Latest news with #NebiusGroup
CNBC
14 hours ago
- Business
- CNBC
Cramer's Lightning Round: 'It's the time to buy McDonald's'
Nebius Group: "....Nebius we are not going to trust." Sweetgreen: "The stock's down 57%, and they're not making money." Monster Beverage: "...You own is just one smoking hot stock." Okta: "You buy Okta...I want to own more Okta." McDonald's: "I've been saying that you must own McDonald's the time to buy McDonald's." Click here to download Jim Cramer's Guide to Investing at no cost to help you build long-term wealth and invest
Yahoo
3 days ago
- Business
- Yahoo
Nebius Group N.V. (NBIS) Is Bought After NVIDIA Is Sold, Says Jim Cramer
Nebius Group N.V. (NASDAQ:NBIS) is one of the . Nebius Group N.V. (NASDAQ:NBIS) is an artificial intelligence company that provides businesses with hardware and software to develop and run AI applications. It was previously the holding company for the Russian search engine platform Nebius Group N.V. (NASDAQ:NBIS) but sold Yandex after US sanctions on Russia after the Ukraine invasion. Nebius Group N.V. (NASDAQ:NBIS)'s shares are up 57% year-to-date and have gained 35% in June so far. The stock has gained on the back of several tailwinds such as a $1 billion capital raise which allows Nebius Group N.V. (NASDAQ:NBIS) to expand its presence in the AI infrastructure market. Cramer discussed the firm in the context of its popularity among younger investors: 'Carl when I talk to younger people, after they mention NVIDIA, they say took the NVIDIA money and they're buying Nebius. . .' Later during the day, he discussed Nebius Group N.V. (NASDAQ:NBIS) in Mad Money: 'Okay, I went to their booth when I was out at the conference, the Nvidia GTC conference. I was very impressed. I think they do good things. I didn't, wasn't prepared to be impressed frankly, because I like CoreWeave. But let me just tell you how I feel about this Nebius, this stock has… it has an allure. People like it so much. It doesn't have a lot of people writing about it. It's very hard for it to disappoint. I'm actually going to say that I think Nebius is going higher. There we go.' While we acknowledge the potential of NBIS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
5 days ago
- Business
- Yahoo
Nebius Announces General Availability of NVIDIA GB200 Superchip Capacity in Europe
Nebius Group (NASDAQ:NBIS) is one of the best technology stocks according to Wall Street analysts. Earlier on June 11, Nebius announced the general availability of NVIDIA Corporation's (NASDAQ:NVDA) GB200 Grace Blackwell Superchip capacity for its customers in Europe. This marked a significant step in Nebius' mission to build a comprehensive AI infrastructure globally, accelerating AI innovation at scale. The NVIDIA B200 capacity will be available on-demand through Nebius's self-service platform and via NVIDIA DGX Cloud Lepton. Nebius also revealed other integrations with NVIDIA's accelerated computing platform. This includes expanding Nebius AI Cloud with the NVIDIA AI Enterprise software stack, providing first-to-market access to NVIDIA Blackwell via NVIDIA DGX Cloud Lepton, and offering first-in-Europe access to NVIDIA Hopper GPUs through the NVIDIA Brev platform. A close-up of a colorful high-end graphics card being plugged in to a gaming computer. Additionally, Nebius plans to offer instances featuring the RTX PRO 6000 Blackwell Server Edition later in 2025. These integrations are aimed at providing European innovators, such as startups, enterprises, developers, and researchers, with the necessary tools to build, scale, and deploy the next generation of AI applications. Nebius Group (NASDAQ:NBIS) is a technology company that builds full-stack infrastructure to service the global AI industry. While we acknowledge the potential of NBIS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey.
