Nebius Group shares surge 15.03% intraday after securing $17.4 billion AI infrastructure deal with Microsoft.

Nebius Group surged 15.03% intraday following the official announcement of a $17.4 billion, multi-year AI infrastructure deal with Microsoft, which validates its full-stack platform and secures stable revenue through 2031. Analysts reinforced bullish sentiment, with D.A. Davidson reaffirming a "Buy" rating and BWS Financial raising the price target to $130. The stock also hit a 52-week high after the upgrades, reflecting strong investor confidence in Nebius’s AI infrastructure growth potential. The deal, coupled with proactive capital raises and 625%+ YoY sales growth, positioned Nebius as a key player in the AI sector, driving immediate trading volume and price momentum.