Nebius Group N.V.
No SEC Form 4 filings for $NBIS in the last 30 days.
See all $NBIS insider activity →Bloom Energy (BE) rose after expanding its partnership with Brookfield Asset Management, but shares later fell amid a Hunterbrook Capital short-seller allegation about scandium oxide sourcing from China and a broader AI growth selloff. In Q2 2026, revenue was $1.065B (+166% YoY), adjusted EPS $0.78, and FY2026 revenue guidance $3.9B-$4.2B.
Memory and storage stocks rose Wednesday on an AI-infrastructure demand signal. Nebius Group (NBIS) reported Q2 2026 revenue of $582.3M and disclosed $37.5B in remaining performance obligations, alongside $8.1B H1 2026 capex. Shares of SanDisk (SNDK), Micron (MU), SK Hynix (SKHY), Western Digital (WDC) and Seagate (STX) jumped.
CNBC’s Jim Cramer said the AI data-center trade has regained leadership and highlighted six stocks: Nvidia, CoreWeave, Nebius, Intel, Super Micro Computer, and Lumentum. He cited a leverage-driven sell-off and recent catalysts including Intel’s $20B offering, earnings beats, CoreWeave’s $2.58B Q2 revenue (+112% YoY), and cooler CPI. All six were up in 2026 and had fallen 42% to 56% from highs.
Over the past 7 days, alphai's AI scored 83 news stories mentioning NBIS (Nebius Group N.V.). Coverage has skewed bullish: 63 bullish, 16 neutral, and 4 bearish.
Recent NBIS coverage spans earnings, sector analysis and macro economy.
Bloom Energy (BE) rose after expanding its partnership with Brookfield Asset Management, but shares later fell amid a Hunterbrook Capital short-seller allegation about scandium oxide sourcing from China and a broader AI growth selloff. In Q2 2026, revenue was $1.065B (+166% YoY), adjusted EPS $0.78, and FY2026 revenue guidance $3.9B-$4.2B.
Primary driver for the read-through trade; NBIS itself is the direct beneficiary of the disclosed backlog.
Momentum-positive framing, but the article offers limited new NBIS-specific datapoints beyond being part of the rebound basket.
Large move suggests a sentiment or catalyst effect, but the article provides no underlying driver.
Momentum and valuation support are framed as AI cloud contract strength versus risks from accounting worries and capital strain.
alphai scores every news story that mentions NBIS with an AI model for sentiment and relevance, and aggregates insider trades from Nebius Group N.V.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Bloom Energy (BE) rose after expanding its partnership with Brookfield Asset Management, but shares later fell amid a Hunterbrook Capital short-seller allegation about scandium oxide sourcing from China and a broader AI growth selloff. In Q2 2026, revenue was $1.065B (+166% YoY), adjusted EPS $0.78, and FY2026 revenue guidance $3.9B-$4.2B.
7 min readMemory and storage stocks rose Wednesday on an AI-infrastructure demand signal. Nebius Group (NBIS) reported Q2 2026 revenue of $582.3M and disclosed $37.5B in remaining performance obligations, alongside $8.1B H1 2026 capex. Shares of SanDisk (SNDK), Micron (MU), SK Hynix (SKHY), Western Digital (WDC) and Seagate (STX) jumped.
7 min readCNBC’s Jim Cramer said the AI data-center trade has regained leadership and highlighted six stocks: Nvidia, CoreWeave, Nebius, Intel, Super Micro Computer, and Lumentum. He cited a leverage-driven sell-off and recent catalysts including Intel’s $20B offering, earnings beats, CoreWeave’s $2.58B Q2 revenue (+112% YoY), and cooler CPI. All six were up in 2026 and had fallen 42% to 56% from highs.
7 min readCanadian TSX futures and U.S. stock futures rose ahead of U.S. inflation data. Canada’s TSX closed Tuesday at 36,458.33. Constellation Software reported higher Q2 net income, Franco-Nevada missed, and Air Canada restored its core profit target. Statistics Canada said building permits rebounded to C$14.9B. U.S. CPI expected to rise 0.1% headline, 0.2% core.
4 min readSimply Wall St highlights Nebius Group (NBIS) after Q2 2026 results, citing a sharp revenue increase driven by its AI cloud business and four infrastructure contracts each above $1 billion. The piece discusses a valuation view of fair value $312.67 versus a last close of $277.58, and notes risks from capital spending, pricing pressure, and regulation.
4 min readThe article says retail traders on X and Reddit focused on SanDisk (SNDK), Nebius (NBIS), Reddit (RDDT), CoreWeave (CRWV), and Super Micro Computer (SMCI) during Aug. 10-14. It cites SNDK AI/datacenter demand and FY2028-2030 mid-to-high-teens revenue growth, NBIS Q2 revenue up 454% to $582.3M, RDDT S&P 500 inclusion, CRWV $2.6B loan and Q2 revenue $2.58B, and SMCI FY2026 revenue $11.1B and FY2027 guidance.
4 min readAI infrastructure stocks rose Wednesday after strong earnings from Supermicro (SMCI) and AI cloud providers CoreWeave (CRWV) and Nebius (NBIS). Supermicro’s Q4 beat and forecast lifted shares over 6%. Nebius revenue topped expectations, while CoreWeave’s results showed accelerating demand and a surging backlog. Lumentum (LITE) revenue more than doubled to $1.01B, lifting peers and memory/storage ETFs.
4 min readU.S. S&P 500 and Nasdaq 100 E-mini futures rose as WTI crude fell more than 2% after OPEC and the IEA cut 2026 demand forecasts. Investors awaited U.S. PPI, core PPI, and jobless claims for Fed policy clues. Wall Street stocks were mixed, with SMCI up over 19% and CoreWeave up over 19% after results.
7 min readThe article discusses how “AI spending 2026” figures differ by definition. It cites about $2.6 trillion in broad global AI spending or commitments, versus about $725 billion in 2026 capex expected from Amazon, Alphabet, Microsoft, and Meta. It also references Reuters and Nikkei estimates of future lease obligations totaling roughly $1.09 trillion to $1.65 trillion, highlighting off-balance-sheet commitments.
7 min readCoreWeave and Nebius reported Q2 results and said AI compute rental prices hit all-time highs, especially for 3-6 month contracts. Nebius said winning bids for NVIDIA Blackwell chips were 15% above its prior record, and CoreWeave raised prices 25% in July. Nebius Q2 revenue was $582M, up 454% YoY; CoreWeave revenue was $2.575B, up 158%. Stocks rose on the news.
7 min read
