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tech bubble

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
AI Stocks Shake Markets: Big Tech Surges, Mega-Deals, and Bubble Warnings (Sept 7–8, 2025)

AI Stocks Shake Markets: Big Tech Surges, Mega-Deals, and Bubble Warnings (Sept 7–8, 2025)

AI Stock Market Performance: Rallies, Slumps & Record Volume The past few days highlighted just how volatile – and influential – AI-focused stocks have become across global markets. In the U.S., major “AI winner” companies saw mixed fortunes. On Friday, Broadcom (AVGO) stunned the market with a +9.4% surge after revealing a massive new $10 billion order for its AI chips and hiking its sales outlook reuters.com. That blockbuster order (from an unnamed customer) reinforced Broadcom’s status as a backbone of AI data centers, and its stock jump helped lift tech indexes even as broader markets wobbled. The company’s quarterly results
8 September 2025
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