Nebius is The Neocloud Smart Enough to Not Get Caught in The Race to The Bottom

One neocloud keeps raising its prices while rivals slash theirs, and the logic behind that defiance runs deeper than most investors realize.

24/7 Wall Street • 12 hours ago

AI Cloud Stocks Fall as Big Tech Capex Comes in Light: Fastly Sinks 6%, Oracle and Nebius Drop 3%

Two of the biggest buyers of AI computing power spent less on capital projects last quarter than Wall Street expected, and the AI cloud stocks that supply that expansion are falling. Fastly (NASDAQ:FSLY) stock is at $25.

24/7 Wall Street • 9 hours ago

Why Nebius, CoreWeave and IREN stocks are falling after Microsoft's capex miss

Neocloud stocks came under renewed pressure on Thursday after Microsoft's lower-than-expected capital expenditure revived concerns about the pace of artificial intelligence infrastructure expansion and the delivery of data centre capacity. Shares of CoreWeave, Nebius and Iren fell in pre-market trading after recovering over the previous two sessions.

Invezz • 17 hours ago

Nebius: Why I Loaded Up During This Crash

Nebius secured $3.5 billion from Citi after a $775 million facility, showing strong access to capital despite sector stress. Gartner expects AI-optimized IaaS spending to reach $66 billion in 2027, while sector capital needs remain enormous. At $170, Nebius trades near 3.8 times 2027 sales, with consensus revenue still around $12.2 billion.

Seeking Alpha • 18 hours ago

Nebius Stock Drops On Debt Fears, But Pricing Power Is A Game Changer

Nebius Group N.V. remains a Strong Buy despite a 45% pullback driven by credit fears and sector-wide debt concerns. NBIS posted Q2 revenue growth of 454% YoY, with AI cloud ARR reaching $3B and segment margins nearing 50%. Recent deals average $20M–$25M per megawatt, indicating significant pricing power and faster payback on capacity investments.

Seeking Alpha • 12 hours ago

AIB Data Centers Lands Nebius Lease, Expands Contracted Power to 120 MW

AIB Data Centers NYSEAMERICAN: AIB said it has expanded its contracted power portfolio to 120 megawatts and signed its first customer lease, as the company seeks to develop facilities for artificial intelligence hosting and high-performance computing workloads.

MarketBeat • 2 hours ago

Nebius vs. IREN: Which AI Infrastructure Stock is the Better Buy?

NBIS and IREN are expanding AI infrastructure amid surging demand, but differences in revenue growth, financing needs and valuation set the two stocks apart.

Zacks Investment Research • 10 hours ago

CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations

CoreWeave, Nebius and IREN fell as Microsoft's lower-than-expected capex figure points to infrastructure partners taking longer to deliver capacity. It's been a rocky past few weeks for neoclouds on concern that rising interest rates will make their buildouts too costly.

CNBC • Oct 28, 2026

CoreWeave Vs. Nebius: One Runs the U.S. Government's Debt Playbook, The Other is Like Norway

CoreWeave and Nebius both have more GPU demand than they can handle, but they are financing that growth in ways that could not be more different, and one of those approaches depends on something outside management's control.

24/7 Wall Street • Oct 28, 2026

Nebius: Chance To Double Down While The Buy Signal Is Printing

Nebius is showing potentially solid bottoming signals. Recent fears appear overstated. NBIS retains a solid balance sheet, securing the timely $3.5B Citi financing amid sector-wide AI cloud stress. NBIS's capital discipline and expected EBITDA leverage drop to under 1.6x in 3–4 years mitigate funding constraint fears. Despite premium revenue multiples (6.2x vs. CRWV's 4x), NBIS's execution risk is perceived as lower due to balance sheet strength.

Seeking Alpha • Oct 28, 2026