GraniteShares 2x Long NBIS Daily ETF

NextNRG

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

InMed Pharmaceuticals

Amesite

Meiwu Tech

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

CN Energy

Generation Income Properties

MetaVia

Co-Diagnostics

NBIS

NBIL

NBIG

Nebius Group N.V. (NASDAQ:NBIS) stock fell 6.62% to $186.63 amid competition concerns following a Google-Blackstone AI venture announcement. DA Davidson initiated coverage with a Neutral rating and a $250 price forecast, citing recent gains. Upcoming earnings report expected on August 6, 2026, with an EPS estimate of a 74-cent loss. The stock remains above key moving averages, indicating potential for pullbacks, with resistance at $233.73 and support at $172.70.

benzinga_article

Nebius

Leverage Shares 2X Long NBIS Daily ETF

Blackstone

Alphabet

Coreweave

Citigroup

Morgan Stanley

Alphabet - C

CITIGROUP INC 6.250 NON CUM SER II PFD WI

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

What's Going On With Nebius Stock Tuesday?

GOOG

GOOGL

IREN

NEBX

DTCR

CLOU

Google partners with Blackstone to establish a $5 billion AI cloud, causing a backlash as new AI computing forces decline for two consecutive days. CoreWeave (CRWV.US) fell over 5%, Nebius, IREN, and Hut 8 dropped 5%-6%, while the NBIS leveraged ETF (NEBX.US) declined nearly 10%. Oracle remained stable against the trend

- On May 19, 2026, AI compute service stocks declined, with CoreWeave dropping 5.43% and Nebius Group falling 4.73%.  
- A report indicated that Google and Blackstone plan to form an AI cloud service company, raising concerns about profitability for newer entrants like CoreWeave.  
- Oracle’s stock rose slightly, reflecting investor preference for established cloud computing firms amidst increasing risks for AI-driven companies.

Movers Alert

Hut 8 Mining

Tradr 2X Long NBIS Daily ETF

Direxion Daily GOOGL Bull 2X Shares

Tradr 2X Long CRWV Daily ETF

T-REX 2X Long CRWV Daily Target ETF

Global X Data Center & Dgtl Infrs ETF

Global X Cloud Computing ETF

Oracle

Defiance Daily Target 2X Long ORCL ETF

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Google partners with Blackstone to form a $5 billion AI cloud. CoreWeave (CRWV.US) drops over 5%, Nebius (NBIS.US) falls nearly 5%

Nebius Group's stock fell nearly 9% following a downgrade from DA Davidson, despite reporting a remarkable 684% revenue growth to $399 million and reaffirming its 2026 revenue guidance of $3B to $3.4B. The downgrade was attributed to valuation concerns rather than business deterioration. Analysts remain optimistic, with price targets raised significantly, indicating potential for future growth despite the recent pullback.

Market Beat

Meta Platforms

Microsoft

NVIDIA

NVIDIA Corporation

Nebius Group Pulls Back 9% After a Downgrade Despite Strong Earnings

FINX

Citi Just Set a Fresh Street-High Target of $287 on Nebius Stock. Here’s Why Analysts Are Bullish.

Barchart Option

Global X Fintech

Citi Just Set a Fresh Street-High Target of $287 on Nebius Stock. Here’s Why Analysts Are Bullish.

NVDA

Retail investors showed strong interest in five stocks this week: Cisco Systems (CSCO), Micron Technology (MU), Microsoft (MSFT), NVIDIA (NVDA), and Nebius Group (NBIS). CSCO reported record earnings, driving bullish sentiment. MU continued to attract attention amid AI memory demand. MSFT saw a new position from Pershing Square, while NVDA's stock was buoyed by CEO Huang's trip to China. Overall, these stocks reflected significant retail engagement in AI-related sectors.

- Retail investors showed significant interest in five stocks—Cisco Systems, Micron Technology, Microsoft, Nvidia, and Nebius Group—during the week of May 11 to May 15, driven by earnings reports and AI infrastructure developments.  
- Cisco reported record revenue, influencing bullish sentiment, while Micron benefited from AI memory demand despite market volatility.  
- Nvidia gained attention due to geopolitical factors, and Nebius reported remarkable revenue growth and expansion plans, further fueling retail investor enthusiasm.

