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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently trending following a mixed earnings report that beat expectations but sparked investor concern regarding a significant increase in capital expenditure to fund AI infrastructure and robotics. The community is actively debating the viability of the company's pivot toward an AI-focused ecosystem, with many investors questioning the long-term impact of hardware obsolescence and high cash burn.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is seeing heightened activity as investors look toward upcoming earnings, with the community closely tracking indicators of scalable production on the Eagle Line and potential commercialization progress. The conversation is dominated by speculative debate regarding new automotive partnerships, a potential pivot toward AI data center demand, and the stock's high short interest serving as fuel for traders anticipating a significant move.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending as a sharp post-earnings sell-off sparks intense debate over the sustainability of SaaS valuations and the impact of geopolitical headwinds on enterprise software demand. While bulls highlight strong AI momentum and revenue growth as a buying opportunity, many in the community are debating whether the sector is undergoing a fundamental re-rating or if the market is overreacting to margin pressure and cautious guidance.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is seeing renewed retail interest and speculation as investors draw comparisons to other volatile short-squeeze plays. Market participants are intensely focused on the stock's tight consolidation and are discussing potential catalysts, such as future acquisition plans and long-term accumulation by prominent investors.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors rally behind its aggressive pivot into AI-native networking, specifically through its AI-RAN solutions developed with NVIDIA and its growing leadership in optical infrastructure for data centers. The community is actively debating the company's long-term transformation from a legacy telecom player into a foundational architect of the AI era, with strong interest in its potential for multi-year growth as it secures critical infrastructure contracts.

Avis Budget Group, Inc. engages in the provision of vehicle sharing and rental services. It operates through the Americas and International segments. The Americas segment includes vehicle rental and car sharing operations in North America, South America, Central America, and the Caribbean. The International segment is involved in vehicle rental and car sharing operations in Europe, the Middle East, Africa, Asia, and Australasia. The company was founded in 1946 and is headquartered in Parsippany, NJ.

Avis Budget Group Inc

Avis Budget Group (CAR) is seeing extreme volatility as market participants debate the end of a parabolic short squeeze, with community discussion intensely focused on a massive single-session drop and speculation regarding the motive behind moving earnings up. Traders are actively arguing whether the price action signals a total collapse toward historical lows or a potential dead-cat bounce, while many others are cautioning about the risks of being trapped as bagholders in a highly manipulated environment.

Hitachi Ltd. engages in the manufacture and sale of electrical equipment. It operates through the following segments: Digital Systems & Services, Energy, Mobility, Connective Industries and Others. The Digital Systems & Services segment includes digital solutions, IT products and ATM. The Energy segment services includes power grids, nuclear power. The Mobility segment services railway system. The Connective Industries segment services includes building systems, lifestyle, measurement and analysis systems, industrial and distribution solutions, water/environmental solutions and industrial equipment. The Others segment includes real estate management, buying and selling, and leasing. The company was founded by Namihei Odaira in 1910 and is headquartered in Tokyo, Japan.

Hitachi Ltd. - ADR

Hitachi, Ltd. (ADR)

Hitachi is gaining traction as a key player in the AI infrastructure race through its specialized role in power grid management, nuclear energy projects, and data center hardware. Community discourse frequently highlights its strategic partnerships with major tech giants and its vital contributions to energy transition initiatives as core drivers of long-term growth.

TE Connectivity Plc is a company that engages in the provision of connectivity and sensor solutions for the purpose of distribution of power, signal, and data. It operates under the following segments: Transportation Solutions, Industrial Solutions, and Communications Solutions. The Transportation Solutions segment include terminals and connector systems and components, sensors, relays, antennas, and application tooling. The Industrial Solutions segment include terminals and connector systems and components, interventional medical components, relays, heat shrink tubing, and wire and cable. The Communications Solutions segment include terminals and connector systems and components, antennas, and heat shrink tubing. The company was founded in 2007 and is headquartered in Galway, Ireland.

TE Connectivity plc - Registered Shares

TE Connectivity Ltd - Registered Shares

TE Connectivity ($TEL) is trending as investors weigh its recent earnings performance, which featured record orders and strength in AI-driven data and power connectivity, against broader concerns about industrial and transportation segment headwinds. The community is actively debating the company's valuation and its strategic positioning in long-term secular growth trends, including electrification and data center infrastructure buildouts.

