Stock Track | NEBIUS Soars 5.01% Intraday as Micron's Forecast Eases AI Debt Concerns

Stock Track15:56

NEBIUS Group's stock surged 5.01% during Friday's intraday trading, reflecting renewed investor confidence in the AI sector. The rally aligns with broader market optimism fueled by Micron Technology's upbeat forecast, which has reassured traders about the sustainability of the AI boom.

Analyst Jay Goldberg of Seaport Research noted that recent selloffs in neocloud companies like NEBIUS may have been overdone, citing improved credit profiles and fixed rental contracts as potential upside drivers. While debt financing remains a concern, Goldberg's tempered outlook suggests the market's fears could be excessive.

The rebound also follows wider credit spread adjustments and a reassessment of NEBIUS's debt structure, which includes delayed drawdown term loans matched to specific contracts. However, uncertainties around valuation and debt costs persist, keeping some investors cautious.

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