Nebius Group N.V. ( NBIS) just reported Q2 earnings, achieving $3.0B ARR and reaffirming a $7–$9B 2026 ARR target. The stock popped over 30% on the day, likely aided by the high amount of short ...

Q2 2026 surged on AI cloud deals, boosting margin and 2027–2028 earnings visibility. Click for more on NBIS stock.

The demand for artificial intelligence (AI) data centers is exceeding supply, which isn't surprising, as major hyperscalers ...

During the second quarter of 2026, Crossroads Capital Investment Partners appreciated 11.5%, net of all fees and expenses. The fund, in its quarterly letter, stated that it initiated a new position in ...

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 ...

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 ...

The Schiphol, Netherlands-based company said it had a loss of 68 cents per share. Losses, adjusted for one-time gains and costs, were 12 cents per share. The results exceeded Wall Street expectations.

Nebius Group's strong second-quarter earnings results bode well for the future of its stock, per Bank of America.