Nebius Group N.V. (NBIS) News
Follow Nebius Group N.V. (NBIS) news in one place: company catalysts, earnings, analyst actions and wider market developments. Review 138 public stories across 61 publication days to understand how the story developed. Public news appears after a 15-minute delay; LiveCast subscribers can follow new headlines and hear important updates without this additional delay.
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Nebius Shares Fall 7.3% After $3.5 Billion Data-Center Loan
Nebius entered into a $3.5 billion senior secured facility provided by Citi. Its shares fell 7.3% to $158.89 on Thursday and are up 90% year to date.
EQUITY | Oct 22, 2026, 05:44 PM UTC
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Short Sellers Gain $6 Billion as Neocloud Shares Slide
Investors betting against US neocloud and data center companies have made $6 billion in paper profits so far this month as fears over debt-fueled AI expansion sparked a selloff.
EQUITY | Oct 22, 2026, 01:47 PM UTC
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Nebius Secures $3.5 Billion Citi Facility; Larger Asset-Backed Loans Still to Come
Nebius said it secured a $3.5 billion senior secured facility from Citi. COO Ophir Nave said the company is sequencing its financing, with larger asset-backed loans still to come.
EQUITY | Oct 22, 2026, 12:26 PM UTC
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Nebius Secures $3.5 Billion Credit Facility From Citi
Nebius said it secured a $3.5 billion senior secured financing facility from Citi to fund global expansion. The 364-day facility initially carries interest at Term SOFR plus 2.75% per annum.
EQUITY | Oct 22, 2026, 11:34 AM UTC
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Nebius Secures $3.5 Billion Citi Facility for Data Center Growth
Nebius said it secured a $3.5 billion financing facility from Citi to fund continued data center development and GPU purchases.
EQUITY | Oct 22, 2026, 11:01 AM UTC
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Nebius Shares Rise 4.64% to $173.16
Nebius shares were up 4.64% at $173.16 at 11:40 a.m. ET on October 19. Truist reiterated its Buy rating and $355 price target on Sunday.
EQUITY | Oct 19, 2026, 07:53 PM UTC
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AI-Linked Stocks Rebound; CoreWeave Gains 3.4% After Goldman Upgrade
AI-linked stocks rebounded Monday after last week’s selloff, with lower Treasury yields and easing crude prices offering relief. CoreWeave gained 3.4% after a Goldman rating upgrade.
EQUITY | Oct 19, 2026, 01:59 PM UTC
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US Stock Futures Rise as Investors Await Earnings and Jobless Claims
US stock futures were higher early Monday, recovering from last week's Wall Street selloff. Nearly 15% of S&P 500 companies are due to report earnings in the week ahead, alongside weekly jobless claims.
EQUITY | Oct 19, 2026, 08:31 AM UTC
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Nebius Shares Fall as Short Interest Nears 20% Amid AI Concerns
Nebius shares extended a sell-off as short interest approached 20%, while the article cites Gartner's warning about potential impairment for neocloud firms by the end of 2030. The report also points to rising costs and f
EQUITY | Oct 17, 2026, 04:30 PM UTC
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CoreWeave Bonds Fall as Investors Reassess AI Buildout Financing
CoreWeave bonds declined this week as rising borrowing costs and scrutiny of debt-funded expansion weigh on investor willingness to finance AI infrastructure.
RATES | Oct 16, 2026, 10:09 AM UTC
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Nebius Shares Fall 5.65% to $175.50 as AI Stocks Face Selling Pressure
Nebius shares were down 5.65% at $175.50 Thursday as AI infrastructure stocks faced selling pressure amid concerns about debt needed to fund expansion. The Nasdaq fell 0.63%, the S&P 500 edged up 0.07%, and the technolog
EQUITY | Oct 15, 2026, 04:02 PM UTC
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CoreWeave Shares Fall 15.5% as Bond Yields Rise
CoreWeave shares fell about 15.5% at Wednesday's close. Yields on its 9.625% notes due in 2032 reached 14.8%.
