---
title: "Nebius Stock Surges as Microsoft's Cloud Beat Lifts Neocloud Sentiment"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294361884.md"
description: "Nebius Group (NBIS) shares surged nearly 10% following Microsoft's strong cloud revenue growth. Microsoft reported fiscal Q4 revenue of $90.01 billion, with Azure services accelerating to 43% year-over-year growth. This performance boosted sentiment in the cloud infrastructure sector, benefiting Nebius as a 'neocloud' provider offering GPU-based AI compute capacity. Investors view Microsoft's success as indicative of sustained demand for AI infrastructure across the broader ecosystem."
datetime: "2026-07-30T11:59:44.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294361884.md)
  - [en](https://longbridge.com/en/news/294361884.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294361884.md)
---

# Nebius Stock Surges as Microsoft's Cloud Beat Lifts Neocloud Sentiment

**Nebius Group N.V.** (NASDAQ:NBIS) shares are trading higher Thursday, potentially benefiting from renewed optimism in the cloud infrastructure sector after Microsoft reported strong cloud revenue growth in its latest earnings report.

-   Nebius Group stock is showing exceptional strength. Why is NBIS stock surging?

## **Microsoft’s Cloud Beat**

Microsoft reported fiscal fourth-quarter revenue of $90.01 billion, up 18% year-over-year and above the $87.62 billion consensus estimate. Microsoft Cloud revenue rose 27% to $59.3 billion, while Azure and other cloud services revenue increased 43% — an acceleration from 40% growth in the prior quarter.

Azure’s annual revenue surpassed $100 billion for the first time in fiscal year 2026, up 41% year-over-year. Microsoft shares rose as much as 8% in after-hours trading following the report.

## **Why It Matters for Nebius**

Nebius operates as a “neocloud,” offering GPU-based AI compute capacity to enterprises and AI-native companies — positioning it as a smaller peer to hyperscale cloud providers like Microsoft’s Azure. Microsoft’s accelerating cloud growth suggests demand for AI infrastructure remains strong, a dynamic that could extend to smaller providers like Nebius as customers continue seeking out compute capacity across the broader cloud ecosystem.

**Read Also: Stock Market Today: S&P 500, Nasdaq 100 Futures Gain as Federal Reserve Holds Interest Rates—Meta, Microsoft, Apple in Focus**

## Nebius Shares Race Higher

**NBIS Price Action:** At the time of publication, Nebius shares are trading 9.57% higher at $162.41, according to data from Benzinga Pro.

_Image via Shutterstock_

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