Nebius Q2 revenue and EBITDA beat estimates, contracted capacity raised to 5 GW

Revenue $582.3M vs est $573M. Adj EBITDA $236.2M vs est $175M. Contracted capacity raised to 5 GW from >4 GW. Customer prepayments >$9B expected in 2026. Pricing power highlighted: mid-term deals $20–25M per MW, short-duration $40–50M per MW. Stock up 34%. 28 clean stories shaped this window, with sentiment bullish at 67/100. Also in focus: Cisco beats Q4 estimates, lifts FY27 guidance well above consensus.