Shares of Nebius Group (NASDAQ: NBIS) took a nosedive on Monday, plummeting nearly 40% following the release of DeepSeek’s latest AI model. The shockwave of this announcement caused fear-driven sell-offs across AI and semiconductor stocks, with NBIS being one of the most brutal hits.
Although the stock has since recovered nearly 50% of Monday’s losses, it remains down almost 18% on the week coming into Friday. The key question now is whether DeepSeek’s emergence is a serious threat to NBIS or if this sell-off presents a compelling buying opportunity. Just days before the DeepSeek release, NBIS was trading at all-time highs. So, is it now a bargain, or does the AI disruption from China shift the long-term outlook?
