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Nebius Is Rising While Oracle Falls: NVIDIA’s Massive $500 Billion Funding Plan Pushes the Stocks in Opposite Directions
NBIS jumped 4% as ORCL fell 4% Tuesday, their sharpest single-day split in months, fueled by NVIDIA's neocloud funding push.
NVDA reportedly orchestrates a $500 billion neocloud investment program and already gave Nebius a $2 billion pre-funded warrant ahead of formal confirmation.
Nebius posted 841% AI Cloud segment growth in Q2, with analysts targeting $251 against today's price near $191.
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Shares of Nebius Group (NASDAQ:NBIS) are up 3.71% in Tuesday's midday session, changing hands near $190.94, while Oracle (NYSE:ORCL) has slipped 3.93% to $145.12. The catalyst: NVIDIA (NASDAQ:NVDA) is reportedly steering a major new funding push toward "neocloud" AI infrastructure partners. It is one of the sharpest single-day splits between the two AI cloud plays in months.
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Nebius: Strong Buy Before Q2 Earnings (NASDAQ:NBIS)
Nebius Group N.V. (NBIS) reports second-quarter results on 12 August. And it’s a lot more interesting than a normal earnings preview. The stock's one of the most heavily debated names in the AI infrastructure trade, and
Analyst’s Disclosure: I/we have a beneficial long position in the shares of NBIS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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