Apple is integrating Alphabet's advanced AI, including its Gemini 3 model, into Siri and Apple Intelligence features through a new multiyear partnership. This deal, potentially worth billions, highlights Alphabet's strong AI capabilities, especially given Apple's 2.4 billion active devices. Meanwhile, major hyperscalers like Microsoft, Google, and Amazon are directly purchasing high-bandwidth memory from Micron. Micron, a key player in the AI chip market, supplies crucial DRAM and NAND for AI servers, with analysts predicting its valuation could reach $1 trillion as the high-bandwidth memory market is expected to hit $100 billion by 2028.
Nvidia has significantly expanded its partnership with AI cloud company CoreWeave, investing $2 billion by purchasing Class A common stock at $87.20 per share. This move follows an earlier $100 million investment in 2023 and supports CoreWeave's goal of achieving 5 gigawatts of capacity for AI infrastructure by 2030. Nvidia's extensive AI investments include over 100 deals in the past two years, notably a $10 billion commitment to Anthropic. CoreWeave's shares saw a rise of over 10% in pre-market trading on January 26, 2026, following the announcement.
The broader AI market also shows varied impacts and emerging opportunities. Experian's stock has seen a decline, falling 13% in January, due to concerns that AI automation might reduce credit scoring costs. Despite this, 20 out of 22 banks surveyed by Bloomberg still recommend buying Experian stock, with analysts like Citigroup's Arthur Truslove believing AI will ultimately boost the company's productivity and new product development. Separately, the "power crunch" caused by AI's massive electricity demand is creating significant opportunities for alternative energy companies.
Beyond infrastructure, new "late-cycle" AI winners are emerging, focusing on implementation, data management, and specialized applications in areas like cybersecurity and enterprise software. China's AI market is also shifting its focus from infrastructure to applications, with companies like Alibaba, Tencent, and ByteDance leading trends in GEO and agentic AI for 2026. In e-commerce, Consio AI recently secured $3.3 million in seed funding to transform phone calls into a primary sales channel using intelligent AI agents. Meanwhile, Atrium Mortgage Investment Corporation received a "Strong" long-term rating based on AI-generated signals as of January 26.
Key Takeaways
- Apple has partnered with Alphabet (Google) to integrate Gemini 3 AI into Siri and Apple Intelligence, a multiyear deal potentially worth billions.
- Nvidia invested $2 billion in AI cloud company CoreWeave, purchasing stock at $87.20 per share, expanding a partnership that includes a prior $100 million investment in 2023.
- Nvidia has made over 100 AI investments in two years, including a $10 billion commitment to Anthropic.
- Micron is a critical supplier of high-bandwidth memory (DRAM, NAND) for AI servers, with major hyperscalers like Microsoft, Google, and Amazon buying directly from them.
- Analysts predict the high-bandwidth memory market could reach $100 billion by 2028, potentially leading to a $1 trillion valuation for Micron.
- Experian's stock fell 13% in January due to fears of AI automation impacting credit scoring, though 20 out of 22 banks still recommend buying.
- The significant electricity demand from AI models is causing a "power crunch," creating opportunities for alternative energy companies like NextEra Energy and Brookfield Renewable Partners.
- Consio AI raised $3.3 million in seed funding to develop AI agents for e-commerce voice sales, aiming to make phone calls a primary sales channel.
- China's AI market is shifting its focus from infrastructure to applications, with Alibaba, Tencent, and ByteDance leading trends in GEO and agentic AI.
- New "late-cycle" AI investment opportunities are emerging in areas like cybersecurity, enterprise software, and specialized AI models, focusing on implementation and data management.
Apple Partners With Alphabet for AI Powering Siri
Apple, facing criticism for its AI progress, has partnered with Alphabet, the parent company of Google. This multiyear deal will see Alphabet's advanced AI, including its Gemini 3 model, power Apple's Siri and other Apple Intelligence features. The partnership could cost Apple billions of dollars. With over 2.4 billion active devices, Apple's choice highlights Alphabet's strong AI capabilities. The author sees Alphabet as a top AI investment for 2026 and beyond.
