Nebius
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"Big Short" Burry Increases Shorts on Micron, Nebius, and Semiconductor ETFs, Citing Memory Supply Surge Leading to Price Decline
Burry has significantly increased his short positions on Micron Technology, AI infrastructure company Nebius, the iShares Semiconductor ETF, and Palantir, describing the move as "quite large." He beli
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Rothschild-affiliated institutions issue "sell" ratings on AI new cloud duo CoreWeave and Nebius; "Big Short" Burry warns tech giants may have over $3 trillion in off-balance-sheet commitments
Rothschild & Co. Redburn, an independent research firm under Rothschild, initiated coverage on CoreWeave and Nebius on Monday, assigning "Sell" ratings to both. The firm believes that new cloud enterp
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GPU cloud service provider Nebius announced a comprehensive price increase for its GPU cloud services, effective October 1st, with an average increase of approximately 20%.
This marks Nebius' second price hike since May this year, covering multiple chip models including H100, H200, B200, and B300. The price per GPU hour for H100 increased from $3.85 to $4.50, a rise of a
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Nebius (NBIS) fell 23% this month, but Arete Research expects 96% upside to $415 target
AI cloud infrastructure operator Nebius (NBIS) saw its stock drop 23% this month. However, Arete Research raised its price target to $415 from $380, implying a 96% upside over the next twelve months.
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AI cloud service provider Nebius' Q2 revenue surged 454% year-over-year, with a contract backlog reaching $40 billion.
Nebius (NBIS) reported Q2 revenue of $582.3 million, a 454.04% year-over-year increase, surpassing market expectations. As of the end of Q2, the company's total contract backlog was approximately $40
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Oracle Slides 5% as Increased Layoff Costs Outweigh Ellison’s Canceled $7.5B Stock Sale; Nebius and CoreWeave Also Fall 5%
Oracle shares are down 5% in early Monday trading after the company disclosed in a Friday regulatory filing that it is expanding planned job cuts, raising the estimated cost of its restructuring plan
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Nebius's Q2 revenue reportedly surged 454% year-over-year to $582 million, with annualized recurring revenue reaching $3 billion.
Motley Fool analysis indicates that while AI infrastructure development is costly, it benefits new cloud providers like Nebius. Nebius reported a 454% year-over-year revenue increase to $582 million i
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Nebius Group (NBIS) stock jumps 4% to $218.47, snapping six-session slide after closing $5.75B convertible debt offering
The AI infrastructure company's stock rose on Tuesday after it announced the closing of a private offering of convertible senior notes, raising approximately $5.75 billion. This amount exceeded its in
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Billionaire Stephen Mandel's Lone Pine Capital significantly increased its stake in AI cloud computing provider Nebius (NBIS) in Q2 2026, making it the fund's largest holding.
According to the latest 13F filings, Stephen Mandel's Lone Pine Capital added AI cloud provider Nebius (NBIS) to its portfolio in the second quarter, making it the fund's largest holding. Nebius's sto
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Nebius forecasts 2026 revenue to roughly quadruple year-over-year to $3 billion-$3.4 billion, but analysts debate if this justifies its valuation
The AI cloud company reported Q1 2026 revenue of $399 million, up 684% year-over-year, and Q2 total revenue of $582.3 million. Nebius has signed multi-billion dollar AI cloud contracts and plans capit
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Bank of America Raises Nebius (NBIS) Price Target to $310 From $280, Maintains Buy Rating After Q2 Revenue Surges 454%
Bank of America analyst Tal Liani increased the price target for Nebius Group (NBIS) to $310 from $280, while reiterating a Buy rating. This adjustment follows Nebius's strong Q2 earnings report, whic
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AI cloud infrastructure provider Nebius Group's stock price fell 31.1% in July, but is still up 125% year-to-date.
AI cloud infrastructure provider Nebius Group (NASDAQ: NBIS) saw its stock price drop 31.1% in July, but it is still up 125% year-to-date. The company's Q1 revenue surged from approximately $50 millio
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Nebius Group's stock has surged nearly 298% over the past year, but has pulled back 26% from its June peak, with analysts deeming its valuation to be at a premium.
