced talks to sell itself for $6 billion to $7 billion, with SpaceX (NASDAQ:SPCX), Amazon (NASDAQ:AMZN) and Nebius (NASDAQ:NBIS) among the names linked to the process. The potential deal would represent a sharp step-up from Decart's roughly $4 billion valuation just three months ago and underscores how aggressively major technology companies are competing for scarce AI software and infrastructure assets. Warning! GuruFocus has detected 9 Warning Signs with NBIS. Is NBIS fairly valued? Test your thesis with

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10 Aug 2026 21:37

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Key Earnings Reports Ahead

Last week was "Jobs Week," and the week before held the most recent Fed meeting on interest rates, along with several marquee names reporting quarterly earnings. This week, we pivot to "Inflation Week," with Wednesday and Thursday morning bringing new monthly price index data. Wednesday morning, Consumer Price Index (CPI) data for July comes out. Analysts expect the second-straight lower headline Inflation Rate, to +3.4% year over year from +3.5% last report. This would be the second month in a row with lower headline CPI, after peaking at a 3-year high at +4.2% in May. Subtracting inflated fo

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10 Aug 2026 14:59

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Trading Week Awaits Inflation Reports Starting Wednesday

Monday, August 10th, 2026 Last week was "Jobs Week," and the week before held the most recent Fed meeting on interest rates, along with several marquee names reporting quarterly earnings. This week, we pivot to "Inflation Week," with Wednesday and Thursday morning bringing new monthly price index data. Wednesday morning, Consumer Price Index (CPI) data for July comes out. Analysts expect the second-straight lower headline Inflation Rate, to +3.4% year over year from +3.5% last report. This would be the second month in a row with lower headline CPI, after peaking at a 3-year high at +4.2% in Ma

EarningsInflationQuarterly EarningsRatesRevenue GrowthTech

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10 Aug 2026 14:37

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CRWV Stock Ahead of Q2 Earnings: Buy, Sell, or Wait for the Results?

CoreWeave, Inc. CRWV is scheduled to report second-quarter 2026 results on Aug. 11, 2026, after market close. The Zacks Consensus Estimate for the bottom line in the to-be-reported quarter is pegged at a loss of $1.17 per share, widening 10.9% in the past 60 days and 333.3% from the prior-year reported number. The consensus estimate for total revenues is $2.5 billion, indicating a 109.2% year-over-year increase. Management expects second-quarter revenues in the $2.45-$2.6 billion band. CRWV's earnings missed the Zacks Consensus Estimate in three of the trailing four quarters, while beating onc

AI InfrastructureCloud ComputingConsensus EstimateEarningsOperating IncomeRevenue Growth

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10 Aug 2026 13:37

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Should You Buy, Hold or Sell Nebius Stock Before Q2 Earnings Release?

Nebius Group N.V. NBIS will report second-quarter 2026 results on Wednesday, before market open. The Zacks Consensus Estimate for loss for the to-be-reported quarter is pegged at 72 cents. Analysts have revised their estimates downward for NBIS' bottom line over the past 30 days. The consensus estimate for total revenues is pinned at $585.1 million. What Our Model Predicts for NBIS Our proven model does not predict an earnings beat for NBIS this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the chances of an earnings be

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Published

10 Aug 2026 13:20

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2 Ex-Situational Awareness Stocks That are Melting Up and Worth Buying Up

Quick Read Margin calls forced Situational Awareness to liquidate CoreWeave and Nebius near market lows, with both stocks surging roughly 50% in the immediate rebound. CoreWeave collapsed 56% from peak to trough before bouncing nearly 50% off lows, making Aschenbrenner's forced exit a costly margin call. 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 (Sponsor) Leopold Aschenbrenner, the rising, leveraged hedge fund star over at Situational Awareness, ran into a bit of trou

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Published

10 Aug 2026 12:56

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25-Year-Old Lost $35 Billion of His Investors’ Money. 2 Weeks Later, Silicon Valley Insiders Are Lining Up to Give Him More Cash.