Globe and Mail
20-06-2025
- Business
- Globe and Mail
Why Nebius Group Is One of the Top AI Stocks to Watch
Nebius Group (NASDAQ: NBIS) has had its share of hurdles and headwinds, but is now well-positioned to advance its stock price. The primary hurdle was the divestiture of its Russian operations, which closed last year. Now, the company is a leaner, nimbler, and more focused entity that is able to pursue its AI agenda. That is, building and operating an advanced network of HPC data centers for the AI industry. It is among the earliest adopters of NVIDIA's (NASDAQ: NVDA) full-stack approach to AI infrastructure and is a Reference Platform NVIDIA Cloud Partner. Reference Platform NCPs are a critical block in AI infrastructure. NVIDIA recognizes them as adhering to the highest standards for performance, security, and support. The designation alerts third-party AI operators to the fact that Nebius Group's AI-focused data centers are built on NVIDIA's architecture and optimized for AI workloads, LLMs, and generative AI. That's a competitive edge in a world where AI compute demand is expected to grow exponentially for years. Nebius Group's Solid Q1 and Guidance Affirm AI Demand Outlook Nebius had a strong quarter in FQ1 with revenue in its core operations surging by 385% year-over-year (YOY). The surge was driven by high-double to high-triple-digit increases in all segments, led by AI infrastructure. Critical details include improving operational quality despite continued losses. Losses are primarily due to R&D, investment, and non-cash share-based compensation and are expected to dwindle as the year progresses. The guidance is the driving force for this market, reaffirmed with full-year revenue in the range of $500 to $700 million. That is a forecast for significant sequential acceleration, which may be cautious due to the increasing demand for AI capacity. The balance sheet is in good condition, but there is some risk of dilution. The company's share count increased sequentially in Q1 and may continue to rise as the year progresses. Even so, the balance sheet highlights include ample cash, increasing equity, and ultra-low leverage, with total liabilities of less than 0.1x the equity. The analysts' response to the news was bullish, extending a trend that began the month prior. It includes increasing coverage, upgrades to Buy, and a rising price target that forecasts a 35% upside at the consensus. The revision trend is leading to the high range, which adds 30% to it, and institutional activity aligns with the bullishness. They own only 22% of the market in mid-June, but are buying on balance in 2025, and their activity spiked in Q2. The largest shareholders include Orbis Allan Gray, Slate Path Capital, and Citadel Advisors, which collectively own approximately 10%. Orbis Allan Gray is a South African-based firm utilizing a contrarian approach to long-term investing. Catalysts Ahead for Nebius Group Not only is Nebius Group on track to accelerate its hypergrowth in FQ1 2025, but it is also tracking toward profitability. The full-year guidance includes losses, but the shift to positive EBITDA is expected in the second half. The takeaway for investors is that profitability is at hand and is likely to improve in 2026, resulting in adjusted full-year profits. Consequently, both the 2025 and 2026 forecasts are likely to be conservative. As it is, MarketBeat's reported consensus for F2025 is about 15% below the mid-point of the guidance range, setting the company up to significantly outperform. The chart action since the report is also bullish. The charts indicate a market that has bottomed and is poised for a complete reversal. The critical resistance point is near $51 and marks the baseline of a double-bottom pattern. If the market moves above this level and holds it, it will likely advance from the baseline by the magnitude of the pattern, which is more than $30. A $30+ advance from $51 aligns this market with its all-time highs and puts it on track for a new high that could be set in 2026. Where Should You Invest $1,000 Right Now? Before you make your next trade, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. Our team has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and none of the big name stocks were on the list. They believe these five stocks are the five best companies for investors to buy now...
Yahoo
18-06-2025
- Business
- Yahoo
NBIS vs. AMZN: Which AI-Infra Stock Seems a Better Pick at the Moment?
