The Latest Breaking News from Nebius

The AI revolution is built on vast infrastructure, from data centers and high-speed optical networks, extending beyond just chipmakers and software innovators.

Nebius Group NV (NASDAQ:NBIS) has become one of 2025’s most jaw-dropping AI success story, and perhaps its biggest puzzle. The mid-cap AI cloud infrastructure firm has soared around 513% over the past 12 months, and 330% this year, vaulting from relative obscurity into Wall Street’s favorite speculative obsession. Yet as…

Shares of AI infrastructure firm Nebius Group NV (NASDAQ:NBIS) are surging on Friday, building on momentum from the previous session. The rally is fueled by a combination of company-specific news and a favorable broader market environment.

Shares of AI infrastructure company Nebius Group NV (NASDAQ:NBIS) are trading higher Thursday, fueled by strategic news that is overshadowing a recent stock slump. Here’s what investors need to know.

Nebius Group NV (NASDAQ:NBIS), the Nvidia Corp (NASDAQ:NVDA)-backed AI infrastructure company, has dropped more than 24% over the past five days — but options data suggests institutional traders are treating the slide as a buying opportunity, not a red flag.

Oracle is reportedly seeing weak margins in its AI cloud business. Is this a big red flag for ORCL investors and neo-cloud stocks like Nebius and CoreWeave?

As the artificial intelligence (AI) boom continues to reshape industries, there has also been some attention on the companies that form the foundational infrastructure for powering AI, apart from the immediate buzz of AI chipmakers.

Microsoft’s $33 billion investment in neocloud providers secures Nvidia GPUs, expands compute access, and raises new antitrust and energy concerns.

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.

Microsoft has signed $33 billion in deals with "neocloud" GPU-as-a-service providers to date, underlined by its $19.4 billion spend on neocloud provider Nebius. The move comes as Microsoft seeks to outsource the processing for its own internal workloads, so it can rent its internal datacenter infrastructure out for profit.

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.