On October 24, 2025, Nebius Group N.V. (NBIS) stock jumped to $115.58 (+8.88%), continuing its rally after announcing a landmark $19.4 billion multi-year AI infrastructure partnership with Microsoft and the launch of its enterprise-grade AI Cloud 3.0 platform[3][1]. The company also revealed its autonomous driving subsidiary Avride secured up to $375 million in funding from Uber and Nebius, aiming to launch a robotaxi service in Dallas by year-end[1]. These developments, combined with a broader market rally driven by softer inflation data and expectations for Fed rate cuts, have amplified investor optimism and momentum for NBIS[1][3]. Analysts and investors are now focused on Nebius’s upcoming Q3 earnings release on November 11 and the potential impact of an October 26 lock-up expiration, which could introduce further volatility[1][3].