Nebius Group N.V.

NVIDIA Corporation

Investment company Wolfe Research has initiated analyst coverage of Nebius, which develops infrastructure for artificial intelligence, giving it a hold recommendation, Tipranks <a href="https://www.tipranks.com/news/nebius-nbis-surges-90-ytd-on-ai-demand-but-wolfe-assigns-hold-rating-heres-why">writes</a>. Wolfe's assessment is at odds with the market consensus: more than 70% of experts advise buying Nebius' securities despite the fact that they have already risen in price by about 658% over the past 12 months. Why was Wolfe's forecast more restrained?

More than 70% of analysts recommend buying Nebius. Why is Wolfe not among them? 

Shares of the company founded by Arkady Volozh have risen 74% since the start of 2026

Nebius shares jumped 10% to a record. Will it buy a startup that Nvidia was interested in?

The market is torn between faith in Hypergrowth's prospects and anxiety over the company's financial burden, says TiRranks

Bypassing the energy crisis: Volozh's Nebius chose Finland for a $10 billion data center

The head of Nebius sees high-profile multi-billion dollar contracts with Meta and Microsoft as just "fuel" to build a core high-margin business

"Meta is a very demanding customer": Volozh on Nebius deals and industry bottlenecks

The company's stock is up more than 350% in the past year

BofA expects Nebius Volozh shares to rise more than 30%. Is it too late to invest?

Meta Platforms, Inc.

Micron Technology, Inc.

Escalation in the Middle East has triggered a spike in oil and gas prices and heightened the risks of a prolonged energy shock. Regulators and governments are looking for ways to contain prices, from easing sanctions on Iranian oil to temporarily repealing the Jones Act in the US. Meanwhile, hotels in Dubai are cutting prices - occupancy in the emirate has fallen from 90% to 16% due to the shelling. Against this backdrop, central banks are keeping rates on hold, but signaling rising inflation risks and high uncertainty. The main events from March 16 to 20 - in our review.

Highlights of the week: energy prices spike, Fed pause, Dubai hotels cut prices

Arkady Volozh's Nebius Group, a cloud provider, has raised $4 billion through the placement of convertible bonds, according to the company's statement, which is available to Oninvest. Thus, the company increased the volume of the deal - from the originally <a href="https://oninvest.com/article/nebius-privlecet-3-75-mlrd-cerez-konvertiruemye-obligacii-akcii-upali-na-5">planned</a> $3.75 billion. It needs the money to finance the construction of data centers.

Volozh's Nebius raised $4 billion through a bond issue. This is more than planned

The company's stock collapsed 10.4 percent on March 17

Citi predicted Nebius shares growth by 45%. Why is the bank not afraid of the securities falling?

Since the beginning of March, the businessman has risen in the Forbes world ranking by 378 lines at once

Volozh's fortune rose $0.5 bln in a day after Nebius agreement with Meta

Arkady Volozh's Nebius Group, a cloud provider, announced that it plans a private placement of $3.75 billion in convertible senior notes. The company's shares were down more than 5% on the premarket on March 17, following Monday's rally, when capitalization jumped nearly 15% thanks to an <a href="https://oninvest.com/article/nebius-polucil-odin-iz-krupnejsih-kontraktov-meta-na-mosnosti-dla-ii">agreement </a>with Meta.

Nebius to raise $3.75 billion through convertible bonds. The stock is down 5%

Nebius shares soared nearly 15% before the opening of the main session in New York

Nebius has been awarded one of Meta's largest AI capacity contracts ever 

Oracle Corporation

Apple Inc.

The war in the Middle East has caused the biggest oil supply disruption in history, affecting about 7.5% of global supply. An investment boom brought 45 new billionaires linked to AI companies to the Forbes ranking. Nvidia announced a $2 billion investment in Arkady Volozh's cloud AI company Nebius to develop computing power and "AI factories." The main events of March 9-13 are in our review.