Major tech companies are making substantial financial commitments to artificial intelligence, signaling strong confidence in its future. Alphabet, Google's parent company, announced plans in early February 2026 to spend between $175 billion and $185 billion on AI infrastructure, including data centers and specialized AI chips. This significant investment is supported by a $20 billion multi-currency bond issuance, which notably includes a rare 100-year "Century Bond." Furthermore, European regulators approved Alphabet's $32 billion acquisition of cloud cybersecurity firm Wiz, reinforcing its long-term AI strategy.
Amazon is also making a massive push into AI, planning to invest $200 billion in capital expenditures through 2026, with a substantial portion dedicated to artificial intelligence. This investment aims to enhance AI technologies and improve its Amazon Web Services (AWS) cloud offerings. The demand for AI infrastructure is driving profits for private equity firms, which are selling gas-fired power plants to electricity producers. Companies like OpenAI, Amazon, and Microsoft require immense power for their AI models, with data centers projected to grow by nearly 100 gigawatts by 2030, making existing power assets highly valuable.
In the competitive AI chip market, Nvidia continues to dominate, holding approximately 92% of the GPU market. Despite a recent tech market sell-off, Nvidia, Microsoft, and Broadcom are highlighted as strong AI stock opportunities for 2026, with Broadcom showing over 30% growth in EBITDA and free cash flow. Qualcomm, another AI chipmaker, is diversifying its business beyond smartphones into automotive, Internet of Things, and data center AI inference chips, presenting a buying opportunity around $141.85 as of February 11, 2026. Additionally, CoreWeave, an AI cloud platform backed by Nvidia, has a $55 billion backlog and could see its stock price triple by the end of 2026.
The broader market is experiencing shifts due to AI, with some companies seen as "AI losers" facing sell-offs. Activist investor Elliott Management reportedly acquired a stake in LSEG, while Blackstone increased its investment in Anthropic. Morgan Stanley strategists, after analyzing 3,600 stocks, note that investors are now prioritizing companies that demonstrate a clear Return on Equity (ROE) from their AI adoption. This focus emphasizes strong finances, efficient operations, and a clear strategy for leveraging AI to boost profitability.
New AI applications are also disrupting traditional industries. On February 10, 2026, the launch of RightCapital's AI-powered tax planning tool, which creates personalized tax strategies in minutes, caused wealth management stocks on Wall Street to fall sharply due to concerns about increased competition and fee pressure. To cater to investors seeking exposure to AI with capital safety, Dutch wealth manager Van Lanschot Kempen (VLK) introduced the USD Capped Guarantee Note Artificial Intelligence 26-31, a five-year bond offering access to 14 AI companies while protecting the initial investment.
Key Takeaways
- Alphabet plans to invest $175-$185 billion in AI infrastructure by early February 2026, supported by a $20 billion multi-currency bond, including a 100-year "Century Bond."
- Alphabet's $32 billion acquisition of cloud cybersecurity firm Wiz received European regulatory approval, reinforcing its long-term AI strategy.
- Amazon intends to invest $200 billion in capital expenditures through 2026, with a significant portion allocated to AI technologies and AWS cloud services.
- Nvidia maintains a dominant position in the GPU market, controlling approximately 92%, while Microsoft and Broadcom are also identified as strong AI stock opportunities for 2026.
- Qualcomm, an AI chipmaker, is diversifying into automotive, IoT, and data center AI inference chips, with its stock priced around $141.85 as of February 11, 2026.
- CoreWeave, an AI cloud platform backed by Nvidia, holds a $55 billion backlog and is projected to see its stock price triple by the end of 2026.
- The immense energy demands of AI, driven by companies like OpenAI, Amazon, and Microsoft, are leading private equity firms to profit from selling gas-fired power plants, with data centers expected to grow by nearly 100 gigawatts by 2030.
- RightCapital's launch of an AI-powered tax planning tool on February 10, 2026, caused a sharp decline in wealth management stocks due to concerns over increased competition.
- Activist investor Elliott Management acquired a stake in LSEG, and Blackstone increased its investment in Anthropic, following a market sell-off impacting "AI losers."
- Van Lanschot Kempen (VLK) launched the USD Capped Guarantee Note Artificial Intelligence 26-31, a five-year bond designed to offer investors exposure to 14 AI companies with capital protection.
Alphabet invests billions in AI infrastructure and 100-year bonds
Alphabet, Google's parent company, is making big moves in AI technology. In early February 2026, the company announced plans to spend $175 to $185 billion on AI infrastructure like data centers and AI chips. Alphabet also issued a $20 billion multi-currency bond, including a rare "Century Bond" that lasts 100 years. This long-term borrowing shows Alphabet's strong belief in its future AI projects and the Wiz acquisition. Experts see this as a sign of great confidence in Alphabet's lasting power and its role in shaping technology for generations.
Alphabet issues 100-year bond for AI and clears Wiz acquisition
Alphabet, the company behind Google, YouTube, and Google Cloud, is making significant financial moves for AI. It is issuing a 100-year bond as part of a $20 billion multi-currency debt raise. These funds will support a large capital spending program focused on building AI infrastructure. Additionally, European regulators approved Alphabet's planned $32 billion purchase of the cloud cybersecurity firm Wiz. This shows Alphabet's strong commitment to long-term AI investments.
