AEA Capital Research — NBIS https://aeacapitalresearch.com/positions/NBIS.html Everything published on AEA Capital Research about NBIS: the standing position thesis, its earnings report and competitor comparison where those exist, plus any News, Letters, or Opinion piece that mentions it by name (a real text match, not hand-curated). en-us Nebius Group N.V. (NBIS) — Standing Thesis https://aeacapitalresearch.com/positions/NBIS.html https://aeacapitalresearch.com/positions/NBIS.html Position detail: Nebius Group N.V. (NBIS) — valuation, thesis, and bull/base/bear case. Sat, 11 Jul 2026 00:00:00 GMT Nebius Group (NBIS) — Q1 2026 Earnings Update https://aeacapitalresearch.com/earnings/NBIS-2026-q1.html https://aeacapitalresearch.com/earnings/NBIS-2026-q1.html Q1 2026 earnings update on Nebius Group N.V. (NBIS): a beat-and-raise print, capacity sold out, a $27B Meta capacity agreement, and an initiated BUY rating with a $250 price target. Sat, 11 Jul 2026 00:00:00 GMT CoreWeave vs. Nebius vs. Applied Digital vs. Oracle Cloud https://aeacapitalresearch.com/comparisons/ai-neoclouds-crwv-nbis-apld-orcl.html https://aeacapitalresearch.com/comparisons/ai-neoclouds-crwv-nbis-apld-orcl.html Four ways to bet on GPU-cloud demand outstripping supply, from two direct neocloud holdings to a speculative early-stage name and a legacy enterprise vendor reinventing itself as AI infrastructure. Sat, 11 Jul 2026 00:00:00 GMT Nebius Group (NBIS) — Q1 2026 Earnings Update https://aeacapitalresearch.com/earnings/NBIS-2026-q1.html https://aeacapitalresearch.com/earnings/NBIS-2026-q1.html New Earnings Analysis section launches with a full institutional-style report: beat-and-raise Q1 2026, capacity sold out, a $27B Meta capacity agreement, BUY rating with $250 price target. Thu, 09 Jul 2026 00:00:00 GMT Meta's Cloud Pivot, One Week Later: What the Stock Itself Did https://aeacapitalresearch.com/news/2026-07-08-meta-cloud-one-week-later.html https://aeacapitalresearch.com/news/2026-07-08-meta-cloud-one-week-later.html The same Meta-cloud story that hit NBIS and CRWV moved Meta's own stock 9% up, then half of that back down, in 48 hours. Wed, 08 Jul 2026 00:00:00 GMT Nebius Falls 21.9% in Two Sessions as Meta Eyes Its Own AI Cloud https://aeacapitalresearch.com/news/2026-07-nbis-meta-cloud.html https://aeacapitalresearch.com/news/2026-07-nbis-meta-cloud.html Nebius Group (NBIS) dropped sharply after a Bloomberg report that Meta, one of its largest customers, is building a competing AI cloud business. Thu, 02 Jul 2026 00:00:00 GMT