Nebius: Top AI Infrastructure Pick for 2026

Markets & Money Today | 2 Min News | The Daily News Now! - A podcast by The Daily News Now! - Tuesdays

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Nebius, a Dutch AI infrastructure player, is gaining traction as a potential acquisition target for tech giants. With a 225% stock surge this year, driven by Nvidias stake and lucrative contracts, the company is poised for growth. However, steep valuations and widening losses in Q3 2025 raise concerns. Despite a massive cash reserve and a $3 billion deal backlog with Meta, Nebius must deliver on growth promises to justify its lofty valuation.The Daily News Now! — Every city. Every story. AI-powered. Hosted on Acast. See acast.com/privacy for more information.