Nebius stock surged 9% following an AI inference deal with undisclosed terms, highlighting investor confidence in future contracted demand despite its high 197x trailing earnings multiple. The company acquired Inferize, a startup that reduces GPU idle time, aiming to improve efficiency in AI computing capacity rentals. CoreWeave, a peer in the same rented-capacity market, also rose 4%, while Oracle gained 3%, supported by its established software business. Investors should watch capital raising efforts and new contracts, as Nebius and CoreWeave rely heavily on debt to fund hardware ahead of revenue, while Oracle offers a steadier growth path backed by earnings.
As of Oct 07, 2026 01:12 WIB, Nebius (NBIS) is trading at USD 253.50 on Pluang, up 9.00% for the day with a market cap of $63.23B. CoreWeave (CRWV) also shows strong gains, rising 5.76% to USD 92.42, while Oracle (ORCL) is up 2.56% at USD 146.20. Notably, Nebius's enterprise value stands at $65.35B, reflecting significant investor interest despite its high earnings multiple.
Nebius Group N.V. is rated a buy due to its strategic partnership with Palantir, which positions Nebius as the preferred sovereign infrastructure provider for Palantir's enterprise AI solutions targeting regulated industries. This collaboration allow...
Nebius Group N.V. reported a 454% year-over-year revenue increase in Q2 to $582 million, outpacing cost growth of 251%. The company benefits from renting 12 of its 16 sites, avoiding costly conversions and accelerating monetization amid rising GPU re...
