Nebius Group's shares surged 34% following a robust Q2 2026 report showing 454% revenue growth and improved pricing strategies, undermining Michael Burry's short thesis on GPU depreciation. Palantir also posted strong results with 93% revenue growth and raised its 2026 guidance, while CoreWeave's long-term GPU contracts challenge depreciation concerns. Despite losses and valuation risks, recent data supports a more durable business outlook for these AI cloud companies, shifting investor focus to whether these gains hold and how short positions adjust.
Nebius Group is viewed as a strong buy with an expected 40% price increase over the next year and potential to double in two years. The company benefits from repeated price hikes in GPUs and CPUs, innovative auction-based pricing, and strong demand t...
Nebius Group N.V. announced a price increase of up to 20% on its chips, including older models like the H100, effective October 1st. This move suggests robust demand for AI hardware despite public agreements by industry leaders to moderate AI develop...
Nebius Group NV announced price increases for its on-demand GPU cloud services starting October 1. Prices for Nvidia H100 GPU instances will rise by about 17%, and the newer Nvidia B300 GPU rates will increase by about 21%. Additionally, AMD EPYC Gen...
Nebius Group announced higher on-demand rental rates for AI GPUs starting October 1, signaling strong demand and limited supply. This move lifted Nebius stock by 10% and IREN by 6%, as both benefit from the ability to charge more for scarce GPU capac...
