Nebius' revenue is up 454% to $582M as AI margins hit 50% EBITDA and power contracts grow to 5GW. Click here to read more ...

AI cloud revenue +454% y/y, capex funded by prepayments, raised PT to $454. Click here to read my latest analysis.

CRWV dropped 3.8% in Thursday’s premarket session while NBIS declined 2.6%. ・Morningstar raised its price target on CRWV to $115 from $106 and its target on NBIS to $150 from $120. ・Stocktwits ...

Nebius (NBIS) shares are ripping higher on Wednesday after the artificial intelligence (AI) infrastructure company posted explosive Q2 earnings, featuring a more than 5x year-on-year increase in ...

Volozh added that the deals struck by Nebius had an average yield of more than $20 million per megawatt, with the overall ...

Nebius just posted a jaw-dropping revenue surge and CoreWeave is selling out GPU capacity years in advance, yet the two AI cloud darlings are not moving in lockstep today and the reason reveals ...

In the past week, Nebius Group reported second-quarter 2026 results showing revenue of US$582.3 million, with its AI cloud business driving very large year-on-year growth through four AI ...

Explore Nebius Group within the Nasdaq Composite, covering AI cloud infrastructure, machine learning services, enterprise ...

Nebius just tripled in 2025 and then surged another 34% in a single session, leaving investors who missed it facing a brutal choice between chasing a vertical spike and watching a high-growth AI cloud ...

The earnings beat is real, but the thesis is cash-flow math: Q2 capex was ~$5.66B and H1 capex >$8.1B, implying a >$20B annual run-rate. With only ~$8B cash, the company is still funding hardware ...

Nebius shares surged Wednesday after the AI infrastructure firm posted second-quarter results that topped analysts’ estimates.