What Is Going On With Nebius Stock On Monday? - Nebius Group (NASDAQ:NBIS)

Nebius is a vertically integrated cloud provider focusing on AI and high-performance computing.Big Tech Results Support AI Infrastructure Demand

Microsoft’s fourth-quarter revenue increased 18% to $90.01 billion as Azure and other cloud services revenue jumped 43%. CEO Satya Nadella said Azure revenue surpassed $100 billion for the year and Microsoft 365 Copilot topped 30 million paid seats.

Amazon’s second-quarter revenue rose 20% to $200.61 billion, led by 37% growth at AWS. CEO Andy Jassy said AWS delivered its fastest growth in 18 quarters, while Amazon’s AI and chips businesses each exceeded $25 billion run rates.

Earnings & Analyst OutlookThe countdown is on: Nebius Group N.V. Class A Ordinary Shares is set to report earnings on August 12, 2026 (confirmed).

EPS Estimate: Loss of 73 cents (Down from a loss of 38 cents YoY)