"If you've never heard of Nebius Group ( NASDAQ:NBIS) until recently, you're definitely not alone. Shares of the up-and-coming AI infrastructure cloud play have gained a shocking 335% year to date and more than 560% in the past full year. Undoubtedly, the parabolic rise of Nebius has made the relatively unknown AI play a fairly sizable $33 billion company, making it large enough to get noticed, but still small enough to be capable of further upside as the AI revolution continues"
"And while I'd discourage chasing red-hot names like NBIS without putting in more than enough homework, given the risks of betting on a name that's already been a multi-bagger in a year, I do think that some of the braver risk takers out there may wish to stash the name on their watchlists, given the company's explosive potential as the AI trade works its way through the cloud infrastructure plays, which, I believe, might be more explosive places to be than the semiconductor names themselves."
Nebius Group experienced a dramatic stock surge, rising roughly 335% year to date and more than 560% over the past year, producing a market value near $33 billion. The company secured a high-profile partnership with Microsoft, including a $19.4 billion deal that elevated its visibility among AI investors. The firm operates in AI-as-a-service and cloud infrastructure, a segment positioned to benefit from expanding AI workloads. Elevated share-price momentum raises risk for late buyers, but the stock attracted gains even on broader market weakness. Some investors view Nebius as a mid-cap with further upside tied to AI cloud demand.
Read at 24/7 Wall St.
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