Pomegra
Technology
NOTABLE
5h ago5 min read
Nebius Q3 2026 Earnings: What NBIS Must Show Thursday
Nebius (NBIS) reports third-quarter 2026 results before the open Thursday, with options pricing a roughly 20% move after a sharp Wednesday rally.
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NBIS stock news & analysis
Everything Pomegra has published on NBIS: 29 news articles and 7 market briefs, newest first.
Market briefs on NBIS
- CoreWeave Stock Dips 0.5% Despite Q3 Earnings Beat
CoreWeave (CRWV) raised its 2026 sales forecast to $13B–$13.3B, but investors stayed wary of AI spending.
1d ago
- CoreWeave Stock Falls 9.9% on Data Center Rule Fears
CoreWeave (CRWV) fell 9.9%; Iren dropped 11.2% and Nebius 6.7% as Democratic wins stoke data-center fears
Nov 5
- SpaceX Closes $40B Debt Deal for GPUs as Neocloud Stocks Fall
SpaceX (SPCX) locked in funding for chips arriving in 2027, while Musk warns 200+ AI cloud firms may fail.
Oct 26
- CoreWeave Stock Falls 25% in a Week on $50B Debt Load
CoreWeave (CRWV) shares closed Friday at $61.39 as Firmus Grid's failed IPO left AI investors wary.
Oct 19
- CoreWeave Stock Falls 16% as Bond Yields Near 15%: What It Means
CoreWeave (CRWV) closed at $65.78 as its bond yields neared 15% and Oracle slid 9%. How AI-debt worries hit CoreWeave bonds and shares, in a 60-second brief.
Oct 14
- Ciena Stock Jumps 14% After Bullish Marvell, Nokia Comments
Ciena (CIEN) closed near $445 as Nebius, Astera Labs and CoreWeave also rose on AI buildout hopes.
Oct 6
- Nebius Stock Jumps 10% After GPU and Memory Rate Hikes
Nebius (NBIS) surged 10% Thursday as on-demand GPU fees climb 21% and BofA lifted 2027 estimates to $12.7B.
Sep 25
NBIS news
Technology
MAJOR
17h ago7 min read
AI Stocks Slide as Data-Center Backlash Sweeps Midterms
AI stocks fell sharply after the midterms as voters backed data-center limits in 40 of 41 measures and Democrats won Texas, Ohio and Georgia governorships.
Technology
NOTABLE
1d ago4 min read
Nebius Q3 2026 Earnings: AI Stocks Face a Key Test
Nebius (NBIS) reports third-quarter results before the open Thursday, with revenue seen near $905M and the shares about 55% below their June high.
Technology
MAJOR
2d ago5 min read
CoreWeave (CRWV) Q3 2026: Debt and Backlog in Focus
CoreWeave reports Q3 2026 results after the bell as investors weigh $3.5B in expected revenue against heavy debt, interest costs and a $104B backlog.
Technology
MAJOR
Nov 56 min read
CoreWeave Hits 52-Week Low Near $48 on Texas Permitting Fears
CoreWeave (CRWV) fell almost 10% to a 52-week low near $48 on Nov. 4, 2026, as Texas data-center permitting worries pulled neocloud and AI stocks lower.
Technology
MAJOR
Oct 274 min read
CoreWeave, Nebius, IREN: Musk Warns of Neocloud Wipeout
Elon Musk says 200+ AI neoclouds face "guppy-level death" as debt markets close, pressuring CoreWeave, Nebius and IREN shares and CoreWeave bonds near 16%.
Technology
MAJOR
Oct 266 min read
CoreWeave Stock Falls 30% in October on $50B Debt Fears
CoreWeave (CRWV) shares are down about 30% in October as a $50 billion debt load and bond yields above 15% raise doubts over AI infrastructure funding.
Technology
NOTABLE
Oct 206 min read
Elice Plunges 32% in Debut, Dragging CoreWeave, Nebius
Elice fell 32% on its KOSDAQ debut, the worst for a Korean IPO above $100M, and the rout pulled CoreWeave and Nebius lower as AI stocks reassessed risk.
Technology
NOTABLE
Oct 205 min read
CoreWeave (CRWV) Upgraded to Buy by Goldman Sachs
Goldman Sachs upgraded CoreWeave (CRWV) to Buy and the stock rose about 6% even as its bonds yield roughly 15%, putting AI stocks' debt model in focus.
Technology
MAJOR
Oct 186 min read
CoreWeave (CRWV) Debt Fears Hit AI Stocks in 2026
CoreWeave (CRWV) shares fell about 25% this week as credit default swaps topped 1,000 basis points, putting its $51 billion AI debt load under scrutiny.
Technology
MAJOR
Oct 146 min read
CoreWeave Falls 16% as Bond Yields Near 15%
CoreWeave fell 16% and Oracle 9% as bond yields neared 15%, stoking fears over AI borrowing and pulling the Nasdaq down nearly 2% on Wednesday, Oct. 14.
Technology
NOTABLE
Oct 15 min read
Nebius (NBIS) Jumps on BNP Upgrade and Cloud Price Hikes
Nebius shares rose 8-9% after BNP Paribas upgraded the AI cloud group to Outperform with a $399 target, as GPU and CPU price hikes of 17-25% took effect Oct. 1.
