On July 14, NEBIUS rose 4.49% in regular trading, trading at $215.46/share, with turnover of $384 million.

On the news front, NEBIUS signed a computing power cooperation agreement with Reflection valued at over $1 billion, with the contract extending through 2029. Under the agreement, Reflection will gain access to NVIDIA GB300S chip computing resources through Nebius's infrastructure platform. The landmark deal underscores strong and sustained demand for high-end AI computing power across the industry.

The contract provides NEBIUS with substantial long-term revenue visibility and effectively alleviates competitive concerns that had weighed on the stock since early July, when reports of Meta building an internal compute commercialization unit triggered a cumulative drawdown exceeding 20%. While institutional sentiment had turned cautious — with options market data showing net bearish positioning of over $18 million — the billion-dollar order demonstrates that independent AI cloud providers continue to attract significant customer commitments despite potential competition from hyperscalers.

(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.)