Nebius

After Elon Musk's warning of a mass die‑off at Neoclouds, Nebius closed a senior secured $3.5 billion facility from Citi with a 364‑day term and also points to more than $40 billion of long‑term customer contracts as a financing base. Analysts remain mostly positive with price targets between $144 and $410, but constrained credit markets raise the risk for further expansion. The short‑dated facility provides temporary breathing room but must be extended or replaced with long‑term financing, which will be decisive for investors in the coming months. » More on finanzen.net

Nebius shares have recovered in the short term but remain under pressure from ongoing debt concerns in the Neocloud sector. Operationally Nebius grew strongly: Q2 revenue rose 454% to $582.3m and adjusted EBITDA swung to $236.2m, yet a net loss of $190.4m persisted. Interest expenses and long-term financial liabilities have increased markedly; the company financed itself in July/August with secured financing and convertible bonds. Customer prepayments are expected to cover about 50–60% of investments and reduce external funding needs, and further development depends on the stability of the financing. » More on finanzen.net

A drone strike damaged the infrastructure of a Yandex data center in Vladimir, forcing operations to be completely suspended initially and the platform to be switched to emergency mode. Yandex reports a gradual resumption of services, but users still reported problems with payment and taxi services. There were no injuries, but residents experienced temporary power outages. Previously, Ukraine had already attacked other Yandex sites in Russia; Moscow in turn reports attacks on Ukrainian data centers. » More on finanzen.net

Yandex reports an "incident" at a data center in Sassowo in the Rjasan region; parts of the infrastructure were affected and on-site work has been suspended. There were no injuries, damage is being repaired and the situation is under control. Major Yandex services are mostly functioning, but problems could occur. Ukrainian media report an attack with missiles or drones on a facility important to the Russian military on the grounds of a machine-building company. » More on finanzen.net

Nebius Group closed a private offering of convertible senior notes totaling about $5.75 billion—split into 0.50% notes due 2030 and 4.50% notes due 2034—exceeding its $4.5B target after strong institutional demand. Proceeds will fund data-center construction, its full‑stack AI cloud, GPU procurement and general purposes, supporting a $37.5B backlog of long‑term contracted capacity anchored by a five‑year $12B Meta deal. The company also exchanged $800 million of older convertible notes for roughly 15.8 million Class A shares, a move that could increase near‑term dilution and selling pressure. Traders will watch whether the stock rebound holds and how the new notes trade amid concentration risk from a few large customers and continued heavy capex needs. » More on finance.yahoo.com