Key Points
In the first half of 2026, investors in Nebius (NASDAQ: NBIS) saw stock gains exceed 200%, while CoreWeave (NASDAQ: CRWV) rose by 39%. However, by July 30, Nebius’s year-to-date gain fell to approximately 125%, and CoreWeave’s increased by only 3%. This decline was attributed to investor portfolio adjustments and concerns regarding major clients like Meta Platforms (NASDAQ: META) potentially entering the cloud computing sector.
Despite the sell-off, Meta CEO Mark Zuckerberg indicated during the Q2 earnings call that the company still requires substantial computing capacity, suggesting ongoing demand for Nebius and CoreWeave services. Analysts predict Nebius will experience 540% revenue growth in 2026, while CoreWeave’s growth is expected to be 146% for the same year. Both companies remain unprofitable, focusing their resources on data center expansion amidst a competitive AI computing market.
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