Both stocks are having buyable gap ups at the open. NBIS broke above its 50-dma while BE is still under its 50-dma.
**NBIS (Nebius Group)** and **BE (Bloom Energy)** are both rising strongly today mainly due to positive AI infrastructure momentum.
### NBIS (Nebius)
The main driver is **strong Q2 2026 earnings** released before the market open on August 12:
- Revenue came in at about **$582 million**, beating estimates and up roughly **450%+ year-over-year**.
- The company swung to positive adjusted EBITDA.
- Guidance remained strong amid continued high demand for AI cloud/GPU capacity.
Additional supporting factors:
- Positive pre-earnings note from Goldman Sachs (street-high price target).
- Strong results from peer CoreWeave the prior evening, which lifted the broader “neocloud” / AI infrastructure group.
- Ongoing enthusiasm around AI compute demand and Nebius’s positioning (including Nvidia-related ecosystem support).
### BE (Bloom Energy)
Bloom Energy is benefiting from the same broader **AI data-center power demand** theme. Its solid-oxide fuel cells are used for onsite power at AI facilities.
Recent catalysts that continue to support the stock include:
- Strong prior quarterly results and raised guidance.
- Large partnership expansions (notably with Brookfield for AI power projects).
- General sector tailwinds as AI infrastructure spending remains robust.
The two stocks often move together because Nebius (and similar AI cloud providers) need reliable power solutions of the type Bloom supplies, so positive AI infrastructure news tends to lift both.
In short: **NBIS** is reacting primarily to its own earnings beat, while **BE** is riding the related AI power/infrastructure wave. Both are sensitive to shifts in AI spending sentiment.
Buyable Gap Up - NBIS BE
| Published: | 12 Aug 2026 09:44 ET |
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