google, microsoft and openai Updates

Analysts predict that tech giants Alphabet and Microsoft could each achieve a $5 trillion market valuation by 2026, driven by the accelerating adoption of artificial intelligence. Brian Nowak from Morgan Stanley set a $2,000 price target for Alphabet, expecting its Google Cloud division to fuel significant AI growth. Mark Delaney from Goldman Sachs highlights Microsoft's Azure cloud platform and its partnership with OpenAI as key factors for its AI-driven expansion. Google's stock has surged an impressive 62% this year, outperforming Microsoft, Apple, Meta, and Amazon, indicating its strong position in the AI race. Google improved its Gemini AI, integrated AI features into its core search product, and launched new tools like Nano Banana, leveraging its powerful Google DeepMind research lab and extensive Google Cloud infrastructure. The demand for AI infrastructure is also fueling significant growth for memory chip makers like Micron Technology. Micron reported fiscal second-quarter revenue of $5.82 billion, a 58% increase from the previous year, surpassing expectations. This growth stems from high demand and strong pricing for its High-Bandwidth Memory (HBM) chips, which are crucial for artificial intelligence hardware, including AI accelerators from companies like Nvidia. Micron's CEO Sanjay Mehrotra notes that the expansion of AI data center capacity is substantially increasing the need for high-performance memory, with cloud memory sales doubling annually due to higher pricing. Bank of America identifies Nvidia, Broadcom, and Lam Research as crucial players in providing essential components for advanced AI chips. Despite the overall positive outlook for AI spending, which Bank of America believes is still in its early stages, some companies face challenges. Oracle's shares fell 11% after the company reported third-quarter results that missed analyst expectations, raising concerns about its cloud growth and investments in artificial intelligence. A reported $10 billion funding agreement between Blue Owl Capital and Oracle reportedly broke down, contributing to fears about Oracle's high debt and its ability to profit from large AI projects. Oracle's shares have slumped nearly 50% since September, as investors question its capacity to compete against rivals like Microsoft and Amazon in the AI race. Beyond traditional tech giants, AI applications are expanding into diverse sectors. Jiuzi Holdings Inc. (JZXN) is in strategic talks to acquire tokens valued at approximately $1 billion from a Web3 technology company, aiming to jointly develop an AI-powered platform for cryptocurrency diagnostics and trading. These tokens may seek listing on Binance. Additionally, Mark Cuban, along with Enterprise Ireland and other investors, invested $4 million in Orreco, an Irish AI sports startup that uses artificial intelligence to help reduce injury risks for professional athletes. Microsoft, Amazon, Alphabet, and Meta collectively spent nearly $110 billion on AI-driven capital expenses in the third quarter alone, underscoring the massive investment in this evolving field.

Key Takeaways

• Alphabet (Google) and Microsoft are projected to reach $5 trillion market valuations by 2026, driven by accelerating AI adoption.
• Google's stock surged 62% this year, outperforming Microsoft, Apple, Meta, and Amazon, attributed to its Gemini AI improvements and Google Cloud infrastructure.
• Micron Technology reported fiscal second-quarter revenue of $5.82 billion, a 58% increase, fueled by strong demand and pricing for High-Bandwidth Memory (HBM) chips essential for Nvidia's AI accelerators.
• Micron's CEO Sanjay Mehrotra highlighted that AI data center capacity growth is significantly increasing the need for high-performance memory, with cloud memory sales doubling annually.
• Oracle's shares dropped 11% after missing Q3 expectations, with concerns about its cloud growth and AI investments, compounded by a reported breakdown of a $10 billion funding agreement.
• Bank of America identifies Microsoft, Amazon, and Alphabet as key AI infrastructure stocks, predicting AI spending is in early stages and will drive a global computing infrastructure overhaul by 2026.
• Nvidia, Broadcom, and Lam Research are crucial players in the AI chip sector, providing GPUs, networking chips, and manufacturing equipment, respectively.
• Jiuzi Holdings Inc. (JZXN) plans to acquire $1 billion in AI crypto tokens through a private placement, aiming to develop an AI-powered platform for crypto diagnostics and trading.
• Mark Cuban invested $4 million in Orreco, an Irish AI sports startup that uses AI to reduce injury risks for professional athletes.
• Microsoft's Azure cloud platform and its partnership with OpenAI are key factors in its AI-driven expansion.

