Nebius Group N.V. (NASDAQ:NBIS) shares are surging on Monday. The move comes as the broader market is also trending higher, with the S&P 500 up 0.14% and the Technology sector gaining 0.64%.
As of December 31, 2025, the initial fever dream of artificial intelligence software has matured into a high-stakes arms race for the physical infrastructure required to run it. While the market spent much of 2023 and 2024 obsessed with chatbots and large language models, 2025 has been the year of
As 2025 draws to a close, the global financial landscape is bracing for what analysts are calling an "Innovation Supercycle" in the mergers and acquisitions (M&A) market. With interest rates finally stabilizing and corporate balance sheets bulging with record-breaking liquidity, the stage is set for a massive wave of
The AI trade continues to be the biggest topic on the market, and there have recently been reports that OpenAI is looking to raise another $100 billion.
Both IREN and Nebius have emerged as standout neocloud beneficiaries of the AI infrastructure boom, but they represent two distinct ways to play the theme.
Here's why Nebius could become one of the most important AI infrastructure providers of the next decade and what could drive its stock much higher in 2026.