Yahoo Finance analysis indicates that Nebius Group (Nasdaq: NBIS) shares have surged nearly 298% over the past year but have pulled back approximately 26% from their all-time closing high set in June.
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Reports indicate that Meta may pay CoreWeave and Nebius more than $62 billion, while also planning to develop AI cloud services to compete with them.
According to reports, Meta Platforms (META) may pay AI infrastructure providers CoreWeave and Nebius more than $62 billion to acquire AI computing power. Meanwhile, reports indicate that Meta is devel
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Nebius Completes Approximately $775 Million in Senior Secured Debt Financing to Expand Its AI Cloud Platform
Svmuu News: Nebius, a Neocloud company, announced the completion of its first senior secured debt financing round of approximately $775 million. The proceeds will be used to expand its AI cloud platfo
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Bloom Energy, an AI computing power and energy infrastructure company, secures $1.7 billion in project investment, with IDF participating as an investor
Svmuu News: Bloom Energy, a provider of AI computing power infrastructure, announced that it has secured a massive $1.7 billion investment, with Industrial Development Funding (IDF) and asset manageme
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Nebius Sells Over $1 Billion in Computing Power to AI Startup Reflection AI
Svmuu News: Cloud computing service provider Nebius Group announced that it has reached an agreement with AI model developer Reflection AI to sell it more than $1 billion worth of computing power. Acc
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Micron Tech and SanDisk shares rose in premarket trading, and futures for the three major U.S. stock indices reversed their earlier losses
Svmuu News: According to data from MSX.COM, futures for the three major U.S. stock indices have reversed their earlier losses and are now all trading higher. Shares of Micron, and SanDisk rose in prem
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"Big Short" Burry Increases Shorts on Micron, Nebius, and Semiconductor ETFs, Citing Memory Supply Surge Leading to Price Decline
Burry has significantly increased his short positions on Micron Technology, AI infrastructure company Nebius, the iShares Semiconductor ETF, and Palantir, describing the move as "quite large." He beli
-
Rothschild-affiliated institutions issue "sell" ratings on AI new cloud duo CoreWeave and Nebius; "Big Short" Burry warns tech giants may have over $3 trillion in off-balance-sheet commitments
Rothschild & Co. Redburn, an independent research firm under Rothschild, initiated coverage on CoreWeave and Nebius on Monday, assigning "Sell" ratings to both. The firm believes that new cloud enterp
-
GPU cloud service provider Nebius announced a comprehensive price increase for its GPU cloud services, effective October 1st, with an average increase of approximately 20%.
This marks Nebius' second price hike since May this year, covering multiple chip models including H100, H200, B200, and B300. The price per GPU hour for H100 increased from $3.85 to $4.50, a rise of a
-
Nebius (NBIS) fell 23% this month, but Arete Research expects 96% upside to $415 target
AI cloud infrastructure operator Nebius (NBIS) saw its stock drop 23% this month. However, Arete Research raised its price target to $415 from $380, implying a 96% upside over the next twelve months.
-
AI cloud service provider Nebius' Q2 revenue surged 454% year-over-year, with a contract backlog reaching $40 billion.
Nebius (NBIS) reported Q2 revenue of $582.3 million, a 454.04% year-over-year increase, surpassing market expectations. As of the end of Q2, the company's total contract backlog was approximately $40
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Oracle Slides 5% as Increased Layoff Costs Outweigh Ellison’s Canceled $7.5B Stock Sale; Nebius and CoreWeave Also Fall 5%
Oracle shares are down 5% in early Monday trading after the company disclosed in a Friday regulatory filing that it is expanding planned job cuts, raising the estimated cost of its restructuring plan
-
Nebius's Q2 revenue reportedly surged 454% year-over-year to $582 million, with annualized recurring revenue reaching $3 billion.
Motley Fool analysis indicates that while AI infrastructure development is costly, it benefits new cloud providers like Nebius. Nebius reported a 454% year-over-year revenue increase to $582 million i
-
Nebius Group (NBIS) stock jumps 4% to $218.47, snapping six-session slide after closing $5.75B convertible debt offering
The AI infrastructure company's stock rose on Tuesday after it announced the closing of a private offering of convertible senior notes, raising approximately $5.75 billion. This amount exceeded its in
-
Billionaire Stephen Mandel's Lone Pine Capital significantly increased its stake in AI cloud computing provider Nebius (NBIS) in Q2 2026, making it the fund's largest holding.
