Major tech companies like Microsoft, Amazon, Alphabet, and Meta are significantly increasing their investments in AI infrastructure. These hyperscalers are partnering with specialized "neocloud" providers such as Iren, CoreWeave, and Cipher Mining to manage their demanding AI workloads. Microsoft, for instance, has a substantial $9.7 billion deal with Iren, while Amazon Web Services collaborates with Cipher Mining. Investors are closely monitoring Amazon's earnings call on February 5, 2026, for further insights into future AI spending, with predictions suggesting Iren's stock could see a notable rise in 2026.
Microsoft's stock recently experienced a nearly 10% drop following its fiscal second-quarter earnings report on January 29, 2026. This occurred despite strong results, including a 17% revenue increase to $81.3 billion. The decline was attributed to investor concerns over high capital expenditures, which reached $37.5 billion last quarter, and a slight deceleration in Azure cloud growth, though Azure still expanded by 39%. Many analysts view this dip as a strategic buying opportunity for long-term investors, emphasizing Microsoft's continued investments in future growth within the competitive cloud market.
Anthropic, a private AI company, is projecting remarkable revenue growth, with expectations of reaching $18 billion this year and $55 billion next year. This expansion is heavily reliant on critical hardware supplied by Nvidia and Broadcom. Nvidia provides the powerful GPU hardware necessary for training and running Anthropic's AI models, and along with Microsoft, has invested at least $5 billion in the company. Broadcom contributes essential connectivity chips that link processors in high-performance servers, with Anthropic placing significant orders for custom chips and server racks.
In other AI developments, Day AI successfully raised $20 million in Series A funding, led by Sequoia Capital, and launched its new CRMx platform. This platform aims to enhance sales team productivity by using AI agents and a "context graph" to reduce manual data entry and provide quick insights. Meanwhile, Massimo Group's stock fell after announcing plans to acquire FST Development Company Limited for $27 million to $35 million, a move intended to integrate AI-powered hardware into its outdoor mobility products and enter the AI-driven mobility and digital health robotics markets.
Cognizant is also making strategic AI investments, as it prepares to report its fourth-quarter earnings. The company recently acquired 3Cloud to bolster its cloud capabilities and partnered with Cognition to utilize Devin AI for software development, aiming to increase AI-generated code and improve productivity. Elsewhere, Aviwell SAS secured 11 million euros to expand its AI-driven Aneto™ platform, which develops natural solutions for animal nutrition. Fusemachines Inc. saw its stock jump over 65% after announcing an AI collaboration with modulAIre, an IBM partner, to offer AI Studio-based tools to enterprise clients.
SoundHound AI, a voice AI specialist, is poised for a rebound in 2026 despite a stock decline in 2025 after Nvidia sold its shares. The company's revenue more than doubled in the first nine months of 2025, and it anticipates nearing break-even in 2026. SoundHound is transforming into a leader in "agentic AI" and voice-first solutions, expanding its AI ordering deal with Five Guys and integrating its Amelia 7.0 platform into industries like financial services and healthcare.
Key Takeaways
- Microsoft, Amazon, Alphabet, and Meta are making significant investments in AI infrastructure, partnering with "neoclouds" like Iren, CoreWeave, and Cipher Mining.
- Microsoft has a $9.7 billion deal with Iren, and Amazon Web Services works with Cipher Mining, with Iren's stock potentially rising in 2026.
- Microsoft's stock dropped almost 10% after its Q2 earnings despite 17% revenue growth to $81.3 billion, due to high capital spending ($37.5 billion) and a slight Azure growth slowdown (39%).
- Anthropic projects substantial revenue growth, expecting $18 billion this year and $55 billion next year, driven by hardware from Nvidia and Broadcom.
- Nvidia and Microsoft have jointly invested at least $5 billion in Anthropic, which uses Nvidia's GPUs and Broadcom's connectivity chips.
