While many investors remain favourable towards investing in AI technology, they expect to receive tangible returns for their investments. As we move toward year 2026, NBIS will likely be viewed by investors as a high-risk investment with a low risk tolerance.

TradingKeyThu, Jan 15

Nebius Stock Drops 20% After Nebius Earnings Release: Will NBIS Rebound?

TradingKey - Nebius, a cloud service provider focused on AI infrastructure, released its Q3 2025 earnings before market open on November 11. Despite announcing a new $3 billion order with Meta, the stock plunged over 7% that day due to weaker-than-expected results, and has since fallen nearly 20%.

TradingKeyFri, Nov 14

What's Really Inside the AI Bubble? Decoding the Core Controversies Over Scale, Reliance and Valuation

TradingKey - What exactly are the concerns surrounding an AI bubble? Broadly, the AI bubble thesis centers on several key anxieties:Firstly, whether the massive AI infrastructure build-out is supported by sufficient genuine demand. Secondly, whether the tech giants' increasing reliance on

TradingKeyFri, Nov 14

U.S. Government Shutdown Scare Is Over, But Not the Stock Market's Headwinds

TradingKey - The longest U.S. government shutdown in history has concluded after President Donald Trump signed a temporary spending bill, removing a key macroeconomic hurdle. While the resumption of federal operations clears some obstacles, investors should temper optimism for a sustained bull

TradingKeyThu, Nov 13

NeoClouds Earnings: CoreWeave and Nebius Deliver Strong Growth, But Investors Stay Cautious

TradingKey - This week, two of the most closely watched firms in AI infrastructure—CoreWeave and European-based Nebius—published quarterly results. Both companies reported strong top-line growth, backed by expanding demand and significant customer traction.

TradingKeyThu, Nov 13

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