Microsoft's AI business is growing rapidly, with a 123% year-over-year growth rate, driven by its cloud platform and Agent 365 software. The company's stock has surged, becoming a buying opportunity due to its improving fundamentals.
Nvidia is investing in AI stocks, including a potential $2.1 billion investment in Iren, and has taken equity positions in Intel and CoreWeave. Broadcom's AI sales have surged, with custom AI chip revenue rising 140% and AI networking sales climbing 60% in Q1 2026.
Palantir has partnered with Innodata, which provides training data for AI models and is expanding into higher-value engineering and a diversified client base. The company's non-primary big tech revenue grew 453% year over year.
Other developments include Intapp's new AI-powered features in Intapp Time, Xometry's appointment of AI entrepreneur Lukas Biewald to its Board, and Ubisoft's testing of generative AI in Far Cry 7. Goldman Sachs predicts that agentic artificial intelligence will drive a 24-fold increase in global token consumption by 2030.
Key Takeaways
["Microsoft's AI business grew 123% year-over-year, driven by its cloud platform and Agent 365 software.", 'Nvidia invested in AI stocks, including a potential $2.1 billion investment in Iren.', "Broadcom's AI sales surged, with custom AI chip revenue rising 140% and AI networking sales climbing 60% in Q1 2026.", 'Palantir partnered with Innodata, which provides training data for AI models.', 'Intapp introduced new AI-powered features in Intapp Time to help professional services firms manage time and revenue capture.', 'Xometry appointed AI entrepreneur Lukas Biewald to its Board.', 'Ubisoft is testing generative AI in Far Cry 7.', 'Goldman Sachs predicts agentic artificial intelligence will drive a 24-fold increase in global token consumption by 2030.', "Microsoft's AI business is expected to drive revenue growth and increase its market share in the cloud infrastructure space.", 'Bernie Sanders warned that AI could replace workers and worsen loneliness.']Microsoft Stock Surges as AI Business Booms
Microsoft's stock has become a buying opportunity due to its improving fundamentals and discounted price compared to peers. The company's cloud business has been a major growth catalyst, with businesses relying on Microsoft's cloud platform for scalable IT infrastructure. Microsoft's AI business is growing rapidly, with CEO Satya Nadella citing agentic computing as a key area of focus. The company is well-positioned to ride the agentic AI industry's growth, with its Agent 365 software helping companies create secure AI agents.
Microsoft AI Business Sees Rapid Growth
Microsoft's AI business is growing rapidly, with a 123% year-over-year growth rate. The company's cloud business continues to gain ground, with LinkedIn revenue climbing 12% year over year. Microsoft's Agent 365 software helps companies create secure AI agents, with case studies demonstrating its effectiveness for large clients. The company's AI business is expected to drive revenue growth and increase its market share in the cloud infrastructure space.
Intapp Expands AI Timekeeping Features
Intapp has introduced new AI-powered features in Intapp Time, focused on helping professional services firms manage time and revenue capture more efficiently. The latest release includes AI work code prediction, configurable narrative tone enforcement, and upgraded mobile timekeeping tools. The update expands the use of AI across Intapp's cloud product suite for professional services clients.
Xometry Valuation Check After AI Board Appointment
Xometry's stock has surged after appointing AI entrepreneur Lukas Biewald to its Board, alongside recent commentary linking the stock to semiconductor and AI infrastructure exposure. The company's enterprise segment growth is strong, with a sharp re-rating in the share price. Xometry's valuation is now almost in line with the latest analyst price target, and investors are watching to see if the company's growth and profitability paths feel realistic.
Broadcom's AI Surge Fuels Dividend Growth
Broadcom's AI sales have surged, with custom AI chip revenue rising 140% and AI networking sales climbing 60% in Q1 2026. The company's high margins support a 15-year dividend growth streak and a $10 billion share buyback program through 2026. Despite a high valuation, Broadcom's AI revenue forecasts and long-term contracts may justify the premium.
Nvidia Invests in AI Stocks for Long-Term Growth
Nvidia is taking equity positions in other tech companies, including Iren, Intel, and CoreWeave. The company's deal with Iren includes a five-year option to buy up to 30 million shares at $70 apiece, a potential $2.1 billion investment. Nvidia's continued equity investments give it exposure to smaller companies that can outpace its future stock returns.
Ubisoft Tests Generative AI in Far Cry 7
Ubisoft is reportedly testing generative AI in Far Cry 7, according to an insider who claims the game 'looks like sh*t.' The company has posted a record €1.3 billion loss and is 'accelerating investments' in generative AI tools. The use of generative AI in Far Cry 7 is a significant departure from the company's previous approach to game development.
Innodata Stock Could Turn $3,000 into $20,000
Innodata provides training data for AI models and is expanding into higher-value engineering and a diversified client base. The company's partnership with Palantir and federal defense contracts signal validation and reduce concentration risk. Innodata's diversification matters, with non-primary big tech revenue growing 453% year over year.
Bernie Sanders Warns AI Could Replace Workers
Sen. Bernie Sanders said artificial intelligence and robotics should benefit workers — not billionaires — while warning that AI bots could worsen loneliness and replace human relationships among young people.
Goldman Sachs Predicts AI Agents Will Increase Tech Cash Flow
Goldman Sachs predicts that agentic artificial intelligence will reshape the financial landscape at major tech companies. The adoption of autonomous AI agents is expected to drive a 24-fold increase in global token consumption by 2030.
Sources
- This Artificial Intelligence (AI) Stock Just Became Too Cheap to Ignore
- This Artificial Intelligence (AI) Stock Just Became Too Cheap to Ignore
- Intapp Expands AI Timekeeping As Shares Trade Below Analyst Targets
- Xometry (XMTR) Valuation Check After AI Board Appointment And Strong Enterprise Growth
- Broadcom's AI surge fuels dividend growth despite high valuation
- Nvidia Is Buying Equity In Other AI Stocks, And It Can Be A Long-Term Catalyst
- Ubisoft reportedly testing generative AI in Far Cry 7, insider says it 'looks like sh*t' — company recently posted a record €1.3 billion loss
- Got $3,000? I Think This AI Stock Could Turn It Into $20,000 by the End of the Decade.
- Bernie Sanders warns AI could replace workers, children’s friendships
- Goldman Sachs Predicts AI Agents Will Increase Tech Cash Flow
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