Notícias

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

AI Boom Sends Nebius Stock Flying After Stunning Earnings Beat

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 […]

(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

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

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.

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

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.

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

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.

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

Shares of Nebius Group rose sharply Wednesday after the artificial-intelligence cloud provider reported better-than-expected quarterly results. Nebius stock jumped 14% in premarket trading. Shares have climbed 114% this year and nearly 400% over the last 12 months as of Tuesday’s closing bell.

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

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.

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.

CRWV posted $2.1B Q1 2026 revenue and a $99.4B backlog as AI demand surged, but rising losses, debt and spending kept investors cautious.

Applied Digital's ChronoScale stake expands its AI strategy beyond data centers, adding GPU cloud exposure as AI compute demand accelerates.

Nvidia's equity commitments have topped $40 billion this year.

NBIS heads into Q1 earnings with strong AI cloud demand and rapid expansion, but high valuation and heavy spending may keep investors cautious.

Wall Street futures pointed marginally lower pre-bell Monday, as crude prices rose following Preside

June S&P 500 E-Mini futures (ESM26) are down -0.03%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.04% this morning, pointing to a muted open on Wall Street as oil prices and bond yields climbed after U.S. President Donald Trump slammed Iran’s response to a U.S. peace proposal.

Nebius Group recently deepened its AI push by acquiring Eigen AI for about US$643 million, securing very large multiyear AI compute contracts with Meta and Microsoft, and receiving a US$2 billion investment from Nvidia to expand its neocloud data center capacity. These moves are shifting Nebius from a pure infrastructure provider toward a higher-value AI platform model, potentially altering how it monetizes its massive contracted backlog and future capacity build-out. With Nebius’ Nvidia...

Nebius Group (NasdaqGS:NBIS) announced a $643 million acquisition of Eigen AI, adding advanced inference and optimization technology to its AI platform. The company has secured multi billion dollar, long term contracts with Meta and Microsoft tied to its AI infrastructure and platform services. Nvidia is committing a $2 billion investment into Nebius, aligning with Nebius’s shift toward a Platform as a Service model. Nebius Group, traded as NasdaqGS:NBIS, is repositioning itself from a pure...