All articles tagged with #nebius group
Jim Cramer discussed Nebius Group (NBIS), highlighting its recent partnership with Uber and a significant lockup expiration on October 26, warning investors to be cautious despite the stock's 247% year-to-date gain, and noting the company's ongoing losses despite contracts and Microsoft relationships.
Microsoft's $17.4 billion deal with Nebius Group, a key player in AI infrastructure, highlights the growing importance of GPU-based cloud services in the AI ecosystem. This strategic partnership not only boosts Nebius's position but also signals a significant shift in AI infrastructure investment, making Nebius a compelling stock opportunity despite valuation considerations.
Major stock indexes showed modest gains amid geopolitical tensions and tariff threats from Trump, with notable jumps in Nvidia-backed Nebius Group and Autodesk, while Waters Corp. plunged after a merger announcement. Bitcoin and related stocks reached new highs, and upcoming earnings and inflation data are on investors' radar.
Despite a 67% increase, Nebius Group remains undervalued by over 30% due to underestimated growth and a strong partnership with Nvidia, with upcoming Q2 earnings expected to prompt analysts to revise their conservative estimates and potentially close the valuation gap.