2026 Q1 -tulosraportti
63 päivää sitten
‧51 min
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·3 t sittenSomething I haven't thought much about but which Will have a Gigantic impact on the Earnings margins for Cloud providers is the development and replacement from previous A100 and H100/H200 chips over to Blackwell B200/GB300 and vera rubin. Cost pr. Token falls by 35% between H100 and Blackwell and then it falls by an additional 90% FROM Blackwell to Vera rubin! This means that the price pr. 1 token run on H100 will fall on Vers rubin down to 6.5% of the price the Providers (Nebius, coreweave, oracle) pay for the størm that runs through the chip at the current time. Bullish long on AI infrastructure as a whole.Andreas steno Larsen also maintains his optimism. According to him, there is nothing in the numbers that indicates a prolonged downturn.
·3 t sittenNew York's statewide temporary halt ("moratorium") for new data centers (≥50 MW) for up to one year has no direct impact on Nebius. There are two data centers with regulatory risk. Birmingham (Alabama) introduced a 180-day moratorium on "hyperscale" data centers in March 2026. Nebius was exempt (applications were submitted in January 2026; the first building permits were granted in April, with construction work for over $855 million under contract), and the moratorium expired in June, only to be replaced by a stricter regulation for data centers. The conflict, however, ended up in the legal system: A legal document from May claims that the city helped developers circumvent the moratorium. On July 11, a judge ruled that the neighbors' lawsuit in Oxmoor Valley can proceed, and imposed restrictions on construction times following a motion for sanctions for violating court orders. A hearing on a temporary construction halt is ongoing July 14–16 and could completely stop the approximately 300 MW project pending trial. A separate lawsuit from the Greater Birmingham Humane Society, filed July 10, disputes the permits. The situation in Vineland (NJ) has evolved from a simple "deferred permit" to something more technical and with more at stake. NJDEP (the environmental authorities in New Jersey) has sent notices of technical deficiencies related to the question of "common control": whether the Vineland facility should be approved as an independent unit, or merged with Corning's nearby industrial facility and counted as a single source of pollution. If NJDEP approves the merger, Nebius will be subject to the stricter federal approval regime "Title V/PSD" – which involves oversight from EPA and mandatory public hearings, potentially extending the timeline by 1–2 years. This is a far more serious consequence than an administrative delay. No public decision from NJDEP was available as of mid-July 2026. Nebius/DataOne management describes this as "routine" and publicly maintains the goal of delivery in November 2026. Local politics are favorable to them – the Vineland city council approved a five-year tax agreement (PILOT) in January 2026 – but construction continues without final air and water discharge permits from DEP, without an independent environmental impact assessment, and with limited public insight. The Vineland timeline has not been officially shifted, and management maintains the November forecast. PS! I am holding all my shares in Nebius- ·18 t sittenThe reason for the sale https://x.com/i/status/2077048485682045069
Perhaps noise, but every time this ‘noise’ appears, it costs a fortune, and is very slowly recouped again.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
63 päivää sitten
‧51 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 t sittenSomething I haven't thought much about but which Will have a Gigantic impact on the Earnings margins for Cloud providers is the development and replacement from previous A100 and H100/H200 chips over to Blackwell B200/GB300 and vera rubin. Cost pr. Token falls by 35% between H100 and Blackwell and then it falls by an additional 90% FROM Blackwell to Vera rubin! This means that the price pr. 1 token run on H100 will fall on Vers rubin down to 6.5% of the price the Providers (Nebius, coreweave, oracle) pay for the størm that runs through the chip at the current time. Bullish long on AI infrastructure as a whole.Andreas steno Larsen also maintains his optimism. According to him, there is nothing in the numbers that indicates a prolonged downturn.
