Nebius Stock News

Generally speaking, investors tend to follow the trail of "smart money." One of the most transparent ways to see where Wall Street is deploying capital is through quarterly 13F filings.

Nebius Group is a leading AI infrastructure provider with unmatched end-to-end offerings and explosive 625% revenue growth, fueling strong bullish sentiment. Demand for AI infrastructure far exceeds supply, supporting high valuations and rapid expansion plans, with Nebius targeting a 5x increase in power capacity by 2026. Risks include capacity expansion delays and rising competition, but Nebiu...

Gary Vaughan from Daily Stock Picks on Powell and why bonds might now be a once in a lifetime buy. Nvidia remains an AI leader, but its massive market cap limits upside; watching Google and Apple for better risk/reward in tech.

Nebius Group N.V. demonstrates disciplined, demand-aligned expansion, avoiding the pitfalls of overextension common in hypergrowth sectors, ensuring efficient capital allocation. Q2 results showed 322% YoY topline growth and 9x AI infrastructure revenue, with gross margins soaring to 71.36% and early EBITDA positivity in core operations. Strategic capacity buildout, including pausing for next-g...

Nebius Group / NL0009805522

Nebius Group N.V. delivered exceptional Q2 results, with 625% YoY revenue growth, margin expansion, and raised 2025 guidance, validating its rapid scaling and profitability. The company's vertically integrated AI stack, inherited software from Yandex, and enterprise-grade frameworks create a strong moat and high switching costs. My base case projects Nebius reaching $940/share by 2030, driven b...

In today's video, I discuss recent updates affecting Nebius (NBIS -0.60%) and CoreWeave (CRWV 1.26%). To learn more, check out the short video, consider subscribing, and click the special offer link below.

Nebius is disrupting AI infrastructure with explosive growth, soaring profits, and a bullish double bottom breakout that positions the stock to test the $100 resistance, making it a top AI pick for 2025.