Micron sees strong sales growth from AI memory chips

Micron Technology Inc., a leading US memory chip maker, gave a positive sales forecast for the current quarter. The company expects revenue between $4.7 billion and $5.1 billion for the fiscal second quarter, surpassing analyst estimates. CEO Sanjay Mehrotra reported

Micron predicts high sales due to strong AI chip demand

Micron Technology Inc. forecast second-quarter revenue above Wall Street estimates, driven by high demand and strong pricing for its high-bandwidth memory (HBM) chips. These chips are crucial for artificial intelligence hardware, including AI accelerators from companies like Nvidia. The Boise, Idaho-based company expects revenue between $6.4 billion and $6.8 billion for the quarter. Micron's CFO, Arthur Godbout, stated that HBM demand will remain strong through 2024. The company's stock has gained about 30% this year, reflecting a recovery in the semiconductor industry.

Micron sees huge revenue growth from AI memory chips

Micron Technology reported fiscal first-quarter results that surpassed Wall Street's expectations for both sales and earnings per share. The company's shares rose over 7% in extended trading as demand for its computer memory and solid-state storage products, vital for artificial intelligence infrastructure, remains very high. CEO Sanjay Mehrotra stated that the growth in AI data center capacity is significantly increasing the need for high-performance memory. Micron expects about $18.70 billion in revenue for the current second quarter, far exceeding analyst estimates. Cloud memory sales doubled annually, driven by higher pricing.

Micron sales soar as AI memory demand grows fast

Micron Technology Inc. reported a better-than-expected jump in fiscal second-quarter sales and anticipates further growth. Demand for its memory-storage products from artificial intelligence developers continues to outpace supply. The Boise, Idaho-based company's revenue for the fiscal second quarter reached $5.82 billion, a 58% increase from the previous year. CEO Sanjay Mehrotra noted

JZXN plans to buy 1 billion dollars in AI crypto tokens

Jiuzi Holdings Inc., also known as JZXN, announced it is in strategic talks with a Web3 technology company that develops an artificial intelligence cryptocurrency trading platform. Both parties plan to jointly create and promote an AI-powered platform for crypto diagnostics and trading. JZXN intends to acquire tokens from this partner, valued at approximately $1 billion, through a private placement of its common stock. The company expects to generate significant unrealized gains, and the tokens may apply for listing on Binance, a major global cryptocurrency exchange. This partnership aims to strengthen JZXN's technology and business in AI and Web3.

JZXN considers buying 1 billion dollars in AI crypto tokens

Jiuzi Holdings Inc. (JZXN) announced on December 16, 2025, that it is discussing a strategic partnership with a Web3 technology company focused on artificial intelligence cryptocurrency trading. The two companies plan to jointly develop and promote an AI-powered platform for crypto diagnostics and trading. JZXN intends to acquire tokens from this partner, valued at about $1 billion, through a private placement of its common stock. This collaboration aims to integrate their expertise in AI, cryptocurrency trading, and Web3, potentially creating new business opportunities and long-term value for JZXN. The matter is still under negotiation, with no final agreement yet.

Analysts say Alphabet Microsoft could hit 5 trillion dollars by 2026

Two influential technology analysts predict that Alphabet and Microsoft could each reach a $5 trillion market valuation by 2026. This aggressive forecast is based on the accelerating adoption of artificial intelligence. Brian Nowak from Morgan Stanley set a $2,000 price target for Alphabet, expecting its Google Cloud division to drive significant AI growth. Mark Delaney from Goldman Sachs sees Microsoft's Azure cloud platform and its partnership with OpenAI as key factors for its AI-driven expansion. While acknowledging risks, both analysts believe these tech giants are well-positioned to lead in the AI era.

