Google Attracts Investments While Meta Microsoft Gain Stakes

Billionaire investors are making significant moves into artificial intelligence, with Alphabet and Nvidia emerging as top choices in Q3. Warren Buffett's Berkshire Hathaway notably initiated a large new position in Alphabet, a company he previously expressed regret for not investing in sooner. Other prominent investors like Paul Tudor Jones and George Soros also increased their stakes in these tech giants. Broadcom, Meta Platforms, and Microsoft similarly attracted substantial investments. These companies are central to the Roundhill Generative AI & Technology ETF (CHAT), which has already seen a 46% gain year-to-date, reflecting the broader market's confidence in the long-term AI trend. Global spending on AI development is projected to reach an astounding $2 trillion by 2026, indicating a massive expansion beyond just semiconductor chips. Palantir Technologies is rapidly expanding its Artificial Intelligence Platform (AIP), aiming to establish a dominant position in AI software, much like Nvidia's role in AI hardware. Since its launch in April 2023, Palantir's AIP has driven a 45% increase in its customer base and secured $2.8 billion in new contracts last quarter. Third-party reports already identify Palantir as a leading provider of AI and machine learning platforms. The company anticipates $4.4 billion in revenue this year, targeting over 24% of the projected $18 billion AI software platform market. Meanwhile, SoundHound AI, despite a 37% stock decline in 2025, demonstrated strong operational growth, doubling its revenue and achieving 68% growth in Q3. The company acquired Amelia last year to develop voice-powered AI agents, with its new Amelia 7 platform now rolling out to major customers, positioning it for a strong rebound and predicted outperformance against BigBear.ai in 2026. Nvidia continues to drive innovation through strategic partnerships, notably collaborating with Fanuc to develop industrial robots powered by physical AI. This announcement caused Fanuc's stock to jump nearly 13%, with shares already up over 52% in the last year, as investors anticipate advanced automation solutions. In the cloud and AI services sector, CGI recently achieved Amazon Web Services Premier Tier Services Partner status, underscoring its expertise. CGI also secured significant deals, including the State of Nevada launching its Advantage ERP platform and Highmark expanding its use of CGI's ProperPay solution. On the emerging front, DeepSnitch AI, a crypto project, launched new AI trading agents like SnitchGPT, a chat-based tool for real-time market insights. Its token, currently in presale stage 2 at $0.02629, has already surged 74%, with some rumors suggesting a 100X return for 2026.

Key Takeaways

• Billionaire investors, including Warren Buffett, are heavily investing in AI stocks, with Alphabet and Nvidia being top choices in Q3.
• Global spending on AI development is projected to reach $2 trillion by 2026.
• Palantir's Artificial Intelligence Platform (AIP) saw a 45% customer base increase since April 2023 and secured $2.8 billion in new contracts last quarter.
• Palantir aims to capture over 24% of the projected $18 billion AI software platform market, with expected revenue of $4.4 billion this year.
• SoundHound AI, despite a 37% stock drop in 2025, doubled revenue and grew 68% in Q3, acquiring Amelia to develop voice-powered AI agents.
• Nvidia partnered with Fanuc to create industrial robots powered by physical AI, causing Fanuc's stock to surge nearly 13%.
• CGI achieved Amazon Web Services Premier Tier Services Partner status and secured major cloud AI deals, including with the State of Nevada and Highmark.
• The Roundhill Generative AI & Technology ETF (CHAT), which includes Alphabet, Nvidia, and Microsoft, gained 46% year-to-date.
• DeepSnitch AI, an emerging crypto project, launched new AI trading agents like SnitchGPT, with its token surging 74% in presale stage 2.
• SoundHound AI is predicted to outperform BigBear.ai in 2026 due to its strong operational growth and voice-first AI agent approach.

SoundHound AI poised to beat BigBear.ai in 2026

SoundHound AI and BigBear.ai are two AI stocks with different paths. In 2025, BigBear.ai's stock rose 53% while SoundHound AI's fell 37%. However, SoundHound AI showed stronger business growth, doubling its revenue and growing 68% in Q3. SoundHound AI is becoming a leader in voice AI and recently acquired Amelia to create voice-powered AI agents for various industries. BigBear.ai, which serves the US government, plans to acquire Ask Sage, a fast-growing AI platform. Experts predict SoundHound AI will outperform in 2026 due to its strong operational growth and innovative voice-first AI agent approach.

