[UPDATE] Nebius gives back about 3% on 08-13 after the prior session's roughly 34% post-print advance
Nebius reported Q2 before the open on 2026-08-12 - revenue $582.3m, up 454% year on year against a $573.8m consensus, an adjusted loss of $0.12 against $0.82 expected, full-year guidance reaffirmed at $7-9bn - and the shares rose about 34% on the session. On 2026-08-13 they eased about 3% to roughly $252.60. Reporting also places Nebius among the AI-cloud specialists named in Nvidia's roughly $500bn infrastructure funding initiative, alongside CoreWeave's 08-11 print as a second data point that neocloud capex is converting into reported revenue.