Figma's stock recently surged by 16% following robust fourth-quarter earnings, reporting $303.8 million in revenue, a 40% increase year-over-year. The company projects continued growth, with first-quarter revenue expected to range between $315 million and $317 million. For 2026, Figma forecasts sales to exceed $1.3 billion, with some estimates reaching $1.37 billion, easing investor concerns about AI competition. CEO Dylan Field notes their strategy is effective, highlighted by over 200 new features in 2025 and a 70% increase in weekly users for their AI tool, Figma Make, during the fourth quarter. Figma plans to start charging for AI features in March, anticipating further revenue boosts.
While Figma demonstrates successful AI integration, the broader market shows mixed reactions to AI investments. Amazon's stock, for instance, experienced a significant drop, losing $450 billion in market value over nine days after announcing a massive $200 billion investment in artificial intelligence for 2026. This substantial spending, a 60% increase from the previous year, raised investor worries about cash flow. Conversely, some investors view current sell-offs, driven by high AI spending concerns, as potential hidden opportunities.
Artificial intelligence continues to reshape various sectors, attracting significant investment and new ventures. SGT Capital successfully closed an oversubscribed AI Co-Investment Fund, targeting data analytics, cybersecurity, and medical technology companies globally. In healthcare, Cathie Wood increased her investment in Tempus AI, a company leveraging AI for medical data analysis, which saw its 2025 revenue grow 83% to $1.27 billion. Meanwhile, Dexus CEO Du Vernet believes AI will not harm the commercial property market, instead suggesting it enhances customer productivity.
New AI-powered services are emerging, with Kana launching a San Francisco startup with $15 million in funding to develop flexible AI tools for marketers, enabling tasks like data analysis and campaign management. Webuy Global also introduced Altitude, a premium AI-driven travel brand offering personalized advice and immersive 4D screens, which generated $400,000 in bookings at its grand opening. Despite these advancements, the cybersecurity market faces disruption concerns from AI, leading to lowered price targets for companies like CrowdStrike, though analysts still see long-term value for patient investors.
Key Takeaways
- Figma's Q4 revenue reached $303.8 million, a 40% increase, with Q1 2026 forecast at $315 million to $317 million, and full-year 2026 sales projected to exceed $1.3 billion, potentially reaching $1.37 billion.
- Figma plans to monetize its AI features starting in March, following a 70% increase in weekly users for its AI tool, Figma Make, in Q4.
- Amazon's stock dropped significantly after announcing a $200 billion AI investment for 2026, raising investor concerns about cash flow.
- Cathie Wood increased her investment in Tempus AI, a healthcare technology company that uses AI for medical data, which reported $1.27 billion in revenue in 2025.
- SGT Capital successfully closed an oversubscribed AI Co-Investment Fund, targeting investments in data analytics, cybersecurity, and medical technology companies.
- Kana launched with $15 million in funding to develop flexible AI tools for marketers, including AI agents for data analysis and campaign management.
- Webuy Global introduced Altitude, an AI-powered premium travel brand, which generated $400,000 in bookings at its grand opening.
- Dexus CEO believes AI will not harm the commercial property market, instead enhancing customer productivity.
- Concerns about AI disrupting the cybersecurity market led to lowered price targets for CrowdStrike, though analysts still recommend buying for patient investors.
- Investor fears over high AI spending are causing sell-offs, but some experts suggest these fears might be overblown, hiding valuable investment opportunities.
Figma Stock Soars as AI Monetization Boosts Growth
Figma's stock jumped 16% after strong fourth-quarter earnings. The company reported $303.8 million in revenue, a 40% increase from last year. Figma expects continued growth, forecasting $315 million to $317 million in first-quarter revenue and over $1.3 billion for 2026. CEO Dylan Field highlighted the increasing use of software. Figma will begin charging for AI features in March, which is expected to drive more revenue.
Figma Outlook Eases AI Fears Stock Jumps
Figma's shares rose significantly after the company gave a strong revenue forecast for 2026, easing worries about AI competition. The San Francisco company expects sales to reach about $1.37 billion. Figma's AI tool, Figma Make, saw a 70% increase in weekly users during the fourth quarter. CEO Dylan Field stated that their strategy is working, with new products and over 200 features launched in 2025. Fourth-quarter revenue grew 40% to $303.8 million, and profit was 8 cents per share.
