Nebius Group N.V. (NASDAQ: NBIS ) is a stock that's not as popular as it should be; one that is set for a rally to cross +$30 per share in their earnings report later this month. Their Q1I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve ...

It was a volatile day on Wall Street as the Federal Reserve held interest rates steady at its Federal Open Market Committee meeting. The Fed noted increasing uncertainty and risks of slow growth and rising prices, however.Yet shares of artificial intelligence (AI) infrastructure company Nebius Group (NBIS 9.43%) soared above the Fed noise. The stock closed the trading session nearly 10% higher. That's because one of its company holdings just received an investment from a big-name technology investor. Jeff B ...

Last week, Nebius Group (NASDAQ: NBIS ) published its audited financial statements for the previous year (Form 20-F). The report contained a lot of interesting information, including detailed financials for each of the company’s business segments, as wellI am the head of research for the pre-IPO and venture division of the investment bank. Prior to that, I have been working as a global equity research analyst in an investment bank for the past 5 years. My specialization are Biotechnology, Internet and Media ...

Oliver Rodzianko is a macro-focused investment analyst with a global perspective and a focus on public equity strategy. His approach is grounded in valuation discipline and long-term fundamentals, with emphasis on sectors including technology, semiconductors, AI, and energy. He is U.S.-market centered, with international awareness informing his process. He manages a long-only, unleveraged portfolio designed to preserve capital and capture asymmetric upside around key market dislocations. Positions are held ...

Shares of Nebius Group (NBIS 6.25%) are flying today. After surging more than 13%, the artificial intelligence (AI) cloud infrastructure company was holding on to a gain of 8.3% as of 11:38 a.m. ET.News from the company, combined with some strong sector tailwinds, provided the boost. Word from several big tech companies that capital investments for AI infrastructure are continuing is big news for Nebius.Nebius counts on AI spendingNebius was created from the restructuring that came after Russian search engi ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR WASHINGTON, D.C. 20549 ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 FORM 20-F OR (Mark ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to OR ☐ SHELL COMPANY PURSUANT TO SECTION 13 ...

Nebius Group N.V. (NBIS) shares have lost 24.2% over the past three months, underscoring broader and company-specific challenges.  The broader market volatility over the past month has been due to the tariff and trade tensions between the United States and other countries, especially China. Though President Trump’s announcement of a 90-day pause on reciprocal tariffs and hinting at a possible de-escalation with China cheered investors, the volatility is far from over. Apart from that, company-specific facto ...

Group 1 - Nebius Group (NASDAQ: NBIS) is an emerging AI infrastructure company that is vertically integrated, designing its own data centers, building its own racks, procuring its own compute, and deploying its own AI software layer [1] - The company's operations require core competencies that span several areas, indicating a comprehensive approach to AI infrastructure [1]

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In the first article, Nebius Group: Well-Positioned To Be An AI Megatrend Winner , we were among the first to introduce the Nebius opportunity to Seeking Alpha readers. We summarized the coreAnalyst’s Disclosure: I/we have a beneficial long position in the shares of NBIS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any c ...