Microsoft and Nvidia continue to lead the artificial intelligence market, with Microsoft's AI-powered products like Microsoft 365 Copilot boosting revenue. Nvidia maintains its dominance in graphics processing units (GPUs), essential for AI workloads. Meanwhile, Alphabet, Google's parent company, is making significant financial moves, planning to sell $15 billion in US bonds, along with a rare 100-year sterling bond, to fund its massive AI infrastructure buildout. Alphabet intends to nearly double its capital expenditure in 2026 to $185 billion, demonstrating a strong long-term commitment to AI.
OpenAI is a central figure in these developments, with D.A. Davidson analyst Gil Luria expressing a positive outlook, expecting the company to raise $100 billion in capital. This capital is anticipated to benefit partners like Oracle, Nvidia, Microsoft, and CoreWeave. Oracle, for instance, received an upgrade to a buy rating from D.A. Davidson, partly due to its role in building data centers for OpenAI. However, concerns persist regarding OpenAI's ability to meet its substantial financial commitments, which total hundreds of billions of dollars to companies including Microsoft, Oracle, and AMD, especially given its reported yearly revenue of $20 billion. Nvidia reportedly withdrew from a $100 billion investment in OpenAI, adding to these financial worries.
In the competitive GPU market, Advanced Micro Devices (AMD) reported strong fourth-quarter 2025 results with $34.6 billion in revenue, yet its stock dropped 15% amid concerns about its AI push and its deal with OpenAI. AMD plans to release its MI450 GPUs in 2026, with OpenAI confirmed to receive the initial batch. Investor Cathie Wood of Ark Invest recently acquired shares of AMD and CoreWeave, an NVIDIA GPU provider, signaling her long-term confidence in these AI-focused companies despite recent stock declines.
Beyond the major players, Databricks secured $7 billion in new funding on February 9, 2026, to enhance its Lakebase serverless Postgres database for AI agents and invest in Genie, a conversational AI assistant. Databricks reported a revenue run-rate exceeding $5.4 billion, with $1.4 billion from its AI offerings. Additionally, ProCap Financial, led by Anthony Pompliano, plans to acquire CFO Silvia, an AI company that provides personalized financial advice to individual investors. In the energy sector, Finnish company Capalo AI raised EUR 11 million (approximately USD 13.0 million) in Series A funding to expand its battery energy storage optimization platform.
Key Takeaways
- Microsoft and Nvidia are leading AI stock growth, with Microsoft 365 Copilot boosting revenue and Nvidia dominating the GPU market.
- Alphabet plans a $15 billion bond sale and a rare 100-year sterling bond to fund a $185 billion capital expenditure in 2026 for AI infrastructure.
- OpenAI is expected to raise $100 billion in capital, benefiting partners like Oracle, Nvidia, Microsoft, and CoreWeave, with Oracle building data centers for OpenAI.
- Concerns exist regarding OpenAI's ability to meet hundreds of billions in financial commitments to partners like Microsoft, Oracle, and AMD, given its $20 billion yearly revenue and Nvidia's reported withdrawal from a $100 billion investment.
- AMD reported $34.6 billion in Q4 2025 revenue but saw a 15% stock drop due to AI push concerns; it plans to release MI450 GPUs in 2026, with OpenAI receiving the first batch.
- Cathie Wood's Ark Invest bought shares of AMD and CoreWeave on February 8, 2026, seeing long-term opportunities in these AI-focused companies.
- Databricks secured $7 billion in new funding on February 9, 2026, to enhance its Lakebase database for AI agents and invest in its Genie conversational AI assistant.
- Databricks' AI offerings contribute $1.4 billion to its over $5.4 billion revenue run-rate.
- ProCap Financial plans to acquire CFO Silvia, an AI company providing personalized financial advice to individual investors.
- Capalo AI, an energy storage company, raised EUR 11 million (approx. USD 13.0 million) in Series A funding to expand its battery energy storage optimization platform.
Microsoft and Nvidia Lead AI Stock Growth
Microsoft and Nvidia are top artificial intelligence stocks showing strong growth. Microsoft's AI-powered products like Microsoft 365 Copilot are boosting its revenue. Nvidia leads the market for graphics processing units or GPUs, which power AI, and continues to innovate. Both companies demonstrate profitable growth and are considered solid investments in the expanding AI market.
