31 stories tagged with #nebius, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
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Nebius: Still A Buy, Just Not A Table-Pounding Buy
Nebius Group raised 2026 contracted power guidance to >4GW and increased CapEx plans to $20–25B. Read why NBIS stock is a Buy.…
Nebius: Building The Next Great AI Cloud Platform
Baron Global Opportunity Fund initiated a small investment in Nebius Group, a builder of a new AI cloud business, popularly referred to as a neocloud. Read more here.…
Nebius And The Next Phase Of AI
Nebius stock outlook: Q1 revenue up 684% to $399M, Jensen Huang’s Computex backing, 21% short interest, and analysts’ $11B forecast. See more on NBIS.…
The Smartest AI Money Is Buying Nebius
Leopold Aschenbrenner disclosed a 5.6% stake after Microsoft, Meta, and Nvidia validated Nebius operationally and financially. Learn why NBIS stock is a strong buy.…
Nebius: Riding Powerful Demand Volume And Pricing Tailwinds
Nebius benefits from sold-out AI compute capacity and rising GPU rental prices. Find out why NBIS stock is a Buy.…
Nebius to present at BofA Global Technology conference - Morningstar
Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…
IREN: Software Capabilities Expands, But Financial Strains Loom Large
IREN is undergoing a period of transformation, which will clearly be delayed until at least early 2027. Click here to read my analysis on the IREN stock.…
Nebius: Verticalization Is Strengthening The Bull Case
Nebius Group (NBIS) stock: Buy call with $400 target.…
Nebius Stock Is Up 444% in 12 Months -- and Wall Street Says the Rally Isn't Over
Why I'm Rating Nebius A Strong Buy After The April Rally
Nebius a Strong Buy because it is one of the cleaner paths to invest in AI infrastructure scarcity, with GPU capacity, power access, and hyperscale demand. Learn more about NBIS st…
Nebius: Consider The Unit Economics And You'd Be As Bullish As I Am Too
Nebius (NBIS) remains a Strong Buy, with a 170% rally since my initial call justified by resilient GPU rental pricing and robust execution.…
Crossroads Capital Investment’s Thesis for Nebius Group (NBIS) is Paying Off
Google Just Shared Bad News for Nvidia, and Even Worse News For CoreWeave and Nebius
Nebius: My Best AI Infrastructure Pick Gets A Strong Buy Upgrade
Nebius Group (NBIS) upgraded to Strong Buy with a $256.91 target.…
Nebius: A Superior Growth Story In Four Dimensions
Nebius Group revenue surged to $1.9B on strong Nvidia and Big Tech ties, boosting its CapEx outlook. Learn why NBIS stock is a buy.…
CoreWeave vs. Nebius: Which Artificial Intelligence (AI) Infrastructure Stock Is a Better Buy in 2026?
Why Nebius Remains My Highest Conviction AI Bet
Nebius revenue surged 684% as AI cloud margins hit 45%; Nvidia, Meta & Microsoft deals boost AI infra growth.…
Bloom Energy rises 2% after signing $2.6B fuel cell deal with AI infrastructure firm Nebius
Bloom Energy stock rose 2% after announcing a $2.6B, ten-year fuel cell deal with AI infrastructure firm Nebius, covering up to 328MW of installed capacity.…
Nebius Stock Is Rising. A Partnership With Bloom Energy Solves This AI Dilemma.
Nebius: Breaking Down Nebius's Q1 Earnings
Nebius' core AI cloud ARR surged 54% QoQ to $1.92B, implying an asset productivity of $0.941M per 1 MW of active capacity. Read why NBIS stock is a Hold.…
Nebius: 45% Margins Don't Justify A 16x Sales Multiple
Nebius (NBIS) Q1 surge meets rising CapEx, dilution risk, and neocloud competition concerns. Read the full analysis here.…
Why is Nebius stock sliding today?
What Nebius CEO Just Said Shows How Quickly the Fed Can Kill the AI Boom
Why IREN Could Outperform Nebius Now
IREN Limited (IREN) now offers a superior risk/reward profile versus Nebius Group after Q3, driven by execution and valuation disconnect.…
Nebius Group Q1 Earnings: Margin And Unearned Revenue In Focus
Nebius Group, Inc. (NBIS) is rated Hold as growth drivers updated from FQ1 earnings report offset valuation and financing risks.…
Bowman Consulting Group BWMN likely building the 300 MW Nebius Data Center
Nebius: You're Holding Into Peak Euphoria
Nebius Group N.V. stock is up 85%, but AI euphoria may be overpricing hypergrowth. Click for this NBIS update following the Q1 earnings release.…
Nebius Has Become Fully Untethered
Nebius’ recent earnings continue to confirm no credible, fundamentals-based thesis exists to justify the current stock price. Click to read this NBIS update.…
Nebius CEO doubles down on capex spending
Nebius: Massive AI Moat Meets A $25B CapEx Test
Nebius is emerging as a computing powerhouse, demonstrating confident execution of its plans while scaling up AI computing capacity, Learn why NBIS stock is a buy.…