Micron Tech

Direxion Daily MSFT Bull 2X Shares

Direxion Daily NVDA Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

Direxion Daily CSCO Bull 2X Shares

iShares Semiconductor ETF

GraniteShares 2x Long MSFT Daily ETF

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

Invesco PHLX Semiconductor ETF

T-Rex 2X Long NVIDIA Daily Target ETF

GraniteShares 2x Long MU Daily ETF

VanEck Semiconductor ETF

Roundhill Memory ETF

YieldMax NVDA Option Income Strategy ETF

GraniteShares 2x Long NVDA Daily ETF

YieldMax MSFT Option Income Strategy ETF

Direxion Daily MU Bull 2X Shares

Cisco

Alibaba

Tencent

Rocket Lab

Super Micro Computer

eBay

BABA-W

BABA-WR

Alibaba HK SDR 5to1

TENCENT-R

Tencent HK SDR 10to1

TENCENT

Tencent Holdings Limited

Nebius Group, Cisco Systems, Micron Technology And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week

IDGT

Wall Street Zen upgraded Nebius Group (NASDAQ:NBIS) from a 'strong sell' to a 'sell' rating. Other analysts have also adjusted their ratings, with Weiss Ratings moving from 'sell' to 'hold' and DA Davidson increasing the price target from $200 to $250. Nebius Group's stock has shown significant volatility, with a 1-year low of $34.72 and a high of $233.73. The company reported a revenue increase of 684% year-over-year in its latest earnings report.

iShares US Digital Infrastructure and Real Estate ETF

Nebius Group (NASDAQ:NBIS) Upgraded by Wall Street Zen to Sell Rating

Nebius Group's stock (NBIS) surged after Citi analyst Tyler Radke raised its price target by 70% to $287 following a strong Q1 report. The company reported a 75% revenue increase to $399 million, driven by AI cloud services. Other analysts also raised their targets, with Compass Point's Michael Donovan setting it at $260 and Citizens' Greg Miller at $270, both maintaining Buy ratings. The stock has a Strong Buy consensus rating from analysts.

Tip Ranks

Citizens Financial

CITIZENS FINANCIAL GROUP INC DEP SHS REPSTG 1/40TH PERP PFD SR I

CITIZENS FINANCIAL GROUP INC 5% DEP SHS EA REP 1/40TH NON CUM SER E

CITIZENS FINANCIAL GROUP INC DEP SHS REPSTG 1/40TH PERP PFD SER H

Nebius Stock (NBIS) Jumps as Citi Analyst Lifts Price Target by 70% after Strong Q1 Beat

METU

METW

Nebius (NBIS) is transitioning from speculative capacity development to becoming a key AI infrastructure supplier, supported by a $50 billion backlog, including major contracts with Meta and Microsoft. The company's adjusted EBITDA margin has increased from 24% to 45%, indicating strong pricing power. With a strategic investment from NVIDIA and an elevated power capacity goal, Nebius aims to convert its backlog into high-margin revenue, emphasizing the importance of its financial stability over short-term cash concerns.

- Nebius (NBIS) is undergoing a significant transition from speculative growth to becoming a fundamental AI infrastructure supplier, largely due to a secured backlog nearing $50 billion.  
- The company's adjusted EBITDA margin rose sharply from 24% to 45%, driven by increased demand and successful contracts, notably with Meta and Microsoft.  
- Investors should focus on Nebius's robust backlog and margin expansion rather than short-term revenue fluctuations, as the company aims to convert this backlog into substantial recurring revenue.

Forbes

Spdr Select Tech

Direxion Daily Meta Bull 2x Shares

Roundhill META WeeklyPay ETF

Pacer Data & Infrastructure Real Estate ETF

iShares Expanded Tech Software Sector ETF

GraniteShares 2x Long META Daily ETF

IonQ

QuantumScape

IONQ INC C/WTS 30/09/2026 (TO PUR COM)

How Nebius Is Becoming The Backbone Of AI Infrastructure

GuruFocus

DA Davidson, Citizens Lift Nebius Targets After 684% Revenue Quarter

ALAB

Skip the AI cloud stock priced for perfection. Astera Labs may be the smarter way to invest in the AI infrastructure boom before the market fully catches up.

GraniteShares 2x Long NBIS Daily ETF(NBIL.US)

What's Going On With Nebius Stock Tuesday?

Google partners with Blackstone to form a $5 billion AI cloud. CoreWeave (CRWV.US) drops over 5%, Nebius (NBIS.US) falls nearly 5%

Nebius Group Pulls Back 9% After a Downgrade Despite Strong Earnings

Citi Just Set a Fresh Street-High Target of $287 on Nebius Stock. Here’s Why Analysts Are Bullish.

Nebius Group, Cisco Systems, Micron Technology And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week

Nebius Group (NASDAQ:NBIS) Upgraded by Wall Street Zen to Sell Rating

Nebius Stock (NBIS) Jumps as Citi Analyst Lifts Price Target by 70% after Strong Q1 Beat

How Nebius Is Becoming The Backbone Of AI Infrastructure

DA Davidson, Citizens Lift Nebius Targets After 684% Revenue Quarter

Here's why I'd sell Nebius stock and buy Astera Labs instead