The Redmond tech giant revealed the investment as President Donald Trump visits the U. ...

股价表现 - Nebius Group NV（NASDAQ:NBIS）股价周环比飙升38.09%[1] - 股价上涨主要受公司与微软达成180亿美元云计算协议推动[1][2] 合作协议 - 公司与微软签订多年期人工智能基础设施供应协议[1] - 协议总价值达180亿美元[1][2] - 服务将通过公司位于新泽西州Vineland的新数据中心提供[1] 财务安排 - 计划通过协议产生的现金流和债务发行来融资相关资本支出[2] - 可能利用其他融资选项以实现超预期增长[2] - 公司将适时向市场更新融资策略[2] 业务影响 - 公司核心AI云业务表现异常出色[3] - 客户范围涵盖AI初创公司到大型企业[3] - 此次协议将加速2026年及以后AI云业务增长[4] - 公司预计将与领先AI实验室和大型科技公司签订更多长期合约[3][4]

Key Points Microsoft has inked a $17.4 billion, five-year infrastructure deal with the AI computing company Nebius. This gave investors confidence that demand for AI data centers remains strong. 10 stocks we like better than Applied Digital › Shares of Applied Digital (NASDAQ: APLD) flew higher this week, finishing up 34.5%. The spike came as the S&P 500 and the Nasdaq-100 were up 1.6% and 1.9%, respectively. The artificial intelligence (AI) data center company saw its shares jump this week after a ...

The Thursday's gains point to a likely resumption of China's liquidity-driven rally after a brief period of consolidation. The CSI 300 is now up 2% for this week after losing 0.8% over the previous five sessions. Before that, the benchmark had climbed in nine of the previous 10 weeks as cash-rich investors piled into stocks for lack of better alternatives."The mainland's smaller chip-focused index, better known as Star50, jumped 5.3% while the tech-heavy ChiNext also climbed more than 5%. Shares of optical ...

Dutch cloud computing company Nebius has raised $3.75 million via sales of stock and convertible notes.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.These sales are designed to help Nebius acquire additional comp ...

核心交易 - 公司与微软达成为期五年价值174亿美元的人工智能基础设施协议 并有额外服务选项可使合同总价值增至约194亿美元 [1] - 根据协议 公司将向微软提供位于新泽西州Vineland新建数据中心的专用人工智能基础设施容量 交付将于2025年下半年开始 [2] - 该交易是公司首个与大型科技公司签订的长期合同 预计未来将达成更多类似协议 [2] 财务安排 - 公司计划通过交易产生的现金流结合合同担保发行债务的方式 为该项目资本支出提供资金支持 [2] 战略意义 - 公司视此协议为业务催化剂 预计将加速2026年及以后人工智能云业务的增长 [3] - 公司业务布局包括Avride自动驾驶技术和TripleTen教育科技公司 并持有ClickHouse及Toloka等企业的股权 [3] 公司背景 - 作为技术企业 公司在荷兰 欧洲 北美和以色列等地为全球人工智能行业构建全栈基础设施 [4]

Nvidia recently predicted that companies' AI infrastructure spending may reach as much as $4 trillion by the end of the decade, so it's clear the growth opportunity for Nebius is far from over. Of course, the company faces competition from major cloud service providers such as Amazon 's Amazon Web Services as well as younger AI-focused players like CoreWeave . This represents a risk, but if demand continues as expected and Nebius attracts major customers like Microsoft, the company could generate significan ...

Welcome back to Market on Close. I'm Marley Kaden. Oracle has been the story of the day with its massive rally after its earnings projecting huge growth in AI infrastructure revenue.Joining us now to discuss this move is Nigum Aurora, the founder of the Aurora Report. Now, Nigum, always great to have you with us, especially on a big day following such a huge move from Oracle, closing up about 36% on their revenue forecast. You know, what were some of your major takeaways from the earnings report.Well, Marle ...

We recently published 10 Stocks With Eye-Popping Gains — 1 Surges 3,000%. Nebius Group N.V. (NASDAQ:NBIS) is one of the top performers on Tuesday. Nebius Group soared to a new all-time high on Tuesday as investors cheered a new $18 billion cloud computing deal with Microsoft Corp. During the session, Nebius Group N.V. (NASDAQ:NBIS) surged by as much as 54 percent to its highest 52-week price of $98.68, before trimming gains to end the day just up by 49.42 percent at $95.72 apiece. Nebius Group (NBIS) Hi ...

美股市场表现 - 标普500指数期货上涨0.5% 纳斯达克100指数期货上涨0.6% 道指期货基本持平[1] - 股市延续创纪录收盘高位走势 受甲骨文财报及降息预期推动[1][2] 甲骨文公司业绩 - 云业务收入预期大幅增长 预订量因AI客户激增[2] - 尽管季度盈利未达预期 盘前股价仍飙升超30%[2] - 被视为推动股价上涨的AI基础设施建设终于加速[2] 通胀数据表现 - 生产者价格指数环比意外下降 同比上涨2.6%[3] - 数据为周四CPI公布奠定基础 是美联储下周会议前最后通胀线索[3] 美联储政策预期 - 劳动力市场数据确认疲软 强化9月降息预期[4] - 市场聚焦就业数据以判断美联储下一步行动[4] - 法官阻止特朗普罢免理事Lisa Cook 其可能参与下周利率决议[4] 企业财报动态 - GameStop季度收入增长超20% 股价上涨[6] - Macy's、Campbell's、Dollar Tree将于周三公布业绩[6] 地缘政治与贸易 - 特朗普敦促欧盟对中印征收100%新关税[5] - 关税措施旨在推动俄罗斯参与乌克兰战争谈判[5] - 波兰击落俄罗斯无人机后地区紧张局势升级[5]