Nebius Group (NBIS) Stock Drops on AI Spending Jitters: Latest News, Forecasts, and What Investors Are Watching on Dec. 12, 2025
Updated: Friday, December 12, 2025 Nebius Group N.V. (NASDAQ: NBIS) is having another volatile session—one that captures the push-and-pull investors have been feeling across “AI infrastructure” stocks: confidence in long-term demand, paired with fresh anxiety over the cost of building it. As of 17:27 UTC (12:27 p.m. ET) on Dec. 12, NBIS traded at $89.88, down 4.67% on the day, after ranging from $86.45 to $95.56. Below is a detailed roundup of the current news, the latest forecasts, and the key analyses driving today’s conversation around Nebius stock—plus what to watch as the market heads toward 2026. NBIS stock price