Nebius

Nebius

Yahoo Finance • 14 hours ago

Nvidia is looking more like the central bank of AI

Nvidia made its fortune selling the AI boom. Now it's helping finance the next chapter. Nvidia (NVDA) shares initially fell about 3% after Wednesday's earnings report, then turned higher as the company's conference call got underway. Reve... Full story

Yahoo Finance • 23 hours ago

Nebius Group N.V. announces results of its Annual General Meeting

AMSTERDAM, August 26, 2026--(BUSINESS WIRE)--Nebius Group N.V. (the "Company"; Nasdaq: NBIS), the AI cloud company, today announced that all resolutions proposed at the Annual General Meeting of the Company (the "AGM"), held on August 25,... Full story

Yahoo Finance • 2 days ago

Nebius Rises 4% Despite Adding $5.75B in Convertible Debt, Snapping a Six-Session Slide

Quick Read NBIS jumped 4%, snapping a six-session slide after closing a $5.75B convertible raise that exceeded its $4.5B target on strong institutional demand. A five-year $12B META deal anchors Nebius's $37.5B backlog, while IREN's Thurs... Full story

Yahoo Finance • 2 days ago

RUM Group Surges 11% as CEO Vows to Take On CoreWeave and Nebius, Trump Media Holds Flat

Quick Read RUM jumped 10% after Pavlovski publicly challenged neocloud rivals, while DJT slid 0.6% and sits down 30% YTD despite retail conflating both tickers. Quake AI's $13.7B GPU contract puts RUM Group in direct competition with Core... Full story

Yahoo Finance • 2 days ago

Nebius Group N.V. vs. SoundHound AI: Which AI Stock Will Bring You Profits in 2026 and Beyond?

As the race for artificial intelligence dominance intensifies in 2026, investors are weighing the infrastructure-heavy approach of Nebius Group N.V. (NASDAQ:NBIS) against the software-driven model of SoundHound AIInc (NASDAQ:SOUN). Nebius... Full story

Yahoo Finance • 2 days ago

CoreWeave’s AI Data Center Capacity Is Exploding — Its $35 Billion Debt Load Still Makes the Stock Untouchable

Quick Read CoreWeave scaled data center capacity from 70 MW to 1.5 GW by mid-2026, backed by a $104 billion contracted revenue backlog confirming real, multi-year demand. Despite genuine growth, $35 billion in debt and $640 million in qua... Full story

Yahoo Finance • 3 days ago

Is Nvidia (NVDA) Stock a Buy Ahead of Q2 Earnings?

Nvidia NVDA will step back into the earnings spotlight after the market closes on Wednesday, August 26, when the AI chip leader reports its much-anticipated Q2 results. Expectations are understandably elevated, but the setup looks increas... Full story

Yahoo Finance • 3 days ago

Nvidia says Groq 3 LPX now in full-scale production

[Nvidia Corporation in China] Robert Way Coming off its $20B deal to acquire Groq's assets, Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) said on Monday that its Groq 3 LPX artificial intelligence inference accelerator is now in fu... Full story

Yahoo Finance • 3 days ago

NVIDIA Groq 3 LPX Now in Full Production With World-Class Speed for Agentic AI

NVIDIA Groq 3 LPX Extends the Vera Rubin Platform, Delivering Ultrafast Token Generation for the Next Generation of Agentic AI, With Nebius the First to Adopt NVIDIA Groq 3 LPXNVIDIA Groq 3 LPX, the interactive AI inference accelerator,... Full story

Yahoo Finance • 3 days ago

Perplexity Deal Highlights a Pattern in Nvidia's AI Investments

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Nvidia Corp.'s (NASDAQ:NVDA) reported talks to invest in AI startup Perplexity at a valuation exceeding $30 billion are notable on their... Full story

Yahoo Finance • 3 days ago

Anthropic Wants Investors to Buy Into a $2 Trillion Dream—But a Wall Street Veteran Says SpaceX’s IPO Offers a Warning for AI Investors (UPDATED)

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Editor's Note: The story has been refreshed with the latest market price action and a revised headline. Anthropic's reported potential $... Full story

Yahoo Finance • 3 days ago

Is Nebius Overvalued or Digesting Debt for Something BIgger and Better?

Quick Read NBIS dropped 21% in one week despite Q2 revenue surging 454%, forcing investors to decide if the dip is a gift or a trap. CEO Arkady Volozh says Nebius could sell all 2027 capacity today but is holding it for higher-priced shor... Full story

Yahoo Finance • 3 days ago

3 Growth Stocks to Buy Before Wall Street Catches On

Quick Read Nebius posted 454% revenue growth and a $37.5B backlog; Symbotic trades near its 52-week low despite a $22.5B contracted backlog. Meta locked in a $27B five-year deal with Nebius while NVIDIA added a $2B strategic equity stake,... Full story

Yahoo Finance • 5 days ago

AI’s Absurd Spending Boom? Hyperscalers Are Spending 102% of Cloud Revenue on Capex

Quick Read UBS projects hyperscalers will spend $4.1 trillion on AI infrastructure from 2026 to 2028, tripling the $1.3 trillion deployed over the previous six years. Amazon, Alphabet, and Microsoft will collectively spend 102% of their c... Full story

Yahoo Finance • 5 days ago

Billionaire Stephen Mandel Just Loaded Up on This Incredible Artificial Intelligence (AI) Stock Up Nearly 200% in 2026

The latest round of Form 13Fs is out, which means investors can track what billionaire investors are doing. One hedge fund manager I follow is Stephen Mandel, who runs Lone Pine Capital. Mandel has a phenomenal track record, and isn't just... Full story

Yahoo Finance • 5 days ago

Prediction: CoreWeave Stock Will Double on This Date

Quick Read CRWV carries a $104 billion backlog against a sub-$50 billion market cap, supporting a BUY rating and $167 price target by August 2027. Nebius (NBIS) trades at a richer price-to-sales multiple than CRWV on far smaller revenue,... Full story

Yahoo Finance • 5 days ago

Why Did Nebius Stock Plunge This Week?

Nebius Group (NASDAQ: NBIS) stock plunged 21.1% this week, according to data provided by S&P Global Market Intelligence. That shouldn't bother existing shareholders who have enjoyed the 231% gain in Nebius stock over the past year. For th... Full story

Yahoo Finance • 6 days ago

Nebius (NBIS) Raises $5B Convertible Bond As AI Compute Demand Surges

On August 20, Nebius Group (NASDAQ:NBIS) confirmed what had already rattled its stock a day earlier: a $5 billion convertible bond offering that ranks among the largest in recent corporate history. The company increased the deal from an in... Full story

Yahoo Finance • 7 days ago

Nebius Drops 4%, Cloudflare Falls 3%, Snowflake Slips: Are Financing Concerns Sinking AI-Cloud Stocks?

Quick Read Nebius (NBIS) sank 4% after pricing a $5B convertible note overnight, dragging Cloudflare (NET) down 3% on dilution read-through fears. CoreWeave (CRWV) held near its range despite a similar capital-intensive model, confirming... Full story

Yahoo Finance • 7 days ago

Crossroads Capital’s Confidence in Nebius Group (NBIS) Reflected in Scaled Position

Crossroads Capital LLC, an investment management firm, published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund increased by 11.5% net of fees and expenses during the quarter. Since its found... Full story