Should Nebius and CoreWeave Investors Be Scared by Meta's Latest Plans?

Meta Platforms is reportedly planning to launch its own cloud computing service, causing stocks of computing capacity providers Nebius and CoreWeave to decline significantly. Both companies have major deals with Meta ($12B and $14B respectively), but the news of Meta's cloud ambitions has sparked investor concerns about reduced reliance on these partners. However, the article argues that AI computing capacity remains supply-constrained and Meta will likely maintain these partnerships given future AI demands.

07/14/2026, 10:20 AM • The Motley Fool

CoreWeave Stock Sank 11% After Mark Zuckerberg's Meta Unveiled a Cloud Business Plan

Meta announced plans to sell excess AI cloud computing capacity from its own data centers, causing CoreWeave stock to drop 11%. However, analysts argue this doesn't fundamentally threaten CoreWeave's business, as independent neocloud providers should remain attractive alternatives to customers who prefer not to rely on Meta's infrastructure. CoreWeave's revenue is projected to grow significantly through 2028, and the stock may represent a buying opportunity despite near-term headwinds.

07/11/2026, 7:30 AM • The Motley Fool

Can Nvidia Still Turn Patient Investors Into Millionaires?

Nvidia's $4.7 trillion market cap makes another 100-fold gain impossible, but patient investors with substantial capital can still build wealth through steady compounding. The company is evolving from a chipmaker into a financial backbone of the AI ecosystem through strategic investments, positioning it as a durable blue-chip holding rather than a high-risk, explosive growth opportunity.

07/11/2026, 5:29 AM • The Motley Fool

Why Penguin Solutions May Be the Smartest AI Infrastructure Stock

Penguin Solutions is positioned as a lower-risk AI infrastructure play compared to competitors like Nebius, Iren, and Applied Digital. The company reported Q3 fiscal 2026 revenue growth of 48% to $479 million, beating consensus by $55 million, with strong margin expansion and record operating income. Guidance was raised significantly with full-year revenue growth now expected at 22%. Strong institutional ownership (97%) and bullish analyst sentiment support the stock, though valuation at 35x earnings is elevated.

07/09/2026, 12:38 PM • Investing

Meta's Cloud News Just Made This the Most Obvious Buy in the Market

Meta's recent cloud infrastructure news is creating ripple effects across AI infrastructure stocks. The announcement positions Meta to enter a potential $2 trillion cloud market, which has implications for related companies like CoreWeave and Nebius Group in the broader AI infrastructure trade.

07/09/2026, 11:15 AM • The Motley Fool

5 Top Artificial Intelligence (AI) Stocks for the Second Half of 2026

The article recommends five AI stocks for the remainder of 2026: Micron, Nebius, Nvidia, Microsoft, and Meta Platforms. These companies are positioned to benefit from continued AI infrastructure buildout through 2030. Micron benefits from strong memory chip demand, Nebius shows exceptional cloud computing growth, Nvidia remains the GPU leader, while Microsoft and Meta are trading at discounts despite strong AI business fundamentals.

07/08/2026, 5:30 AM • The Motley Fool

3 Breakout Growth Stocks You Can Buy and Hold for the Next Decade

The article highlights three growth stocks positioned for long-term gains: Dell Technologies, benefiting from 757% year-over-year growth in AI-optimized servers with $60 billion guidance; Robinhood Markets, showing strong growth outside crypto with event contracts surging 320% YoY; and Nebius, a neocloud provider with 684% revenue growth and major contracts with Meta worth $27 billion.

07/07/2026, 10:20 AM • The Motley Fool

5 AI Stocks to Buy Before the Next Leg of the Rally

The article recommends five AI stocks positioned to benefit from continued growth in artificial intelligence infrastructure and applications. Nvidia leads the AI chip market with dominant GPU technology, while Nebius Group provides AI cloud services with major partnerships. Sandisk dominates data center storage, Palantir excels in AI-powered software for government and commercial use, and Alphabet leverages AI across search, cloud computing, and TPU processors.

