Nebius Group N.V. - Class A Ordinary Shares (NBIS)

This green energy play will profit from the AI boom.

Nebius Group shares jumped 34% after Q2 revenue soared 454% year over year and ARR hit $3 billion, though the stock's roughly 130-times sales valuation raises questions for investors.

The market seemed more interested in what CEO Elon Musk had to say on SpaceX's first earnings call.

The famed short-seller bet against the AI cloud company six days before it reported. The quarter answered some of his concerns -- but left the biggest one standing.

Demand for artificial intelligence computing capacity is rising exponentially, according to CEO Arkady Volozh.

Today, Aug. 12, 2026, the AI cloud infrastructure provider's stock jumped 34% as AI cloud demand surges.

The entire AI data center industry still appears to be firing on all cylinders after all, with more of the same in the cards.

Two of Nvidia's biggest challengers just reported earnings, and the results say more about who's really winning than the headlines suggest.

Oracle shares rallied Thursday after two neoclouds posted blowout earnings, but does this AI tailwind justify the stock's risks?

Nebius Group's Q2 revenue surged 454% year-over-year to over $582 million, driven by faster capacity ramps, with analysts bullish but price targets suggesting shares are fairly valued near $230.

Investors have been concerned about a potential slowdown in AI adoption, but results from these neocloud operators suggest otherwise.

Micron investors are feeling bullish thanks to new demand indicators and other factors.

Nebius Group (NASDAQ:NBIS) reported second-quarter 2026 revenue growth of 454% from a year earlier as its AI cloud business expanded capacity and utilization, while management reaffirmed its full-year outlook and outlined plans for additional capacity deployment in 2027. Group revenue rose to $582

Burry's short position on the neocloud company has intensified some investors' concerns about its future.

Bloom Energy's massive time-to-power advantage has sent the stock soaring.

Nebius may have found a faster way to scale its AI cloud without building every data center itself. See why this strategy could reshape its growth, valuation, and biggest risks.

The neocloud operator has been growing at a blistering pace.

Nebius is racing to turn enormous AI demand into durable revenue, but its latest setback exposed the price of that ambition. See what could determine the stock's next chapter.

AI data center demand is splitting the market: CoreWeave, Nebius and IREN show strong capital access, while Applied Digital and HIVE Digital face debt and dilution risks in the crypto-to-AI pivot.

The answer to who is funding the AI build-out could matter far more for cash-burning AI companies than for Nvidia itself.

A multiple like this usually belongs to a software company. This one owns power contracts.

Aug. 12 is a big date for investors interested in Nebius.

Nebius has crushed it so far in 2026, but this is just the beginning.