Amphenol Corp. engages in the design, manufacture, and marketing of electrical, electronic and fiber optic connectors, interconnect systems, antennas, sensors and sensor-based products, and specialty cable. It operates through the following segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems. The Harsh Environment Solutions segment manufactures and markets a broad range of ruggedized interconnect products, including connectors and interconnect systems, printed circuits and printed circuit assemblies, and other products. The Communications Solutions segment focuses on the design, manufacture, and marketing of connector and interconnect systems, including radio frequency, power, fiber optic, and other products, together with antennas. The Interconnect and Sensor Systems segment is involved in the design, manufacture, and marketing of sensors, sensor-based systems, connectors, and value-add interconnect systems. The company was founded by Schmitt J. Arthur in 1932 and is headquartered in Wallingford, CT.

Amphenol Corp. - Ordinary Shares - Class A

Amphenol Corp. (APH) is currently trending as a prominent player in the AI infrastructure and data center connectivity space, attracting significant attention from the trading community for its robust growth and position as a key supplier to major industry leaders. While the stock continues to see strong institutional interest and upward price momentum, community discussion remains divided between bullish sentiment driven by AI-led demand and strategic acquisitions, and concerns regarding its premium valuation and broader macroeconomic volatility.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon shares are facing downward pressure as investors digest a conservative FY26 outlook that missed analyst expectations, with the market weighing these soft projections against the company's ongoing leadership transition and broader competitive headwinds. Community discussion is sharply divided between those viewing the current valuation as an attractive entry point for a long-term compounder and others who are skeptical due to persistent inventory issues, brand fatigue, and intensifying competition from emerging activewear rivals.

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<ul class="summary-bullets"><li>Nebius’ Meta contract prompted Goldman Sachs to lift revenue forecasts by roughly 33% to 54% for fiscal 2027–2030.</li><li>Bank of America also turned more optimistic, increasing its price target to $175 from $150.</li><li>The firm also pointed to Nebius’ rapid data center expansion in Finland and Alabama as evidence of strengthening capacity.</li></ul>Nebius (NBIS) stock surged to a record high on Monday, reflecting growing confidence in its role as an important provider of artificial intelligence infrastructure.The stock also drew renewed attention after Wall Street analysts lifted their price targets following the company’s recent AI infrastructure agreement with Meta Platforms Inc. (META) and backing from Nvidia Corp. (NVDA).&nbsp;<h2 class="st-heading-2">Nebius’s&nbsp;Massive AI Deal Drives Optimism</h2>According to an Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/stock-market-news/goldman-sachs-raises-nebius-stock-price-target-on-meta-ai-contract-93CH-5334893">report</a>, Goldman Sachs increased its price target on the stock to $205 from $160 while maintaining a ‘Buy’ rating, implying a potential 42% upside to the stock’s closing price on Friday.&nbsp;The increased price target follows Nebius's securing of a multibillion-dollar deal with Meta, which provides long-term revenue visibility. Nebius finalized a long-term contract valued at $27 billion on March 16, committing to deliver AI computing infrastructure to Meta.&nbsp;Reflecting the scale of the agreement, Goldman Sachs boosted its revenue expectations for Nebius by roughly 33% to 54% between fiscal 2027 and 2030. The firm left its 2026 projections unchanged but expects meaningful upside in later years as the Meta contract ramps up.At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> pared some of the gains and traded over 8% higher. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_13_113856_png_bebc6eedc0.webp" alt="Screenshot 2026-04-13 113856.png" width="927" height="100"></figure><h2 class="st-heading-2">Bank Of America Highlights Capacity Expansion</h2>Bank of America analyst Tal Liani raised the firm’s price target on Nebius to $175 from $150 while maintaining a ‘Buy’ rating, citing strong industry momentum and recent contract wins, according to TheFly.&nbsp;Liani highlighted that Nebius’ recent agreements reflect a continued appetite for high-performance computing. These large-scale deals, often involving hyperscale clients, signal a structural shift as enterprises invest heavily in AI capabilities, the firm said.&nbsp;Nebius is simultaneously scaling its infrastructure footprint to meet rising demand. The company is developing new data centers in Finland and Alabama, efforts that the analyst says will enhance its ability to deliver compute capacity at scale.&nbsp;NBIS stock has gained over 88% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/net-stock-rebounds-as-cloudflare-bets-on-autonomous-ai-systems-with-new-agent-tools/cZJ8G6ARIu0">NET Stock Rebounds As Cloudflare Bets On Autonomous AI Systems With New Agent Tools</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of Nebius Group on a smartphone screen, with a stock chart in the background. (Photo illustration by Cheng Xin/Getty Images)