Cathie Wood Buys AMD and CoreWeave After Stock Drops
Investor Cathie Wood of Ark Invest bought shares of Advanced Micro Devices (AMD) and CoreWeave on February 8, 2026. She often buys stocks of innovative companies involved in artificial intelligence when their prices fall. AMD makes graphics processing units or GPUs for AI tasks, competing with Nvidia. CoreWeave provides access to Nvidia GPUs for AI workloads, helping customers avoid buying their own expensive equipment. Wood sees these purchases as long-term opportunities despite recent stock declines.
D.A. Davidson Sees Bright Future for OpenAI and Key Stocks
D.A. Davidson is now positive about OpenAI and companies connected to it, according to analyst Gil Luria on February 9, 2026. Luria believes OpenAI has corrected past mistakes and is focusing on its main products like ChatGPT. He expects OpenAI to raise $100 billion in capital, which will help companies like Oracle, Nvidia, Microsoft, and CoreWeave. D.A. Davidson upgraded Oracle to a buy rating, setting a $180 price target, partly because Oracle is building data centers for OpenAI.
Alphabet Plans 15 Billion Dollar Bond Sale for AI Growth
Alphabet plans to sell $15 billion in US bonds to help fund its expansion, especially for artificial intelligence. The company will offer these bonds in up to seven parts, with some maturing in 2066. This action reflects a growing trend among technology companies using debt to pay for large infrastructure projects like AI data centers. Alphabet has not publicly commented on the report, but regulatory filings confirm the plan.
Alphabet Sells Rare 100-Year Bonds for AI Expansion
Alphabet, Google's parent company, is selling a rare 100-year sterling bond, along with $15 billion in dollar bonds and Swiss franc debt. This unusual financing move will help fund its massive artificial intelligence infrastructure buildout. Alphabet plans to spend $185 billion on capital expenditure in 2026, nearly doubling its spending from 2025. This long-term borrowing shows the company's strong belief that AI infrastructure will generate returns for generations, even with technology changing quickly.
Databricks Secures 7 Billion Dollars for AI Database
Databricks, an artificial intelligence company, raised $7 billion in new funding on February 9, 2026. The company plans to use this money to strengthen Lakebase, its serverless Postgres database designed for AI agents. They will also invest in Genie, a conversational AI assistant that helps employees chat with their data. Databricks reported a revenue run-rate of over $5.4 billion, with $1.4 billion specifically from its AI offerings.
ProCap Financial Acquires AI Firm CFO Silvia
Anthony Pompliano's company, ProCap Financial, plans to buy CFO Silvia, an artificial intelligence company focused on finance. CFO Silvia acts like a chief financial officer for individual investors, connecting to their bank and brokerage accounts. It uses AI to watch portfolios and help with investment choices. The deal is expected to close in the second quarter, aiming to give ProCap Financial clients more personalized and data-driven investment advice.
Capalo AI Raises 11 Million Euros for Battery Tech
Capalo AI, a Finnish company focused on energy storage, raised EUR 11 million, which is about USD 13.0 million, in Series A funding. Heartcore Capital led this investment round. The company plans to use the new capital to expand its operations into more areas. This funding will also help Capalo AI improve its platform for optimizing battery energy storage and trading.
AMD Stock Drops Despite Strong Earnings and AI Plans
Advanced Micro Devices or AMD reported strong fourth-quarter 2025 results with $34.6 billion in total revenue, but its stock dropped 15%. This happened due to concerns about its big push into artificial intelligence and its deal with OpenAI. AMD plans to release its powerful MI450 GPUs in 2026, and CEO Lisa Su confirmed OpenAI will receive the first batch. However, OpenAI has massive financial commitments to Microsoft, Oracle, and AMD, totaling hundreds of billions of dollars, while its yearly revenue is only $20 billion. Nvidia also reportedly pulled out of a $100 billion investment in OpenAI, adding to worries about OpenAI's ability to meet its obligations.
Sources
- 2 Top Artificial Intelligence (AI) Stocks to Buy Right Now
- Cathie Wood Goes AI Bargain Hunting: She Just Bought a Stock That Crashed 17% in 1 Trading Session and a Stock That's Dropped 50% From Its Peak.
- D.A. Davidson gets bullish on Open AI and the stocks in its orbit
- Alphabet plans $15B US bond sale amid AI-driven expansion
- Google Is Issuing Rare 100-Year Bonds To Fund AI Capex Spend
- Databricks Raises $7 Billion for AI Agent Database
- Artificial Intelligence Comes to Your Portfolio
- Capalo AI nets EUR 11m to bolster battery optimisation, trading ops
- AMD Faces Uncertainty Amid AI Expansion And OpenAI Deal
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