NBIS
Nebius Group N.V.
NBIS
Nebius Group N.V.
Nebius remains roughly 25% of my portfolio, despite falling 14% since my previous coverage, as fundamental conviction remains intact. Palantir could help monetize Nebius capacity across enterprise and
Nebius Group N.V. (NBIS) Presents at Citi's 2026 Global TMT Conference Transcript
Michael Burry, a hedge fund manager and investor known for predicting the 2008 financial crash, has just updated his portfolio, with some notable new positions catching the market's attention.
NBIS is signing multiyear AI-cloud contracts exceeding $1 billion on average, supported by strong demand for GPU capacity and attractive contract economics. Customer prepayments cover 50% to 60% of as
Nebius targets $3.0-$3.4 billion 2026 revenue and a $7-$9 billion exit run rate as AI capacity expands. Connected power could reach 800 MW-1 GW by year-end, while contracted power targets have increas
Nebius Group N.V. remains a buy as its asset-light AI-PaaS model accelerates capacity expansion, drives high-margin software economics, and leverages $9B in prepayments. NBIS's asset-light franchise m
Nebius (NBIS) remains a Strong Buy as it executes on rapid backlog growth, robust GPU rental pricing, and secured capital for expansion. NBIS's unit economics are improving, with GPU price hikes passe
Nebius remains a Strong Buy, driven by its leading position in the AI and data center narrative. NBIS has surged nearly 61% since prior coverage, far outperforming the benchmark's 6% return. Multi-yea
Nebius Group is positioned as a premium AI cloud intermediary, leveraging scarce, production-ready capacity and a full-stack operational model. NBIS's contract economics are robust, with >$1B deals, 7
Higher pricing trends through short-term contracts/capacity auctions prove the durability of AI compute demand and Nebius's ongoing capex build-out. The growing prepayments/asset-light partnerships un
NBIS's most recent earnings release was a beat, boasting 454% revenue growth and positive operating cash flows. The company has multi-billion dollar contracts with Meta and Microsoft in the pipeline,
Nebius Group N.V. delivered a game-changing quarter, driving a bullish outlook with transformative AI data center pricing and capacity expansion. The AI data center company signed landmark AI cloud co
Nvidia (NASDAQ: NVDA) has updated its stock portfolio, revealing a public equity portfolio worth approximately $63.4 billion as of June 30, 2026, according to a Form 13F filing.
Nebius Group N.V. earns a Buy rating, driven by explosive AI cloud growth, robust demand, and a unique customer-funded expansion model. Q2 revenue surged 454% YOY to $582.3M, with AI cloud contributin
During the night between Wednesday and Thursday, the stock of the neocloud Nebius (NASDAQ: NBIS) lost more than $10 as it dropped 4.06% from $259.20 at the latest close to $248.68 at press time on Aug
Oil prices face pressure from weaker demand and rising U.S. inventories, but Middle East supply risks keep WTI and Brent supported near key breakout levels.
Nebius Group N.V. was one of several stocks the author encouraged investors to wait for a pullback, and a big one hit in June-July. Q2 was strong as NBIS's adjusted EBITDA reached $236.2 million with
Nebius shares could be set to add more than one-quarter of their value in a single session.
The legendary ‘Big Short' trader Michael Burry revealed on Monday, August 10, that he has once again taken a short position against Palantir (NASDAQ: PLTR), estimating the equity's intrinsic value is
Nebius Group N.V.'s accelerating backlog, supported by reputable multi-year contracts, reinforces strong demand visibility. But Q2 earnings must prove that contracted demand is converting into revenue