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Nebius Group gave Wall Street the type of quarter that keeps the artificial intelligence infrastructure trade alive, even as investors become more selective about which companies can actually turn AI demand into revenue. The Amsterdam-based AI cloud company reported first-quarter revenue of $399 ...

NBIS surged after Q1 revenue surged 684% and AI demand fueled massive infrastructure expansion and a new $27B Meta agreement.

DA Davidson raises Nebius to $250, Citizens to $270

Skip the AI cloud stock priced for perfection. Astera Labs may be the smarter way to invest in the AI infrastructure boom before the market fully catches up.

In the wake of a strong earnings report, this AI stock is sailing higher.

Most investors have never heard of Nebius Group (NBIS). But that is about to change. To those who knew of NBIS and paid attention to it: Congratulations, you knew where to look. The Amsterdam-headquartered AI cloud company reported first-quarter 2026 results on May 13 that were, in a word, ...

Both AI infrastructure companies are firing on all cylinders.

The most critical signal within Nebius’s (NBIS) recent performance is not the quarterly revenue beat, but the fundamental transformation of the company’s risk profile. While the market focuses on top-line volatility, the deeper narrative reveals a transition from speculative capacity building toward the industrial-scale fulfillment of pre-sold infrastructure.

Companies In The News Are: VSH, ICL, GLBE, NBIS.

Nebius Group NV (NASDAQ:NBIS) is one of the 10 Stocks With Easy Double-Digit Gains. Nebius Group bounced back on Wednesday to hit a new all-time high, as investors cheered its stellar first-quarter earnings, with the company swinging to profitability and revenues surging more than sevenfold. In intra-day trading, the stock soared to its highest price […]

Major U.S. indices ended Wednesday mixed, with the Dow Jones Industrial Average slipping 0.14% to 49,693.20, while the S&P 500 advanced 0.58% to 7,444.25 and the Nasdaq climbed 1.20% to 26,402.34. These are the top stocks that gained the attention of retail traders and investors through the day: Cisco Systems Inc. (NASDAQ:CSCO) Cisco’s stock climbed 2.60%, closing at $101.87 after reaching an intraday high of $102.01 and a low of $99.29. The stock’s 52-week range is between $60.84 and $102.01. I

Nebius (NBIS) reports a 684% jump in Q1 revenue as it establishes itself as a leading vertically integrated neo-cloud for AI compute.

The first is capacity and scale; second, product and functionality; third dimension is customers and demand; and finally, capital, our fourth dimension. And we have made significant progress on that front.

Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil

Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week. Nebius stock surged after the company posted explosive first quarter results, with AI cloud revenue soaring 841% year over year. The company also highlighted multibillion-dollar AI compute agreements tied to Meta Platforms, Inc. (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT), reinf

AI Cloud ARR reaches $1.92 billion as Nebius raises contracted power guidance to 4 gigawatts

Nebius Group N.V. (NASDAQ:NBIS) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Cramer highlighted NVIDIA’s investment in the stock, as he remarked: Wednesday, we hear from a company called Nebius, and that’s a company that NVIDIA poured $2 billion into […]

The artificial intelligence (AI) ETF trade is increasingly broadening beyond semiconductor giants and hyperscalers. Investors are now broadening their focus beyond traditional AI semiconductor plays like Nvidia Corp (NASDAQ:NVDA) to companies that directly monetize surging AI demand through cloud infrastructure and compute services. That shift came into sharper focus Wednesday after shares of Nebius Group (NASDAQ:NBIS) jumped more than 14% in early trading following explosive quarterly results f

US equity futures were mixed pre-bell Wednesday as Nvidia (NVDA) stock rose ahead of a globally sign

Dow futures fell but Nvidia, Sandisk, Micron and Intel buoyed techs as the Trump-Xi summit looms. Nextpower, Nebius are big earnings winners.

US equity futures were mixed pre-bell Wednesday as Nvidia (NVDA) stock rose ahead of a globally sign

Gainers Wolfspeed (NYSE:WOLF) stock moved upwards by 18.4% to $63.63 during Wednesday's pre-market session. The company's market cap stands at $2.5 billion. Nebius Group (NASDAQ:NBIS) stock moved upwards by 18.34% to $211.97. The company's market cap stands at $44.6 billion. As per the news, the Q1 earnings report came out today. Penguin Solutions (NASDAQ:PENG) stock rose 17.33% to $51.78. The market value of their outstanding shares is at $2.3 billion. Tower Semiconductor (NASDAQ:TSEM) shares m

Nebius stock jumped after the AI computing specialist reported a lower-than-expected, Q1 net income loss while revenue topped expectations.

Micron, Nvidia, and Qualcomm rise as investors pile back into chip stocks, while EchoStar surges after the FCC approves a spectrum sale.

Nebius Group (NasdaqGS:NBIS) is integrating Clarifai's engineering team and licensing its inference and compute orchestration technology. The move expands Nebius' AI inference capabilities and strengthens its Token Factory platform. This follows earlier coverage of the Eigen AI acquisition and large cloud contracts, marking another material step toward full stack AI solutions. Nebius Group enters this announcement with its share price at $179.11 and very strong recent performance, including...

Nebius has had one of the more remarkable runs of any stock in the AI infrastructure space. Up more than 110% year to date and roughly 600% over the past year, the company is heading into its Q1 2026 earnings report on May 13 with enormous expectations built in. Bank of America just made those ...

Nebius has become one of AI’s hottest infrastructure trades, but May 13 may decide whether the rally holds.