September 30, 2025

finance  
nvidia, microsoft and google Updates

The artificial intelligence sector is experiencing significant growth and investment, with major players like Nvidia, Microsoft, and Alphabet leading the charge. Nvidia continues to dominate the AI chip market, reporting substantial revenue increases driven by its data center segment and expanding its product roadmap with Blackwell and Rubin. Microsoft is integrating AI across its offerings and investing heavily, including a notable $100 billion investment in OpenAI and a $30 billion UK AI buildout. Alphabet, through Google, remains a leader in AI research and services. Palantir Technologies is also seeing optimism, with analysts predicting stock upside due to strong AI platform adoption by government and corporate clients, evidenced by major contracts. Beyond core AI development, the immense energy demands of AI data centers are creating opportunities for companies like Vistra, an electricity provider with diversified power sources, and Oklo, which is developing compact microreactors. Startups are also securing substantial funding to build AI infrastructure, focusing on areas like software that runs on various chips (Modular), re-architecting enterprise workflows (Distyl), and power-management technology to address AI's energy consumption (Empower Semiconductor). Datavault AI has raised $150 million to create exchanges for turning 'proof' into tradable assets, aiming to combat counterfeiting. While the AI boom shows strong momentum, concerns about high spending with uncertain returns and potential market bubbles persist, alongside geopolitical and interest rate risks.

Key Takeaways

  • Nvidia reported $46.7 billion in Q2 fiscal 2026 revenue, driven by its data center segment, and is investing $100 billion in OpenAI.
  • Microsoft is investing $30 billion in UK AI infrastructure and is a key partner for Nvidia's AI advancements.
  • Palantir Technologies has seen its stock price target raised to $215 by Bank of America, indicating potential 20% upside due to AI platform growth.
  • The energy demand for AI data centers is creating opportunities for electricity providers like Vistra and nuclear energy solutions like Oklo.
  • Startups are raising significant capital, including Modular ($250 million), Distyl ($175 million), and Empower Semiconductor ($140 million), to build AI infrastructure beyond models.
  • Datavault AI secured $150 million to develop exchanges for transforming 'proof' into tradable assets.
  • Nvidia, Microsoft, and Alphabet are identified as key long-term AI investment stocks through 2035.
  • The AI investment focus is expanding beyond the 'Magnificent Seven' to include companies like Broadcom and Oracle, alongside Palantir.
  • Concerns exist regarding high AI spending with uncertain returns and the potential for a tech bubble.
  • Nvidia's product roadmap includes Blackwell and Rubin, and it is also investing in quantum computing and robotics.

Top 5 Tech Stocks for Long-Term AI Investment

Five technology stocks are highlighted as strong long-term investments due to their significant roles in the booming artificial intelligence market. Nvidia and Broadcom are leading in AI processors, while Microsoft and Alphabet are expanding with chatbots and cloud services. Taiwan Semiconductor Manufacturing is crucial for producing advanced AI chips, holding a near-monopoly. These companies are expected to benefit greatly as AI integration grows across industries, potentially adding trillions to the global economy by 2030.

Nvidia Stock: Buy or Sell as AI Boom Continues?

Nvidia reported strong Q2 fiscal 2026 results with revenue soaring to $46.7 billion, driven by its data center segment. Despite impressive growth and a $60 billion buyback, some investors are concerned about a potential tech bubble due to high capital spending. However, Nvidia's dominance in AI chips, its expanding product roadmap like Blackwell and Rubin, and its critical role for major tech companies like Microsoft and Alphabet suggest continued strength. Beyond AI, Nvidia is also investing in quantum computing, robotics, and industrial automation, positioning it for future growth.

Oklo's Nuclear Energy Play in the $10 Trillion AI Market

The massive energy demands of artificial intelligence data centers are creating a significant opportunity for alternative power sources, with nuclear energy projected to be a $10 trillion market within the AI sector. Oklo, a company developing compact microreactors, aims to provide a faster and more cost-effective solution compared to traditional nuclear plants. While Oklo's stock has seen dramatic growth, it has yet to deploy or sell any reactors, leading to a very high valuation. Investors are advised to monitor Oklo's progress rather than invest at its current price.

Palantir Stock: Analyst Sees 20% Upside Amid AI Growth

Bank of America analyst Mariana Perez Mora has raised her price target for Palantir Technologies to $215, suggesting a potential 20% increase in its stock value. This optimism stems from Palantir's strong revenue and profit growth, driven by significant contracts with government agencies and large corporations for its AI platforms like Foundry and Gotham. Despite a high valuation that concerns some, bulls argue that the company's accelerating adoption and contract wins justify its premium. Palantir's ability to secure major deals, such as with the U.S. Army and the UK, provides strong revenue visibility.

