Key Takeaways NBIS revenues jumped 625% YoY, lifting ARR guidance to $900M-$1.1B for year-end.NBIS signed a $17.4B GPU capacity deal with Microsoft, its first major long-term contract.MSFT AI revenues hit $13B run rate, with Azure posting $75B annual revenues and 34% growth.Nebius Group N.V. (NBIS) is an upcoming player in the AI-infrastructure market, while Microsoft Corporation (MSFT) is an established tech behemoth. Microsoft’s Azure cloud platform is the second-largest cloud platform after Amazon Web Se ...

September has been a record-breaking month for stocks as the S&P 500 hit new all-time highs last week following the Federal Reserve’s first rate cut since 2024. In fact, it’s hard to find an asset that isn’t near a record: stocks, gold, cryptocurrencies, housing, and trading cards have all soared to new heights lately. Even Pokémon cards are having a renaissance moment, so no one would blame you for scouring your children’s rooms for a rare Charizard. When markets are rallying almost every day, it’s temptin ...

Key Points You would have been one sharp investor, that's for sure. The hot AI infrastructure company's shares have more than quadrupled in value in a matter of only a few months. 10 stocks we like better than Nebius Group › Nebius (NASDAQ: NBIS) is a popular play on the near-insatiable demand for artificial intelligence (AI) functionalities. The company operates a network of data centers specifically designed for, and operating in support of, AI technology. This has made its stock quite a hot item ...

Nebius (NASDAQ: NBIS ) has emerged as one of the most promising players in the AI infrastructure space, as the company has built a platform that rivals the offerings of the hyperscalers.Hello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a dedicated business student with a fervent passion for the world of investing. With a solid foundation in both theoretical knowledge and practical experience, I bring a unique perspective to the realm of financial analysis.My journey into the world ...

This AI stock has nearly quadrupled in 2025.What companies come to mind first when you hear the words "artificial intelligence"? I suspect that Nvidia, ChatGPT creator OpenAI, or Google parent Alphabet would rank near the top of the list for many investors.On the other hand, I doubt that Nebius Group (NBIS -0.22%) would be among the most common responses. But maybe it should. This underrated AI stock could be the best growth story of the decade. "Exciting times"Nebius' primary focus is on its AI cloud platf ...

[Music] Thank you so much for that, Marley. All right. Well, shares of Nebus have soared this month and have rallied over 270% this year.The boost this month came off the heels of an AI deal with Microsoft to provide infrastructure for AI workloads. And I'm very pleased to say joining us now is Mark Berodski, who is the chief revenue officer at Nebas. Thank you so much for your time, Mark.So, you've been around for a while, but you really sort of came to, I suppose, people's minds in a big way off the back ...

BREAKING: Bullish Rebound Pares Market's Weekly LossesGap-ups in price aren't an easy place to start a position. It's tempting to buy the strength but that has to be tempered by your ability to manage the risk.The problem with a huge gap-up is that a normal pullback can produce a loss that's too large to stomach. Here's how we handled the problem with Nebius stock.Mind The GapNebius Group (NBIS) is no stranger to gap-ups. After NBIS announced an earnings beat and raised guidance in August, the stock soared ...

Nebius Group N.V. (NASDAQ:NBIS) is one of the stocks Jim Cramer recently commented on. Cramer discussed the NBIS stock’s rally despite losing money. He said: “But then there’s a company like Nebius… which has some good contacts and a relationship with Microsoft, but it loses a lot of money, yet its stock’s rallied more than 308% for the year. Ow.” Stock market reports printed on a sheet of paper. Photo by RDNE Stock Project on Pexels Nebius Group N.V. (NASDAQ:NBIS) develops full-stack infrastructure f ...

At PropNotes, we focus on finding high-yield investment opportunities for individual investors.With our background in professional Prop Trading, we make complex concepts easy to understand and offer clear, actionable insights to help you achieve better returns.All of the analysis we produce is designed to help you make smart decisions in the market, backed by expert research you won't find anywhere else.Follow us today and take control of your portfolio.Analyst’s Disclosure:I/we have a beneficial long posit ...

Key Takeaways Nebius' revenues jumped 625% year over year to $105.1M in Q2 2025 on strong AI cloud demand.The company raised ARR guidance to $900M-$1.1B while keeping core business outlook unchanged.Nebius signed a $17.4B, five-year AI infrastructure deal with Microsoft, with possible expansion.Nebius Group N.V. (NBIS) , an artificial intelligence (AI) cloud infrastructure provider, is capitalizing on the surge in global demand for AI computing power. The Amsterdam-based company has reported robust growth i ...