News

Nebius stock rallies on rumors of upcoming price hikes. Here’s what the price increases would mean NBIS shares if confirmed.

A reported pricing change lifted Nebius and its rivals as investors looked for signs that AI compute remains tight.

A single customer note from one neocloud operator sent shockwaves through AI compute stocks Thursday, lifting some names sharply while leaving a major rival in the red despite sharing the same business model.

H100 rates go to $4.50 an hour from $3.85, with B300 up to $9.50 from $7.85

Futures rebounded with the Nasdaq and S&P 500 eyeing key support. Generac, Nebius, Bloom Energy, SpaceX were early winners.

Nebius stock popped after the cloud computing specialist announced price hikes of around 20% effective Oct. 1.

Nebius Group NV (NASDAQ:NBIS) shares surged 11. 1% in pre-market trading after the company notified customers of price increases across its on-demand GPU cloud services, effective 1 October 2026.

Investing.com -U.S. stock index futures rose Thursday, as the Federal Reserve’s first interest rate hike in three years helped ease market anxiety over the central bank’s commitment to quelling inflation.

Nebius is undergoing huge expansion, but it comes with a caveat.

A media report naming a marquee AI lab as the mystery customer behind Rumble's massive six-year compute contract is sending one small-cap stock sharply higher while punishing its rented-compute rivals on the same tape.

Oracle just posted a backlog figure large enough to reshape how the entire AI cloud infrastructure trade gets valued, and two GPU cloud pure-plays are already moving in sympathy before the broader market has fully processed what it means.

The companies also plan to accelerate new capacity deployment, including modular data centres at sites where power is available.

An announcement from rival Nebius seemed to lift CoreWeave.

A new partnership with Palantir energized the stock.

Palantir Picks Nebius for AI Infrastructure

The deal extends Palantir CEO Alex Karp’s broader push for sovereign AI and his criticism of pay-per-token pricing models used by major AI providers.

Goldman Sachs data suggests nearly half of all businesses could be running AI in daily operations within months, and the physical infrastructure scrambling to keep up has created a very specific set of winners. Five companies sit at the exact bottlenecks where that buildout cannot proceed without them.

CoreWeave's huge AI-cloud backlog fuels growth, but soaring capital spending, debt and losses raise questions about its next move.

Nebius is rapidly growing and backed by Nvidia.

The market is full of high-upside opportunities.

Nebius looks like a long-term AI infrastructure bet because its partnership model could deliver faster, more capital-efficient growth than CoreWeave.

Nebius Group N.V. recently reported strong second-quarter results, lifting its year-end contracted power target from more than 3 gigawatts to 5 gigawatts after securing several large AI data center deals with higher contract values per megawatt. This rapid step-up in contracted power highlights how Nebius is tying its growth outlook directly to long-duration infrastructure commitments in the expanding AI cloud market. Next, we’ll examine how this sharp increase in contracted power and major...

Palantir, Nvidia and Micron Rally as Michael Burry's Bearish Bets Misfire

Nebius has surged over 200% in a year on the back of marquee deals and a $37.5 billion backlog, yet three customers still drive nearly 60% of revenue and a $20 billion capex bill looms. The setup has two very different endings.

The booming demand for dedicated AI data centers is fueling tremendous growth for these two companies.

Two AI infrastructure companies just reported earnings that look nothing alike, and the worse-looking quarter might belong to the better buy.

The AI rally put Burry’s bearish stance under pressure as Palantir, CoreWeave, Oracle, Micron, Tesla, Nebius and Nvidia all climbed during August.

Nebius stock just delivered another spectacular quarter. Here's what investors need to know before chasing the AI stock.

Soros Fund Management opened a $105 million position in American Electric Power.

Palo Alto Networks' CEO is warning that most AI cloud companies will collapse when GPU scarcity ends, but he carves out a narrow exception for a category of survivors he calls neoscalers. Nebius made his list, and the reasons why change the calculus entirely for investors watching the AI infrastructure boom.