Episode 2026-05-28

You're listening to Seven Horns A I — your A I-powered market briefing. Good morning, or rather, good early morning from Thursday, May twenty-eighth, two thousand twenty-six. We're diving straight into the market's top mover today, which is undoubtedly Nebius Group. This A I infrastructure pure-play closed today's regular session at two hundred eight dollars and thirty-seven cents, but then ignited the market with a remarkable twelve point one percent surge after hours, reaching two hundred thirty-three dollars and sixty cents. This significant move builds on a blistering fifty-three point eight percent run over the past month and strongly validates our platform's recently published speculative buy rating, which set a two hundred seventy dollar price target. Now, moving on to the key catalysts behind this movement. Nebius Group's first quarter two thousand twenty-six earnings paint a picture of a company in hyper-growth. Revenue for the quarter came in at three hundred ninety-nine million dollars, significantly beating the Street's estimate by one point nine percent, and representing an astounding six hundred eighty-four percent year-over-year revenue growth. Adjusted E P S, despite being negative, came in at a loss of thirty-three cents, which was a massive fifty-four point nine percent beat against the estimated loss of seventy-three cents. Adjusted E B I T D A also saw a dramatic turnaround, swinging from a loss of fifty-three point seven million dollars in the prior yea