07/07/2026, 12:30 AM • The Motley Fool

3 No-Brainer Stocks to Buy on the Latest Sell-Off

The article recommends three growth stocks that have recently declined but offer strong long-term potential: Meta Platforms benefits from solid fundamentals and new AI cloud business opportunities; Nvidia continues to lead the AI boom with strong revenue growth and a new revenue-sharing model with AI startups; and Iren, despite short-term challenges and dilution concerns, has significant compute capacity and potential for major deals similar to competitors.

07/06/2026, 11:15 AM • The Motley Fool

Why Did Nebius Stock Jump 20% in June?

Nebius Group, an AI cloud infrastructure provider, surged nearly 20% in June driven by explosive growth metrics including expanded power capacity guidance (1 GW to 4+ GW), a new Pennsylvania AI factory securing 1.2 GW, and a partnership with Bloom Energy. Revenue has accelerated from $105M in Q2 2025 to a $1.25B annual run rate, with management projecting over $3B in 2026 revenue. However, the stock crashed similarly in early July, and investors should expect continued volatility given the lofty valuation and competitive pressures from rivals like CoreWeave.

07/04/2026, 11:21 AM • The Motley Fool

Could Investing $10,000 in Bloom Energy Make You a Millionaire?

Bloom Energy has surged over 1,100% in the past year, driven by AI infrastructure demand and major partnerships. However, a $10,000 investment today would need a 100x gain to reach $1 million, requiring Bloom's market cap to reach $8-9 trillion. While demand is real, the author cautions that the path from demand to revenue is complex due to financing structures and project timelines, requiring near-perfect execution to sustain momentum.

07/03/2026, 8:05 PM • The Motley Fool

CoreWeave and Nebius Plunged 14% and 17% in a Single Day. Which Beaten-Down AI Cloud Stock Is the Better Rebound Bet?

Meta's announcement of plans to develop and sell excess AI computing capacity triggered sharp declines in AI cloud specialists CoreWeave (down 13.9%) and Nebius (down 17%), as both companies rely heavily on Meta as a major customer. Despite similar structural risks, analyst Daniel Sparks recommends Nebius as the better rebound bet due to faster growth, expanding margins, positive cash flow, and lower debt burden, compared to CoreWeave's deteriorating margins and $25 billion debt load.

07/02/2026, 12:23 PM • The Motley Fool

Why Meta Platforms Stock Surged Today

Meta Platforms stock surged 8.88% following reports that the company plans to sell excess AI computing capacity and access to its AI models. This new business venture could help offset Meta's massive AI infrastructure spending while positioning the company to compete with AI infrastructure providers like Nebius and CoreWeave, as well as hyperscalers Microsoft and Google Cloud.

07/01/2026, 10:20 PM • The Motley Fool

Stock Market Today, July 1: CoreWeave Stock Tumbles as Meta Cloud Report Raises Customer Concerns

CoreWeave stock fell 13.87% after a Bloomberg report indicated Meta Platforms plans to expand into cloud infrastructure, raising competition concerns for AI infrastructure providers. The sell-off reflects investor worries about customer concentration and whether large AI buyers will manage their own computing resources rather than rely on specialized providers like CoreWeave.

07/01/2026, 5:33 PM • The Motley Fool

S&P 500 Breadth Shows Rotation Is Replacing Mega-Cap Dependence

Markets showed mixed performance on Q3 opening with the Dow hitting record highs while the Nasdaq declined due to semiconductor weakness. Meta surged 10% after announcing a cloud infrastructure business to monetize excess AI compute, pressuring neocloud competitors. Broader market breadth improved with 64% of S&P 500 names above their 50-day moving average, signaling a rotation from mega-cap dependence toward value and industrial stocks. Labor data showed cooling hiring with ADP reporting 98,000 private payrolls added in June, below expectations, ahead of Thursday's nonfarm payrolls report.

07/01/2026, 3:43 PM • Investing