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NBIS News30 articles
Nebius Shares Jump 9% on Cloud Price Hikes; Revenue Impact Uncertain
Nebius stock climbed 9% after announcing cloud price hikes of up to 25%, but analysts question whether higher list prices will survive discounts and heavy data center spending.
Palantir-Nebius AI Pact Lacks Financial Terms
Palantir named Nebius its preferred sovereign-AI infrastructure partner, but the deal lacks disclosed financial terms, leaving investors without clarity on revenue impact.
IREN Slumps 12.5% as AI Revenue Surge Fails to Offset Steep EBITDA Drop
IREN shares dropped 12.5% after reporting $4 billion in AI annual recurring revenue, but adjusted EBITDA fell 68% due to transition costs and impairments.
IREN Recovers Half of Pre-Earnings Drop in After-Hours Trading
IREN shares rebounded 3.2% after hours, cutting a $940 million pre-earnings loss by half. The move comes ahead of Thursday's fiscal 2026 results.
Alibaba's $10B AI Fundraise Rattles Overnight Trade; Chip Stocks Slide
Alibaba's $10.2B AI placement weighs on ADRs overnight, joining a memory-chip selloff. Futures flat ahead of Nvidia earnings.
Nebius Plunges 11% on $4.5B Convertible Note Sale
Nebius shares dropped 10.8% after a $4.5B convertible note offering, covering 80% of quarterly AI infrastructure spend. Analysts see 24% upside.
Bloom Energy Shares Jump 5% on Nebius AI Power Deal
Bloom Energy (BE) rose 5.1% to $241.72 on Monday as investors weighed a 328 MW Nebius deal against a rich valuation of 16.7x sales. Q2 revenue surged 165.5%.
Nasdaq Outpaces Dow as AI Infrastructure Stocks Rally
Nasdaq gains 0.21% while Dow slips 0.13% as AI memory and connectivity stocks surge, but oil price and geopolitical risks temper broader market enthusiasm.
IREN Stock Rises 3.8% as Microsoft Approves First AI Data Center Phase
IREN shares gained 3.8% premarket as Microsoft approved Horizon 1, the first 50MW phase of its $9.7B AI cloud deal, easing concerns over ambitious revenue targets.
Nvidia's $63.4B Equity Portfolio: Intel and SpaceX Dominate, Adding Earnings Volatility
Nvidia's 13F filing shows $63.44B in U.S. equities, with Intel and SpaceX dominating. The portfolio adds earnings volatility ahead of Q2 results.
Nebius Surges 8.9% to $277.68, Market Cap Hits $75B, Outpacing Analyst Targets
Nebius (NBIS) surged 8.9% to $277.68, market cap $75.49B, surpassing analyst targets. Q2 revenue up 454% to $582.3M, but capex reached $5.66B, 9.7x revenue.
Cerebras Tumbles 5.3% as Valuation Concerns Override Strong Core Growth
Cerebras (CBRS) fell 5.3% Friday as investors weighed a $51.8B valuation against strong core revenue growth and a widened GAAP loss.
Nebius Stock Surges 32% but $5.7B Capex Raises Funding Questions
Nebius (NBIS) stock rallied 32% post-earnings, but heavy capex and funding reliance on prepayments present challenges to sustaining the rally.
Markets Mixed as Investors Await Key Inflation Data
Global markets saw mixed trading as investors awaited key inflation data. Nebius surged 34% on strong Q2 revenue, while several Asian stocks fell on margin concerns.
IREN Shares Jump 9% as CoreWeave's Strong Results Boost AI Infrastructure Stocks
IREN shares jumped 9% after CoreWeave's strong earnings boosted AI infrastructure stocks. The company aims to expand capacity 160-fold to 480 MW by 2026.
Nebius Shares Surge 5% as $2B H2 Revenue Goal Looms Ahead of Earnings
Nebius (NBIS) shares rose 5% ahead of Q2 earnings, with the company facing a critical test to hit $2 billion in second-half revenue.
CoreWeave's $99B Backlog Faces Margin Test Ahead of Q2 Report
CoreWeave (NASDAQ:CRWV) edges up 1.2% ahead of Q2 earnings; revenue expected to double to $2.56B, but investors eye margin pressure and $99B backlog.
CoreWeave Stock Surges 26% as Earnings Test Looms
CoreWeave (NASDAQ:CRWV) shares jump 26% this week as investors await Q2 earnings. The company faces margin pressure and high leverage, with options pricing a 13% move.
IREN Jumps 12% After Mirantis Deal Closure, Adding $1.2B in Value
IREN (NASDAQ:IREN) climbed 8.7% on Friday, adding $1.2B in market value after closing its Mirantis deal. The stock continues to rise in premarket trading.
Nebius Rebounds in Premarket After Vineland Setback Wipes Out $7.4B
Nebius shares recovered 3.5% in premarket trading following a steep 13.3% decline that erased $7.4 billion in market value after a planning board meeting ended without a decision on phase 2.
Nebius Shares Tumble 10% as Investors Brace for Q2 Revenue Test
Nebius shares dropped 10% as investors weigh Q2 revenue estimates and the company's ambitious capacity expansion. Analysts are divided on the stock's outlook.
IREN Closes Mirantis Buy at $555M, Below Initial $625M Deal
IREN finalized its Mirantis acquisition at a market value of about $555 million, 11.2% below the initial $625 million agreement, as share price declines reduced the equity component.
CoreWeave Jumps 9% on Indonesia AI Data Center Push
CoreWeave (CRWV) shares climbed 9% after unveiling plans for three data centers in Indonesia, boosting contracted capacity by roughly 10%. Piper Sandler initiated coverage with an Overweight rating and a $151 price target.
Nebius shares jump 16% as prepayments raise cash flow questions
Nebius (NBIS) shares surged 16% to $220.71 amid a sector-wide AI rally. The company's heavy reliance on customer prepayments for cash flow draws investor attention.
CoreWeave Surges 15.6% on Restructured Loan, but Costs Climb
CoreWeave (CRWV) shares rose 15.6% after a debt restructuring, but the new loan carries higher costs and stricter terms. Q2 earnings set for Aug 11.
IREN Ends Volatile Week Flat as AI Contracts Shift to Execution Phase
IREN shares ended a volatile week nearly flat after AI Cloud contracts moved to fulfillment. With 85% of the ARR goal signed, investors now focus on execution.
IREN Stock Surges 30% as AI Cloud Contracts Near $3.4B Target
IREN shares surged 30% after securing 85% of its $4B AI cloud run-rate target, but the gap between contracted and actual revenue remains a key test.
Nebius Stock Surges 28% on Strong Q4 Revenue Outlook
Nebius (NASDAQ:NBIS) shares soared 28.4% to $190.34 after Q4 revenue forecasts of $1.52 billion drove investor enthusiasm.
AI Cloud Stocks Rebound as Cash Reserves Diverge
CoreWeave and Nebius shares rebounded sharply as their distinct cash positions drove diverging trajectories in AI cloud trading.
Nebius stock drops 10% as asset-light strategy faces funding scrutiny
Nebius (NBIS) shares tumbled 10% on Wednesday as the market weighed the company's ability to fund expansion without straining its balance sheet.