14 Latest Stocks on Jim Cramer’s Radar

8. Nebius Group N.V. (NASDAQ:NBIS)

Number of Hedge Fund Holders In Q2 2025: 45

Nebius Group N.V. (NASDAQ:NBIS)’s shares jumped by an unbelievable 49% after Microsoft announced a $17.4 billion deal with the firm. This deal will see Nebius Group N.V. (NASDAQ:NBIS) supply computing infrastructure to the largest software company in the world. Microsoft’s investment saw investors gain confidence in the firm’s business model, which resembles infrastructure provider CoreWeave. Cramer commented on Nebius Group N.V. (NASDAQ:NBIS)’s similarity to CoreWeave and recalled how he visited the firm’s tiny booth at an NVIDIA conference:

“Well Nebius is, I went at the big NVIDIA conference and they were like this little booth and I said how you guys doing?

“Well because the principle reason why we think that, the only real reason why right now NVIDIA orders could slow is because the power consumption. So then you have deals like this and that’s addressing the power consumption.

“[On whether Nebius was a similar company to CoreWeave] Yes it is. And by the way, CoreWeave, and Nebius, these are builder, okay. And they also repair people. And I know that that sounds very pedestrian. But they break, the racks break and the reason why CoreWeave is known as being great is because they are Johnny on the spot, it sounds silly, but they are.”

Here are Cramer’s previous thoughts about Nebius Group N.V. (NASDAQ:NBIS):

“Look, I totally get Nebius Group, but I am through and through a CoreWeave person. And because I’m a CoreWeave person, can’t own them both, but we got, we kicked the tires on Nebius, and we went all in CoreWeave, and I’m not going to change my view.”