Quick Read Aschenbrenner ran 400% leverage on concentrated AI bets including $NBIS and $CRWV, triggering margin calls that vaporized $35 billion in days. Shorts in $ADBE moved against the fund, yet within two weeks Silicon Valley insiders rallied to offer Aschenbrenner fresh capital. Aschenbrenner deployed $500 million into private companies post-collapse and retains Anthropic stakes, signaling conviction from a $10 billion remaining base. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Nebius Group didn't make the cut. Grab the names FREE today. Two weeks

AIHedge FundLeveraged BetsMargin CallsPrivate Equity

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10 Aug 2026 10:50

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Stock market today: Dow, S&P 500, Nasdaq futures little changed in wait for key inflation data

US stock futures were muted to kick off a week of earnings and inflation data, with the major indexes within reach of all-time highs. Futures on the Dow Jones Industrial Average (YM=F) edged lower by 0.1%, while those on the S&P 500 (ES=F) and Nasdaq-100 (NQ=F) gained slightly after a winning week for the major indexes. Investors are in wait-and-see mode after Iran teased that an elusive deal to open the Strait of Hormuz is "very close." Oil prices were slightly higher on Monday, with global benchmark Brent crude futures (BZ=F) trading at $84 per barrel after plenty of will-they, won't-they sp

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10 Aug 2026 10:43

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Dow Jones Futures Fall After Market Ramps Up; Cisco, Lumentum Earnings Ahead

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap.. Continue Reading

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10 Aug 2026 01:21

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Mark Cuban Compared Nvidia to a Dot-Com-Era IPO Machine "Funding Everyone and Anyone." Here's What That Means for AI Stocks.

Key Points Mark Cuban's dot-com comparison is focusing on Nvidia's growing role as a source of capital across the AI ecosystem. Nvidia's investments may support future demand, but they do not by themselves prove that the company is financing its own sales. Cash-generating AI companies are better positioned than businesses that still depend heavily on debt, stock issuance, or strategic funding.10 stocks we like better than Nvidia › Mark Cuban recently raised concerns about how the artificial intelligence (AI) boom is being financed. In a July 28 post on X, he described Nvidia(NASDAQ: NVDA) as t

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10 Aug 2026 00:50

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IREN (IREN) vs. CORZ and APLD: Can Its AI Cloud Buildout Turn Contracted Demand Into Profits?

Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth's Substack by Sergey. In this article, we will summarize the bulls' thesis on IREN. IREN Limited's share was trading at $37.93 as of August 6th 2026. IREN's trailing and forward P/E were 47.82 and 136.99 respectively according to Yahoo Finance.5 Best Stocks to Buy for Next-Gen Data Centers Photo from Oracle website IREN Limited is shifting away from Bitcoin mining and building itself into a cloud computing company for artificial intelligence. This means securing power, building data centers,

AI CloudConstruction RisksGpu DeploymentHedge FundsInstitutional InvestorsShareholder

Published

09 Aug 2026 18:24

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Quant snapshot: Lenovo Group and Lumentum Holdings lead top-rated names as Cannae Holdings and Crescent Capital BDC Payments lag

Quant rankings for the upcoming earnings calendar show strength concentrated across information technology, energy, and health care, while weakness is more pronounced in financials and real estate. A total of 735 companies are scheduled to report in the coming week. This week’s top-rated names are led by Lenovo Group Limited (LNVGY [https://seekingalpha.com/symbol/LNVGY]), which holds a quant rating of 4.98, followed by Lumentum Holdings (LITE [https://seekingalpha.com/symbol/LITE]), which holds a quant rating of 4.97, and Liquidia Corporation (LQDA [https://seekingalpha.com/symbol/LQDA]) whic

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09 Aug 2026 13:30

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Earnings Week Ahead: SMCI, CSCO, JD, PLUG, and more

[Business Person Reviewing Quarterly Report During Meeting in Office Setting] The second full week of August features a diverse earnings slate spanning AI infrastructure, semiconductors, space technology, healthcare, financials, and consumer names, with Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]), Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Cisco Systems (CSCO [https://seekingalpha.com/symbol/CSCO]), CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]), Applied Materials (AMAT [https://seekingalpha.com/symbol/AMAT]), and Lumentum (LITE [https://seekingalpha.