- Day AI raised $20 million in Series A funding, led by Sequoia Capital, and launched its CRMx platform to streamline sales tasks with AI agents.
- Massimo Group plans to acquire AI hardware firm FST Development Company Limited for $27 million to $35 million, aiming to enter AI-driven mobility and digital health robotics.
- Cognizant is boosting its AI capabilities through acquisitions like 3Cloud and partnerships, including using Devin AI for software development.
- Fusemachines Inc. stock jumped over 65% after announcing an AI collaboration with IBM partner modulAIre to offer AI Studio-based tools to enterprise clients.
- SoundHound AI, despite a 2025 stock decline, doubled its revenue in the first nine months of 2025 and is transforming into a leader in "agentic AI" and voice-first solutions, expanding deals with companies like Five Guys.
Iren AI Stock Predicted to Soar on February 5
Big tech companies like Microsoft and Amazon are spending a lot on AI infrastructure. They are partnering with "neoclouds" such as Iren, CoreWeave, and Cipher Mining to handle AI workloads. Microsoft already has a 9.7 billion dollar deal with Iren. Amazon Web Services (AWS) also works with Cipher Mining. Experts believe Iren's stock could rise sharply in 2026, especially around Amazon's earnings call on February 5, as more hyperscalers might partner with it. This makes Iren a top neocloud stock to watch.
AI Infrastructure Stock Iren May Jump on February 5
Major tech companies like Microsoft, Alphabet, Meta, and Amazon are investing heavily in AI infrastructure. They are using "neocloud" providers such as Iren, CoreWeave, and Cipher Mining to manage their AI tasks. Microsoft previously signed a 9.7 billion dollar deal with Iren, and Amazon Web Services works with Cipher Mining. Investors are watching Amazon's earnings call on February 5, 2026, for clues about future AI spending. Some predict Iren's stock could see a significant rise in 2026 if more large companies partner with it. Motley Fool Stock Advisor also recommends Iren as a potential investment.
Day AI Secures 20 Million Dollars Launches CRMx Platform
Day AI, a company building an AI-native customer relationship platform, raised 20 million dollars in Series A funding. Sequoia Capital led this investment round. The company also launched its new CRMx platform, designed for sales teams. CEO Christopher O'Donnell states CRMx helps teams avoid wasting time on manual data entry and quickly gain insights. The platform uses AI agents and a "context graph" to understand customer data and business knowledge through natural language. CRMx is now available and aims to improve productivity for both startups and larger companies.
Massimo Stock Drops After Announcing AI Hardware Acquisition Plan
Massimo Group's stock fell sharply after the company announced plans to buy FST Development Company Limited. FST is a technology firm specializing in AI-powered hardware systems. Massimo aims to combine its outdoor mobility products with FST's intelligent systems, entering the AI-driven mobility and digital health robotics markets. The deal values FST between 38 million and 50 million dollars, with Massimo planning to pay 27 million to 35 million dollars. CEO David Shan stated this acquisition is a strategic transformation for the company. Massimo expects the purchase to speed up product development and open new markets.
Cognizant Earnings Report Focuses on AI Investments
Cognizant will report its fourth-quarter earnings on Wednesday, with investors closely watching its AI investments. Analysts expect earnings of 1.32 dollars per share on 5.31 billion dollars in revenue, a slight drop from the previous quarter. The company recently acquired 3Cloud to boost its cloud capabilities and partnered with Cognition to use Devin AI for software development. These moves aim to increase AI-generated code and improve productivity. Wall Street analysts have a "Buy" rating on the stock, expecting about a 10 percent increase from its current price. The report will show if Cognizant's AI strategies are leading to revenue growth and stronger profits.