Mark Cuban invests in AI sports startup Orreco

Mark Cuban, along with Enterprise Ireland and other investors, has invested $4 million in Orreco, an AI sports startup based in Ireland. Orreco uses artificial intelligence to help reduce the risk of injuries for professional athletes. This investment highlights the growing use of AI technology in the sports industry. Cuban is also a minority owner of the Dallas Mavericks.

Amazon Oracle news raises worries about AI investments

Reports about Amazon and Oracle are adding to concerns in the

Oracle stock drops due to AI funding concerns

The stock market saw little change on Tuesday as investors awaited key inflation data and Federal Reserve comments. However, Oracle's shares fell 11% after the company reported third-quarter results that missed analyst expectations. Concerns about Oracle's cloud growth and its investments in artificial intelligence weighed heavily on the stock. Investors are skeptical about Oracle's ability to compete in the AI race against rivals like Microsoft and Amazon. Meanwhile, oil prices rose after reports showed a larger-than-expected drop in US crude inventories.

Tech stocks fall as AI debt worries grow

US shares dropped on Wednesday, with technology stocks particularly affected by renewed concerns about artificial intelligence investments. A $10 billion funding agreement between Blue Owl Capital and Oracle reportedly broke down, raising fears about Oracle's high debt and its ability to profit from large AI projects. Oracle's shares have slumped nearly 50% since September. Meanwhile, Washington's blockade of sanctioned oil tankers from Venezuela caused global oil prices to rise. The US labor market also shows signs of weakening, with the unemployment rate climbing to a four-year high of 4.6%.

Google leads AI race with 62 percent stock surge

Google's stock has surged an impressive 62% this year, significantly outperforming other major tech companies like Microsoft, Apple, Meta, and Amazon. This strong performance suggests Google is leading the artificial intelligence race, despite some early challenges with its AI chatbots. Google successfully improved its Gemini AI and integrated AI features into its core search product, also launching new tools like Nano Banana. The company benefits from its powerful research lab Google DeepMind, a massive trove of data, and extensive Google Cloud infrastructure, creating a strong

Bank of America lists top AI stocks for 2026

Bank of America has identified key artificial intelligence infrastructure stocks to buy for 2026, believing that AI spending is still in its early stages and far from its peak. Analysts suggest 2026 will mark the midpoint of a major global computing infrastructure overhaul to support AI workloads. Major tech companies like Microsoft, Amazon, Alphabet, and Meta collectively spent nearly $110 billion on AI-driven capital expenses in the third quarter alone. BofA expects AI chip growth to continue at 50%, driven by strong data center use and high demand. Nvidia, Broadcom, and Lam Research are highlighted as crucial players, providing GPUs, networking chips, and manufacturing equipment for advanced AI chips, respectively.

Sources

• Micron gives rosy sales forecast after AI boom spurs demand
• Chipmaker Micron forecasts quarterly revenue above estimates
• Micron forecasts surging revenue as computer memory demand for AI remains high
• Micron logs sales jump, sees further growth as AI demand outpaces supply
• JZXN in Discussions to Acquire $1B in Tokens from AI Trading Firm at a Discount
• JZXN in Discussions to Acquire $1B in Tokens from AI Trading Firm at a Discount
• These 2 AI stocks could skyrocket to $5 trillion in 2026: analysts tell investors to buy now
• Mark Cuban backs startup that uses AI to reduce injury risk
• Amazon, Oracle Reports Add to Concerns Over 'AI Trade'
• Stock market today: Dow, S&P 500, Nasdaq sink as Oracle stock gets hit over AI funding worries
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• Is Google running way with the AI race? Its stock price sure seems to say so
• Bank of America sets AI stocks to buy list for 2026