‘Vineland ramp’ or bust? Nebius’ Q3 countdown, Microsoft mega‑deal and stock‑split buzz — what investors need to know now
The big picture Nebius — the Amsterdam‑based AI‑infrastructure company created from Yandex’s non‑Russian assets — has become one of 2025’s most closely watched “neocloud” names. Its Nov. 11 Q3 print arrives amid a volatile week for the stock, but also against a backdrop of blockbuster contracts, aggressive capacity additions, and rising questions about how the AI data‑center boom is being financed across the industry. nebius.com+2Reuters+2 Why Nov. 11 matters Two catalysts frame Tuesday’s report: Nebius itself set expectations in its calendar update: Q3 results before the bell on Tuesday, Nov. 11, followed by the usual call. nebius.com Today’s market check