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NASDAQ:NBIS News 28 December 2025 - 6 February 2026

Nebius stock snaps higher in premarket after two-day slide as NBIS earnings near

Nebius stock snaps higher in premarket after two-day slide as NBIS earnings near

Nebius Group N.V. shares rose 4.8% to $77.41 in premarket trading Friday, rebounding after an 18% two-day drop amid a broader tech selloff. The Amsterdam-based AI cloud firm will report fourth-quarter and full-year 2025 results on Feb. 12. Investors are focused on Nebius’s spending plans and revenue outlook as scrutiny of capital expenditures in the sector intensifies.
Nebius (NBIS) stock price drops 7% as Microsoft-led tech rout hits AI cloud names

Nebius (NBIS) stock price drops 7% as Microsoft-led tech rout hits AI cloud names

Nebius shares fell 7.4% to $93.01 Thursday, reversing an early rally as investors weighed Microsoft’s rising AI costs and Meta’s larger capex plans, which include Nebius as a cloud partner. The stock traded between $91.24 and $100.80. Selling spread to other AI-linked stocks, with CoreWeave down 8.6%. Markets await Apple’s earnings for further signals on tech and AI investment.
Nebius (NBIS) stock swings as Israel AI supercomputer launch hits tape, investors eye contract deadlines

Nebius (NBIS) stock swings as Israel AI supercomputer launch hits tape, investors eye contract deadlines

Nebius Group shares fell 0.1% to $98.73 Thursday after swinging more than 5% earlier, with about 8 million shares traded. The company is supplying GPU infrastructure for Israel’s new national AI supercomputer and holds a $17.4 billion contract with Microsoft, but faces risks from a conditional $2.9 billion Meta deal and rising losses tied to rapid expansion. Next earnings are expected in February.
Nebius (NBIS) stock price slips after-hours as Israel AI supercomputer news meets jittery tape

Nebius (NBIS) stock price slips after-hours as Israel AI supercomputer news meets jittery tape

Nebius shares fell 0.4% to $98.87 in after-hours trading Wednesday after a volatile session. The drop keeps the stock below $100 following an 8.7% plunge Tuesday. Israel launched a national AI supercomputer using Nebius infrastructure and Nvidia B200 chips. Investors remain alert to tariff developments and the company’s next earnings date.
Nebius (NBIS) stock slides 7% as Israel opens AI supercomputer access — what investors watch next

Nebius (NBIS) stock slides 7% as Israel opens AI supercomputer access — what investors watch next

Nebius Group shares fell 7.4% to $100.65 in early Tuesday trading, underperforming the broader tech sector. The drop followed news that Israel’s Innovation Authority launched its AI supercomputer, built by Nebius, with access now live for companies and researchers. Nebius reported $146.1 million in quarterly revenue but posted losses over $100 million as capital spending surged.
Nebius (NBIS) stock jumps on report of 800MW Kansas City-area data center plan

Nebius (NBIS) stock jumps on report of 800MW Kansas City-area data center plan

Nebius shares jumped 10.2% to $107.87 Monday after reports of an 800-megawatt AI data center campus planned near Kansas City. The $6.6 billion project, proposed for Independence, Missouri, would span up to 10 buildings and 400 acres, with construction expected to start in early 2026. Investors are watching local approvals and the pace of power infrastructure development.
Nebius (NBIS) stock ticks up as AI names rebound — Rubin rollout and earnings are the next tests

Nebius (NBIS) stock ticks up as AI names rebound — Rubin rollout and earnings are the next tests

Nebius shares rose 1.2% to $98.48 Friday afternoon after swinging above $104 earlier in the session. The move followed gains in chip stocks and AI infrastructure names, with Nvidia up 0.5% and Applied Digital jumping over 17%. Traders are watching Nebius’ plans to offer Nvidia’s Rubin GPUs in late 2026 and its next earnings report, expected Feb. 18.
Nebius (NBIS) stock bounces back near $100 as Nvidia Rubin talk keeps AI cloud names jumpy

Nebius (NBIS) stock bounces back near $100 as Nvidia Rubin talk keeps AI cloud names jumpy

Nebius shares rose nearly 4% to $100.03 in midday Nasdaq trading Thursday after the AI cloud company announced plans to offer early access to Nvidia’s Rubin platform starting in the second half of 2026. The stock rebounded after a previous session drop, while Nvidia slipped 2%. Investors are watching a Jan. 29 product webinar and the company’s next earnings update in mid-February.
Nebius stock dips into New Year holiday as insider sale notice puts Jan. 2 in focus

Nebius stock dips into New Year holiday as insider sale notice puts Jan. 2 in focus

Nebius Group shares closed down 1.7% at $83.71 in the final U.S. session of 2025. A Form 144 filing showed director Kira Radinsky plans to sell 500 Class A shares on Jan. 2. U.S. markets are closed for New Year’s Day and reopen Friday. The planned insider sale follows a year of increased investor attention after Nebius signed a multi-year AI infrastructure deal with Microsoft.
Nebius Group (NBIS) stock falls as insider sale filings surface ahead of Jan. 2 trading restart

Nebius Group (NBIS) stock falls as insider sale filings surface ahead of Jan. 2 trading restart

Nebius Group N.V. shares fell 1.7% to $83.71 after U.S. filings showed insiders plan to sell Class A shares in early January. Form 144 notices listed Arkadiy Volozh proposing to sell 41,000 shares, with smaller sales from three other insiders. About 7.1 million shares traded Wednesday. The S&P 500 and Nasdaq Composite both declined, with technology stocks under pressure.
1 January 2026
Nebius (NBIS) stock slips after insider sale notices hit SEC filings in thin year-end trade

Nebius (NBIS) stock slips after insider sale notices hit SEC filings in thin year-end trade

Nebius Group shares fell 1.8% to $86.04 in after-hours trading after SEC filings showed founder Arkady Volozh and two other insiders plan to sell 45,600 shares around year-end. The transactions, described as “sell-to-cover,” are scheduled for Dec. 31 and Jan. 2. The Nasdaq closed down 0.5%. Nebius traded between $84.25 and $88.55 on Monday with 8.1 million shares changing hands.
30 December 2025
Nebius Group (NBIS) Stock: Weekend Recap, Fresh Headlines, Analyst Targets, and What to Watch Before Monday’s Open

Nebius Group (NBIS) Stock: Weekend Recap, Fresh Headlines, Analyst Targets, and What to Watch Before Monday’s Open

Nebius Group (NBIS) closed Friday at $87.59, down 3.9%, with lighter-than-average trading volume. The stock has tripled in 2025 but remains 33% below its October high. NBIS sits below its 50-day moving average and above its 200-day, fueling debate over trend direction. Major recent contracts include a $17–19 billion AI deal with Microsoft and a $3 billion agreement with Meta.
28 December 2025
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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