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Is Nebius Group Stock Still a Buy After Meta's AI Cloud Move?

The Motley Fool·07/20/2026 18:35:00
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Nebius Group (NASDAQ: NBIS) is facing pressure after reports that Meta may rent out excess AI compute. But the bullish case centers on a bigger idea: the AI compute shortage may be so large that independent cloud providers can still thrive alongside big tech.

Stock prices used were the market prices of July 10, 2026. The video was published on July 18, 2026.

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Rick Orford has positions in Meta Platforms. The Motley Fool has positions in and recommends Meta Platforms. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.