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

Nebius reported Q2 revenue of $582.3M (est. $573M) and adjusted EBITDA of $236.2M (est. $175M). AI cloud revenue rose 514% YoY to $575M. Contracted capacity guidance raised to 5 GW from >4 GW. FY26 guidance reaffirmed. Diluted EPS of -$0.68 missed estimates. Cash $8.04B. 39 clean stories shaped this window, with sentiment bearish at 42/100. Also in focus: Iran rejects ceasefire extension,: no start date existed.