Quick Read Nebius' capacity auction cleared 15% above its highest-ever Blackwell price, and CEO Arkady Volozh says it could sell all of 2027 capacity today. Contracts with Meta ($27B) and Microsoft ($19.4B), plus NVIDIA's $2B equity stake, have reset the market's view of how large Nebius can scale. Q2 capex of $5.7B outpaced $2.3B in operating cash flow, and $21B convertible debt fair value signals real dilution risk at current share prices. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Nebius Group didn't make the cut. Enter your email to see the names that beat NBIS. The report is free. Enter your email and see if any of your stocks made the cut.
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