$NBIS mindshare spiked to 8% in the last 24 hours as the stock surged 34% in a single day.
Record Q2 revenue of $582M, beating estimates, up 454% YoY with their AI Cloud revenue alone hitting $575M.
Nebius expects $9B+ in customer prepayments in 2026 and says demand is strong enough to sell out 2027 capacity right now.