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The neocloud company is scaling its gigawatt portfolio quickly.

CoreWeave and Nebius are both benefiting from the AI infrastructure boom. Yet, one combines faster growth and stronger profitability with a much lighter debt burden.

Nebius Group NV (NBIS) reports record $582 million in quarterly revenue, with adjusted EBITDA turning positive at $236 million and annualized run rate reaching $3 billion.

Nebius (NASDAQ: NBIS), the Nvidia-powered AI cloud provider spun out of Russian internet giant Yandex and now headquartered in Amsterdam, is the direct vehicle for Burry’s trade. Nvidia itself remains the dominant hardware supplier underpinning the AI cloud boom, and any meaningful deceleration in infrastructure spending at companies like Nebius would weigh on GPU demand across the sector.

The AI cloud company posted $582 million in revenue for the second quarter, well ahead of Wall Street's estimate of $570 million

Morningstar analysts, however, said Nebius’ high valuation may hold, but a slowdown in AI spending could hinder its ability to attract new capital and sustain growth.

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.

Nebius shares surged Wednesday after the AI infrastructure firm posted second-quarter results that topped analysts’ estimates.

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 infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

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?

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?

Nebius Group NV (NBIS) reports a remarkable 684% revenue growth, driven by its AI business, while raising CapEx guidance to support future expansion.

The company reported earnings results above consensus estimates and announced a new data center site with large capacity.

Shares of Nebius Group (NASDAQ:NBIS) surged nearly 15% in premarket trading on Wednesday after the company reported first-quarter results that exceeded analyst expectations and highlighted accelerating growth across its AI cloud business. The stock jumped 14.

Nebius posted $399 million in first-quarter revenue and announced a new gigawatt-scale AI factory in Pennsylvania, its second such site in the U.S.

Investing.com -- Nebius Group N.V. (NASDAQ:NBIS) reported first-quarter results that significantly exceeded analyst expectations, sending shares over 14% higher in premarket trading.