Reviews News: 15 November 2025 - 28 November 2025

December 26, 2025, 3:34 AM EST. Dan Ives has highlighted Nebius (NBIS) as the leading AI infrastructure stock for 2026, arguing its Europe-to-North America data-center footprint, GPU-accelerated compute, and potential buyout by a hyperscaler could drive upside. The Amsterdam-based company, born from the former Yandex infrastructure unit, provides sustainable data centers and AI-optimized compute to hyperscalers and enterprises, with exposure to key names like Microsoft and Meta. While NBIS trades at a rich price-to-sales multiple and faces execution risks, Ives' thesis has already boosted sentiment and volumes, positioning NBIS as a potential strategic target in the race to capture AI deployment demand.