Headquartered in Schiphol Boulevard 165, Schiphol Fiscal year ends December NASDAQ: NBIS nebius.com
Nebius Group N.V. is a technology company whose core business is operating a global full-stack AI cloud platform under the Nebius brand. The platform spans the complete AI lifecycle — from high-performance GPU compute clusters and storage to managed services, software tools, and advanced solutions for AI model training and inference at enterprise scale. Nebius combines AI-optimized hardware designed in-house with proprietary software to deliver multi-tenant cloud services purpose-built for AI workloads, with a significant presence in Europe, the United States, and the Middle East. The company's data center footprint includes an owned facility in Finland, leased data center facilities, and greenfield data centers under development, with additional lease agreements totaling $12.1 billion in estimated future payments for facilities expected to commence between 2026 and 2027. Customers range from enterprises, software vendors, and AI-native technology companies to research organizations and individual developers, with long-term committed capacity contracts from large-scale technology companies representing $37.5 billion in remaining performance obligations. The company has significant customer concentration, with three customers each representing more than 10% of quarterly revenue. In addition to its core AI cloud business, Nebius Group operates Avride, a developer of autonomous driving technology for self-driving vehicles and delivery robots, and TripleTen, an edtech platform focused on reskilling individuals for careers in technology. The Group also holds significant minority equity stakes in ClickHouse (an open-source database company valued at approximately $1.5 billion on its books following a Series D financing) and Toloka, both previously spun out of the Group. In 2026, Nebius acquired Tavily, ClarifAI, and Eigen AI Labs to expand its AI cloud technology capabilities. The company has three classes of ordinary shares (A, B, and C), with Class A shares listed on the Nasdaq Global Select Market. Total convertible debt outstanding as of June 30, 2026 was approximately $10.0 billion in aggregate principal across six series with maturities ranging from 2029 to 2033. In July 2026, the company entered its first senior secured debt facility of approximately $775 million collateralized by GPU infrastructure and contracted cash flows. Updated
An 11% slide off the October high puts the index at correction's doorstep, with the damage concentrated in chip and AI infrastructure names.
The Nasdaq 100 has dropped 11% since its October high. Some of the biggest losers: 📉 $LTE 📉 $INTC 📉 $SNDK 📉 $NBIS https://t.co/emrUa7ayAq
Rklb? You mean the stock that went from 40 at the end of 2025 to 150 mid 2026? 4x is getting it wrong? Or do you mean NBis which was 60 and then 300, respectively?
Three crowd favorites sitting 60%-plus below their highs, with a 176-comment thread debating the picks and the entry prices. Worth reading before you buy the next consensus winner after the story is already obvious.
This is psychology/social engineering mixed with algorithms designed to take profits in this zero sum game. Yes some of these deserve to crash hard as they are not sustainable, but a lot of what is going down has absolutely no reason for it to.
467 comments on one post asking why semis and AI names are halving shows retail is still hunting for a reason. "It seems like a buying opportunity" carries no weight when you cannot name what changed.
Everyone post their bags, quickly.
Retail's dip list is almost entirely the AI semi complex, yet the thread's top-voted replies are sitting on their hands until the midterms. When 216 comments can't agree whether a selloff is a sale or a top, position sizing is what decides the outcome.
Nearly 29 points of spread separated the top and bottom of the board at Monday's close, with Ciena up 14.29% to $445.37 and Tempus AI down 14.21% to $71.68. Four of the five leaders sit in AI infrastructure names.
An insider just took roughly $117 million off the table at Nebius, selling about 500,000 Class A shares. That is a meaningful lightening into the AI infrastructure run that has carried the stock higher.
Both Petrobras lines closed double digits higher, the only names in a 383-stock board to do it. MercadoLibre and Tempus AI each added more than 9%, while the worst loser gave up under 5%, so the upside skew was lopsided.
Moderna is the session's widest move at the open, off 7.34% to $188.54, while Hewlett Packard Enterprise leads the upside at +6.27%. The gainer list skews toward AI infrastructure names; the losers span biotech, power and defense.
Credit markets had flashed distress signals on CoreWeave just days before earnings. Then its CEO made a bold pledge about how the company will pay for its AI buildout, and the neocloud…
Bond investors see a credit risk while analysts see a growth story, and CoreWeave reports earnings this week. One lender-driven variable could decide which side is right, and Wall Street's boldest forecast…
AI cloud stocks are climbing while the chipmaker that supplies much of their hardware moves the other way. Cloudflare (NYSE:NET | NET Price Prediction) stock is at $297.22, up 11% in afternoon…
A political earthquake in Washington and a boardroom investigation into its CEO have rattled Nvidia shares, yet analysts keep raising their numbers. Two upcoming answers could decide which side of this standoff…
Microsoft is quietly switching off the AI servers it rented from Oracle, and Oracle insists its aging GPUs still command a premium. Which story holds up, and what does it mean for…
On October 28, Fed Chair Kevin Warsh summed up the AI market’s weak spot in six words: “Interest rates get in the cracks.” Then he added: “Interest rates affect directly or indirectly…
Data center stocks are tumbling and the Nasdaq has slipped into correction, yet Jim Cramer insists this is no repeat of the dot-com crash. He sees one real threat hiding in the…
Both neoclouds lost roughly half their value in a month, and two earnings dates now decide whether the selloff was an overreaction or an accurate warning. One company has far less room…
A pair of earnings beats is pulling battered AI cloud stocks into a relief rally. Cloudflare (NYSE:NET | NET Price Prediction) stock is at $293.43 in morning trading, up 20%. Through the…
Three AI infrastructure stocks fell sharply Thursday morning. As of 11:25 AM ET on November 5, Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) traded at $121.79, down 13.94%. CoreWeave (NASDAQ:CRWV) was at…
Texas politics is becoming the biggest risk for former crypto miners that have rebuilt themselves as AI data center landlords. Applied Digital (NASDAQ:APLD) stock is at $13.74, down 17% in early trading.…
IREN (NASDAQ:IREN) is under fresh pressure after a report tied delays at its main Texas campus to a shortfall in AI spending at Microsoft (NASDAQ:MSFT | MSFT Price Prediction). IREN stock is…
Both AI cloud darlings posted triple-digit growth and sold-out GPUs, yet their stocks have plunged about 40% in a month. The real divide is who pays for the buildout: lenders, customers, or…
Neocloud stocks opened lower Wednesday, and the companies with the largest Texas operations fell the most. These early-session moves could still change. IREN (NASDAQ:IREN) fell 5.93% to $23.01, and CoreWeave (NASDAQ:CRWV) dropped…
AI data center stocks are sitting out a broad tech rally as Wall Street considers what Texas election results could mean for the state’s expansion. IREN Limited (NASDAQ:IREN) stock is at $23.33,…
Nebius Group N.V. is a technology company whose core business is operating a global full-stack AI cloud platform under the Nebius brand.
24/7 Wall St.'s 12-month price target for NBIS is $256.15, rated Buy. The Wall Street consensus target is $278.05. NBIS price prediction →