NBIS Stock Hits All-Time High, But Goldman Sachs Reportedly Sees 42% Upside

NBIS Stock - Goldman Sachs raised its price target on the stock from $160 to $205, while reiterating its ‘Buy’ rating.

Equity

Goldman Sachs raised its price target on the stock from $160 to $205, while reiterating its ‘Buy’ rating.


<ul class="summary-bullets"><li>Nebius announced a five-year, $3 billion AI infrastructure agreement with Meta Platforms.</li><li>Revenue for the third quarter was $146.1 million, up four-fold from last year but slightly below analyst expectations.</li><li>Adjusted net income showed a loss of $100.4 million, higher than estimates, and capital expenditures surged to $955.5 million.</li></ul>Nebius (NBIS) announced a new agreement on Tuesday to deliver AI infrastructure to Meta Platforms (META), valued at approximately $3 billion over five years, alongside its third-quarter earnings results, which missed Wall Street expectations.<a href="http://stocktwits.com/symbol/NBIS">NBIS stock</a> was up as much as 3.5% and the top-trending ticker on Stocktwits in pre-market trading. Retail sentiment on the platform around the firm improved to ‘bullish’ from ‘neutral’ over the past day, as chatter remained at ‘high’ levels.Nebius reported revenue of $146.1 million, slightly below analyst expectations of $156 million, according to Koyfin data – but a four-fold increase as compared to the same quarter last year. Adjusted net income came in at a loss of $100.4 million, higher than the estimated $95.7 million.Like other companies in the artificial intelligence (AI) race, Nebius saw its capital expenditure increase in the latest quarter to $955.5 million from $172.1 million a year.<h2 class="st-heading-2">Nebius’ Second Large Enterprise Win</h2>In September, Nebius reported its first major enterprise AI infrastructure contract with Microsoft, valued between $17.4 billion and $19.4 billion. The company said it remains on track with the execution of that deal and expects revenue from it to ramp up throughout 2026.“Similar to our Microsoft deal, the economics of this agreement are attractive and will help accelerate the growth of our AI cloud business even further in 2026 and beyond,” founder and CEO Arkady Volozh wrote in a letter to shareholders.He added that Nebius plans to deploy the capacity needed to service the agreement over the next three months. “In fact, demand for this capacity was overwhelming, and the size of the contract was limited to the amount of capacity that we had available,” he wrote.Get updates to this developing story directly on Stocktwits.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/core-weave-stock-slides-after-guidance-cut/cLPdBY1RE2s">CoreWeave Stock Slides After Guidance Cut — But Retail Traders Sniff ‘Generational’ Buying Opportunity</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Nebius Group logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

NBIS Stock Rises After $3 Billion Meta AI Infrastructure Deal Despite Shaky Q3 Results

CEO Arkady Volozh said demand for AI infrastructure capacity exceeded availability, limiting the size of the contract.

