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02:00Today1 Story
21:00-00:00Yesterday2 Stories
NBIS Stock Rises Overnight: Neocloud Reportedly Raises Nearly $280M For France Data Center
Nebius is simultaneously developing large-scale data centers in the U.S. and Finland.
What Nebius Group Bulls Got Right
If Nebius Group sat on a watchlist instead of in a portfolio this year, the gap between watching and owning probably feels sharp. Investors who held Nebius Group from the start of the year are up 70.4%, including dividends. That outcome invites a backward look. What in the early bullish case, built on the belief that Nebius could win and scale giant AI infrastructure contracts like the Microsoft deal, could have signalled this upside before it showed up in the chart? Nebius Group is not the...
11:00Yesterday2 Stories
Nebius Group N.V. (NBIS) Faces Dilution Concerns Despite Strong AI Demand
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third-quarter 2026 investor letter. The letter can be downloaded here. During the third quarter of 2026, U.S. equities delivered modest gains, with the S&P 500 advancing 2%. Despite robust corporate earnings and resilient consumer spending, market breadth remained weak as 60% of S&P […]
Nebius Stock: Caught In The Storm - Why I'm Doubling Down
Nebius Group N.V. stock is down 30%, but strong revenue growth and margin expansion may fuel a rebound. Click for this NBIS update.
09:00-11:00Yesterday4 Stories
Nebius Stock Moves Higher: What's Going On?
Nebius Group shares are climbing Monday, rebounding from weeks of losses despite growing concerns over AI infrastructure funding.
CoreWeave Drops 5% as Musk Warns of Neocloud ‘Guppy-Level Death’; IREN Slides 3%, Nebius Slips 2%
Elon Musk fired a warning at debt-funded AI cloud companies, calling it guppy-level death territory, and the selloff that followed split the neocloud group in a way that reveals which names traders trust least when credit markets tighten.
Elon Musk Is Wrong About Nebius: Rating Upgrade
03:00-08:00Yesterday2 Stories
Neoclouds Face Certain ‘Death,’ Warns Musk. Why CoreWeave and Nebius Will Survive.
CoreWeave stock was dropping alongside Nebius after Elon Musk warned of a neocloud collapse. Here's why the two biggest players can pull through.
Nebius Lost 33% in a Month. Bank of America Sees 95% Upside From Here
Key TakeawaysNebius fell 33% from the end of September through Friday’s close as worries about CoreWeave’s debt and rising rates hit AI cloud stocks, and Nebius had no bad news of its own. Nebius had far less debt than CoreWeave at midyear, but analysts expect its capex to reach about $29 billion in 2027, and a lower stock price makes that harder to fund.
00:00Yesterday1 Story
00:00-10:00Oct 252 Stories
Nebius Secures $3.5 Billion From Citi as It Shifts From Converts to Secured Debt
Key TakeawaysNebius secured a $3. 5 billion senior secured facility from Citi on October 22, its second contract-backed financing since July.
Nebius Group (NBIS) Starts On Site Power At Its 300 MW New Jersey Data Center
Nebius Group (NasdaqGS:NBIS) has received its first activated fuel cell power block from Bloom Energy at the 300 MW New Jersey data center site. The initial on-site unit marks the start of fuel cell based electricity production dedicated to Nebius Group's New Jersey facility. This activation is described by both companies as an operational and partnership milestone in Nebius Group's broader data center rollout. Bloom Energy's first fuel cell block going live at Nebius Group's New Jersey...
07:00-12:00Oct 232 Stories
Bloom Energy says first power block is ready at Nebius’s 300 MW New Jersey data center
Bloom Energy took five months from contract signing to power readiness in Vineland, and its fuel cells are now waiting on Nebius's first data hall.
Nebius Has Cratered Over The Last 3 Months: This Wall Street Ratings Firm Says 2.5X Returns Will Materialize Soon
A Gartner forecast just sparked a brutal selloff that wiped nearly half of Nebius Group's value from its peak, yet one Wall Street firm now sees shares more than doubling from here. The question is whether the neocloud model survives long enough to prove them right.
