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NASDAQ:NBIS News 10 October 2025 - 2 December 2025

Nebius Stock (NBIS) on December 2, 2025: AI Mega‑Deals, 250% Rally and What Wall Street Expects Next

Nebius Stock (NBIS) on December 2, 2025: AI Mega‑Deals, 250% Rally and What Wall Street Expects Next

Nebius Group N.V. (NASDAQ: NBIS) is back in the spotlight on December 2, 2025, as the AI‑infrastructure stock trades around the $100 mark after a year of explosive gains, violent pullbacks, and game‑changing cloud contracts with Microsoft and Meta Platforms.Google+1 Fresh coverage today from Motley Fool, InvestorsObserver, Benzinga and Simply Wall St is sharpening the debate: is Nebius stock still an under‑appreciated AI infrastructure play, or a high‑beta name priced for perfection? Nebius stock today: price, performance and volatility As of midday on December 2, 2025, Nebius stock is trading just under $100 per share, with intraday quotes in roughly the $99–102 range.Google+1 Key snapshot metrics: In other words, Nebius stock has already
Nebius Group N.V. (NBIS) Stock Ahead of December 1, 2025: Price, AI Mega‑Deals, Analyst Targets and 2026 Forecast

Nebius Group N.V. (NBIS) Stock Ahead of December 1, 2025: Price, AI Mega‑Deals, Analyst Targets and 2026 Forecast

Nebius Group N.V. (NASDAQ: NBIS), the Amsterdam‑based AI‑infrastructure specialist, heads into the new trading week around $94–95 per share, up well over 200% in 2025 but still about 30% below its recent 52‑week high of $141.10.Google+2nasdaq.com+2 From 28–30 November 2025, the stock was at the center of a fresh wave of analyst notes, hedge‑fund filings and opinion pieces that sharpened the bull and bear cases ahead of the Monday, 1 December 2025 U.S. market open. Key takeaways before the 1 December 2025 open Below is a structured look at price action, news, analysis and forecasts from 28–30 November 2025, plus
30 November 2025
Nebius Group N.V. Stock (NBIS) Today: Meta Deal, Microsoft Contract and Hedge Fund Buying – 30 November 2025 Update

Nebius Group N.V. Stock (NBIS) Today: Meta Deal, Microsoft Contract and Hedge Fund Buying – 30 November 2025 Update

As of 30 November 2025, Nebius Group N.V. stock (NASDAQ: NBIS) sits at the center of the AI‑infrastructure trade: the shares have surged more than 240% year‑to‑date, yet remain roughly 30% below their recent 52‑week high after a month of sharp volatility.MarketBeat+2Investing.com+2 New filings this weekend show another hedge fund building a fresh position in Nebius, while analysts continue to debate whether the AI data‑center specialist is a high‑beta bubble or a long‑term compounder powered by multi‑billion‑dollar contracts with Microsoft and Meta.MarketBeat+2Reuters+2 This article rounds up the latest developments as of 30 November 2025 and explains what they may mean
30 November 2025
Nebius Group N.V. (NBIS) Stock Today, November 24, 2025: Soars Nearly 10% on Meta Deal Hype, Finland Campus Outlook and UBS Conference News

Nebius Group N.V. (NBIS) Stock Today, November 24, 2025: Soars Nearly 10% on Meta Deal Hype, Finland Campus Outlook and UBS Conference News

Nebius Group N.V. (NASDAQ: NBIS) is back in the spotlight on Monday, November 24, 2025. The AI‑infrastructure stock is rallying sharply as investors react to fresh commentary on its Finland data‑center campus, a growing wall of analyst optimism, and a new investor‑relations appearance at the UBS Global Technology and AI Conference. By late U.S. afternoon trading, NBIS shares are changing hands around $91—up roughly 9–10% on the day—after opening near $86 and trading between about $84–92 on heavy volume north of 14 million shares. MarketWatch+1 At the same time, several in‑depth pieces published today (24 November 2025) are reshaping the
24 November 2025
Nebius (NBIS) Stock Rockets 350% on AI Boom – Bubble or Breakout? Experts Weigh In

‘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
Nebius: The 350% Soaring AI Cloud Stock Taking on Amazon – What Investors Should Know

Nebius: The 350% Soaring AI Cloud Stock Taking on Amazon – What Investors Should Know

Background: From Yandex to Nebius – A New AI Cloud Contender Nebius Group’s journey is unconventional. The company originated as Yandex N.V., the Netherlands-based parent of Russia’s largest tech firm (often called “Russia’s Google”). In 2022, Yandex’s Nasdaq-listed shares were suspended due to sanctions after Russia’s Ukraine invasion Wikipedia. Fast forward to 2024: Yandex’s founder Arkady Volozh, who had publicly condemned the war, led a dramatic restructuring. Yandex sold off all its Russian businesses to local investors, and the remaining international divisions were reborn as Nebius Group, refocusing entirely on artificial intelligence ventures Wikipedia Wikipedia. In October 2024, the ticker
3 November 2025
Nebius Stock Skyrockets 350% on $17B Microsoft AI Deal — Bubble or Breakthrough?

