Despite the strong bull run, Nebius Group N.V. (NASDAQ: NBIS ) still offers one of the most compelling bullish setups in AI infrastructure. The $17.4 billion Microsoft contract validates it as a credible hyperscale partner, whileHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. busi ...

In my previous article, I focused on Nebius Group’s (NASDAQ: NASDAQ: NBIS ) partnership with NVIDIA, and I still believe this partnership continues to provide leverage for Nebius Group’s upside potential. The company hasFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to unc ...

Large payload drones offer a significant new application and market for the devices.Vancouver, BC, Canada – TheNewswire - Sept 18, 2025 – First Tellurium Corp. (CSE: FTEL, OTC: FSTTF) reports that, further to the Company’s September 4, 2025 news release, First Tellurium’s subsidiary PyroDelta Energy has completed successful testing of thermoelectric modules that can extend the range of high payload drones powered by combustion engines. The modules, which attach to the engine exhaust manifolds, use heat dif ...

Key Takeaways Nebius confirmed $2B in 2025 capex to expand data centers and AI infrastructure capacity.Revenues surged 625% to $105.1M in Q2, driven by GPU demand and near-peak utilization.CoreWeave, Microsoft and others are scaling capex aggressively to capture AI infrastructure demand.Nebius Group N.V. (NBIS) reaffirmed the $2 billion capital expenditure plan for 2025 on its latest earnings call as it doubles down on capacity expansion to gain market share in the fast-growing AI infrastructure space. The ...

Key Points Nebius shocked investors by announcing a huge new deal with Microsoft. Nebius isn't the only AI infrastructure company inking big deals for data center capacity. When demand greatly exceeds supply, that's a big green flag for investors. 10 stocks we like better than Nebius Group › Nebius Group (NASDAQ: NBIS) recently caught the eyes of many investors who follow the artificial intelligence (AI) sector. The AI neocloud company announced a huge deal with tech giant Microsoft (NASDAQ: MSFT) ...

Nebius continues to witness demand far outpace its available data center capacity. To resolve this challenge, the company aims to reach 220 megawatts of connected power by the end of 2025, including roughly 100 megawatts of active power across its New Jersey and Finland data centers. The company also began expanding into the U.K. and Israel.Nebius is seeing rapid expansion in its customer base, which now includes technology giants such as Cloudflare , Shopify , and Prosus, and leading AI-native start-ups, i ...

公司战略举措 - 推出Nebius机器人与物理人工智能奖项以推动技术创新并强化在机器人和人工智能领域的行业地位 [1] 财务估值指标 - 市盈率达88.29倍反映市场对公司未来盈利预期较高 [2] - 市销率为88.84倍显示估值水平显著高于销售收入规模 [3] - 企业价值与销售额比率为负70.28可能隐含财务结构特殊性 [3] - 盈利收益率为1.13%表明股东投资回报率处于较低水平 [3] 资本结构与流动性 - 债务权益比为0.32说明负债规模相对股东权益保持低位 [3] - 流动比率达14.70倍显示短期偿债能力极强且流动性充裕 [3] 市场表现与评级 - 现股价报90.41美元（截至2025年9月15日） [2] - Seaport Global给予中性评级初始覆盖 [2]

Nebius Group (NASDAQ:NBIS) is one of the best AI stocks to buy according to analysts. On September 9, BWS Financial raised the firm’s price target on Nebius to $130 from $90, while keeping a Buy rating on the shares after the company announced its first hyperscaler contract worth ~$19.4 billion with Microsoft Corp.  (NASDAQ:MSFT) over 5 years. With Nebius having a major contract in hand, the company is expected to accelerate GPU installations and bring New Jersey online as fast as possible. Earlier in Aug ...

Key Takeaways NBIS surged 25.4% in a month, fueled by AI demand and a $17.4B Microsoft deal.Revenues jumped 625% year over year, with ARR guidance raised to as much as $1.1B.High capex, execution risks, and intense competition raise concerns despite strong growth.Nebius Group N.V. (NBIS) stock has become an impressive performer in the AI space after having gained 25.4% in the past month, outperforming the Zacks Computer & Technology sector and the Zacks Internet Software Services industry’s growth of 6.1% a ...

AMSTERDAM--(BUSINESS WIRE)--Nebius is proud to announce the Nebius Robotics and Physical AI Awards, a new global initiative to find the next big thing among startups and scale-ups building the future of robotics and vision AI systems. The awards aim to showcase companies advancing the frontier of physical AI, from embodied robotics and autonomous systems to streaming video analytics — technologies that are redefining how the physical world is observed, understood, and automated. The winners wil. ...