The first half of 2026 was great for investors in Nebius (NASDAQ: NBIS) and CoreWeave (NASDAQ: CRWV). Nebius' stock rose more than 200%, while CoreWeave's was up a solid 39%. Now that Nebius and CoreWeave are down from their 2026 highs, investors may be wondering if the party is over for these two stocks or if it's time to buy the dip. They both have contracts with major AI businesses, including Meta Platforms (NASDAQ: META) and Microsoft (NASDAQ: MSFT). So this naturally caused a panic in CoreWeave and Nebius' stock because they thrive from Meta not having enough computing capacity.