Nebius Group (NBIS) recently posted one of the best quarters any AI cloud company has reported all year. Revenue more than ...

Burry's short position on the neocloud company has intensified some investors' concerns about its future.

Michael Burry boosts shorts on Nebius, Micron, Oracle & SOXX, warning of an AI/semis bubble and “backwardation” signals.

Betting against AI still looks like a dangerous game. In particular, one fast-growing AI neocloud stock has surged more than 200% in 2026, as investors continue to pour money into companies ...

Michael Burry of "The Big Short" fame said on his Substack that he's shorting Oracle and Nebius, and several AI companies ...

Shares of Nebius Group (NASDAQ:NBIS) surged Wednesday afternoon, up 34% to $259.20 following a blowout second-quarter report. The move puts one of Michael Burry‘s disclosed shorts squarely on the ...

Nebius reported an exceptional quarter by almost every conventional growth metric. Group revenue increased 454% YoY and 46% QoQ, to $582 million, Nebius AI cloud revenue increased 514% to $575 million ...

Nebius has been one of 2026's most explosive AI infrastructure plays, but a rumor about a famous short-seller and a stretched ...

The famed short-seller bet against the AI cloud company six days before it reported. The quarter answered some of his concerns -- but left the biggest one standing.

Burry focused particular attention on Nebius, questioning the pricing of short-term AI computing capacity. He cited the company's comments that some shorter-duration contracts could carry rates of $40 ...