Nebius Group (NBIS) Stock Drops on AI Spending Jitters: Latest News, Forecasts, and What Investors Are Watching on Dec. 12, 2025
Nebius Group N.V. shares fell 4.67% to $89.88 by 17:27 UTC on Dec. 12, after trading between $86.45 and $95.56. The drop followed Oracle’s results and increased 2026 capital spending, which reignited concerns about AI infrastructure profitability and triggered a broader tech selloff. Nebius recently announced a $3 billion Meta deal and a $17.4 billion Microsoft agreement.