Nebius (NBIS) Stock: Could Meta’s $130B Spending Plan Trigger a Revenue Explosion?

TLDR Meta plans $115B–$135B in capex for 2026, a ~74% year-over-year jump Meta will deploy Nvidia GPUs through cloud partners, including Nebius Nebius holds a $3B Meta contract and $19B+ Microsoft deal — backlog tops $20B Revenue forecast jumps from $530M in 2025 to $3.4B in 2026 BWS Financial reiterates Buy with $130 price target; [...]

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