Nebius Group N.V. (NBIS) Stock: Latest News, Analyst Targets, and 2026 Outlook as AI Infrastructure Demand Collides With Heavy Capex (Dec. 15, 2025)
Nebius Group N.V. (NASDAQ: NBIS) is living in the part of the market where the laws of physics and the laws of finance arm‑wrestle daily. On one side: surging demand for GPUs and AI cloud capacity. On the other: the brutal reality that you have to build that capacity—fast—while markets keep asking, “Cool story, but who’s paying for all this…