The AI cloud company has the backing of a semiconductor giant.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Nebius Group extended its winning streak to a third consecutive day on Tuesday, jumping 18.78 percent to finish at $216.92 apiece, after Nvidia Corp. helped boost investor confidence in the company following its acquisition of a 9.3 percent stake. The purchase followed the two companies’ investment and partnership announcement earlier this year, under which they […]
Nvidia disclosed Monday that it beneficially owns 22.25 million Class A shares of Nebius Group, a 9.3% stake comprising 1.19 million previously held shares plus roughly 21 million issuable through…
NVIDIA just placed a massive bet on one AI cloud company, sending its stock into orbit and pulling two rivals along for the ride. But with credit markets flashing warnings on one name and a leaderless rally propping up another, not every gain here is built on solid ground.
The neocloud provider reported a notable insider sale after shares posted a nearly 300% one-year return.
The chipmaker now holds a 9.3% stake in this fledgling company.
Nebius shares rally as SEC filing confirms Nvidia’s 9.3% stake in the neocloud operator. But does that warrant buying NBIS stock at current levels?
Nvidia's investment deepens its ties with one of Europe's fastest-growing AI cloud providers.
Shares of this AI infrastructure provider surged Tuesday after Nvidia disclosed a sizable stake.
Shares of Nebius Group NV (NASDAQ:NBIS) gained more than 13% in New York trading this morning after Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) disclosed a passive stake of 9.3% in the company, equivalent to 22.26 million shares. The stake is not new capital deployment. It reflects Nvidia's existing...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...
Nebius stock is rallying as Freedom Capital issues a bullish note in its favor. Here’s how high NBIS could realistically fly in 2026.
CoreWeave's shares have cratered over 40% in the past year while its business is booking record revenue and a backlog nearing $100 billion, and that contradiction creates one of the most contested trades in AI infrastructure right now.
Most of NVIDIA’s reported position comes from a pre-funded warrant acquired through a $2 billion private placement in March. Contractual restrictions prevent exercise or sale of the underlying shares until…
NBIS secures a $775M debt facility backed by AI infrastructure and contracted cash flows, boosting capacity expansion while reducing equity reliance.
The stock of artificial intelligence (A.I). data centre operator Nebius (NASDAQ: $NBIS) is up 7% on news that chipm...
A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here is what the rally is actually pricing in ahead of Thursday's earnings.
Nebius stock popped after Nvidia disclosed a 9% stake in the cloud computing specialist in a regulatory filing.
Nvidia's Multi-Billion-Dollar Nebius Bet Is Back in Focus
Nebius stock was rising again after investors got more detail on Nvidia’s investment in the highflying neocloud.
Nvidia disclosure boosts investor confidenceNebius Group (NASDAQ:NBIS) shares rose 5. 7% in pre-market trading after Nvidia (NASDAQ:NVDA) disclosed a 9.
Wall Street pointed higher before the opening bell Tuesday with chip and memory companies leading the way, while oil prices rose again as the U.S. and Iran exchanged more attacks. Data storage companies SanDisk and Western Digital continued their mostly upward swings, each jumping more than 7% in early trading. Chipmakers Marvell Technology and Intel, which have also been riding the artificial intelligence roller coaster, rose 6.2% and 5.7% respectively.
The stake is higher than estimated in March, when Nvidia announced a $2 billion investment in the neocloud operator.
Nebius remains one of the most intriguing AI infrastructure companies, but there are risks to watch out for.
Nebius Group secured $775 million in senior secured debt backed by GPU assets and contracted revenue. The financing marks NasdaqGS:NBIS's first major asset-backed deal to support its global AI cloud expansion. Key customers linked to the underlying contracts include large technology partners such as Microsoft and Meta. Nebius Group, trading as NasdaqGS:NBIS, is drawing attention after arranging a $775 million asset-backed debt facility tied to its operational GPU base and customer...
Download the Complete Report Here Alpha Compute Corp. (ALP) ALPHA-01 Moves to Revenue Generation; $21-23 Million Run Rate and Expanding Pipeline Support Scale-Up Key Takeaways: FY26 largely reflects legacy strategic phases; ALP’s live compute operations and contracted revenue provide the more relevant basis for assessing its growth trajectory. ALPHA-01 is operational with 504 B200 GPUs […] The post Alpha Compute Moves to Revenue Generation; $21-23 Million Run Rate – Quarterly Update Report appea
NBIS is rapidly expanding AI cloud infrastructure while C3.ai is revamping its software business. Which AI growth stock offers the stronger investment case?