Apple Chooses Alphabet AI for Siri and Intelligence
Apple, facing criticism for its AI development, has partnered with Alphabet to enhance its AI features. This multiyear agreement will integrate Alphabet's AI, including its highly-rated Gemini 3 model, into Apple's Siri and Apple Intelligence. The deal could be worth billions of dollars. With Apple's vast hardware distribution, this partnership shows confidence in Alphabet's AI capabilities. The article suggests Alphabet is a leading AI stock for investors in 2026 and beyond.
Nvidia Invests 2 Billion Dollars in AI Cloud Company CoreWeave
Nvidia has invested $2 billion in CoreWeave, an AI cloud company, by purchasing Class A common stock at $87.20 per share. This move expands their existing partnership, with Nvidia CEO Jensen Huang praising CoreWeave's expertise. The investment highlights the ongoing AI spending boom. CoreWeave's shares rose over 10% in pre-market trading following the announcement on January 26, 2026. Nvidia has made over 100 AI investments in the past two years, including a $10 billion commitment to Anthropic.
Nvidia Boosts CoreWeave Partnership With 2 Billion Dollar Investment
Nvidia has purchased $2 billion worth of CoreWeave stock, strengthening its partnership with the AI cloud company. CoreWeave plans to achieve 5 gigawatts of capacity by 2030 for AI infrastructure. Nvidia bought the stock at $87.20 per share, causing CoreWeave's share price to rise almost 10% in premarket trading. This latest investment follows Nvidia's earlier $100 million investment in CoreWeave in 2023. The companies aim to build AI infrastructure together.
Experian Stock Falls Amid Fears of AI Impact on Business
Experian's stock is declining as some analysts label it an "Artificial Intelligence loser." The concern is that AI automation could make credit scoring cheaper, impacting Experian's high profit margins. Citigroup analyst Arthur Truslove pointed out this weakness. However, many major banks still rate Experian a "Strong Buy," believing the company will use AI to launch new products and improve efficiency. CEO Brian Cassin emphasizes Experian's current use of AI. Despite decent recent growth, the stock continues to slide, reflecting market uncertainty about AI's effect on professional services.
Experian Stock Drops 13 Percent Due to AI Concerns
Experian shares fell by 3.4% in London on January 26, 2026, extending its January decline to 13%. This marks the worst monthly performance in four years for the company. Citigroup Inc. analyst Arthur Truslove called Experian an "artificial intelligence loser," contributing to the stock's drop. Despite this, 20 out of 22 banks surveyed by Bloomberg still recommend buying Experian stock. Truslove himself maintains a "buy" rating, believing AI will actually help Experian increase its productivity and launch new products.
Experian A UK AI Stock Trades At Low Price
Experian, a leading UK company, is considered a strong candidate to benefit from artificial intelligence, yet its stock is currently trading at unusually low prices. While AI can be a risk for some companies, Experian holds a unique advantage with data from over 12,000 sources, making its position hard to copy. The stock's recent decline is linked to challenges in the US housing market, its largest market. Despite these issues, Experian reported 10% organic revenue growth in the US. The current P/E ratio of 26 is lower than its typical valuation, presenting a potential buying opportunity for investors.
Micron Could Become Trillion Dollar AI Chip Stock
Micron is emerging as a key player in the AI chip market, supplying high-bandwidth memory like DRAM and NAND for AI servers. These memory solutions are crucial for moving massive data sets at high speeds, a necessity for large AI models. Major hyperscalers such as Microsoft, Google, and Amazon are now buying memory directly from Micron. Analysts predict the high-bandwidth memory market could reach $100 billion by 2028, nearly tripling current demand. With tight supply and strong demand, one analyst estimates Micron could achieve a $1 trillion valuation. The company currently holds a "Strong Buy" rating from 28 analysts.