21:00Oct 222 Stories
Nebius borrows $3.5 billion as investors question neocloud debt
GPU rental prices keep running ahead of plan. The loan’s terms suggest the company is buying time, too.
Nebius Stock Fell 7% the Day It Announced a $3.5 Billion Citi Facility. Here’s What Its CEO Said About How Long the AI Chip Shortage Lasts
Key Stats for Nebius StockCurrent Price: $159. 17Street Target (Mean): ~$281__Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)__ >>> What Happened?Nebius Group (NBIS) fell 7.
14:00-17:00Oct 222 Stories
CoreWeave and Nebius Stocks Are Crashing. Time to Buy the Dip?
Both stocks are selling off due to CoreWeave's debt becoming uncertain.
Nebius Group (NBIS) Has A Fresh Update, But What Is Drawing Attention Now?
Nebius Group (NBIS) has secured a new US$3.5 billion senior secured facility from Citi, providing the AI infrastructure provider with additional capital to fund data centers and GPU purchases. Recent trading has been choppy for Nebius Group, with the share price falling 26.3% over the past 30 days and 22.4% over 90 days, even though the year-to-date share price return sits at 90.7% and the 1-year total shareholder return is 74.0%. Short sellers have leaned into the pullback, with rising short...
08:00-11:00Oct 223 Stories
Nebius signs $3.5 billion senior secured bridge loan with Citi
The 364-day loan prices at SOFR plus 275 bps, steps up 25 bps every 90 days and is secured by substantially all assets of Nebius' parent and two subsidiaries.
Nebius Says It Is ‘Sequencing’ Its Financing After Getting $3.5B From Citi, With Bigger Asset-Backed Loans Still to Come
The Nvidia-backed company said proceeds will go toward data center development, GPU purchases and general corporate purposes.
Can Nebius' Open Compute Pricing Strengthen Its AI Cloud Growth?
NBIS introduces live GPU spot pricing to boost cost transparency and flexible AI compute access as it expands its NVIDIA-powered AI cloud footprint.
05:00-08:00Oct 222 Stories
Nebius secures $3.5 billion financing facility with Citi
AMSTERDAM, October 22, 2026--Nebius Group N.V. (Nasdaq: NBIS), the AI cloud company, today announced that it has entered into a $3.5 billion senior secured facility provided by Citi.
What's Going On With Nebius Stock Thursday?
Nebius Group is falling Thursday despite announcing a $3.5 billion financing facility with Citi, amid weakness in AI infrastructure stocks.
03:00Oct 221 Story
12:00-00:00Oct 212 Stories
Why Is Nebius Group (NBIS) Expanding Its AI Infrastructure Reach?
Nebius Group (NasdaqGS:NBIS) expanded its AI collaboration with Nvidia through work on secure AI agent deployment using the OpenShell Reference Architecture. The firm introduced public live spot GPU pricing, giving customers clearer visibility on compute costs for AI workloads. Nebius launched capacity rebate programs that tie GPU usage to potential pricing benefits for clients with flexible demand. The group joined the PyTorch Foundation as a Platinum member, deepening its role in open...
Nebius Vs. DigitalOcean: The Cash Positive Neocloud Arguably Looks Better
Both neoclouds are selling AI computing power as fast as they can build it, but one funds its own growth while the other has taken on billions in new debt to keep up. Which model survives a price correction?
08:00-12:00Oct 212 Stories
Michael Burry Is Shorting Nebius. SpaceX Just Said Its AI Chips Pay for Themselves in Under a Year.
SpaceX just told investors its AI compute pays back faster than almost anyone expected, and now Michael Burry is betting that confidence will crack. Two earnings reports in the coming weeks will decide who is right.
