On June 1, NEBIUS rose 5.15% overnight, trading at 239.49 USD/share, with trading volume of approximately $7.08 million. The stock continued its upward trajectory driven by broad strength in the Systems Software sector and sustained bullish sentiment from recent institutional developments.
On the sector front, Systems Software stocks rallied notably, with ServiceNow up 9.75%, Oracle up 4.11%, and Microsoft up 3.14%, creating a significant sector linkage effect that lifted NEBIUS. On the fundamental side, the market continued to digest the prior disclosure by hedge fund Situational Awareness LP, led by former OpenAI researcher Leopold Aschenbrenner, which revealed a 5.6% stake comprising approximately 12.41 million Class A shares valued at nearly $2.6 billion, making it the company's largest shareholder. Additionally, rising GPU rental prices — with H100 lease rates up 20% year-to-date and Blackwell series surging 73% — alongside the company's $2.6 billion fuel cell capacity agreement with Bloom Energy providing approximately 250 MW of guaranteed capacity, continue to reinforce bullish sentiment around NEBIUS's full-stack AI infrastructure business.
(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)
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