SoundHound AI stock eyes big rebound in 2026

SoundHound AI's stock is down over 50% from its peak, but it aims for a strong recovery in 2026. The company has transformed from a music recognition app to a leader in voice AI, and now focuses on agentic AI. SoundHound AI acquired Amelia last year, combining their technologies to create voice-powered AI agents that act as virtual employees. This new Amelia 7 platform is already being rolled out to major customers. The company has seen fast revenue growth and hopes to achieve EBITDA profitability next year, positioning it for significant future growth.

Billionaires invest heavily in Alphabet and Nvidia AI stocks

Billionaire investors are actively buying into artificial intelligence stocks, with Alphabet and Nvidia being the most popular choices in Q3. Warren Buffett's Berkshire Hathaway notably started a large new position in Alphabet, a move he had previously regretted not making. Other billionaires like Paul Tudor Jones and George Soros also increased their stakes in these tech giants. Broadcom, Meta Platforms, and Microsoft also received significant investments from these wealthy investors. Experts suggest both Alphabet and Nvidia offer strong growth prospects, with Alphabet leveraging AI across Google Cloud, Waymo, and quantum computing.

Roundhill Generative AI ETF poised for long term growth

The Roundhill Generative AI & Technology ETF, ticker CHAT, is highlighted as a top investment for the long-term AI trend. Global spending on AI development is expected to reach $2 trillion by 2026, with significant investment beyond just semiconductor chips. CHAT focuses on companies developing generative AI, including major players like Alphabet, Nvidia, and Microsoft, along with smaller global firms. This ETF has already gained 46% year to date, outperforming other AI-focused ETFs. With most companies still in early stages of AI adoption, CHAT offers a pure way to invest in this growing technology.

Palantir software stock could mirror Nvidia's success

This article suggests that Palantir, an AI software company, might achieve a dominant position similar to Nvidia's in AI hardware. The company's Artificial Intelligence Platform, or AIP, is gaining significant traction. Palantir aims to become the leading provider of AI software solutions.

Palantir AI software platform sees rapid customer growth

Palantir Technologies is rapidly growing its Artificial Intelligence Platform, or AIP, and could become the Nvidia of AI software. Since launching AIP in April 2023, Palantir has seen its customer base increase by 45% and signed $2.8 billion in new contracts last quarter. Third-party reports rank Palantir as the top provider of AI and machine learning platforms. The company expects $4.4 billion in revenue this year, aiming to capture over 24% of the projected $18 billion AI software platform market. Palantir's fast growth and strong platform position it for continued success in the AI software industry.

CGI secures major cloud AI deals and raises dividend

In early December 2025, CGI announced several key business wins and a dividend increase. The State of Nevada successfully launched CGI's Advantage ERP platform, a cloud-based system for government agencies. Highmark, a large health insurer, expanded its use of CGI's ProperPay solution to improve payment integrity. CGI also achieved Amazon Web Services Premier Tier Services Partner status, showing its expertise in cloud and AI-enabled services. These successes, combined with strong Q4 2025 financial results, highlight CGI's growth in government, healthcare, and cloud AI, and signal management's confidence in the company's future.

Fanuc stock surges after Nvidia physical AI robotics deal

Fanuc's stock jumped nearly 13% after announcing a new partnership with Nvidia to create industrial robots powered by physical AI. This collaboration aims to make Fanuc's robotic systems smarter and more adaptable, leading to advanced automation solutions for various industries. The news has boosted investor confidence, with Fanuc's shares already up 18% in the past week and over 52% in the last year. Investors expect this strategic move to open new markets and drive significant future growth for the company.

DeepSnitch AI launches new trading agents amid 100X rumors

DeepSnitch AI, an emerging crypto project, has launched new AI trading agents, including SnitchGPT, a chat-based tool providing real-time market insights. This platform offers Unified Intelligence Access, combining its agents to help traders track market signals and whale movements. The DeepSnitch AI token is currently in presale stage 2 at $0.02629 and has already surged 74%. With three of its five AI agents now live, presale holders get early access to these tools and private intel. Experts suggest DeepSnitch AI has significant growth potential, with some rumors hinting at a 100X return for 2026.

Sources

• SoundHound AI vs. BigBear.ai: Which AI Stock Will Outperform in 2026?
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• Which Artificial Intelligence (AI) Stocks Are Billionaires Buying the Most?
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• Cloud-AI Wins and Dividend Hike Might Change The Case For Investing In CGI (TSX:GIB.A)
• Fanuc (TSE:6954) Valuation After Nvidia Physical AI Robotics Deal and Recent Share Price Surge
• Best Altcoins To Buy In December: Deepsnitch AI Launches New AI Trading Agents As 100X Rumors Intensify