I think that the 100%+ rally of Nebius Group N.V. ( NBIS ) since mid-July , when I shared my bearish take, was triggered by anything but fundamentals. And it is not just me being stubborn andWith a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex financial operations and strategy. I’ve been an activ ...

This AI infrastructure stock is trading at an expensive valuation, but it can justify that thanks to a huge revenue backlog.Neocloud provider Nebius Group (NBIS 6.46%) delivered sizzling returns on the market in the past year, rising 475% as of this writing. This stunning surge in the stock is backed by the outstanding growth in the company's revenue in recent quarters, a result of the remarkable demand for its artificial intelligence (AI) data centers.This phenomenal rally may lead investors to think that ...

Skip to content S&P 500 6,733.80 -1.11% Dow Jones 46,894.00 -1.05% Nasdaq 100 25,208.60 -1.68% Russell 2000 2,426.38 -1.77% FTSE 100 9,733.00 -0.65% Nikkei 225 50,270.70 -1.92% Stock Market Live November 6: S&P 500 (SPY) Climbing Despite AI Valuation Concerns Home >Investing >Suddenly, Traders Love Nebius Group (NBIS) Stock Investing Suddenly, Traders Love Nebius Group (NBIS) Stock ByDouglas A. McIntyre Nov 6, 2025 11:25 am This post may contain links from our sponsors and affiliates, and Flywheel Publishin ...

受消息推动，NEBIUS股价涨超3%，英伟达股价则小幅走高0.4%。 NEBIUS创始人兼首席执行官Arkady Volozh表示："这次部署不仅是NEBIUS发展的新里程碑，也象征着 英国AI生态系统迈向更成熟阶段。借助我们自研的云基础设施与英伟达尖端技术结合，英国本地机构 将能更快速、更安全、更具可持续性地训练、部署并扩展AI模型与应用。" 此次部署是NEBIUS在欧洲、以色列及美国之后的又一重要落地，属于其全栈AI云基础设施全球扩张战 略的一部分。同时，该项目也与英国政府推出的 《AI机遇行动计划（AI Opportunities Action Plan）》 相呼应，旨在为科研机构、政府部门及企业提供大规模AI训练与推理能力支持，提升英国AI产业竞争 力。 智通财经APP获悉，周四，人工智能云服务商NEBIUS(NBIS.US)宣布已在英国伦敦部署其首个人工智能 云基础设施，该系统采用英伟达(NVDA.US)最新一代Blackwell Ultra GPU及Quantum-X800 InfiniBand网 络技术，标志着该公司全球AI云布局再进一步。 业内人士指出，随着AI大模型竞争加速，全球范围内的高性 ...

Nebius Group N.V. (NASDAQ:NBIS) is one of the stocks Jim Cramer recently commented on. When a caller mentioned that they have been looking at the stock, Cramer said: “Okay, Nebius is a huge, look, it’s Nebius, IREN, and CoreWeave. Those are the three. They’re going to keep getting contracts. If you’re in on the day when the stock is down, and they get a contract, you’re going to make money. What can I say?” Stock market data. Photo by Alesia Kozik on Pexels Nebius Group N.V. (NASDAQ:NBIS) develops ful ...

公司新产品发布 - 人工智能云服务提供商Nebius推出名为"Token Factory"的新产品，旨在提供开源模型的访问权限以及运行这些模型所需的计算能力 [1] - 该产品专注于推理工作负载，允许客户从一系列领先的开源模型中进行选择，包括OpenAI的GPT-oss、Meta的Llama以及DeepSeek [1] - Token Factory与亚马逊以及微软的云计算产品展开竞争，并且像Fireworks和Baseten这样的初创公司也提供类似的服务 [1] 公司背景与战略 - Nebius去年从俄罗斯互联网公司Yandex分拆出来，现已发展成为较为知名的"新云服务"提供商之一，销售来自美国、欧洲以及以色列的数据中心的人工智能云服务资源 [2] - 在以色列，公司拥有该国首批公开可用的英伟达最新一代人工智能芯片的集群之一 [2] - 对于人工智能基础设施提供商而言，在其云服务之上销售软件服务能够带来更丰厚的利润，但公司更看重的是能够凭借更丰富的产品线吸引更多的客户，而非可能带来的利润增长 [2] - 公司联合创始人兼首席业务官Roman Chernin表示，仅仅拥有基础设施是远远不够的，公司希望成为一家大型企业，但又不想仅仅是一家公用事业公司 [2] 市场机会与产品定位 - 公司看到了一个迎合快速发展的人工智能市场的机会，一些人工智能应用开发者正在重新思考应如何更多地依赖那些来自顶尖人工智能实验室的最强大的模型，而这些模型大多为闭源或专有 [2] - 基于这些封闭系统开发软件可能会限制其进行精细调整的灵活性，并增加成本，因此客户开始从将一切构建在一个封闭的生态系统里面转向采用更加多样化的产品组合模式 [2][3] - 公司所打造的是一个可扩展且可靠的平台，该平台能让客户轻松地从他们最初使用的方案无缝切换到所需的规模化方案 [3] 客户与合作伙伴 - Token Factory的早期客户包括位于阿姆斯特丹科技公司Prosus以及人工智能视频平台Higgsfield [3] - HuggingFace也正在使用Nebius的基础设施进行推理，并与该公司合作，在其推理服务市场中展示Token Factory [3] 重要商业合作 - 微软近期与Nebius达成协议，将从其获得价值高达194亿美元的人工智能计算能力 [1]

AMSTERDAM--(BUSINESS WIRE)--Nebius today unveiled Nebius Token Factory, a production inference platform that enables vertical AI companies and digital enterprises to deploy and optimize open-source and custom models at scale and with enterprise-grade reliability and control. Built on Nebius's full-stack AI infrastructure, Nebius Token Factory brings together high-performance inference, post-training and fine-grained access management into a single governed platform. It supports all major open m. ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

In a significant shift from previous sentiment, CNBC host Jim Cramer has declared that his past doubts regarding AI infrastructure providers IREN Ltd. (NASDAQ:IREN) and Nebius Group NV (NASDAQ:NBIS) are now irrelevant, citing the “demand” in the booming artificial intelligence sector.Check out IREN and NBIS stock prices. Cramer Pivots On IREN, NebiusHis recent post on X suggests an overwhelming market need that eclipses earlier comparisons, including his prior favor for CoreWeave Inc. (NASDAQ:CRWV).Cramer’s ...

股票表现 - 某资产在过去三个月内大幅上涨140% [1] - 该资产在特定时期内累计上涨44% [1] 分析师背景 - 分析师Moz (Muslim) Farooque拥有资深市场分析经验 [2] - 其研究成果曾在Seeking Alpha、Yahoo Finance等多个知名金融平台发布 [2] - 擅长结合调查性金融新闻与稳健模型挖掘未被关注的股票和加密货币机会 [2] - 为ACCA资深会员并持有牛津布鲁克斯大学应用会计与金融学士学位 [2]