Top 3 AI stocks to buy now despite market sell-off
Despite a recent tech market sell-off, some investors see a chance to buy strong AI companies. Catie Hogan highlights three top AI stocks for 2026: Nvidia, Microsoft, and Broadcom. Nvidia remains a leader, controlling about 92% of the GPU market, with strong future growth expected. Microsoft, despite recent stock drops due to AI spending fears, shows excellent fundamentals. Broadcom also demonstrates impressive growth, with its EBITDA and free cash flow increasing by over 30% recently. These companies offer solid opportunities for long-term investors.
AI tax tool launch causes wealth management stocks to drop
On February 10, 2026, wealth management stocks on Wall Street fell sharply. This happened after a tech platform company, RightCapital, announced a new AI-powered tax planning tool. The tool promises to create personalized tax strategies in just minutes. Investors are worried about increased competition, lower fees, and shifts in market share. Experts believe this new AI tool could be a game changer for the financial services industry.
Activist investor Elliott buys LSEG after AI stock sell-off
A significant sell-off has impacted companies seen as "AI losers" in early 2026. This market shift has prompted famed activist investor Elliott Management to take action, reportedly acquiring a stake in LSEG. Additionally, Blackstone increased its investment in Anthropic. A Barclays report highlights how AI is causing big differences in stock performance, creating opportunities in oversold sectors like software, media/internet, and business services.
Morgan Stanley finds top AI stock opportunities in market shakeout
Morgan Stanley strategists analyzed 3,600 stocks to find the best opportunities during the current AI market changes. They found that investors are now looking for companies that clearly show a good Return on Equity (ROE) as they adopt AI. Winning companies will have strong finances, efficient operations, and a clear plan to use AI to boost their ROE. Key factors for investors include consistent ROE, clear profitability, operational efficiency, strong market position, and a good pipeline of AI products.
Qualcomm is a smart AI chip stock to buy for $150
Qualcomm, an AI chipmaker, presents a good buying opportunity for patient investors despite some short-term challenges. The company's stock is currently priced around $141.85 as of February 11, 2026. While the smartphone industry faces pressure from rising memory chip costs, Qualcomm is diversifying its business. Its automotive and Internet of Things segments are growing, and it is entering the data center chip market with AI inference chips. Management believes the smartphone slowdown is temporary and expects long-term growth to continue.
Amazon plans huge $200 billion AI investment through 2026
Amazon plans to invest an ambitious $200 billion in capital expenditures through 2026, with a large part going towards artificial intelligence. Despite strong revenue growth and high demand for Amazon Web Services, this massive investment has analysts divided on whether to buy, sell, or hold the stock. The company aims to boost AI technologies, improve AWS cloud services, and innovate across its many businesses. However, concerns exist about short-term profitability and how this spending will affect free cash flow and shareholder returns. The next few quarters will show if Amazon's big AI bet pays off.
CoreWeave AI stock could triple by 2026 despite challenges
CoreWeave, a company with a cloud platform built for AI, could see its stock price triple by the end of 2026. Despite concerns about its large debt and negative cash flow, CoreWeave has a massive $55 billion backlog. The company, backed by Nvidia, is spending heavily to meet the high demand for its specialized AI cloud services. Its current low price-to-sales ratio suggests it is undervalued given its huge revenue growth. Investors willing to accept the risks of its rapid expansion could see significant returns.
Private equity profits from selling gas plants for AI power
Private equity firms are making large profits by selling gas-fired power plants to electricity producers. These producers are rushing to meet the huge energy demands of AI technology. For example, Energy Capital Partners recently sold a plant for over $1 billion profit in just five months. Tech companies like OpenAI, Amazon, and Microsoft need vast amounts of power for their AI models, with data centers expected to grow by nearly 100 gigawatts by 2030. This high demand, combined with limited new gas capacity, makes existing plants very valuable.
Dutch firm VLK launches AI investment note for capital safety
Dutch wealth manager Van Lanschot Kempen, or VLK, launched a new investment product called the USD Capped Guarantee Note Artificial Intelligence 26-31. This five-year bond is available as a public offer in the Netherlands. It allows investors to access a group of 14 companies involved in the AI industry. VLK aims for investors to benefit from the growth in AI while also protecting their initial investment. Marcel Pronk from VLK believes AI will be a major growth area this decade.
Sources
- Alphabet’s Century Bond and Wiz Deal Reveal New AI Investment Strategy
- Alphabet’s Century Bond And Wiz Deal Reshape AI Investment And Risk Profile
- Forget the Sell-Off: These 3 AI Stocks Are Still the Best Buys for 2026
- Wealth Management Stocks Crater After AI Tax-Planning Tool Announcement
- The sell-off in AI losers has been so steep that this famed activist investor has reportedly sprung into action
- Morgan Stanley just poured through 3,600 stocks and says these are the best opportunities from the AI shakeout
- 1 No-Brainer Artificial Intelligence (AI) Chip Stock to Buy Now With $150
- Amazon Bets Big on AI With $200B Capex: Buy, Sell or Hold the Stock?
- Prediction: This AI Stock Could Triple by the End of 2026. Here's Why.
- Private Equity Scores Big Profits Flipping Gas Plants to Producers Racing to Meet AI Needs
- Dutch manager targets AI upside with capital preservation
Comments
Please log in to post a comment.