Morgan Stanley Revises Outlook for Nebius, Citing Strong Growth and AI Infrastructure Expansion

Morgan Stanley has revised its stance on Nebius Group (NASDAQ:NBIS), highlighting the company's strong year-over-year revenue growth of 684% and projecting a significant expansion in hyperscaler compute capacity. The firm forecasts that total compute power will nearly quadruple by 2028, requiring up to $8 trillion in capital spending.

By Rich Duprey Wed, July 15, 2026 at 6:49 PM GMT+3 4 min read · Yahoo Finance · July 15, 2026, 15:49 UTC

Tickers: $MS $NBIS

Topics: AI infrastructure hyperscaler growth Morgan Stanley analysis Nebius Group

Read the full article at Yahoo Finance

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