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AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
More than $40 billion in customer commitments strengthened the case for Nebius's capital-intensive data-center expansion.
Oracle struck a partnership deal with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI.
Nebius shares surged Wednesday after the AI infrastructure firm posted second-quarter results that topped analysts’ estimates.
Nebius Stock Takes Off After Q2 Beat and Massive AI Cloud Growth
Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.
AI cloud demand pushes contracts above $40 billion.
Nebius posted a 41% adjusted EBITDA margin, retained its $20 billion to $25 billion capex plan and raised its contracted-power target to 5 GW as customers funded more of the…
The AI cloud company reported $582.3 million in quarterly revenue, up 454% from a year earlier, as demand for computing capacity grew
Nebius Group (NBIS) delivered earnings and revenue surprises of +82.09% and +1.49%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Nebius CEO Arkady Volozh stated that this quarter was when the market validated the company’s strategy.
Investing.com -- Nebius Group N.V. (NASDAQ: NBIS) reported second-quarter results that exceeded revenue expectations, sending shares up 12% premarket as the AI cloud company demonstrated strong growth momentum.
Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue edged by expectations.
Nebius Group surpassed second-quarter revenue estimates on Wednesday as booming demand for AI infrastructure and cloud services helped the company win larger contracts and raise prices for computing capacity, sending its shares up 12% in premarket trading. The Amsterdam-based AI infrastructure firm reported total revenue of $582.3 million for the quarter ended June, compared with analysts' average estimate of $572.75 million, according to data compiled by LSEG. Revenue at its core AI cloud business, which accounted for about 98% of group revenue, rose more than 500%.
CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates.
The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.
Sabre (SABR) delivered earnings and revenue surprises of -142.86% and +1.90%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Shares of Nebius Group NV (NASDAQ:NBIS) gained more than 13% in New York trading this morning after Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) disclosed a passive stake of 9.3% in the company, equivalent to 22.26 million shares. The stake is not new capital deployment. It reflects Nvidia's existing...
Wall Street rewards patience just as often as conviction. Here, the smartest move isn't buying more but knowing when to wait. I make more money in the market by sitting on my hands than I make by trying to be part of every move. Jim Cramer spent just a few seconds on July 16 explaining that ...
Warsh kills Fed guidance but the signs are clear on rates, peace deal leaves big questions over Hormuz and oil
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AI infrastructure firm Nebius Group's shares climbed over 10% in premarket trading on Thursday, after Situational Awareness, a fund run by a former OpenAI employee named Leopold Aschenbrenner, became its biggest shareholder. The fund reported a 5.6% stake in Nebius, worth nearly $2.6 billion as of Wednesday. It is run by Aschenbrenner, who was previously part of the "Superalignment" team at OpenAI.
Nebius Group is turning to fuel-cell maker Bloom Energy for ‘behind-the-meter’ power at its data centers.
Nebius Lands Powerful New Bull Call After Revenue Skyrockets 684%
Nebius Group NV (NBIS) reports a remarkable 684% revenue growth, driven by its AI business, while raising CapEx guidance to support future expansion.
The S&P 500 and Nasdaq ran higher, led by Google, Nvidia, Tesla and other titans. Cisco earnings beat while AI chipmaker Cerebras will price its IPO.
The company reported earnings results above consensus estimates and announced a new data center site with large capacity.
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