Nebius Group N.V. (NBIS) stock is on track to rebound from Wednesday’s losses, as it is trading higher in the early premarket session.The reversal came after the Munich, Amsterdam-based company said it priced a previously disclosed public offering of $1 billion of Class A shares at $92.50 per share, a small discount to Wednesday’s closing price of $93.39.Nebius has also given the underwriters a 30-day option to purchase up to an additional $150 million shares at the public offering price, less underwriting discounts and commissions. The offering is expected to close on September 15, subject to customary closing conditions.It expects to raise $979.5 million from the common stock offering, or about $1.127 billion, if the underwriters fully exercise their option to purchase additional shares.The company also said it has priced its $2.75 billion aggregate original principal amount of convertible senior notes in two series: $1.375 billion aggregate original principal amount of 1% convertible notes due 2030 and $1.375 billion aggregate original principal amount of 2.75% convertible notes due 2032.The artificial intelligence (AI) infrastructure company’s stock jumped nearly 50% on Tuesday after it announced a deal to deliver dedicated GPU infrastructure capacity in tranches to Microsoft from its new data center in Vineland, New Jersey, starting later this year. The deal has a contract value of up to $19.4 billion.The stock reversed course in the very next session as it announced the debt and equity offering.Nebius expects to use the net proceeds from the debt and equity offering to finance growth, including acquiring additional compute power and hardware, securing strategic high-quality and well-located land plots with reliable providers, expanding its data center footprint, and for general corporate purposes.On Stocktwits, retail sentiment toward Nebius remained ‘extremely bullish’ (87/100) and the message volume continued to be ‘extremely high.’Nebius stock is up nearly 240% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-adobe-stock-is-rising-premarket-today/chwNf7xRdHH">Why Adobe Stock Is Rising Premarket Today</a>

In this photo illustration, the Nebius logo is seen displayed on a smartphone screen. 

Red-Hot Nebius Stock Set To Resume Rally: Here’s Why

The company expects to raise $979.5 million from the equity offering, or about $1.127 billion, if the underwriters fully exercise their option to purchase additional shares.

Nebius Group, Inc. (NBIS) shares surged over 42% on Tuesday’s afternoon session, after it reached a multi-year deal to supply AI data capacity to Microsoft Corp. (MSFT).The agreement will see Nebius provide dedicated graphics processing unit (GPU) compute infrastructure from its upcoming data center located in Vineland, New Jersey, beginning later in 2025.On Stocktwits,&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> was among the top trending tickers on Tuesday, with the sentiment jumping to ‘extremely bullish’ (78/100) from ‘bearish’ a day ago. The message volume also improved to ‘extremely high’ from ‘extremely low’ levels in 24 hours.<figure class="image"><img style="aspect-ratio:933/112;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_09_121530_png_d1bb669594.webp" alt="NBIS’s Sentiment Meter and Message Volume as of 12:15 p.m. ET on Sep. 9, 2025 | Source: Stocktwits" width="933" height="112"><figcaption>NBIS’s Sentiment Meter and Message Volume as of 12:15 p.m. ET on Sep. 9, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 5,766% explosion in user message count as of Tuesday morning.&nbsp;A Stocktwits poll, which collected responses from over 7,000 platform users, showed that 31% of the respondents opted to buy the stock following the announcement. However, 17% have decided to trim their holdings, while 16% have chosen to hold their positions. Thirty-six percent of the respondents have opted to watch from the sidelines.<figure class="image"><img style="aspect-ratio:965/490;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_09_124318_png_48cc89071e.webp" alt="Screenshot 2025-09-09 124318.png" width="965" height="490"></figure>A participant stated that they would like to observe, assess, and evaluate float, volume, and catalyst durability before deployment.<stembedurl>https://stocktwits.com/Dragon_Trader_66/message/627976813</stembedurl>Another bullish participant said they are buying the stock.<stembedurl>https://stocktwits.com/StonkExperts/message/627983696</stembedurl>To support the rollout of the AI deal, Nebius plans to fund associated capital expenditures using both revenue from the contract and debt financing backed by the agreement.&nbsp;&nbsp;According to a filing with the Securities and Exchange Commission,&nbsp;under this arrangement, Nebius will roll out its GPU services in stages during 2025 and 2026. If all planned deployments succeed, the contract will be worth approximately $17.4 billion through 2031. Microsoft may further expand its usage, potentially increasing the contract value to around $19.4 billion.Nebius' stock&nbsp;has gained 232% in 2025 and 30% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/this-ai-stock-witnessed-over-300-percent-jump-in-retail-chatter-on-stocktwits/chwK7U5Rdtm">This AI Stock Witnessed Over 300% Jump In Retail Chatter On Stocktwits: Here’s Why</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Nebius Group logo is seen displayed on a smartphone screen. 

We Asked Retail What’s Their View On NBIS Stock Post The Deal With Microsoft – Here’s The Response

A Stocktwits poll, which collected responses from over 7,000 platform users, showed that 31% of the respondents opted to buy the stock following the announcement. 