Datavault AI Secures $150M to Turn Proof into Tradable Assets

Datavault AI has received a $150 million investment from Scilex Holding Company to develop infrastructure for transforming 'proof' into a tradable asset class. The company is creating specialized exchanges, including the International NIL Exchange and the American Politics Exchange, to authenticate and trade various forms of verification. This technology aims to combat the trillion-dollar global counterfeiting market by creating digital twins of objects and data with immutable proof. The investment also provides Datavault AI with access to Scilex's biotech network and the broader data analytics market.

Vistra Stock: A Utility Powering AI Demand

Vistra, a major electricity provider, is benefiting from the surging demand for power driven by artificial intelligence data centers and broader electrification trends. With projections indicating U.S. power needs could double by 2030, Vistra's diversified generation capacity, including nuclear and battery storage, positions it well to meet this demand. The company has also expanded its nuclear capacity through acquisitions. Despite a significant year-to-date stock gain, Vistra's valuation remains attractive compared to peers, and an options strategy is suggested to capture potential further upside.

AI Stock Frenzy: Nvidia, Microsoft Rally Amid Bubble Concerns

The artificial intelligence sector is experiencing a surge, with Nvidia and Microsoft leading the rally following major announcements like Nvidia's $100 billion OpenAI investment and Microsoft's $30 billion UK AI buildout. Other chip and cloud companies also saw gains. Partnerships, such as Alibaba's with Nvidia and Boeing's use of Palantir's AI platform, are further fueling optimism. However, experts caution about sky-high spending with uncertain returns, noting that many firms have yet to see a return on AI investment. Geopolitical factors and rising interest rates also pose potential risks to the AI investment boom.

3 AI Stocks to Hold Through 2035: Nvidia, Microsoft, Alphabet

Nvidia, Microsoft, and Alphabet are identified as three key artificial intelligence stocks to consider for long-term investment through 2035. Nvidia leads in AI hardware with its GPUs, essential for training AI models. Microsoft is strategically integrating AI across its products and leveraging its OpenAI investment, particularly through its Azure cloud platform. Alphabet, through Google, is a leader in AI research, powering its search engine, cloud services, and other ventures. These companies' strong market positions and ongoing AI innovation make them well-positioned for sustained growth.

Nvidia Stock Analysis: Buy or Sell After 33% Gain?

Nvidia's stock has surpassed its 50-day moving average and reached an all-time high following its announcement of a significant investment in OpenAI. The AI chipmaker, valued at approximately $4.3 trillion, has seen substantial gains. The article poses the question of whether Nvidia stock is currently a buy or sell, referencing its recent performance and the company's strategic moves in the artificial intelligence sector.

CrowdStrike: AI Cybersecurity Leader

CrowdStrike Holdings is highlighted as a leader in AI-driven cybersecurity, showing strong price performance with a 9% increase in the current month and a 43% rise year to date. The stock has achieved an upgrade to its IBD Relative Strength Rating. CrowdStrike is noted for its emerging cup with handle chart pattern, indicating potential for further upward movement. The company is positioned to lead in the cybersecurity sector through its AI-powered solutions.

Startups Fund AI Foundations Beyond Models

Investors are pouring hundreds of millions into startups addressing critical infrastructure needs for artificial intelligence, moving beyond just AI models. Modular raised $250 million to challenge Nvidia's software dominance by allowing code to run on various chips. Distyl secured $175 million to help large enterprises become AI-native by re-architecting workflows. Empower Semiconductor closed a $140 million round to scale its power-management technology, aiming to reduce the high energy consumption of AI workloads. These investments focus on overcoming bottlenecks in hardware, enterprise adoption, and energy efficiency to enable AI's broader growth.

AI Stocks: Beyond the Magnificent Seven

The focus in AI stock investing is expanding beyond the original 'Magnificent Seven' group, with companies like Broadcom, Oracle, and Palantir now recognized as key players. While the Magnificent Seven, including Nvidia, Microsoft, and Alphabet, have driven market gains, their dominance is being challenged. Some analysts believe new AI leaders will emerge that could surpass the current giants. While Nvidia, Alphabet, Meta, and Microsoft are still seen as strong AI contenders, the prospects for Apple, Amazon, and Tesla are less certain, indicating a broadening landscape for AI investment opportunities.

Sources

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