The Latest Breaking News from NBIS

Nebius stock inches up as Microsoft announces a multi-year agreement with the AI infrastructure firm. Here’s why a more-than-500% rally in NBIS shares shouldn’t deter new investors.

Wall Street's AI mania is minting new battlegrounds, and few look more intriguing than Nebius Group NV (NASDAQ:NBIS) versus Palantir Technologies Inc (NASDAQ:PLTR). Both stocks are commanding nosebleed valuations, each promising to dominate a different layer of the AI stack.

Nebius Group N.V. (NASDAQ:NBIS) shares are trading higher Thursday following reports indicating that Microsoft Corp (NASDAQ:MSFT) will get access to over 100,000 NVIDIA Corp (NASDAQ:NVDA) GB300 chips as part of its deal with the company.

AI data center stocks continue to fuel indices to new all-time highs, and these two companies show that even newcomers can reap huge rewards in this gold rush.

Investors are closely watching high-flying technology and growth stocks like Palantir Technologies Inc. (NASDAQ: PLTR) and IonQ Inc. (NYSE: IONQ) as they pull back from recent highs, raising the question of whether they are approaching an ideal buying opportunity.

Retail investors buzzed about five stocks this week, from Sept. 8 to 12, on platforms like X and Reddit's r/WallStreetBets, amid market volatility and enthusiasm for AI.

Nvidia Corp (NASDAQ:NVDA) isn't just selling GPUs – it's playing a high-stakes chess game. By backing neo-cloud players like Nebius Group NV (NASDAQ:NBIS) and CoreWeave Inc (NASDAQ:CRWV), the chipmaker is quietly controlling access to AI compute power, forcing hyperscalers to dance to its tune.

Nebius Group N.V. (NASDAQ:NBIS) said Thursday it priced a $1 billion offering of Class A ordinary shares at $92.50 per share, with closing expected Sept. 15. Underwriters have a 30-day option to purchase up to an additional $150 million of stock.

Nebius Group N.V. (NASDAQ:NBIS) shares are trading higher Tuesday after the company announced it secured up to a $19.4 billion, five-year GPU infrastructure contract with Microsoft Corporation (NASDAQ:MSFT).

Shares of Nebius Group N.V. (NASDAQ:NBIS) rose sharply in pre-market trading after the company announced it secured up to $19.4 billion 5-year GPU infrastructure contract with Microsoft.

Famed short-seller Andrew Left of Citron Research is taking a victory lap on a bullish call, celebrating his firm’s early bet on AI infrastructure company Nebius Group NV (NASDAQ:NBIS).