AI Power Crunch Boosts Five Alternative Energy Stocks
The artificial intelligence revolution is causing a significant "power crunch" due to the massive electricity demand from AI models and data centers. This challenge creates a major opportunity for the alternative energy sector. Companies focusing on renewable sources like solar, wind, and hydropower, along with energy storage and grid modernization, are poised for growth. Five key stocks benefiting from this trend include NextEra Energy, Brookfield Renewable Partners, SolarEdge Technologies, Enphase Energy, and First Solar. These companies offer solutions from large-scale clean energy projects to efficient solar systems and battery storage.
New AI Winners Emerge Offering Second Chance for Investors
Many investors feel they missed the early AI boom focused on semiconductor and cloud companies. However, new "late-cycle" winners are now emerging as AI priorities change, offering a second chance for investment. These companies focus on AI implementation, data management, and specialized applications, providing more stable returns. Key areas to watch include the cybersecurity sector, which uses AI to fight threats, and enterprise software that boosts productivity with AI tools. Specialized AI models for industries like healthcare and finance also present unique opportunities. Investors should research these areas carefully for potential rewards.
China AI Market Shifts To Applications Watch These Stocks
China's artificial intelligence market is rapidly moving its focus from infrastructure to AI applications. Chinese investors are driving record trading in AI stocks, showing strong interest in this shift. Major companies like Alibaba, Tencent, and ByteDance are leading trends in GEO and agentic AI. These areas are expected to be key growth themes for the year 2026.
Atrium Mortgage Investment Corporation AI Stock Analysis
This report provides an investment analysis for Atrium Mortgage Investment Corporation, ticker AI:CA, based on AI-generated signals. The stock has a "Strong" rating for the long term, while its near and mid-term ratings are "Neutral." Trading plans suggest buying near 11.38 with a target of 11.74 and a stop loss at 11.32. Conversely, a short position is suggested near 11.74 with a target of 11.38 and a stop loss at 11.80. These signals were updated on January 26.
Consio AI Raises 3.3 Million Dollars for E-commerce Voice Sales
Consio AI has successfully raised $3.3 million in seed funding, led by FounderFactory and supported by Sequoia Capital and Commerce Ventures. The company, launched in January 2025 by co-founders Philippe Roireau and Martin Latrille, aims to transform phone calls into a primary sales channel for e-commerce. Consio AI combines intelligent AI agents with seamless human handoffs to quickly close high-value deals. Its Shopify-native platform integrates directly with e-commerce data, offering tools like a Power Dialer and instant inbound agents. Consio plans to use the new capital to enhance product development and expand its partner ecosystem, aspiring to become the main phone solution for Shopify commerce.
Sources
- Apple's Action Tells Me That Another "Magnificent Seven" Stock Is the Best AI Investment Opportunity in 2026 and Beyond
- Apple's Action Tells Me That Another "Magnificent Seven" Stock Is the Best AI Investment Opportunity in 2026 and Beyond
- Nvidia takes $2 billion stake in CoreWeave
- Nvidia buys $2 billion of CoreWeave stock in latest AI partnership
- Experian Stock Gets Wounded as Analysts Call it an āArtificial Intelligence Loserā
- Analyst Favorite Experian Extends Plunge on āAI Loserā Worries
- A rare chance to buy 1 of of the UKās top AI stocks at a bargain valuation?
- Is Micron (MU) the Next Trillion-Dollar AI Chip Stock? A Five-Star Investor Weighs In
- 5 Alternative Energy Stocks Riding the AI Power Crunch
- Afraid you missed the AI boom? This late-cycle winner could be your second chance.
- China's AI trade is quickly moving from infrastructure to applications. Watch these stocks
- (AI) Investment Analysis
- Exclusive: Consio zips $3.3M to turn phone calls into high-ticket ecom conversions
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