Nebius Group N.V. NBIS is an upcoming player in the AI-infrastructure market, while Amazon AMZN is an established tech behemoth. NBIS is a GPU-focused cloud platform, while Amazon dominates the AI cloud space through Amazon Web Services or AWS, the world's leading cloud provider, integrating AI capabilities at scale. Per an IDC report, spending on AI infrastructure is expected to top $200 billion by 2028. This uptrend in spending benefits both Amazon and Nebius, but not equally. So, if an investor wants to make a smart buy in the AI infrastructure space, which stock stands out? Let's break down how each company is performing and which one looks like the better investment right now. Amsterdam-based Nebius is positioning itself as a specialized AI infrastructure company. NBIS also builds full-stack infrastructure for AI, like large-scale GPU clusters, cloud platforms, and tools and services for developers. Collaboration with Saturn Cloud and deeper NVIDIA integration boosts bodes well. NBIS is doubling down on AI infrastructure with an ambitious $2 billion capital expenditure plan for 2025, up from its earlier guidance of $1.5 billion. NBIS stated that the increase was primarily due to some planned fourth-quarter spending shifting into the early first quarter. Nebius is focusing on building a global footprint, with capacity in the United States, Europe and the Middle East amid accelerating demand for its AI-infrastructure services. It added three new regions, including a strategic data center in Israel, in the last reported quarter. In June 2025, NBIS announced private placement of $1 billion in convertible notes to capitalize on the AI-infrastructure boom and drive-up revenue opportunities in 2026. It recently announced the general availability of NVIDIA GB200 Grace Blackwell Superchip capacity for its customers in Europe. NBIS plans to build a data-center infrastructure pipeline that can offer scalability to more than 1 gigawatt ('GW') of capacity. With 1 GW of power, NBIS expects significantly higher revenues beyond its current guidance. To gain a larger share of the AI cloud compute market, NBIS is focusing on technical enhancements that increase reliability and reduce downtime to boost customer retention. In the first quarter, Nebius significantly upgraded its AI cloud infrastructure through improvements to its Slurm-based cluster and its object storage capabilities. The upgraded storage system ensures that big data sets can be easily accessed and saved quickly during model training, directly lowering time-to-result for end users. NBIS successfully graduated multiple platform services like MLflow and JupyterLab Notebook from beta to general availability. Nebius expanded integrations with external AI platforms like Metaflow, D Stack and SkyPilot, enabling customers to migrate tools with nominal friction. Nebius remains confident in achieving its full-year ARR guidance of $750 million to $1 billion. For 2025, the company also reaffirmed its overall revenue guidance of $500 million to $700 million. Nonetheless, the intense competition from behemoths remains a concern, along with profitability Management reaffirmed that adjusted EBITDA will be negative for the full year 2025. Though it added that adjusted EBITDA will turn positive at 'some point in the second half of 2025.' While NBIS is an early-stage player, Amazon is one of the dominant names in the AI cloud infrastructure space with its AWS platform. AWS revenues surged 17% year-over-year in the first quarter of 2025, with an annualized revenue run rate pegged at $117 billion. AWS backlog reached $189 billion with a 4.1-year weighted average life, offering forward revenue visibility. In the last reported quarter, AWS signed new agreements with major companies, including Ericsson, Adobe, Uber Technologies, Nasdaq, Fujitsu and many others. Amazon highlighted that more than 85% of global IT spending is still on-premises, suggesting immense growth potential for AWS. More significantly, Amazon's AI business segment now operates at a multi-billion-dollar annual revenue run rate with triple-digit percentage growth year over year. Amazon's strategy focuses on custom silicon development, particularly its Trainium 2 chips, which offer 30-40% better price performance compared to GPU-based instances. The company has also expanded its AI model offerings through Amazon Bedrock and introduced services like Amazon Nova foundation models. AMZN has added the latest foundation models in Amazon Bedrock, including Anthropic's Claude 3.7 Sonnet, Meta's Llama 4 family of models, DeepSeek's R1 and Mistral AI's Pixtral Large. AMZN is ramping up investment to boost its AI market share. It recently announced it plans to invest up to $20 billion in Pennsylvania to expand its data center infrastructure for AI and cloud computing. Before that, it allocated $10 billion in investments to expand cloud computing infrastructure in North Carolina. However, capacity constraints pose a challenge. Amazon has indicated that AI demand currently outstrips available capacity, suggesting the company could drive higher revenues with additional infrastructure. The intense competition from Microsoft's Azure and Google Cloud is concerning. Heavy capex spend could strain margins if AI returns do not materialize. AMZN shares have gained 2.9% while NBIS' stock has appreciated 25.5%. Image Source: Zacks Investment Research Valuation-wise, both Amazon and Nebius are overvalued, as suggested by the Value Score of D and the Value Score of F, respectively. Image Source: Zacks Investment Research In terms of Price/Book, NBIS shares are trading at 3.52X, lower than AMZN's 7.36X. Analysts have significantly revised their earnings estimates downward for NBIS' bottom line for the current year. Image Source: Zacks Investment Research For AMZN, there is marginal upward revision. Image Source: Zacks Investment Research NBIS and AMZN currently carry a Zacks Rank #3 (Hold) each. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. NBIS is carving out a niche for itself in the AI infrastructure space, while AMZN is a force to be reckoned with. If investors are seeking an AI infrastructure stock with long-term growth potential, Amazon is a better pick. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN) : Free Stock Analysis Report Nebius Group N.V. (NBIS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
