Latest NBIS news

The One Neocloud I Keep Buying Again and Again Has a Secret

24/7 Wall Street · Wed, 23 Sep 2026 12:45:46 -0400

One neocloud keeps earning repeat buys despite a GAAP operating loss, sky-high convertible debt, and three customers dominating its revenue. The reason sits inside a single contract detail that most investors scroll right past.

Michael Burry expands short bets on Micron, Palantir and semiconductor stocks

Proactive Investors · Wed, 23 Sep 2026 11:28:20 -0400

Michael Burry has expanded his short positions in Micron Technology Inc (NASDAQ:MU), Palantir Technologies Inc (NYSE:PLTR), Nebius Group (NASDAQ: NBIS) and the iShares Semiconductor ETF (SOXX), deepening his bearish bets against parts of the artificial intelligence (AI) and semiconductor markets. Burry disclosed his strategy in a Tuesday post on his Substack, saying he had added to the positions “in some size” as he questions the durability of the current semiconductor and AI boom.

Cerebras Systems vs. Nebius Group N.V.

The Motley Fool · Wed, 23 Sep 2026 10:57:01 -0400

Cerebras Systems leverages its massive wafer-scale engine technology to dominate high-performance AI inference and training workloads. Nebius Group N.V.

Nebius Just Made Its 2027 Setup More Powerful

Seeking Alpha · Wed, 23 Sep 2026 10:35:46 -0400

Nebius raised major GPU prices 17% to 21%, while short-duration capacity negotiations reach $40 million to $50 million per megawatt. Q2 revenue surged 454% to $582.3 million, while four major contracts generated $20 million to $25 million ACV per megawatt. Customers fund 50% to 60% of associated capex upfront, while expected project payback has compressed to roughly 22 months.

Palantir Gains 2%, Nebius Pulls Back, Micron Barely Budges as Michael Burry Adds to Shorts in All Three

24/7 Wall Street · Wed, 23 Sep 2026 10:12:27 -0400

Shares of Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) are trading higher in Wednesday morning action even after investor Michael Burry disclosed adding to a short position against the company, along with new shorts in Nebius Group (NASDAQ:NBIS) and Micron

Nebius Raised Prices Again - Now $7.8 Billion Has To Earn Its Keep

Seeking Alpha · Wed, 23 Sep 2026 09:53:51 -0400

Nebius Group N.V. is raising on-demand Nvidia GPU prices again in October, giving confidence that demand is holding up as capacity expands. Management is deliberately keeping some future capacity open rather than locking everything into long-term contracts, giving Nebius more exposure to higher short-term pricing. Q2 AI cloud revenue reached $574.9M with an adjusted EBITDA margin near 50%, while $7.8B of infrastructure was still classified as not yet in use.

Here's ‘Big Short' Michael Burry's updated stock portfolio

Finbold · Wed, 23 Sep 2026 07:35:00 -0400

Famed ‘Big Short' investor Michael Burry has revealed a fresh round of portfolio changes, expanding bearish bets against several artificial intelligence and semiconductor-linked stocks.

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