Nebius

The Contrarian’s Conundrum: Michael Burry’s Short Bet Collides With Wall Street’s Most Aggressive Price Targets

angelina -

Nebius’s Customer Prepayments Are Now Bigger Than Its Revenue Run-Rate — Here’s Why That Matters

kashif hafeez -

Nebius Heads Into Earnings With a Construction Schedule That Has Wall Street on Edge

Brett Shapiro -

The $211.77 Bet That Turned Nebius Into the AI Sector’s Most Polarizing Trade

kashif hafeez -

Nebius: A Summer of Whiplash Settles on One Date — August 12

kashif hafeez -

Nebius: A Credit-Fueled Expansion Meets Its First Big Test

Brett Shapiro -

Nebius: The $41 Billion AI Infrastructure Bet That Keeps Defying Gravity

Brett Shapiro -

The Finnish Testbed: Why Nebius’s Rubin Rack Matters More Than the Stock’s Recent Wobble

Brett Shapiro -

The 29 July Reckoning: Why Nebius’s Nvidia Endorsement Couldn’t Stop the Sell-Off

Brett Shapiro -

The AI Infrastructure Squeeze: Why Hyperscalers Are Turning to Nebius to Fill the Gap

Brett Shapiro -

Nebius’s $40 Billion Backlog and Nvidia’s Seal of Approval: Inside the AI Infrastructure Bet

kashif hafeez -

After a 17% Plunge, Nebius Finds Its Footing — But 99% Volatility Tells a Deeper Story

kashif hafeez -

Nebius Lifts 2026 Capex to $25 Billion as Shares Sink on Meta Cloud Threat and Alabama Court Battle

Nebius Faces a High-Stakes Balancing Act as Meta’s Cloud Plans Cast a Shadow Over a $46 Billion Backlog

kashif hafeez -

Nebius Races to Turn $25 Billion in Capex Into AI Revenue: Can It Hold the Line?

kashif hafeez -
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