Nebius Group (NBIS) reported strong second-quarter 2025 results, with revenue reaching $105.1 million, exceeding estimates of $101.2 million and marking a 625% year-over-year increase and 106% quarter-over-quarter growth. The company achieved positive adjusted EBITDA ahead of schedule, reporting a loss of $21.0 million compared to an expected loss of $59.6 million. Nebius raised its annual recurring revenue (ARR) guidance for 2025 to a range of $900 million to $1.1 billion, above the prior estimate of $875 million. The company is expanding its AI infrastructure and aims to reach 1 gigawatt of power capacity by 2026. Following the earnings release, several financial firms raised their price targets for NBIS, including BWS Financial, which increased its target from $80 to $90, Goldman Sachs from $68 to $77, and DA Davidson from $65 to $75, all reiterating buy ratings. The upgrades were driven by strong revenue performance, sold-out GPU capacity, and accelerated data center expansion plans. Meanwhile, Oklo (OKLO) reported a wider loss in Q2 2025, with no revenue and a GAAP EPS of negative $0.18. The company holds $683 million in cash and marketable securities, including $440.1 million raised through a follow-on equity offering. Oklo was selected by the U.S. Air Force for an undisclosed project. Analysts from Citi and Wedbush acknowledged Oklo’s strategic progress and reaffirmed positive outlooks, with Wedbush raising its price target to $80. However, Citi noted potential investor disappointment due to a lack of new customer announcements. Other companies mentioned include BigBear.ai (BBAI), which saw its price target lowered to $8 by H.C. Wainwright amid contract disruptions but retains a buy rating, Tesla (TSLA), which Guggenheim maintains a sell rating on with a $175 price target despite bullish product updates, and Starbucks (SBUX), which Baird upgraded to outperform with a price target raised to $115.