What Nebius Group Buyers Were Betting On

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If you had simply held your nerve with Nebius Group through a year of eye catching headlines and sharp swings, the scorecard now looks very different. Holding Nebius Group from the start of the year would have returned 49.0%, including dividends. If that outcome rests on a $17.4b Microsoft contract, heavy capex plans, and rising regulatory costs, what exactly were early buyers weighing at the turn of 2026? On Simply Wall St, a Narrative is an investor's thesis written down: the reasoning, plus the numbers it rests on. Run those numbers and you get an estimated Fair Value. The move put Nebius Group in the middle of this trade. Scan 53 AI infrastructure stocks for other companies exposed to it.