Scenarios that move NBIS
Nebius Group N.V. - Class A Ordinary Shares
Scenarios that move NBIS: 30 analyses, 6 positive, 24 negative.
- · Nvidia loses $200 billion in value after OpenAI revenue miss — ▼ · impact -70 · confidence low · horizon immediate
- · Cipher Digital stock plunges 26% this week — ▼ · impact -53 · confidence medium · horizon immediate
- · Oracle's Cloud backlog reaches $664 billion — ▼ · impact -34 · confidence low · horizon quarters
- · CoreWeave debt insurance costs hit record amid AI funding concerns — ▼ · impact -74 · confidence medium · horizon weeks
- · Microsoft unveils new AI chip challenging Nvidia — ▼ · impact -32 · confidence low · horizon quarters
- · Hot US inflation weighs on markets as CoreWeave plunges 15% — ▼ · impact -79 · confidence medium · horizon immediate
- · ◇ What if… Indiana enacts data center moratorium by June 30, 2027 — ▲ · impact +32 · confidence low · horizon weeks
- · Broadcom backs Anthropic and OpenAI with $92 billion — ▼ · impact -32 · confidence low · horizon quarters
- · Alphabet's Cloud backlog tops $500 billion — ▼ · impact -50 · confidence low · horizon weeks
- · Applied Digital secures up to 1 GW of Finnish power capacity — ▼ · impact -45 · confidence low · horizon quarters
- · Nebius has $40 billion in customer commitments, mostly from two — ▲ · impact +93 · confidence medium · horizon immediate
- · AMD reaches a $1 trillion market cap, challenging Nvidia — ▼ · impact -32 · confidence low · horizon quarters
- · ◇ What if… Google leads AI models at the end of October 2026 — ▼ · impact -48 · confidence low · horizon quarters
- · ChronoScale announces contracts and sells Ekso Bionics unit — ▼ · impact -40 · confidence low · horizon quarters
- · Anthropic plans $518 billion cloud spending, including Amazon commitments — ▼ · impact -49 · confidence low · horizon weeks
- · Michael Burry buys puts on Nvidia, Micron and Palantir — ▼ · impact -55 · confidence low · horizon immediate
- · Bitdeer expands AI cloud services with 70% Malaysia capacity committed — ▼ · impact -42 · confidence low · horizon quarters
- · AMD agrees to buy World Labs for $8.2 billion — ▲ · impact +17 · confidence low · horizon quarters
- · Nvidia unveils historic buyback as stock gains 1.7% — ▼ · impact -38 · confidence low · horizon quarters
- · Stocks slide as Treasury yields climb and Oracle declares force majeure — ▼ · impact -72 · confidence low · horizon immediate
- · EQT plans $50 billion India investment including Adani Connex — ▼ · impact -16 · confidence low · horizon quarters
- · Nebius Group stock skyrockets on Nvidia backing — ▲ · impact +93 · confidence medium · horizon immediate
- · SoftBank shares tumble after AI safety warnings — ▼ · impact -52 · confidence low · horizon weeks
- · ◇ What if… OpenAI does not go public by December 31, 2026 — ▼ · impact -40 · confidence low · horizon weeks
- · Alphabet reports 82% Google Cloud revenue growth and $514 billion backlog — ▼ · impact -48 · confidence low · horizon quarters
- · Amazon plans more than $200 billion in AI spending — ▼ · impact -44 · confidence medium · horizon weeks
- · CoreWeave shares soar 12% in today's trading session — ▲ · impact +72 · confidence low · horizon immediate
- · ◇ What if… Anthropic shares fall 70% one month after IPO — ▼ · impact -70 · confidence low · horizon immediate
- · ◇ What if… New People (NL) gains the most seats in Russia’s next parliamentary election — ▲ · impact +45 · confidence low · horizon weeks
- · ◇ What if… NVDA Announces Financial Misconduct, Restates Earnings Lower By 80% — ▼ · confidence low