Market
Morgan Stanley Destroys Bear Case Against Nebius. Proves The 35% Plunge Was a Huge Mistake
ZivFin Analysis2026.07.15
Artificial intelligence stocks have spent much of this year whipsawing between optimism and doubt. Investors embraced companies building AI infrastructure, then abruptly questioned whether too much computing capacity was coming online too quickly. That shift hit neocloud providers like CoreWeave (NASDAQ:CRWV), Nebius Group (NASDAQ:NBIS), and IREN (NASDAQ:IREN) especially hard because their businesses depend on renting ... Morgan Stanley Destroys Bear Case Against Nebius. Proves The 35% Plunge Wa
