Enterprise's 15min chart shows KDJ Golden Cross and Bullish Marubozu.

Based on the 15-minute chart, Enterprise's recent price movement has triggered a Golden Cross on the KDJ indicator, accompanied by a bullish Marubozu candle at 10:45 on June 6, 2025. This suggests that the momentum of the stock price is shifting towards an upward trajectory, with a potential for further price appreciation. As buyers continue to exert control over the market, it is likely that bullish momentum will persist.

Nebius Group (NASDAQ: NBIS), a Netherlands-based tech firm, has seen a remarkable surge in its stock price over the past year, with a significant boost following a major deal with Microsoft. The company's stock has surged over 350% year-to-date in 2025, climbing from around $14 last October to roughly $128 by early October 2025 [1]. This explosive growth is largely attributed to a landmark 5-year, $17.4 billion AI infrastructure contract with Microsoft, which was signed in September 2025 [5]. The deal, which can expand to $19.4 billion, gives Microsoft access to Nebius’s high-performance cloud and over 100,000 Nvidia GPUs, underscoring the surging demand for AI data centers [6].

The Microsoft deal has not only propelled Nebius’s stock but also fueled a $3 billion expansion plan, which includes $2 billion in convertible notes and $1 billion in new equity. This funding will be used to scale Nebius’s AI cloud capacity, aiming to grow its capacity from 190 MW to 1 GW by 2026 [7]. Nebius’s Q2 2025 revenue was $105.1 million, up 625% year-over-year, reflecting the AI computing boom [12]. Despite still posting a net loss, analysts project explosive growth ahead, with revenue expected to hit $4.25 billion by 2027, a 231% CAGR, and positive EBITDA by 2026 [14].

Nebius’s rapid ascent has drawn both excitement and skepticism from market watchers. The company’s stock hit an intraday high of $132.98 on October 3, 2025, before closing around $127.98 [9]. The stock’s high volatility (beta ~3.5) reflects the explosive growth and risk associated with the company [4]. While analysts are largely optimistic, with a consensus rating of “Buy,” there are concerns about Nebius’s cash burn and potential dilution from additional debt/equity issuance [21].

The landmark Microsoft Azure deal has cemented Nebius as a credible alternative to the big cloud “hyperscalers.” The deal positions Nebius to win additional marquee customers and confirms it has a “right to win” in the AI cloud market [24]. Nebius’s AI platform already serves big-name customers like Cloudflare and Shopify, proving its ability to handle demanding enterprise AI tasks [25]. CEO Arkady Volozh hinted at more deals to come, as the company pitches its capacity to other AI labs and cloud providers [26].

Nebius’s recent success is a testament to its innovative approach, offering a full stack of managed services tailored for AI developers, differentiating it from rivals that provide only basic cloud instances [31]. The company’s strong fundamentals and strategic partnerships have positioned it as a standout in the AI cloud sector. However, the market remains cautious about potential execution risks and competitive pressures from established players and other startups [39].