EQUITY | Oct 15, 2026, 12:36 PM UTC
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Nebius Q3 Earnings Preview Lists Revenue Estimate
Nebius is scheduled to report Q3 results on October 22; the release time is unspecified. The preview lists estimated revenue of 904.82 million USD and EPS of (0.75) USD.
EQUITY | Oct 15, 2026, 11:00 AM UTC
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Nebius shares fall 10.33% to $185.50 in afternoon trading
Nebius Group shares were down 10.33% at $185.50 at 12:30 p.m. ET on October 14. The report also highlighted executive share sales following a June trading plan.
EQUITY | Oct 14, 2026, 07:26 PM UTC
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Hot US CPI Report Triggers Selloff in AI Stocks
Major AI stocks slumped Wednesday after the latest US inflation report, as investors weighed the risk of rising borrowing costs for the capital-intensive sector.
EQUITY | Oct 14, 2026, 06:37 PM UTC
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Wall Street Stocks Tumble as Hot CPI Fuels Rate-Hike Bets
The S&P 500 and Nasdaq fell as banks slid after quarterly results and hot inflation data boosted expectations for interest-rate hikes, pressuring AI-buildout beneficiaries.
EQUITY | Oct 14, 2026, 04:48 PM UTC
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Nebius Shares Fall 4.44% to $200.73 Amid AI Spending Concerns
Nebius shares were down 4.44% at $200.73 Tuesday. The report cites technology-sector weakness, concerns about AI infrastructure spending and IREN’s reported multiyear cloud-computing deal with Anthropic.
EQUITY | Oct 13, 2026, 02:16 PM UTC
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Bulls and Bears: Nvidia, Lumentum, Planet Labs
examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks made weekly gains despite a volatile finish, as record-high Treasury yields, rising oi
LIVE | Oct 10, 2026, 12:00 PM UTC
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Bitcoin Slide Meets 5.7% Bond Yields: Neoclouds Get Hit From Both Sides
The former Bitcoin (CRYPTO:BTC) miners that rebuilt themselves as AI data-center landlords are getting squeezed from two sides Thursday. Bitcoin is sliding again, and long-term borrowing costs keep climbing for a group t
LIVE | Oct 08, 2026, 03:23 PM UTC
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Shares of software companies are trading lower after Treasury yields spiked to a 24-year record and the Federal Reserve's September meeting minutes showed officials expect another interest rate hike in 2026.
Shares of software companies are trading lower after Treasury yields spiked to a 24-year record and the Federal Reserve's September meeting minutes showed officials expect another interest rate hike in 2026.
LIVE | Oct 07, 2026, 07:47 PM UTC
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Nebius Shares Climb 7.4% Amid AI Infrastructure Gains
Nebius Group N.V. (NBIS) shares saw a significant gain of 7.4% on Tuesday, marking their best trading session this month. This rise occurred despite news that the Chief Operating Officer sold approximately half of his st
EQUITY | Oct 07, 2026, 02:00 AM UTC
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Why Is Nebius Group Stock Soaring Tuesday?
Nebius Group N.V. (NASDAQ: NBIS ) is strengthening its position in AI infrastructure as rising cloud-compute demand, higher GPU pricing and expanded inference capabilities support its growth outlook. Nebius Expands AI In
LIVE | Oct 06, 2026, 04:02 PM UTC
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Nebius Shares Drop 3% After Inferize Acquisition
Nebius Group (NASDAQ:NBIS) saw its shares fall 3% to $235.00 on Monday, following its acquisition of Inferize, an AI-cloud provider specializing in inference optimization. The deal aims to expedite AI model deployment fo
EQUITY | Oct 05, 2026, 05:48 PM UTC
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Shares of AI cloud services companies are trading higher amid catalysts including Broadcom's plans to finance up to $60 billion to provide chips for Anthropic and reports suggesting Samsung may raise HBM prices threefold in 2027, both of which support strong demand for compute. Also, a pullback in Fed rate hike bets provides a tailwind for growth-oriented stocks.
Shares of AI cloud services companies are trading higher amid catalysts including Broadcom's plans to finance up to $60 billion to provide chips for Anthropic and reports suggesting Samsung may raise HBM prices threefold
LIVE | Oct 02, 2026, 06:56 PM UTC
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What's Going On With Nebius Group Stock Friday?