Nebius Stock Skyrockets 350% on $17B Microsoft AI Deal — Bubble or Breakthrough?

Nebius’s Meteoric Rise on AI Hype Nebius Group N.V. is an Amsterdam-based newcomer (spun out of Yandex) that builds GPU-powered cloud infrastructure for AI applications reuters.com. Since listing on Nasdaq last October around $14, it has been one of 2025’s hottest stories. This surge reflects the AI compute boom and a series of eye-popping contracts. The most dramatic was the Sept. 8 announcement that Nebius will supply Microsoft’s Azure with GPU capacity (from its upcoming Vineland, NJ data center) over five years ts2.tech reuters.com. That deal alone nearly doubled the stock overnight reuters.com. As BWS analyst Hamed Khorsand put it, the
Nebius (NBIS) Stock Rockets 350% on AI Boom – Bubble or Breakout? Experts Weigh In

Nebius (NBIS) Stock Rockets 350% on AI Boom – Bubble or Breakout? Experts Weigh In

With these factors in mind, let’s dive deeper into Nebius’s story and what analysts are saying. Nebius’s Meteoric Rise on AI Hype Nebius Group (NASDAQ: NBIS) has been one of 2025’s standout tech stocks, riding the AI infrastructure frenzy. After rebranding from Yandex and shifting focus to global AI cloud services in 2024 finviz.com, Nebius’s shares have quadrupled this year. Marcin Frąckiewicz of TechStock² notes NBIS climbed from ~$14 in late 2024 to an all-time high around $132 in early Oct 2025 ts2.tech ts2.tech. The spike followed the Sept. 8 announcement of a $17.4B five-year contract with Microsoft to supply GPU
20 October 2025
Ebius Group N.V. (Nasdaq: NBIS) Stock Skyrockets on $17B AI Deal – What Investors Must Know

Ebius Group N.V. (Nasdaq: NBIS) Stock Skyrockets on $17B AI Deal – What Investors Must Know

Company Overview Ebius Group N.V. (Nasdaq: NBIS), commonly known as Nebius, is a high-growth AI cloud infrastructure company. It was spun out of Yandex N.V. in mid-2024 when the Russian internet giant’s overseas assets were split off; Arkady Volozh (Yandex founder) remains CEO ts2.tech. Headquartered in Amsterdam, Nebius builds and operates GPU-powered data centers and a full-stack AI cloud. Its platform includes NVIDIA GPUs (H100/H200 and next-gen GB300 chips), software tools, storage and managed services (Kubernetes, databases, ML pipelines) tailored for AI development reuters.com ts2.tech. Nebius’s stated goal is to be a “neo-cloud” provider, differentiating by offering fully-managed AI compute

Stock Market Today

Lam Research stock price jumps 8% as chip rally returns — what to watch next week

Lam Research stock price jumps 8% as chip rally returns — what to watch next week

7 February 2026
New York, Feb 7, 2026, 15:10 EST — Market closed. Lam Research Corp (LRCX.O) shares jumped 8.3% on Friday to close at $231.01. The stock was little changed after hours at $230.96. (MarketWatch) With U.S. markets shut for the weekend, the open question is whether Friday’s bounce sticks into Monday. Lam sells tools used to make semiconductors, so the stock often trades as a read-through on factory spending tied to AI data centers and memory. Friday’s risk-on swing pushed the Dow above 50,000 for the first time and lifted the PHLX semiconductor index — a barometer for chip stocks —
Goldman Sachs stock jumps on Anthropic AI push — what to watch before Monday

Goldman Sachs stock jumps on Anthropic AI push — what to watch before Monday

7 February 2026
Goldman Sachs shares jumped 4.3% to $928.75 Friday after confirming it is working with AI startup Anthropic on internal “AI agents.” The stock’s rally helped lift the Dow above 50,000 for the first time. Delayed U.S. jobs and inflation data are due midweek and could affect rate expectations. Goldman also filed for new structured notes tied to the Russell 2000 and S&P 500.
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