According to the latest 13F filings, Stephen Mandel's Lone Pine Capital added AI cloud provider Nebius (NBIS) to its portfolio in the second quarter, making it the fund's largest holding. Nebius's sto
-
Nebius forecasts 2026 revenue to roughly quadruple year-over-year to $3 billion-$3.4 billion, but analysts debate if this justifies its valuation
The AI cloud company reported Q1 2026 revenue of $399 million, up 684% year-over-year, and Q2 total revenue of $582.3 million. Nebius has signed multi-billion dollar AI cloud contracts and plans capit
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Bank of America Raises Nebius (NBIS) Price Target to $310 From $280, Maintains Buy Rating After Q2 Revenue Surges 454%
Bank of America analyst Tal Liani increased the price target for Nebius Group (NBIS) to $310 from $280, while reiterating a Buy rating. This adjustment follows Nebius's strong Q2 earnings report, whic
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AI cloud infrastructure provider Nebius Group's stock price fell 31.1% in July, but is still up 125% year-to-date.
AI cloud infrastructure provider Nebius Group (NASDAQ: NBIS) saw its stock price drop 31.1% in July, but it is still up 125% year-to-date. The company's Q1 revenue surged from approximately $50 millio
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Nebius Group's stock has surged nearly 298% over the past year, but has pulled back 26% from its June peak, with analysts deeming its valuation to be at a premium.
Yahoo Finance analysis indicates that Nebius Group (Nasdaq: NBIS) shares have surged nearly 298% over the past year but have pulled back approximately 26% from their all-time closing high set in June.
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Reports indicate that Meta may pay CoreWeave and Nebius more than $62 billion, while also planning to develop AI cloud services to compete with them.
According to reports, Meta Platforms (META) may pay AI infrastructure providers CoreWeave and Nebius more than $62 billion to acquire AI computing power. Meanwhile, reports indicate that Meta is devel
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Nebius Completes Approximately $775 Million in Senior Secured Debt Financing to Expand Its AI Cloud Platform
Svmuu News: Nebius, a Neocloud company, announced the completion of its first senior secured debt financing round of approximately $775 million. The proceeds will be used to expand its AI cloud platfo
-
Bloom Energy, an AI computing power and energy infrastructure company, secures $1.7 billion in project investment, with IDF participating as an investor
Svmuu News: Bloom Energy, a provider of AI computing power infrastructure, announced that it has secured a massive $1.7 billion investment, with Industrial Development Funding (IDF) and asset manageme
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Nebius Sells Over $1 Billion in Computing Power to AI Startup Reflection AI
Svmuu News: Cloud computing service provider Nebius Group announced that it has reached an agreement with AI model developer Reflection AI to sell it more than $1 billion worth of computing power. Acc
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Micron Tech and SanDisk shares rose in premarket trading, and futures for the three major U.S. stock indices reversed their earlier losses
Svmuu News: According to data from MSX.COM, futures for the three major U.S. stock indices have reversed their earlier losses and are now all trading higher. Shares of Micron, and SanDisk rose in prem
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Nebius
24H Trending
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South Korea's KOSPI index rose 5.18% from its previous close, now at 5,930.51.
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SK Hynix is up 6.86% from its previous close, now trading at ₩1,433,000.
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South Korea's KOSPI index rose 6.16% from its previous close, now at 5,985.55.
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Samsung Electronics rose 7.88% from its previous close, now trading at ₩239,500.
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Youngone wins 8.8 billion won refund in Scott acquisition dispute
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Bloomberg: Prices for "super metals" used in nuclear energy, semiconductors, and other fields are soaring, with Freeport, the world's largest producer, considering increasing output.
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SK Hynix's third-quarter operating profit exceeded expectations, primarily driven by strong demand for AI chips, and the company also announced a share buyback.
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Veir completes $110 million Series C funding round
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