Microsoft Stock Drops Investors See Long Term Value
Microsoft's stock fell almost 10 percent after its fiscal second-quarter earnings report on January 29, 2026. Despite strong results with revenue up 17 percent to 81.3 billion dollars, investors worried about high spending and a slight slowdown in Azure cloud growth. Microsoft spent 37.5 billion dollars on capital expenses in the last quarter. Azure's revenue grew 39 percent, with future growth expected to be around 37 to 38 percent. The author believes this stock drop offers a good chance for long-term investors to buy Microsoft shares. Microsoft's investments are for future growth, and Azure remains a strong competitor in the cloud market.
Aviwell Raises 11 Million Euros for AI Animal Nutrition Platform
Aviwell SAS, an animal nutrition company, successfully raised 11 million euros in a Series A investment round. New investors include Blue Revolution Fund, Blast.Club, and SWEN Capital Partners. This funding will help Aviwell expand its AI-driven Aneto™ platform, which discovers and develops natural solutions for animal nutrition. The platform creates special bacterial ecologies to improve animal health, growth, and feed efficiency, starting with poultry and aquaculture. CEO Mouli RAMANI stated that Aviwell aims to meet the growing demand for sustainable, antibiotic-free animal protein. The company will use the capital to advance its products and strengthen partnerships.
Fusemachines Stock Jumps on IBM Partner AI Collaboration
Fusemachines Inc. stock increased by over 65 percent after announcing a new AI collaboration with modulAIre. modulAIre is an IBM partner known for customizing AI solutions for large businesses. Together, they will offer smart AI tools based on Fusemachines' AI Studio, targeting the enterprise AI market, especially IBM clients. This partnership helps Fusemachines address a recent Nasdaq compliance issue regarding its market value. The company also secured an additional 1 million dollar investment from Consilium Investment Management. Fusemachines aims to use this momentum and new alliances for sustained growth.
SoundHound AI Stock Poised for Rebound in 2026
SoundHound AI, a company specializing in voice AI, saw its stock decline in 2025 after Nvidia sold its shares. However, the company's revenue more than doubled in the first nine months of 2025, and it expects to be near break-even in 2026. SoundHound is transforming into a leader in "agentic AI" and voice-first solutions, which allow AI agents to understand human intent more naturally. It has expanded its AI ordering deal with Five Guys and acquired virtual agent provider Amelia in 2024. The company's Amelia 7.0 platform entered the agentic AI market, serving industries like financial services and healthcare. Experts believe SoundHound's unique voice-first approach could make it a significant winner in 2026.
Nvidia and Broadcom Fuel Anthropic AI Revenue Growth
Anthropic, a private AI company, expects its revenue to reach 18 billion dollars this year and 55 billion dollars next year. Two key companies, Nvidia and Broadcom, are powering this growth by providing essential hardware. Nvidia supplies the powerful GPU hardware that Anthropic uses to train and run its AI models. Nvidia and Microsoft have also invested at least 5 billion dollars in Anthropic. Broadcom provides the crucial connectivity chips that link processors in high-performance servers. Anthropic placed large orders with Broadcom for custom chips and server racks, making it a major customer.
Sources
- Prediction: This Artificial Intelligence (AI) Infrastructure Stock Will Go Parabolic on Feb. 5
- Prediction: This Artificial Intelligence (AI) Infrastructure Stock Will Go Parabolic on Feb. 5
- Day AI: $20 Million Series A Raised And CRMx Platform Launched For Agent-First Sales Teams
- Massimo Stock Tanks As It Eyes AI Hardware Acquisition
- Cognizant earnings on deck as AI investment comes into focus By Investing.com
- Investors Are Selling, but Is This AI Stock Actually a Screaming Buy?
- Aviwell Closes €11 Million Series A Investment Round to Scale AI‑Driven Microbiota Platform for Sustainable Animal Nutrition
- Fusemachines stock soars on AI collaboration with IBM partner modulAIre
- This Overlooked Artificial Intelligence (AI) Stock Could Be the Surprise Winner of 2026
- 2 Stocks Powering OpenAI's and Anthropic's Revenue Surge in 2026
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