Another Day, Another Massive AI Infrastructure Deal

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 16 March 2026

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Motley Fool’s Hidden Gem team talks about the latest AI infrastructure deal between Meta Platforms and neocloud company Nebius. They then pivot to talk about what’s happening with consumer spending by taking a look at Dollar Tree’s results for 2025. And finally, they pull back the curtain to reveal one of the factors they consider when looking for a stock to invest in for the long term. Jon Quast, Matt Frankel, and Rachel Warren discuss: -The new deal between Nebius and Meta Platforms -How the neocloud business works -Dollar Tree’s Q4 report and takeaways -Picking Hidden Gems stocks: Leadership Companies discussed: Nebius (NBIS), Meta Platforms (META), Dollar General (DG), Dollar Tree (DLTR), Nvidia (NVDA), Shopify (SHOP) Host: Jon Quast Guests: Matt Frankel, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's another day on the stock market, and we have another massive AI infrastructure deal to talk about.
0:11.2	This is Motley Fool Money.
0:20.8	Welcome to Motley Full Money with the Hidden Gems team.
0:23.3	I'm John Quast.
0:24.7	I'm joined today by Fool contributors Matt Frankel and Rachel Warren.
0:28.9	You know, guys, the weekend news was rather thin.
0:32.1	We're going to talk about Dollar Tree's 2025 results in a moment.
0:35.7	And we're also going to do some high-level stock picking ideas,
0:40.4	provide some of those thoughts. But the biggest news that we did get this morning was we did get
0:45.0	word that Neo-Cloud company Nebius signed an AI infrastructure deal with meta-platforms.
0:52.3	Matt, I want to start with you here. For listeners who may not be aware,
0:56.4	what exactly is Nebius and how do the economics of this neocloud business work?
1:02.1	Yeah, so, Johnny, even on lighter newsdays, it seems like we can always count on some
1:06.4	AI infrastructure deal being announced. That's always a good go-to. Nevius, they're a Dutch company.
1:12.6	They provide AI infrastructure.
1:13.6	Think of them as kind of a landlord for AI computing power.
1:17.6	They own data centers throughout the US, Europe, and Israel, but they're not like a data center
1:21.6	reet in the sense that they just own the building.
1:23.6	They own all the chips inside, the Nvidia chips that are used to train AI models, things like that. They own the storage. They own the hardware. They own the hardware. They own the hardware, they own the hardware, things like
1:42.3	their customers range from small AI
1:44.9	startups to massive players like Microsoft, who they also have a deal with. Nebius, they make
1:49.2	their money by they charge their customers for access to their hardware on kind of an on-demand
	...

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