Early data on institutional activity for Q1 2025 looks favorable, with 46 new funds taking positions and existing holders buying the dip in Q1. From a price action perspective, I see a breakout from the $25 level, accompanied by the highest trading volume since April 9. From a regulatory perspective, the company is well-positioned to keep loading on Blackwell GPUs, considering the recent announ...
Nebius Group N.V. is making strategic deals that'll boost growth and should benefit from external forces, from Trump altering Biden's chip export ban. The stock should easily cross +$30 per share. Nebius just got in bed with Bezos Expeditions with a $72 million investment in Toloka, and I think this will boost outlook. I'm expecting the renting price of GPUs, which is Nebius' main business, to ...
It was a volatile day on Wall Street as the Federal Reserve held interest rates steady at its Federal Open Market Committee meeting. The Fed noted increasing uncertainty and risks of slow growth and rising prices, however.
AMSTERDAM--(BUSINESS WIRE)--Nebius Group (“Nebius” or “the Company”; NASDAQ: NBIS) today announced a strategic investment in Toloka, its AI data solutions business, led by Bezos Expeditions (the investment arm of Jeff Bezos) with participation from Mikhail Parakhin, CTO of Shopify. The investment marks a pivotal step in Toloka's evolution, and will enable the company to scale rapidly and sharpe...
Nebius Group has published its audited FY2024 financials, reinforcing my bullish view on the company. The company disclosed financial metrics for each of its business segments in the 20-F filing. I expect the company to significantly exceed its projected ARR revenue forecast by the end of March.
Nebius Group N.V.'s aggressive GPU deployment (22k Blackwell GPUs) and timely Kansas City data-center launch will confirm operational strength. Execution here is pivotal for reaching ~$1B ARR by late 2025. Robust $2.4B cash reserve and minimal debt give Nebius flexibility to scale rapidly despite very high capex. Strategic Nvidia partnership significantly reduces execution and chip supply risks...
Shares of Nebius Group (NBIS 6.42%) are flying today. After surging more than 13%, the artificial intelligence (AI) cloud infrastructure company was holding on to a gain of 8.3% as of 11:38 a.m.
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