- ·3 t sittenNew York's statewide temporary halt ("moratorium") for new data centers (≥50 MW) for up to one year has no direct impact on Nebius. There are two data centers with regulatory risk. Birmingham (Alabama) introduced a 180-day moratorium on "hyperscale" data centers in March 2026. Nebius was exempt (applications were submitted in January 2026; the first building permits were granted in April, with construction work for over $855 million under contract), and the moratorium expired in June, only to be replaced by a stricter regulation for data centers. The conflict, however, ended up in the legal system: A legal document from May claims that the city helped developers circumvent the moratorium. On July 11, a judge ruled that the neighbors' lawsuit in Oxmoor Valley can proceed, and imposed restrictions on construction times following a motion for sanctions for violating court orders. A hearing on a temporary construction halt is ongoing July 14–16 and could completely stop the approximately 300 MW project pending trial. A separate lawsuit from the Greater Birmingham Humane Society, filed July 10, disputes the permits. The situation in Vineland (NJ) has evolved from a simple "deferred permit" to something more technical and with more at stake. NJDEP (the environmental authorities in New Jersey) has sent notices of technical deficiencies related to the question of "common control": whether the Vineland facility should be approved as an independent unit, or merged with Corning's nearby industrial facility and counted as a single source of pollution. If NJDEP approves the merger, Nebius will be subject to the stricter federal approval regime "Title V/PSD" – which involves oversight from EPA and mandatory public hearings, potentially extending the timeline by 1–2 years. This is a far more serious consequence than an administrative delay. No public decision from NJDEP was available as of mid-July 2026. Nebius/DataOne management describes this as "routine" and publicly maintains the goal of delivery in November 2026. Local politics are favorable to them – the Vineland city council approved a five-year tax agreement (PILOT) in January 2026 – but construction continues without final air and water discharge permits from DEP, without an independent environmental impact assessment, and with limited public insight. The Vineland timeline has not been officially shifted, and management maintains the November forecast. PS! I am holding all my shares in Nebius
- ·18 t sittenThe reason for the sale https://x.com/i/status/2077048485682045069Perhaps noise, but every time this ‘noise’ appears, it costs a fortune, and is very slowly recouped again.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 |
2026 Q1 -tulosraportti
63 päivää sitten
‧51 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 t sittenSomething I haven't thought much about but which Will have a Gigantic impact on the Earnings margins for Cloud providers is the development and replacement from previous A100 and H100/H200 chips over to Blackwell B200/GB300 and vera rubin. Cost pr. Token falls by 35% between H100 and Blackwell and then it falls by an additional 90% FROM Blackwell to Vera rubin! This means that the price pr. 1 token run on H100 will fall on Vers rubin down to 6.5% of the price the Providers (Nebius, coreweave, oracle) pay for the størm that runs through the chip at the current time. Bullish long on AI infrastructure as a whole.Andreas steno Larsen also maintains his optimism. According to him, there is nothing in the numbers that indicates a prolonged downturn.
- ·3 t sittenNew York's statewide temporary halt ("moratorium") for new data centers (≥50 MW) for up to one year has no direct impact on Nebius. There are two data centers with regulatory risk. Birmingham (Alabama) introduced a 180-day moratorium on "hyperscale" data centers in March 2026. Nebius was exempt (applications were submitted in January 2026; the first building permits were granted in April, with construction work for over $855 million under contract), and the moratorium expired in June, only to be replaced by a stricter regulation for data centers. The conflict, however, ended up in the legal system: A legal document from May claims that the city helped developers circumvent the moratorium. On July 11, a judge ruled that the neighbors' lawsuit in Oxmoor Valley can proceed, and imposed restrictions on construction times following a motion for sanctions for violating court orders. A hearing on a temporary construction halt is ongoing July 14–16 and could completely stop the approximately 300 MW project pending trial. A separate lawsuit from the Greater Birmingham Humane Society, filed July 10, disputes the permits. The situation in Vineland (NJ) has evolved from a simple "deferred permit" to something more technical and with more at stake. NJDEP (the environmental authorities in New Jersey) has sent notices of technical deficiencies related to the question of "common control": whether the Vineland facility should be approved as an independent unit, or merged with Corning's nearby industrial facility and counted as a single source of pollution. If NJDEP approves the merger, Nebius will be subject to the stricter federal approval regime "Title V/PSD" – which involves oversight from EPA and mandatory public hearings, potentially extending the timeline by 1–2 years. This is a far more serious consequence than an administrative delay. No public decision from NJDEP was available as of mid-July 2026. Nebius/DataOne management describes this as "routine" and publicly maintains the goal of delivery in November 2026. Local politics are favorable to them – the Vineland city council approved a five-year tax agreement (PILOT) in January 2026 – but construction continues without final air and water discharge permits from DEP, without an independent environmental impact assessment, and with limited public insight. The Vineland timeline has not been officially shifted, and management maintains the November forecast. PS! I am holding all my shares in Nebius
- ·18 t sittenThe reason for the sale https://x.com/i/status/2077048485682045069Perhaps noise, but every time this ‘noise’ appears, it costs a fortune, and is very slowly recouped again.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt