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Nebius Group fell nearly 9% after a DA Davidson downgrade, despite reporting 684% revenue growth and reiterating its 2026 guidance of $3B to $3.4B.

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

Alphabet stock is nearing a $5 trillion market cap—and the Google parent hasn’t gotten there just by standing still. The latest news: Google and Blackstone announced plans to create a new AI cloud company using the tech giant’s chips. The joint venture will create a new U.S.-based company offering data center capacity and Google’s Tensor Processing Unit (TPU) chips as a “compute-as-a-service” offering, the companies said.

A company doesn’t reach a $5 trillion market cap just by standing still. Alphabet is nearing that milestone and it’s making an aggressive play to challenge Nvidia AI chip dominance—and potentially its status as the world’s most valuable company. Google and Blackstone announced plans to create a new AI cloud company using the tech giant’s chips.

June S&P 500 E-Mini futures (ESM26) are down -0.38%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.65% this morning, pressured by a retreat in technology stocks, while investors await signs of progress toward a peace deal in the Middle East.

↗️ ServiceNow (NOW): Bank of America analysts said ServiceNow would benefit from AI, and gave the stock a buy rating yesterday, sending it up 8%. The business-software company's shares are up again premarket; they were still down about a third year to date as of yesterday's close.

Nebius Group stock: recent performance snapshot Nebius Group (NBIS) stock has moved sharply in recent periods, with the price up 27% over the past month and more than doubling over the past 3 months, drawing fresh investor attention. See our latest analysis for Nebius Group. That recent surge sits on top of a very strong run, with Nebius Group showing a 122.19% year to date share price return and a very large 432.11% 1 year total shareholder return, although the share price fell 9.13% in the...

After a blowout first-quarter report and a string of marquee deals, the AI cloud company's shares have surged -- but the price tag may leave little room for error.

While the U.S. market is saturated with data centers, Nebius is leveraging Europe's strict regulations and energy grid limits to build a monopolistic AI infrastructure.

Nebius is rapidly scaling its full-stack AI cloud platform, building key partnerships including a $27 billion multi-year deal with Meta, and gaining multiple strategic acquisitions. These moves are prompting growing analyst optimism even as the stock trades at a premium valuation.

CoreWeave, Nebius Sink After Wall Street Turns Cautious on AI Rally

Investing.com -- Investment bank D.A. Davidson has adopted a more cautious stance on two of the hottest AI infrastructure companies, downgrading its outlook on both Nebius Group and CoreWeave despite maintaining a bullish long-term view on the artificial intelligence cloud computing market.

Zscaler upgraded, CoreWeave downgraded: Wall Street's top analyst calls

With AI cloud competition heating up, this company that used to own Russia’s biggest search engine is making its case.

With AI cloud competition heating up, this company that used to own Russia’s biggest search engine is making its case.

Nebius Group (NasdaqGS:NBIS) has secured up to 1.2 GW of power and land for a new AI factory in Pennsylvania. The facility is the company’s second gigawatt scale infrastructure project in the U.S., following its Missouri site. This move is part of Nebius Group’s rapid AI capacity expansion strategy focused on owned compute infrastructure. Nebius Group operates as an AI infrastructure provider, building large scale data and compute facilities for enterprise and cloud customers. The new...

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 ...

Nebius and CoreWeave are rapidly growing neocloud businesses.

Nebius Group's business is on fire, but has the stock run too far?

The stock market largely erased weekly gains Friday as oil prices and Treasury yields jumped. Cisco was an earnings winner. The Trump-Xi summit head few breakthroughs.

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 ...

NBIS surged after Q1 revenue surged 684% and AI demand fueled massive infrastructure expansion and a new $27B Meta agreement.

Nebius Lands Powerful New Bull Call After Revenue Skyrockets 684%

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

DA Davidson raises Nebius to $250, Citizens to $270

Skip the AI cloud stock priced for perfection. Astera Labs may be the smarter way to invest in the AI infrastructure boom before the market fully catches up.

In the wake of a strong earnings report, this AI stock is sailing higher.

The Q1 numbers for Nebius' stock are eye-popping. But the story behind them is what makes this stock worth watching.

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, ...

Both AI infrastructure companies are firing on all cylinders.