Nebius Group, Inc. (NBIS) shares surged over 44% in Monday’s after-hours session, thanks to a multi-billion-dollar artificial intelligence (AI) infrastructure deal the Amsterdam-based company struck with Microsoft Corp. (MSFT).On Stocktwits,&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> was among the top trending tickers late Monday, with the sentiment flipping to ‘extremely bullish’ (78/100) from ‘bearish’ a day ago. The message volume also spiked to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:622/48;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_08_at_9_16_52_PM_png_1b9c2711c5.webp" alt="Screenshot 2025-09-08 at 9.16.52 PM.png" width="622" height="48"><figcaption>NBIS sentiment and message volume as of 9:45 a.m. ET, Sept. 8 | source: Stocktwits</figcaption></figure>Under the multi-year agreement, Nebius will deliver dedicated GPU infrastructure capacity in tranches to Microsoft from its new data center in Vineland, New Jersey, starting later this year.&nbsp; The GPU services will be delivered in several tranches in 2025 and 2026.Subject to the satisfaction of the deployment and availability of the GPU services, the total contract value is about $17.4 billion through 2031. The contract also allows for Microsoft to acquire additional services and/or capacity, which would increase the total contract value to about $19.4 billion.&nbsp;The AI infrastructure company stated that it plans to finance the capital expenditure related to the contract through a combination of cash flow generated by the deal and debt it intends to issue, secured against the contract in the near term.Nebius founder and CEO Arkady Volozh said, “Nebius’s core AI cloud business, serving customers from AI startups to enterprises, is performing exceptionally well.” He also called the Microsoft deal the first of the significant long-term committed contracts the company expects to strike with leading AI labs and big tech companies.&nbsp;Nvidia held about 1.19 million shares of the Dutch company at the end of the second quarter.Nebius stock has gained more than 130% this year, with the company boasting a market capitalization of $15.3 billion.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/bofa-applauds-asml-mistral-ai-investment/chwhEd8Rdrp"> BofA Applauds ASML’s Mistral AI Investment: Retail Calls Stock A ‘Long-Term Winner’</a>

Why Did Nebius Group Stock Surge Over 44% After Hours Today?

Nebius CEO Arkady Volozh stated that the Microsoft deal is the first of the significant, long-term, committed contracts the company expects to secure with leading AI labs and major tech companies. 

Nebius Stock Soars 44% After-Hours On Microsoft AI Deal Worth Up To $19B

Nebius CEO Arkady Volozh stated that the Microsoft deal is the first of the significant, long-term, committed contracts the company expects to secure with leading AI labs and major tech companies. 


Dutch artificial intelligence (AI) infrastructure company Nebius Group N.V. (NBIS) received a bullish rating from a Wall Street firm despite the stock trading at overbought levels.&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> is up nearly 60% so far this year, outperforming the broader market and the tech sector.In a note released Sunday, Goldman Sachs analyst Alexander Duval initiated coverage of Nebius stock with a Buy rating and a $68 price target. The price target implies the stock has roughly 54% upside potential.Goldman said it holds a positive view about the AI neo-cloud market and believes Nebius is a leading player in the space. The research firm believes the company is well-positioned, given its full-stack software offering, cost advantages, and expertise at scale.The firm sees the risk/reward as positive at current stock levels.Nebius is backed by AI chip giant Nvidia, with the latest 13F filed by the latter in mid-July revealing a 1.19-million stake worth $25.13 million at the end of the first quarter.Last month, Nvidia announced that Nebius&nbsp;would&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-backed-nebius-draws-retail-buzz-with-uk-ai-data-centre-plans/chlE28iRbUY">launch</a> its first AI factory in the U.K., making 4,000 Blackwell GPUs available online.&nbsp;On Stocktwits, retail sentiment toward Nebius stock remained ‘neutral’ (45/100) by early Monday, same as a day ago, although improving from the ‘neutral’ mood seen a week ago. The message volume was at a ‘low’ level.<img src="https://news.stocktwits-cdn.com/Screenshot_2025_07_14_at_5_23_47_AM_png_9769812e8f.webp" alt="Screenshot 2025-07-14 at 5.23.47 AM.png">Following Goldman’s bullish comments, a bullish watcher said, “Time for reversal.” Another user saw it as a catalyst that could&nbsp;set off a rally in Nebius shares.<stembedurl>https://stocktwits.com/Sigh_why/message/620822598</stembedurl><stembedurl>https://stocktwits.com/semi1993/message/620816617</stembedurl>But a few predicted declines in the stock due to Trump’s tariff moves.<stembedurl>https://stocktwits.com/Loser500/message/620783263</stembedurl>In Monday’s early market session, Nebius stock rose over 4% to $46.10 despite the major U.S. stock futures pointing to a modestly lower opening. The Koyfin-compiled consensus price target for the stock is $66.50.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/james-gunn-s-superman-soard-with-217-million-opening/ch8BqX9R5VB">James Gunn’s ‘Superman’ Soars With $217M Opening, Breathing New Life Into Struggling DC Studios</a>

