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NBIS News30 articles
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.
Nebius Shares Tumble as Heavy AI Infrastructure Spending Raises Margin Concerns
Nebius stock dropped 12% as investors worry about capital expenditure plans up to $25 billion, despite strong AI-cloud revenue growth and a 45% adjusted EBITDA margin.
Nebius Shares Surge in Premarket as Nvidia's Warrant Position Revealed
Nebius (NBIS) shares advanced 6.1% in premarket trading, recovering after a 15% drop on Friday, as details of Nvidia's warrant-based stake emerged.
CoreWeave Stock Drops 11% as Backlog Conversion Timeline Raises Financing Concerns
CoreWeave shares tumbled 11.4% as investors weighed the pace of backlog conversion against a $31-$35 billion capital budget. Microsoft and Meta earnings this week will test demand.
IREN Holds Weekly Gains Despite Friday Dip, AI Cloud Deals Bolster Outlook
IREN shares closed Friday at $37.07, down 8.7%, but retained a 10.3% weekly gain after $2.8 billion in AI cloud deals pushed its ARR target past $4 billion.
Nebius Group Plunges 15%, Erasing Nearly All of Tuesday's Surge
Nebius Group shares dropped 15% on Friday, erasing most of Tuesday's surge. The stock still gained 5.7% for the week.
Nebius Group Stock Rebounds 5.7% Weekly After Friday's 15% Drop
Nebius Group (NBIS) shares tumbled 15% on Friday, nearly erasing Tuesday's gains, but still closed the week up 5.7%. The sell-off followed an NVIDIA filing and broader AI spending worries.
CoreWeave Stock Slips as AI Spending Concerns Weigh on Markets
CoreWeave shares slipped 11.4% on Friday as AI funding concerns persisted, while IREN and Nebius posted weekly gains. Alphabet's capex hike and Google Cloud's 82% revenue growth underscored industry cash flow dynamics.
Bloom Energy Plunges 15% as Market Questions Steep H2 Revenue Targets
Bloom Energy shares fell 14.9% on Friday, closing at $184.89, as concerns mount over the company's need to generate $1.04 billion quarterly revenue in the second half to meet its full-year guidance.
IREN Surges 26% on AI Deals Easing GPU Financing
IREN Limited (NASDAQ:IREN) surged 26% as AI collaborations eased GPU capital requirements, with the company raising its AI cloud annualized run-rate revenue target to over $4 billion.
Nasdaq Futures Surge as Chip Stocks Recover; Broader Markets Lag
Nasdaq 100 futures rose 1.16% on Tuesday, outperforming other indexes, as a 4% jump in the semiconductor ETF SOXX led gains. Broader markets lagged, with S&P 500 and Russell 2000 futures up only 0.31% and 0.27%, respectively.
Nvidia Edges Up on $4B Nebius Stake Disclosure
Nvidia shares gained 1.1% premarket after an SEC filing disclosed a $4.06 billion beneficial ownership stake in Nebius Group, primarily through warrants.
Nebius Shares Surge on Nvidia Stake Revelation
Nebius shares rose 7% in premarket trading after Nvidia disclosed a 9.3% passive stake, primarily from a pre-funded warrant purchased in March, implying a $1.85 billion gain.
IREN Shares Rise on AI Cloud Prepayment Deals Alleviating Funding Worries
IREN shares rose 5.7% premarket after $2.8B in AI cloud contracts with 45% prepayments eased GPU funding concerns, lifting 2026 ARR target to over $4B.
CoreWeave Stock Rebounds, But $34B Capex Outlook Pressures Margins
CoreWeave shares rose 5.5% to $77.20 after BofA reiterated a Buy rating, but a $34 billion capex projection and steep interest costs keep margin pressure high.
Bloom Energy Stock Slips 5.6% as $1.7B AI Deal Raises Revenue Concerns
Bloom Energy shares dropped 5.6% Monday as a $1.7 billion AI financing deal for Nebius Group fails to reassure investors about near-term revenue realization. The market awaits Q2 earnings on July 28.
IREN Boosts 2026 AI Cloud ARR Target Past $4 Billion with $2.8 Billion in New Contracts
IREN raises its 2026 AI Cloud ARR target above $4 billion, driven by $2.8 billion in new multi-year contracts. Shares rose 8.7% in premarket trading.
Nebius Stock Tumbles 19% Despite $775 Million GPU-Backed Loan
Nebius shares plunged 19% even after finalizing a $775 million loan secured by deployed GPUs and customer cash flows.
IREN Stock Plunges 18% as Uncontracted AI Revenue Gap Widens
IREN stock dropped 18% as 41% of its AI revenue target remains without contracts, highlighting a $1.8 billion execution gap.
IREN Shares Slide 9% as AI Revenue Growth Lags Multi-Billion Dollar Target
IREN shares fell 9% to $34.83 on Thursday as investors scrutinize the gap between reported AI revenue and the $4.4 billion ARR target, amid a broader AI infrastructure selloff.