Dexus CEO Calms AI Worries Stock Rises
Dexus CEO Du Vernet stated that artificial intelligence will not harm the commercial property market. He believes AI helps customers be more productive. Du Vernet added that AI's effects will likely be in areas where Dexus does not have much business. Dexus shares jumped 7.9% after the company announced plans to buy back up to 10% of its stock. The company reported a first-half profit of A$348.5 million.
AI Spending Fears May Hide Market Opportunity
Investors are currently selling off stocks of companies affected by artificial intelligence. This trend is driven by concerns over high spending on AI technology. However, some believe these fears might be overblown. The current tech selloff could be hiding valuable investment opportunities for those willing to look closer.
CrowdStrike Stock Falls Amid AI Security Concerns
CrowdStrike shares dropped after analysts lowered their price targets for the stock. This happened due to worries about how artificial intelligence might disrupt the cybersecurity market. Despite the cuts, Truist analyst Siddiqui still recommends buying CrowdStrike, though he lowered his target price to $550. Mizuho Securities analyst Moskowitz also believes the current stock price offers a good chance for patient investors. He noted that the cybersecurity sector's basic health remains strong.
Cathie Wood Invests More in Healthcare AI Company Tempus
Investor Cathie Wood bought an additional 210,000 shares of Tempus AI, a healthcare technology company. Tempus AI uses artificial intelligence to collect and analyze large amounts of medical data. In 2025, the company's revenue grew 83% to $1.27 billion, with strong growth in both diagnostics and data segments. CEO Eric Lefkofsky stated that AI is a key part of their offerings. Wall Street analysts are positive about Tempus AI, seeing significant potential for its stock to rise. Wood believes Tempus AI aligns with her investment focus on disruptive healthcare and AI innovations, despite potential short-term costs from heavy AI investments.
Amazon Stock Drops After Announcing Huge AI Spending
Amazon's stock lost $450 billion in market value over nine days, its longest losing streak since 2006. This happened after the company announced plans to invest $200 billion in artificial intelligence on February 5, 2026. This massive investment, a 60% increase from the previous year, worried investors about the company's cash flow and potential debt. Amazon's fourth-quarter revenue and profit were also slightly lower than expected. However, a similar spending spree in 2006 for Amazon Web Services eventually turned into a major success.
SGT Capital Raises Oversubscribed AI Investment Fund
SGT Capital successfully closed its new Artificial Intelligence Co-Investment Fund, which was 25% oversubscribed. This fund will help SGT Capital invest more in leading data analytics, cybersecurity, and medical technology companies. The company's partners, including Joseph Pacini and Carsten Geyer, stated that AI is a major force for global economic growth. The fund plans to invest in scalable technology platforms across North America, Europe, and other global markets.
Kana Launches With 15 Million Dollars for Marketing AI Tools
Kana, a new San Francisco startup, has launched with $15 million in funding from Mayfield to create flexible AI tools for marketers. The company's AI agents can perform various tasks like data analysis, campaign management, and customer engagement. Co-founders Tom Chavez and Vivek Vaidya bring over 25 years of experience in marketing technology. Kana's unique approach allows marketers to easily customize and integrate these AI agents into their existing software. The company will use the new funds to hire more staff in engineering, product, and sales.
Webuy Global Launches AI Travel Brand Altitude
Webuy Global has introduced a new premium travel brand called Altitude, which uses artificial intelligence. Altitude offers immersive 4D destination screens and personalized travel advice. Its grand opening on January 26, 2026, brought in about $400,000 in bookings. Webuy Global, listed on Nasdaq as WBUY, aims to expand its high-value travel services in Southeast Asia and other international markets with this new brand.
Sources
- Figma stock jumps 15% as company sees AI monetization accelerating growth
- Figma Gives Strong Growth Outlook, Easing AI Disruption Fears
- Dexus CEO Downplays AI Fears as Shares Jump on Buyback Plans
- AI Spending Fears Could Be a Mistake as Tech Selloff Masks Opportunity
- ‘Defensible Moats for AI Security’? CrowdStrike Stock (CRWD) Plunges on Target Cuts
- Cathie Wood Adds 210K Shares to a Rising AI Bet With Upside of 102%
- Amazon loses 450 billion dollars in nine days after AI investment announcement
- SGT Capital Closes Artificial Intelligence Co-Investment Fund
- Kana emerges from stealth with $15M to build flexible AI agents for marketers
- Webuy Global Debuts AI-Powered Premium Travel Brand Altitude After Strong Opening Sales
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