Out Fox The $treet

Updated - March 11, 2026 Nebius has bounced back above $105 on the  NVDA  investment deal and strong earnings from Oracle. The neocloud stocks finally look ready for a breakout rally.  -Nvidia ( NVDA ) will invest $2B in Nebius ( NBIS ), and the two companies have formed a strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI market. -Shares of Nebius jumped about 10% premarket on Wednesday, while Nvidia was largely flat. -The Dutch AI infrastructure provider said the partnership will help it deploy more than 5 gigawatts of Nvidia systems by the end of 2030. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios.  Learn More » Original article posted on Feb. 15 Nebius Group N.V. reported a strong ending ARR total, but the market is stuck focused on short-term revenue hiccups. NBIS is positioned as an AI cloud leader, suggesting strong long-term growt...

Update - Oct. 22, 2025 Avride gets a $375 million investment from Nebius Group (NBIS) and Uber Tech. (UBER). The company owned by Nebius is actively planning to launch a robotaxi service with Uber in Dallas and already has delivery robots in Jersey City, Austin and Dallas.  Nebius has slipped below $100 as the hot stocks continue to selloff this week. The stock is cheap compared to the large AI growth opportunities in the next few years with Avride and other investments mostly overlooked.  The stock definitely has some short-term trading risk on whether the gap is closed all the way to just above $60. The Microsoft home-run deal would seem to provide more support, but possibly not.  Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios.  Learn More » Update - Oct. 2, 2025 Nebius jumps over $120 on more details from the big Microsoft deal. The market appears overly concerned Microsoft isn't...