AI InfrastructureEarningsEarnings NewsEarnings ReportFinancialsHealthcare

Published

09 Aug 2026 12:07

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2 key checks on AI infrastructure and inflation: What to watch this week

The stock market's first week after the Big Tech earnings extravaganza went about as well as any investor could have hoped. The initial mixed bag of earnings gave way to general bullishness as AI's spending worries receded somewhat. And with Friday's jobs report surprise, Fed rate bets were recalculated, sending stocks to the weekend on a high note. The S&P 500 (^GSPC) closed out Friday up 0.6%, putting the index back into record-high territory. As we putter through the back nine of this quarter's earnings season, our focus will continue to be split between the drip of more companies opening t

AIEarningsFedInflationRate HikesSplit

Published

09 Aug 2026 10:00

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Nebius Is Worth 55 Times Its Revenue. What Does That Price Assume?

Key Points The AI cloud provider's annualized run rate reached $1.9 billion at the end of March, up from $1.25 billion three months earlier. Management guides for $3 billion to $3.4 billion of 2026 revenue and a $7 billion to $9 billion run rate exiting the year. Capital spending guidance for this year runs to $25 billion.10 stocks we like better than Nebius Group › Nebius Group(NASDAQ: NBIS) carries a market capitalization of about $48.6 billion. Over the past 12 months, the company collected $877.9 million in revenue. Divide one by the other and the stock trades at roughly 55 times sales --

AI CloudCapital ExpendituresDebt EquityEarningsMarketsRevenue Growth

Published

08 Aug 2026 17:12

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Nebius Stock Plunged 31% Last Month. Is It Time to Buy?

Key Points Even after the July swoon, Nebius stock is still higher by 125% this year. A capital raise reminds investors its about more than just revenue growth. 10 stocks we like better than Nebius Group › Artificial intelligence (AI) cloud infrastructure provider Nebius Group(NASDAQ: NBIS) has been a strong stock this year. Shares have more than doubled, but some shareholders locked in those gains last month. Nebius stock plunged 31.1% in July, according to data provided by S&P Global Market Intelligence. That begs the question of whether now's the time to jump in, hoping for big gains ahead.

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Published

08 Aug 2026 15:49

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Dear Nebius Stock Fans, Mark Your Calendars for August 12

Quarterly Report by SkazovD via Shutterstock For a company that barely existed on most investors' radar a couple of years ago, Nebius Group N.V. (NBIS) has climbed the ranks remarkably fast. The AI cloud company has become one of the most closely watched names in the AI infrastructure space by building a full-stack platform that helps developers and enterprises train, deploy, and scale AI models. Backed by deep engineering expertise and an expanding global footprint, Nebius has steadily carved out a niche for itself as demand for AI computing infrastructure continues to surge. Now, all eyes ar

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08 Aug 2026 13:15

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Dow Jones Futures: As Stock Market Ramps Up, Here's What To Do; Warren Buffett, Cisco, Lumentum Due

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire, Cisco, Lumentum are on tap. Continue Reading

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07 Aug 2026 20:58

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Michael Burry Sounds Alarm on Major AI Stocks

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is betting against Oracle (NYSE:ORCL) and Nebius Group (NASDAQ:NBIS), sharpening his broader warning that the AI infrastructure boom is becoming dangerously dependent on leverage and long-dated financial commitments. The new shorts put two of the market's fastest-growing cloud infrastructure plays directly in the crosshairs of the investor famous for anticipating the U.S. housing crash. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator. Nebiu

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07 Aug 2026 19:47

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