Nebius Less Exposed To AI Cloud Debt Concerns, Says CRO Marc Boroditsky — Piper Sandler Cuts Target 22%
Boroditsky said developments affecting other players were weighing on NBIS stock price. He believes the market will return to more normal conditions as investors recognize Nebius' financing structure.
06:00-08:00Oct 213 Stories
Nebius brings compute pricing into the open as Europe’s AI builders scale on its cloud
BERLIN, October 21, 2026--NVIDIA GTC--Nebius (Nasdaq: NBIS), the AI cloud company, today announced public live spot pricing for GPU compute, giving teams greater visibility and control over their compute costs.
Why Is Nebius Stock Rising in Pre-Market Trading?
Nebius Group N. V. (NASDAQ:NBIS) shares rose 4.
Is Nebius a Millionaire-Maker Stock?
Revenue is skyrocketing, but so is spending.
05:00Oct 211 Story
07:00-10:00Oct 202 Stories
Nebius: Deferred Revenue And Non-Cash Items Distort The Leverage Ratio And Key Financials
NBIS earnings may be overstated by one-time gains, aggressive add-backs, and dilution risk.
Will Nebius or Coreweave Reach The Point of Return First?
CoreWeave and Nebius both sold every GPU they brought online in Q2, yet one carries billions in debt while the other runs on customer prepayments. A credit squeeze could expose that difference fast.
05:00-07:00Oct 202 Stories
Social Buzz: Wallstreetbets Stocks Mostly Lower Premarket Tuesday; CoreWeave, Nebius Group to Decline
The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly lower hours before Tu
Nebius: The Neocloud Window Is Ending
Nebius (NBIS) rated Sell: funding risks, volatile GPU pricing, stretched valuation (EV/revenue 14.7x) and weak cash metrics.
01:00-03:00Oct 202 Stories
Nebius Group Stock Is Falling Tuesday: What's Going On?
Nebius (NBIS) falls 4% premarket on AI financing fears. Track price action, moving average signals, and analyst updates.
Nebius: Next Chip To Fall As The AI Infrastructure Bubble Is Starting To Burst (Rating Downgrade)
Nebius Group N.V. remains a Sell as its funding model is now much more expensive following a ~36% stock decline. Learn more about NBIS stock here.
10:00Oct 192 Stories
Nebius is Your New AI Sentiment Gauge For AI Debt and GPU Risks
A single stock dropped 25% in one week while its backlog swelled to $37.5 billion, and that contradiction reveals exactly where investors stand on debt-funded GPU buildouts right now.
Nebius: The Pullback Strengthens The Case For An AI Infrastructure Champion
Nebius offers substantial upside and margin of safety, best sized as a smaller, hedged portfolio position. Read the full analysis here on NBIS stock.
08:00-10:00Oct 192 Stories
Nebius, IREN rally as dip buyers return to AI infrastructure stocks
Investing.com -- Nebius and IREN shares rallied Monday as investors stepped back into battered AI infrastructure stocks, with a Goldman Sachs upgrade of CoreWeave helping bolster sentiment across the sector after last week’s steep selloff.
Nebius Vs. CoreWeave Vs. IREN: AI Backlog Is Booming, Shareholder Returns Remain Unproven
Compare Nebius (NBIS), CoreWeave (CRWV), and IREN (IREN) AI infrastructure stocksâHOLD vs. SELL ratings, cash flow, leverage, and dilution risks.
06:00Oct 192 Stories
Nebius Stock Fell 25% Last Week. Is It Priced at a Discount or Warning?
Key TakeawaysBorrowed Scare: Nebius stock fell 25. 15% last week to $165.
Nebius Shares Rise 3.6% in Premarket Trading Following Truist Rating and $10 Million AI Initiative
Nebius Group (NASDAQ:NBIS) shares gained 3. 6% in premarket trading on Monday after Truist analysts reiterated their Buy rating on the company and Nebius announced a $10 million programme supporting artificial intelligence developers in Europe.
