Nebius Is Rising While Oracle Falls: NVIDIA’s Massive $500 Billion Funding Plan Pushes the Stocks in Opposite Directions

Quick Read

• NBIS jumped 4% as ORCL fell 4% Tuesday, their sharpest single-day split in months, fueled by NVIDIA’s neocloud funding push.

• NVDA reportedly orchestrates a $500 billion neocloud investment program and already gave Nebius a $2 billion pre-funded warrant ahead of formal confirmation.

• Nebius posted 841% AI Cloud segment growth in Q2, with analysts targeting $251 against today’s price near $191.

• Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Oracle didn’t make the cut. Grab the names FREE today.

The Move

Shares of Nebius Group (NASDAQ:NBIS) are up 3.71% in Tuesday’s midday session, changing hands near $190.94, while Oracle (NYSE:ORCL) has slipped 3.93% to $145.12. The catalyst: NVIDIA (NASDAQ:NVDA) is reportedly steering a major new funding push toward “neocloud” AI infrastructure partners. It is one of the sharpest single-day splits between the two AI cloud plays in months.

NVIDIA’s Neocloud Funding Push Fuels the Divergence

Reports Tuesday describe a roughly $500 billion investment partnership designed to channel capital to smaller AI cloud specialists. Nebius sits near the top of that list. NVIDIA already backed the company with a $2 billion pre-funded warrant investment, and Nebius recently signed a $27 billion five-year agreement with Meta covering $12 billion of compute and $15 billion of flexible…