Nebius $NBIS reports earnings tomorrow before the open, and the stock is already up 19% today. Last 4 reports: Nov ‘25: beat, −7.0% next day Feb ‘26: miss, +1.3% May ‘26: beat, +15.7% Aug ‘26: beat, +34.1% Wall Street expects about $901M in revenue, up from $582M last quarter. Options are pricing in a 20% move.

Nebius $NBIS says it has a gigawatt worth of Nvidia's $NVDA Vera Rubin coming next year. Chief revenue officer Marc Boroditsky says there is already significant demand for them. He says it used to come mostly from model builders, but now the broader market is asking too.

Nebius $NBIS reports Thursday before the open with the GEX ratio at 0.54 (+0.2σ) and net premium at +$2.3M (−0.1σ), both close to normal. remium ratio is 0.63 against a 0.50 flow ratio, and call IV at 206.6% sits just above put IV at 197.2% (net IV +9.3%, +0.5σ). Start a free 3-day trial:

Nebius $NBIS lifted AI training throughput 1.1% across 192 Nvidia $NVDA B300 GPUs with one PyTorch setting and no new hardware. That is about two extra GPUs' worth of output, which matters when Microsoft $MSFT and Meta $META have signed Nebius deals worth tens of billions. Nvidia is also a $2B Nebius investor, while AMD $AMD is the rival chipmaker with OpenAI and Anthropic deals of its own. Nebius says the gain is modest and based on one model and one setup, but a 1% edge across a cluster this size is real money.