Nebius ‘Well-Positioned’ In Neo-Cloud Market, Says Goldman Sachs: Analyst Predicts Over 50% Upside For Stock — Retail’s Cautious

Goldman sees the risk/reward as positive at current stock levels, notwithstanding the nearly 60% year-to-date gains. 

Nebius Group N.V. (NBIS) was among the top trending tickers on Stocktwits, with the stock stream attracting fairly robust message volume.The Dutch artificial intelligence (AI) infrastructure company became a target for retail investors after its stock spiked nearly 6% overnight on Robinhood.&nbsp;The buoyancy could be traced back to AI accelerator maker Nvidia’s announcement that Nebius will launch its first AI factory in the U.K., making 4,000 Blackwell GPUs available online.Nvidia said this scalable, high-performance AI capacity will power U.K. research, academia, and public services, including the NHS.The Jensen Huang-led company has a stake in Nebius. Its most recent 13-F filing shows that at the end of the first quarter, it had 1.19 million Nebius shares valued at $25.13 million.Last week, Nebius announced a $1 billion debt offering following a $700 million equity raise in December. CEO Arkady Volozh said the fresh would pave the way for increased revenue opportunities in 2026 and further accelerate its medium-term target of mid-single-digit billions of dollars in revenue.On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> was ‘bullish’ (74/100) by late Sunday, with the message volume at ‘high’ levels.&nbsp;The 24-hour message volume change in the run-up to Sunday was about 23%, with the seven-day change at over 670%.A bullish watcher said the stock is about to explode. “This company is leading the way to hypergrowth in a hypergrowth industry,” they said.<stembedurl>https://stocktwits.com/semi1993/message/617232859</stembedurl>Another said they see the U.K. news as “great,” adding that they stayed long and strong on the stock.<stembedurl>https://stocktwits.com/Bernd81/message/617232479</stembedurl>A few even saw a similarity between Nebius and partner Nvidia, calling the former the “next Nvidia.”<stembedurl>https://stocktwits.com/Paztrades/message/617229225</stembedurl>Another user predicted that Nebius stock will explode to $60.<stembedurl>https://stocktwits.com/Stonski_Surge/message/617229234</stembedurl><a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> has gained nearly 75% this year. The Koyfin-compiled consensus price target for the stock is $60.25, implying about 25% upside from its Friday close.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/mike-johnson-believes-trump-musk-clash-will-end-says-president-s-duty-is-saving-the-country-while-elon-s-is-to-save-tesla/chlERYfRbUm"> Mike Johnson Believes Trump-Musk Clash Will End, Says President's Duty Is Saving the Country While Elon's Is To Save Tesla</a>

Nvidia-Backed Nebius Draws Retail Buzz With UK AI Data‑Centre Plans

Nvidia’s most recent 13F filing shows that at the end of the first quarter, the AI chipmaker owned 1.19 million Nebius shares valued at $25.13 million.

Current Price	$71.22
Prev Close	$70.06
Open	$70.98
Dividend Yield	N/A
50-Day Moving Average	$62.52
Beta	N/A
Avg. Volume	17,328.36
PE Ratio	N/A

52-Week High	$71.54
52-Week Low	$43.16
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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Exchange Traded Concepts Trust - ROBO Global Artificial Intelligence ETF

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THNQExchange Traded Concepts Trust - ROBO Global Artificial Intelligence ETF