Markets
MAJOR
Aug 137 min read
AI Supply Chain Rally: Dell, Micron, Cisco, Nebius Surge
A broad AI infrastructure advance on August 12 lifted Dell +10%, Micron +5%, Cisco +3%, and Nebius +34%, signaling the market is pricing in a structural, multiyear buildout supercycle across every…
Business & Earnings
MAJOR
Aug 125 min read
Nebius Q2 2026: Revenue Surges 454%, EBITDA Turns Positive
Nebius Group (NASDAQ: NBIS) delivered $582.3 million in second-quarter 2026 revenue on Tuesday, a 454% increase from the year-earlier period, as the AI cloud and data center operator crossed into…
Markets
MAJOR
Aug 46 min read
Situational Awareness LP Exits $16B AI Book to Citadel
Situational Awareness LP sold its $16B public equity book to Citadel in a single block trade after 4x leverage turned a 439% gain into forced liquidation.
Markets
Jul 305 min read
Situational Awareness Unwinds Public Book After AI Rout
Leopold Aschenbrenner's $45 billion AI hedge fund sold its entire public equity portfolio to Ken Griffin's Citadel after 4x-leveraged semiconductor bets collapsed in July's AI market rout.
Markets
Jul 216 min read
Nebius Surges as Nvidia Discloses $1B Reflection AI Pact
Nebius Group shares jumped 7% on July 21 after Nvidia formally disclosed a 9.3% ownership stake, reinforcing the strategic weight of a freshly signed $1 billion AI computing deal with Reflection AI.
Markets
Jul 137 min read
Nebius NBIS Stock Surges 230% in 2026 on Compute Crisis
Nebius Group shares have gained 230% year-to-date in 2026, fueled by 684% revenue growth and a structural global compute shortage that has collapsed North American data center vacancy to a record…
Markets
Jul 86 min read
KOSPI Slides Into Bear Market on Chip Selloff
South Korea's benchmark KOSPI has fallen 20% from its June record high of 9,385, entering bear market territory on a global AI chip selloff led by Samsung and SK Hynix.
Markets
Jul 17 min read
Global Stocks Advance as Dow Surges 1.18% in Early Trade
Global equity markets kicked off Q3 2026 with broad gains as the Dow Jones Industrial Average climbed 1.18% in early trade, extending a powerful rally built on easing geopolitical risk, AI…
Technology
May 287 min read
Nebius Stock Surges 9% in 2026 After AI Hedge Fund Reveals $2.6B Passive Stake
Situational Awareness LP, the AI-focused hedge fund run by ex-OpenAI researcher Leopold Aschenbrenner, disclosed a 5.6% passive stake in Nebius Group worth ~$2.58 billion, sending NBIS shares sharply ...
Technology
May 138 min read
Nebius Group Q1 2026: Revenue Soars 684% on AI Data Center Demand
Nebius Group (NBIS) reported Q1 2026 revenue of $399M, up 684% year-over-year, as surging demand for GPU infrastructure from Meta, Microsoft, and NVIDIA drives the Amsterdam-based AI cloud company to ...
Technology
May 139 min read
Nebius Q1 2026 Earnings: 6 Numbers That Define the AI Cloud Race
Nebius Group N.V. (NASDAQ: NBIS) releases its first-quarter 2026 financial results on Wednesday, May 13, 2026, before market open, followed by a live earnings conference call at 8:00 AM ET. The…
Technology
May 37 min read
Nebius's $643M Eigen AI Acquisition Supercharges Inference in 2026
Nebius Group N.V. (NASDAQ: NBIS), the Amsterdam-headquartered AI cloud company, announced on May 1, 2026 an agreement to acquire Eigen AI, a leading inference and model optimization startup, in a…
Technology
Apr 287 min read
Nebius Weighs Billion-Dollar Bid for AI21 Labs in Full-Stack AI Push
Amsterdam-based AI cloud provider Nebius Group is in advanced acquisition talks with Israeli AI startup AI21 Labs, a deal that would vault the Nasdaq-listed company beyond pure-play GPU…
Technology
Apr 137 min read
Nebius Group (NBIS) Is Crushing the Market in April 2026 — Here's Why
Nebius Group has become the defining AI infrastructure story of 2026, with shares up over 30% year-to-date and more than 435% over the past 12 months. The Amsterdam-based neocloud company is…
Markets
Mar 168 min read
Meta Commits Up to $27 Billion to Nebius in Landmark AI Infrastructure Pact
Meta Platforms has signed a sweeping new agreement with AI cloud provider Nebius Group worth up to $27 billion over five years, dramatically scaling up a partnership first forged in November 2025.…
Markets
Feb 123 min read
Nebius Posts Revenue Miss in Q4 as AI Cloud Growth Slows
Nebius Group reported fourth-quarter revenue of $227.7 million, falling short of analyst expectations and sending shares lower in pre-market trading. The AI cloud company achieved 479% full-year reven...
Markets
Feb 85 min read
Meta Platforms Surges on AI Investment Strategy Despite Warning Signs
Meta Platforms delivered robust fourth-quarter results with 24% revenue growth reaching $59.89 billion, driven primarily by its core advertising business that continues to benefit from AI-enhanced…