--- title: "U.S. stock night market volatility: Nebius rose 8.42% in after-hours trading, boosted by a $27 billion order from Meta" type: "News" locale: "en" url: "https://longbridge.com/en/news/294433755.md" description: "Nebius rose 8.42% in the night session; Microsoft fell 1.16% in the night session, with a transaction volume of $9.9 million; Oracle rose 2.05% in the night session, with a transaction volume of $5.48 million; ServiceNow fell 1.33% in the night session, with a transaction volume of $1.52 million" datetime: "2026-07-31T00:57:21.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294433755.md) - [en](https://longbridge.com/en/news/294433755.md) - [zh-HK](https://longbridge.com/zh-HK/news/294433755.md) --- # U.S. stock night market volatility: Nebius rose 8.42% in after-hours trading, boosted by a $27 billion order from Meta **U.S. Stock Night Market Movements** Nebius rose 8.42% in the night market. Based on recent key news: 1. On July 29, Nebius announced it will release its second-quarter financial report on August 12, with market expectations of revenue around 4.285 billion rubles, but potentially recording a loss of about 51.46 rubles per share. This news attracted investor attention, driving the stock price up. Source: Zhitong Finance 2. On July 30, Nebius signed a five-year, $27 billion computing power procurement agreement with Meta, further consolidating its position in the AI infrastructure sector and stimulating the stock price rise. Source: Wall Street Insight 3. On July 28, analysts pointed out that Nebius is overvalued; despite strong demand, it needs to continue raising funds for infrastructure development. This viewpoint raised market concerns about the company's future profitability, leading to stock price fluctuations. Source: Jinshi Data AI infrastructure demand remains strong, market volatility intensifies. **Stocks with High Trading Volume in the Industry** Microsoft fell 1.16% in the night market. Based on recent key news: 1. On July 29, Microsoft released its fiscal year 2026 fourth-quarter earnings report, with strong demand for cloud services and accelerated AI commercialization, reporting revenue of $90 billion, a year-on-year increase of 18%, and a net profit of $35.8 billion, a significant year-on-year increase of 31%. This positive news led to a substantial post-market stock price increase of over 7%. Source: Jinshi Data 2. On July 30, Microsoft Azure's cloud business revenue grew by 43% year-on-year, surpassing $100 billion for the first time, becoming the core engine of the company's performance growth. This news further boosted market confidence, driving the stock price up. Source: Now News Channel 3. On July 31, Microsoft's stock price recorded the largest single-day increase since 2008, with a market value increase of about $450 billion in one day, setting a record for the largest single-day market value increase of a single stock in U.S. history. Source: Jinshi Data The AI investment boom in the tech industry continues, and market volatility intensifies. Oracle rose 2.05% in the night market. Based on recent key news: 1. On July 30, Oracle and Google announced an expansion of their partnership, introducing Google's Gemini model into Oracle's enterprise application product suite. Following the announcement, Oracle's stock price rose by over 8%. 2. On July 30, due to financial pressure from massive investments, Oracle's credit default swap (CDS) spreads reached a historic high, and S&P Global Ratings has downgraded its credit rating to the lowest investment grade. 3. On July 28, Oracle's five-year CDS rose to 215 basis points, indicating increased investor concerns about its debt risk. The investment risks in tech companies' AI investments are rising, and concerns in the bond market are intensifying. ServiceNow fell 1.33% in the night market. Based on recent key news: 1. On July 28, the market focused on artificial intelligence capital expenditures, and ServiceNow is quietly building its enterprise AI business. The company provides workflow automation solutions covering IT, human resources, and cybersecurity, driving the stock price up 2. On July 28, analysts maintained a consistent buy rating, with an average target price of $137.28. Recently, analysts have raised the target price, further boosting market confidence. 3. On July 30, ServiceNow's AI deployment grew ninefold within nine months, with remaining performance obligations reaching $29 billion, demonstrating strong fundamental support. 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