Nebius Group N.V. - Class A Ordinary Shares (NBIS)

Nebius Group is an underappreciated player in AI with hidden assets worth billions, yet only trading at $12B market cap.

Nebius (NBIS) shares pull back after 1.4% rally and Goldman Sachs's bullish coverage. Earnings report on Aug 4 and current price at $52.37.

Speculative momentum is surging in high-growth sectors like space infrastructure, eVTOL aircraft, AI platforms, and electric vehicles.

When it comes to Nvidia-backed data center stocks, investors can't get enough of CoreWeave. Another competing force is emerging in the background, though.

Specialized AI cloud providers CoreWeave and Nebius are capitalizing on massive industry demand with distinct strategies for market dominance and growth.

On Tuesday, Fluence jumped 4.8% to $8.32; Taiwan Semiconductor rose 3.6% to $236.95; and Nebius added 3% to $53.53.

Uber stock gained on news of a robotaxi partnership with China search giant Baidu. Baidu joins Waymo, WeRide and others partnering with Uber.

Investors shouldn't sleep on one of the leading neocloud operators.

Goldman Sachs analyst initiates coverage of Nebius Group with a Buy rating, citing its strong position in the AI Neoclouds market.

Goldman Sachs initiates coverage on Nebius Group with a Buy rating and $68 price target, citing its strengths in AI infrastructure.

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

10 large-cap stocks had worst week: CoreWeave -21.84%, Fair Isaac -18.11%, Mobileye -13.81%, Atlassian -11.81%, First Solar -9.26%

Nebius Group’s revenue growth and specialized AI platform have captured Wall Street's attention, with analysts projecting significant future upside.

Nebius Group is a lesser-known AI startup backed by Nvidia and Tesla, with a focus on autonomous mobility and decentralized AI.