08:00-14:00Oct 172 Stories
Nebius Stock Fell 12% in a Day as CoreWeave’s Debt Scare Spread. Here’s Why Its Balance Sheet Isn’t CoreWeave’s Yet
Key Stats for Nebius StockCurrent Price: $165. 47Street Target: ~$284Upside to Street Mean: ~71%LTM Net Debt: $2,153.
Nebius Stock Falls After Key Gartner Warning as Short Interest Nears 20%
Nebius Group extended its steep sell-off as investors dumped neocloud stocks amid ongoing jitters in the artificial intelligence industry.
11:00-14:00Oct 162 Stories
Nebius Group And 2 High Growth Insider Stocks To Watch
Central bankers are openly talking about keeping interest rates higher for longer as huge sums chase new artificial intelligence projects. Expensive money can punish slower businesses that rely on cheap debt, yet it often rewards faster growing firms where insiders already have serious skin in the game. This article picks out three fast growing, high insider ownership stocks from the screener that fit that moment. The three stocks highlighted here offer a compelling starting point if you want...
NBIS Stock Is Down 40% From Its 52-Week High. If You Buy It Now, You’re Betting on Nebius Recovering Amid Debt Concerns.
Nebius stock is down 34% as debt tops $8.5 billion. Here is what revenue growth, a $250 billion build plan, and Gartner's warning mean for investors.
08:00Oct 162 Stories
Why CoreWeave, Nebius, and other neocloud stocks are being pounded: Goldman Sachs explains
Neocloud stocks like CoreWeave and Nebius are poised to cap off a horrible week in their relatively short time in public markets.
CoreWeave Drops 6% as Debt Worries Linger; IREN Falls 4%, Nebius Slips
Bond prices on CoreWeave's unsecured debt are flashing a warning that the company's own filings acknowledged, and now investors in CoreWeave, IREN, and Nebius are scrambling to figure out which leverage story survives the pressure.
06:00-08:00Oct 163 Stories
The Zacks Analyst Blog Highlights CoreWeave, Dell Technologies and Nebius
AI stocks plunged as inflation fears and rising borrowing costs rattled markets, but Dell Technologies and Nebius offer potential buying opportunities backed by surging demand.
Why Is Nebius Group Stock Falling Friday?
Nebius Group (NBIS) drops 6% following Gartner’s AI cloud warning. Key tech analysis, moving averages, and analyst ratings inside.
Rosenblatt places $304 price target on Nebius, sees upside over CoreWeave
Rosenblatt Securities recently initiated Nebius at Buy with a $304 price target, projecting 98% annualized revenue growth through 2030. The firm's bullish thesis emphasizes Nebius's reliance on customer prepayments, which…
11:00-16:00Oct 142 Stories
IonQ vs. Nebius Group: Which Technology Stock Is a Better Buy in 2026?
Nebius is growing at an extraordinary pace with demand outpacing supply. IonQ has a diversified quantum backlog but a longer road to commercial scale.
Rosenblatt initiates Nebius at Buy with $304 target, models up to 4.75 GW of active power by 2030
Rosenblatt estimates Nebius has about a sixth of CoreWeave's active power today. It expects customer prepayments, new debt and equity to fund a buildout that keeps free cash flow negative…
04:00-06:00Oct 142 Stories
Nebius Group (NBIS) Stock Seems Overvalued As Its 168% Run Cools
Nebius Group has had a powerful multiyear share price run that has recently cooled, which puts a fresh spotlight on whether the current valuation can be squared with the revenue the business is actually generating. With the stock now reacting to both AI infrastructure headlines and interest rate moves, the key issue is how much sales investors are paying for at today’s price. Over the past 5 years Nebius Group has returned 168.3%, so a lot of future expectations are already embedded and the...
What's Going On With Nebius Group Stock Wednesday?
Nebius stock falls 5% premarket below key moving averages. Watch $195 support and $230 resistance as AI market sentiment cools.
