
Nebius Group spiked in late Nasdaq action Wednesday after the Amsterdam AI cloud company wrapped up its purchase of Eigen AI. The company said the deal is aimed at moving Nebius further into AI software. Nebius shares climbed around 8.4% to $287.49, after hitting $297.75 intraday, according to the latest data.
Today’s highest-ranked model selections.
The catalysts most likely to move markets.
A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.
Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.
Guidance can influence software multiples and sentiment around U.S. small-business activity.