The Next Palantir, Or The Next Bubble? ETFs Grapple With Nebius's Meteoric 500% Stock Surge

Benzinga_recent_news11-01

Nebius Group NV (NASDAQ:NBIS) has become one of 2025’s most jaw-dropping AI success story, and perhaps its biggest puzzle. The mid-cap AI cloud infrastructure firm has soared around 513% over the past...

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ETFs Grapple With Nebius's Meteoric 500% Stock Surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-01 21:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/etfs/specialty-etfs/25/11/48578137/the-next-palantir-or-the-next-bubble-etfs-grapple-with-nebiuss-meteoric-500-stock-surge><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nebius Group NV (NASDAQ:NBIS) has become one of 2025’s most jaw-dropping AI success story, and perhaps its biggest puzzle. The mid-cap AI cloud infrastructure firm has soared around 513% over the past...</p>\n\n<a href=\"https://www.benzinga.com/etfs/specialty-etfs/25/11/48578137/the-next-palantir-or-the-next-bubble-etfs-grapple-with-nebiuss-meteoric-500-stock-surge\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SNOW","symbol_name":"Snowflake","start_time":0,"source_url":"https://www.benzinga.com/etfs/specialty-etfs/25/11/48578137/the-next-palantir-or-the-next-bubble-etfs-grapple-with-nebiuss-meteoric-500-stock-surge","article_id":"2580424140","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/11/01/Nebius-Group.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/etfs/specialty-etfs/25/11/48578137/the-next-palantir-or-the-next-bubble-etfs-grapple-with-nebiuss-meteoric-500-stock-surge","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2580424140","pubTimestamp":1762002120,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Nebius's 500% AI-fueled surge is testing ETF managers as funds weigh exposure to this high-flying, high-risk cloud contender.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"SNOW":"Snowflake","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H",".IXIC":"NASDAQ Composite","AIQ":"Global X Artificial Intelligence & Technology ETF","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","BK4613":"AI应用软件","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","NBIS":"NEBIUS","FDN":"First Trust Dow Jones Internet I","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4504":"桥水持仓","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","AI":"C3.ai, Inc.","NVIW.SI":"NVDA 3xLongSG261006","USJW.SI":"ALPHAB 3xLongSG261006","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","VERI":"Veritone Inc.","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","QID":"两倍做空纳斯达克指数ETF-ProShares","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU0329931090.USD":"HSBC GIF RUSSIA EQUITY \"AC\" ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","TSYW.SI":"TESLA 3xLongSG261006","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","SQQQ":"纳指三倍做空ETF","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0894486033.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) INC MF","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","PSQ":"做空纳斯达克100指数ETF-ProShares","LU0894485498.HKD":"SCHRODER ISF GLOBAL MULTI-ASSET INCOME \"A\" (HKD) ACC","USAW.SI":"AMZN 3xLongSG261006","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC"},"translate_title":"下一个Palantir，还是下一个泡沫？ETF努力应对Nebius股价500%的暴涨","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{".IXIC":0.9,"SQQQ":0.6,"SNOW":1,"QID":0.6,"FDN":0.9,"NQmain":0.6,"PSQ":0.6,"TQQQ":0.6,"NVIW.SI":0.6,"AI":0.9,"MNQmain":0.6,"AIQ":1,"TSYW.SI":0.6,"NBIS":1.5,"QLD":0.6,"USAW.SI":0.6,"USJW.SI":0.6,"VERI":1},"content_text":"Nebius Group NV (NASDAQ:NBIS) has become one of 2025’s most jaw-dropping AI success story, and perhaps its biggest puzzle. The mid-cap AI cloud infrastructure firm has soared around 513% over the past 12 months, and 330% this year, vaulting from relative obscurity into Wall Street’s favorite speculative obsession. Yet as the stock’s valuation rockets past 29 times projected 2026 sales, ETF managers are asking the billion-dollar question: how much AI is too much AI?\nThe Amsterdam-based firm has ridden the AI euphoria harder than almost any peer, fueled by a blockbuster $17.4 billion AI infrastructure deal with Microsoft Corp (NASDAQ:MSFT) and a 625% year-over-year revenue jump last quarter. Its new enterprise platform, AI Cloud 3.0 – Aether, promises supercomputer-grade performance for regulated industries.\nThat very frenzy is creating headaches for ETF allocators. Nebius sits squarely at the intersection of AI, cloud computing, and data infrastructure, making it a potential candidate for several thematic funds. \nThe Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) is among the likeliest candidates that would consider Nebius when the latter meets liquidity and listing criteria. The $2.1 billion fund already holds AI-driven infrastructure names like Palantir Technologies Inc (NASDAQ:PLTR) and C3.ai Inc (NYSE:AI), giving investors exposure to both the software and hardware sides of artificial intelligence. Nebius’s cloud-heavy model would fit neatly within that ecosystem, though its sky-high valuation could skew portfolio risk.\nSimilarly, the WisdomTree Artificial Intelligence and Innovation Fund (BATS:WTAI), has favored smaller, fast-growing AI players with its more concentrated 75-stock portfolio. WTAI’s holdings in companies like SoundHound AI Inc (NASDAQ:SOUN) and Veritone Inc (NASDAQ:VERI) signal its appetite for emerging names in the AI value chain. Adding Nebius could enhance that growth tilt but also increase volatility, given the stock’s wild price swings.\nMeanwhile, ROBO Global Artificial Intelligence ETF (NYSE:THNQ), which strictly focuses on AI infrastructure and automation technologies, could also be looking in Nebius’ direction. The cloud computing names like Snowflake Inc (NYSE:SNOW) and data center operators held by the fund make the latter a natural home for a firm building the “AI supercloud,” but THNQ tends to wait for consistent profitability before initiating new positions, a box Nebius hasn’t ticked yet.\nRead Next:","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2580424140","isCrawlerRequest":true}