QuantAbundanciaAbundance, Quantified.

News

High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

23,125 signal articles · 334 in last 24h · 110,652 total before filter · latest 1h ago
334last 24h
2346last 7d
425● bullish (7d)
219● bearish (7d)
202publishers
AllMacro256Earnings1416M&A100Regulatory17Product16Analyst22
✕ clear all filtersticker: NBISSentiment:bullishneutralbearishshow all (incl. clickbait)
Why Rocket Lab stock tumbled on Nasdaq-100 news
TheStreet58d agobearish
Why Rocket Lab stock tumbled on Nasdaq-100 news

After nearly 20 years in business and less than five years as a public company, Rocket Lab Corporation reached a major milestone on Friday when it joined the Nasdaq-100 Index. The entrance placed the space company among the 100 largest non-financial businesses on the Nasdaq Stock Market. Most ...

Bloomberg68d agoneutral
Wall Street Sees SpaceX’s AI Revenue 100 Times Higher by 2030

(Bloomberg) -- Research analysts across Wall Street are telling would-be SpaceX IPO buyers that they’re modeling for the company’s artificial intelligence division to see 100 times revenue growth at the end of the decade, to help justify a targeted $1.8 trillion valuation.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapTrump Begins Rebuilding

Nebius shares jump more than 10% as former OpenAI employee's fund buys stake
Reuters75d agobullish
Nebius shares jump more than 10% as former OpenAI employee's fund buys stake

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.

What Nebius CEO Just Said Shows How Quickly the Fed Can Kill the AI Boom
24/7 Wall St.84d agoneutral
What Nebius CEO Just Said Shows How Quickly the Fed Can Kill the AI Boom

The AI boom rests on cheap capital. Nebius Group (NASDAQ:NBIS) CEO Arkady Volozh just spelled out how a few hundred basis points of borrowing cost could undermine the economics of the buildout. In a recent interview with venture capital firm Accel, Volozh walked through his company’s financing stack: “For a startup like us with all ... What Nebius CEO Just Said Shows How Quickly the Fed Can Kill the AI Boom

Nebius CEO doubles down on capex spending
TheStreet86d agoneutral
Nebius CEO doubles down on capex spending

Spending $20 billion in a single year is a bold statement, and spending $25 billion is a declaration of war (not quite!). That's essentially what Nebius GroupCEO Arkady Volozh said on the company's May 13 first-quarter 2026 earnings call. He raised the capex guidance aggressively and ...

Morgan Stanley resets Nebius stock price forecast
TheStreet88d agoneutral
Morgan Stanley resets Nebius stock price forecast

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 ...

Goldman Sachs revisits Nebius stock price target after earnings
TheStreet89d agoneutral
Goldman Sachs revisits Nebius stock price target after earnings

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, ...

Nebius (NBIS) Q1 2026 Earnings Transcript
Motley Fool90d agoneutral
Nebius (NBIS) Q1 2026 Earnings Transcript

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 Q1 Earnings Call Highlights
MarketBeat90d agoneutral
Nebius Group Q1 Earnings Call Highlights

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

Why Nvidia Bulls Are Suddenly Watching Nebius Ahead Of NVDA Earnings
Benzinga90d agoneutral
Why Nvidia Bulls Are Suddenly Watching Nebius Ahead Of NVDA Earnings

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

Bloomberg90d agobullish
Nebius Reports 684% Sales Jump on AI Data Center Growth

(Bloomberg) -- Cloud computing provider Nebius Group NV reported a 684% jump in first quarter sales on increased demand for its data centers. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyRevenues reached $399 million for the quarter, the Amsterdam-based company said in a st

Nebius reports higher quarterly capex on AI cloud expansion
Reuters90d agobullish
Nebius reports higher quarterly capex on AI cloud expansion

Nebius Group on Wednesday reported higher-than-expected first-quarter capital spending, driven by investments tied to the ‌procurement of graphics processing units and data center ‌hardware for its core AI cloud business. The company has grabbed a slice of ​the lucrative AI and cloud infrastructure market by providing Nvidia GPUs and computing platforms to developers. However, analysts have flagged Nebius' heavy capital spending as a major concern as the company aggressively ‌expands its global data ⁠center footprint, putting pressure on margins despite strong revenue growth.