Nebius Group N.V. (NASDAQ: NBIS ) stock rose about 4% Friday as investors favored higher-growth technology stocks during a broad market rally. The Nasdaq gained 0.95%, while the S&P 500 rose 0.69%. The technology sector
LIVE | Oct 02, 2026, 06:21 PM UTC
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Nebius Stock Declines After Acquiring AI Startup Inferize
Nebius Group (NBIS) shares decreased by 1.5% after announcing the acquisition of Israeli AI startup Inferize. The acquisition aims to enhance the utilization of computing capacity, though financial terms were not disclos
MNA | Oct 01, 2026, 05:08 PM UTC
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Nebius Acquires Inferize To Reduce Idle GPU Costs
Nebius (NBIS) announced its acquisition of inference optimization company Inferize. The move aims to help customers launch and scale AI models faster while optimizing GPU usage for AI inference workloads.
EQUITY | Oct 01, 2026, 12:49 PM UTC
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Nebius Group Acquires Inference Optimization Company Inferize
Nebius Group N.V. announced its acquisition of Inferize, an inference optimization company. The financial terms of the deal were not disclosed. The acquisition aims to enhance Nebius Token Factory's production capabiliti
EQUITY | Oct 01, 2026, 12:11 PM UTC
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AIB Data Centers Signs Contract with Nebius for AI Data Center Capacity
Optional Renewals Could Increase Total Contract ValueNEW YORK, Sept. 30, 2026 (GLOBE NEWSWIRE) -- AIB Data Centers Inc. (NYSE American: AIB) (“AIB” or the “Company”), a developer and operator of purpose-built data center
NEWS | Sep 30, 2026, 12:21 PM UTC
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CoreWeave or Nebius? Here's How to Play Neocloud Stocks. — Barrons.com
By Adam ClarkCoreWeave versus Nebius Group. Choosing which of the so-called neocloud stocks is the best play on the need for artificial-intelligence computing power has been a fierce debate, but William Blair analysts sa
NEWS | Sep 30, 2026, 11:01 AM UTC
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Nebius Could Stand Apart In AI Cloud, Says William Blair — Sees Valuation Understating Long-Term Earnings Power
William Blair initiated coverage of Nebius Group N.V. (NBIS) with an ‘Outperform’ rating, saying the company has many of the attributes needed to become a differentiated AI-native cloud platform.According to TheFly, anal
EARNINGS | Sep 30, 2026, 10:37 AM UTC
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Michael Burry Swaps MU, NBIS, NVDA, PLTR Shorts For Puts — Says AI Bubble May Burst ‘Sooner Than Later’
Burry covered his common-stock shorts in MU, NBIS, CAT, SOXX, CRWV, NVDA, and PLTR.He replaced the short positions with puts across several names, with many extending into 2027.Burry said tax-loss harvesting played a rol
EQUITY | Sep 28, 2026, 08:43 PM UTC
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Weekly Recap: Q2 revenue $582M surge and Meta cloud deal, GPU hikes
Nebius Group N.V. Class A (NASDAQ:NBIS) posted blistering Q2 growth—$582M revenue and $575M from AI—pushed to a $3B annualized run—rate as AI cloud capacity sold out, landed a long—term Meta deal, raised GPU prices, and
CENTRAL_BANK | Sep 28, 2026, 11:06 AM UTC
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‘Big Short’ Fame Michael Burry Says Trump ‘Cannot Afford’ To Let AI Boom Fall
Michael Burry, one of the most prominent AI skeptics, believes the industry's health has become as critical to the U.S. government as it is to the companies driving the boom.“The Big Short” investor said the Trump admini
NEWS | Sep 28, 2026, 03:59 AM UTC
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Nebius Stock Falls 2.5% While $399 Target Tests AI Expectations
Nebius Group NASDAQ:NBIS, the AI cloud infrastructure provider, fell about 2.5% to $237.70 at roughly 10:39 a.m. ET Friday, despite a bullish call from BNP Paribas. The bank upgraded the stock to Outperform from Neutral
EQUITY | Sep 25, 2026, 05:01 PM UTC
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Why Is Nebius Stock Surging on Friday?
