Nebius Aktie News

The new flex in humanoid robotics isn't a backflip or a dance routine. It's a webcam pointed at a factory floor, running for days, watching robots do actual work on actual production lines in actual factories.

The Nasdaq 100 implemented its June quarterly rebalance, which shifts the tide for “the Qs.” Namely, the Invesco QQQ Trust (QQQ) and its cost-efficient sibling, the Invesco Nasdaq 100 ETF (QQQM).

Nebius Group N.V. has achieved my $300 price target, prompting a downgrade to Buy as valuation approaches fully priced territory. Upside remains, with potential for a $100B market cap ($400/share) if ARR reaches $9B and AI tailwinds persist. Key risks include falling GPU rental prices, declining AI token usage, and significant execution challenges in data center expansion.

Nebius targets $7-9 billion ARR by year-end 2026, supported by UK expansion, Eigen AI integration, and new capacity. Microsoft and Meta have committed over $46 billion through 2031, providing unusually strong revenue visibility for infrastructure. Nvidia highlighted Revolut's production deployment, validating Nebius as an enterprise AI platform for regulated financial institutions.

In June, a Chinese lab released a frontier-grade language model, GLM-5.2 from Zhipu AI (still private), under a permissive open-source license with a one-million-token context window. A week earlier, Moonshot AI (private) shipped a trillion-parameter open model built for coding.

Nebius Group (NBIS) shares moved 4% higher on Tuesday after the artificial intelligence cloud infrastructure company completed its acquisition of Eigen AI and received confirmation that it will join the Nasdaq-100 Index later this month. The Amsterdam-based company finalized the acquisition of Eigen AI on June 10, approximately six weeks after initially announcing the transaction on May 1.

CoreWeave is rated Buy and Nebius Sell, based on valuation and execution risk in the AI data center build-out. Both CRWV and NBIS operate a data center as a service model, assuming capex and operating risk with take-or-pay contracts from major hyperscalers. CRWV offers over 80% upside by 2027 at a 10x EV/EBITDA multiple, making it the preferred choice due to its discounted valuation.

AMSTERDAM--(BUSINESS WIRE)--Nebius (Nasdaq: NBIS), the AI cloud company, today announced the closing of its acquisition of Eigen AI, a leading inference and model optimization company. The transaction was announced on May 1, 2026, and completed on June 10, 2026, following receipt of the required regulatory approvals and satisfaction of other customary closing conditions. About Nebius Nebius, th...