Nebius Group N.V. (NASDAQ: NBIS ) stock is trading higher on Friday. The move builds on gains from Thursday’s session and comes alongside broader strength across the market. Nasdaq futures are up 0.58% while S&P 500 futu
LIVE | Sep 25, 2026, 12:58 PM UTC
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Nebius Stock Surges: BNP Paribas Upgrades, Sees $22B ARR By 2027
Nebius Group N.V.’s stock surged 9% on Thursday and climbed 0.6% overnight as BNP Paribas upgraded the AI cloud infrastructure provider to ‘Outperform’ from ‘Neutral’ and sharply raised its price target.The research firm
EQUITY | Sep 25, 2026, 02:39 AM UTC
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Oracle, Qualcomm, Meta, Everpure, BlackBerry, MGM, Nebius, and More Stocks That Explain Today's Market — Barrons.com
By George Glover, Mariapaula Gonzalez, and Connor SmithStocks were mixed Thursday as the bond market's woes worsened and following a report that signaled potential progress in discussions between the U.S. and Iran.Oracle
GEOPOLITICS | Sep 24, 2026, 08:39 PM UTC
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CoreWeave and Nebius Score Upgrades — Barrons.com
By Kit NortonShares of neocloud provider Nebius popped on Thursday after an upgrade based on its pricing power. Rival CoreWeave got one, too-for the same reason-but its stock gain wasn't nearly as strong.Nebius advanced
EQUITY | Sep 24, 2026, 06:47 PM UTC
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Nebius Stock Soars 8% as BNP Paribas Delivers Massive Price Target Hike
Nebius Group NASDAQ:NBIS shares climbed about 8% Thursday after BNP Paribas Exane raised its view on the AI infrastructure provider and lifted its price target to $399 from $260.The brokerage moved its rating to Outperfo
EQUITY | Sep 24, 2026, 06:11 PM UTC
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Nebius Group Raised to Outperform From Neutral by BNP Paribas
Ratings actions from Benzinga
NEWS | Sep 24, 2026, 02:44 PM UTC
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CoreWeave Wins JPMorgan Upgrade on Premium Compute Pricing
JPMorgan upgraded CoreWeave NASDAQ:CRWV, the AI-focused cloud provider, to Overweight from Neutral and raised its December 2027 price target to $125 from $120, implying about 42% upside. Analyst Samik Chatterjee argued t
NEWS | Sep 24, 2026, 02:21 PM UTC
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Michael Burry Doubles Down Against Micron Stock
Michael Burry is doubling down against some of the market's hottest AI and semiconductor trades, adding in some size to short positions in Micron Technology NASDAQ:MU, Nebius Group NASDAQ:NBIS, Palantir Technologies NASD
EQUITY | Sep 23, 2026, 03:41 PM UTC
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NBIS Stock Extends Gains After 5-Day Winning Streak: Has It Bumped Up Inference Prices?
Nebius Group is reportedly raising prices for its AI inference platform, days after the neocloud firm increased rates for its on-demand cloud services, signaling an aggressive pricing posture amid record demand for cloud
EQUITY | Sep 23, 2026, 06:04 AM UTC
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Rothschild & Co. Redburn starts Nebius and CoreWeave with Sell
Rothschild & Co. Redburn initiated Sell ratings for Nebius (NBIS) and CoreWeave (CRWV), citing credit markets pricing risks equities have not. The firm set $84 price target on Nebius and $54 on CoreWeave; shares were up
EQUITY | Sep 21, 2026, 03:41 PM UTC
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Nebius shares jump on reported AI compute price increases
Nebius Group (NBIS) shares rose nearly 9% in Thursday premarket after it was reportedly raised prices across several compute services.
EQUITY | Sep 18, 2026, 04:21 PM UTC
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Nebius shares jump after raising on-demand GPU compute rates
Nebius Group N.V. (NBIS) rose about 9.15% premarket after it raised on-demand compute prices effective October 1, with customer communication reshared on Reddit and X. IREN (5.16%) and CoreWeave (CRWV) also rose premarke
EQUITY | Sep 17, 2026, 12:11 PM UTC
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Nebius stock rises as CoreWeave-linked AI cloud pricing increases
Nebius Group led “neoclouds” higher early Thursday after telling customers it will raise on-demand rental prices.
EQUITY | Sep 17, 2026, 11:30 AM UTC
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Nebius shares jump after raising on-demand compute prices
Nebius rallied over 6% late Wednesday after raising prices for several on-demand compute resources from Oct. 1, lifting neocloud peers IREN and CoreWeave by 3%-4%.
EQUITY | Sep 17, 2026, 03:11 AM UTC
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Chips, Asset Managers and Consumer Names Slide After Warsh's Press Conference: The 10 Biggest Losers
The damage from Fed Chair Kevin Warsh ‘s first post-hike press conference was not evenly distributed. With the dot plot showing an additional rate hike and higher inflation projections, the selling concentrated in exactl
LIVE | Sep 16, 2026, 08:18 PM UTC
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Nebius receives Buy rating from Truist Securities
Truist Securities initiated coverage on Nebius with a Buy rating, citing engineering talent and new contract economics. The note says the stock could have upside to pricing and revenue.
EQUITY | Sep 09, 2026, 09:01 PM UTC
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Nebius Group initiated at Buy by Truist Securities
EQUITY | Sep 09, 2026, 08:21 PM UTC
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NBIS says AI infrastructure demand is outpacing supply
Nebius says it is rapidly scaling as a full-stack AI hyperscaler, targeting 5—10% global market share by building data centers worldwide. It cites surging AI demand supporting higher prices and margins.
EQUITY | Sep 09, 2026, 04:38 PM UTC
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NBIS: Nebius is scaling AI infrastructure with innovative pricing and high-margin enterprise solutions
Nebius is rapidly scaling as a full-stack AI hyperscaler, leveraging unique infrastructure capabilities and auction-based pricing to address soaring demand and supply shortages. Strategic partnerships and product innovat
RATES | Sep 09, 2026, 03:58 PM UTC
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NBIS: AI compute demand outpaces supply, driving price growth, partnerships, and rapid infrastructure expansion
AI compute demand far exceeds supply, driving price increases and innovative capacity auctions. Strategic partnerships, notably with Palantir, and an asset-light model accelerate enterprise adoption and infrastructure gr
EQUITY | Sep 08, 2026, 11:40 PM UTC
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Palantir names Nebius its preferred sovereign AI partner
Nebius Group N.V. (NBIS) rose 2.26% after Palantir Technologies (PLTR) named it a preferred sovereign AI infrastructure partner, with compute and inference endpoints to run inside Palantir's enterprise perimeter.
EQUITY | Sep 08, 2026, 05:26 PM UTC
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Nebius shares jump on Palantir AI infrastructure partner deal
Nebius Group (NBIS) shares rose 3% Tuesday after Palantir Technologies (PLTR) selected the company as its preferred infrastructure partner for sovereign artificial intelligence services, aimed at providing customers acce
EQUITY | Sep 08, 2026, 05:26 PM UTC
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NBIS rallies after Palantir selects Nebius as sovereign AI partner
Nebius Group’s (NBIS) shares rose in early Monday trade after Palantir (PLTR) named it its preferred ‘sovereign AI’ partner, backed by Nvidia (NVDA).
EQUITY | Sep 08, 2026, 12:33 PM UTC
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PLTR NBIS - Palantir and Nebius Partner to Deliver a Complete Sovereign AI Stack to Palantir Customers
PLTR NBIS - Palantir and Nebius Partner to Deliver a Complete Sovereign AI Stack to Palantir Customers
EQUITY | Sep 08, 2026, 11:08 AM UTC
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Palantir partners with Nebius to deliver sovereign AI stack
Palantir Technologies and Nebius Group announced a strategic partnership to bring Nebius’s AI-native compute infrastructure and cloud platform to Palantir’s commercial customers.
EQUITY | Sep 08, 2026, 10:59 AM UTC