Microsoft raises $250 billion while Nvidia ships Rubin chips

Key Takeaways

• Nvidia leads in AI chips with its new Rubin chip in full production and a $500 billion backlog.
• Microsoft's Azure cloud services grew 38% in constant currency, driven by AI, and secured a $250 billion commitment from OpenAI.
• Despite strong earnings, Microsoft's stock dropped due to investor concerns over high AI spending and a slight slowdown in Azure growth.
• Amazon utilizes over 1,000 generative AI applications to enhance its cloud business and retail efficiency.
• Uber leverages machine learning for its platforms and partners with 20 autonomous vehicle companies for robotaxis.
• Meta's AI investments boosted ad effectiveness and user engagement, leading to an 18% rise in ad impressions in 2025.
• Salesforce is expected to see new product opportunities and earnings growth driven by AI.
• Oracle and Workday are projected for over 40% stock growth, with Oracle having a 72% upside target.
• IBM reported a 12% revenue increase in its fiscal fourth quarter due to rising demand for AI solutions.
• Walmart integrates AI for drone delivery (partnering with Wing) and "Instant Checkout" via chatbots like Gemini or ChatGPT.

Jim Cramer recommends Amazon and Uber AI stocks

Jim Cramer suggests buying Amazon and Uber Technologies stocks, which have seen significant growth since early 2023. Amazon uses AI to boost its cloud business and make retail operations more efficient, including over 1,000 generative AI applications. Uber leverages machine learning for its ride-sharing and food delivery platforms and partners with 20 autonomous vehicle companies like Waymo and WeRide to develop robotaxis. Both companies show strong future earnings potential in the growing AI and ride-sharing markets.

Top AI stocks to buy in 2026

The artificial intelligence boom continues, with fewer than 10% of investors planning to sell their AI stocks in 2026. Three top AI stocks to consider are Nvidia, Microsoft, and Salesforce. Nvidia leads in AI chips, with its new Rubin chip in full production and a large $500 billion backlog. Microsoft offers strong AI opportunities for businesses through its Azure cloud services and its stake in OpenAI. Salesforce, despite a recent stock drop, is seen as a good buy, as AI is expected to create new product chances and drive earnings growth.

Jim Cramer recommends Amazon and Uber AI stocks

Jim Cramer suggests buying Amazon and Uber Technologies stocks, which have seen significant growth since early 2023. Amazon uses AI to boost its cloud business and make retail operations more efficient, including over 1,000 generative AI applications. Uber leverages machine learning for its ride-sharing and food delivery platforms and partners with 20 autonomous vehicle companies like Waymo and WeRide to develop robotaxis. Both companies show strong future earnings potential in the growing AI and ride-sharing markets.

Jim Cramer recommends Amazon and Uber AI stocks

Jim Cramer suggests buying Amazon and Uber Technologies stocks, which have seen significant growth since early 2023. Amazon uses AI to boost its cloud business and make retail operations more efficient, including over 1,000 generative AI applications. Uber leverages machine learning for its ride-sharing and food delivery platforms and partners with 20 autonomous vehicle companies like Waymo and WeRide to develop robotaxis. Both companies show strong future earnings potential in the growing AI and ride-sharing markets.

Jim Cramer recommends Amazon and Uber AI stocks

Jim Cramer suggests buying Amazon and Uber Technologies stocks, which have seen significant growth since early 2023. Amazon uses AI to boost its cloud business and make retail operations more efficient, including over 1,000 generative AI applications. Uber leverages machine learning for its ride-sharing and food delivery platforms and partners with 20 autonomous vehicle companies like Waymo and WeRide to develop robotaxis. Both companies show strong future earnings potential in the growing AI and ride-sharing markets.

Meta ends 2025 strong with AI boosting ad business

Meta finished 2025 with strong earnings, showing how its investments in artificial intelligence are paying off. AI helped increase user engagement, ad effectiveness, and content recommendations across Instagram and Facebook. This led to an 18% rise in ad impressions and improved ad clicks and conversions. Morningstar still believes Meta's shares are undervalued, keeping a USD 850 fair value estimate. The company expects significant sales growth in 2026 and plans to release a new large language model soon.

Microsoft reports strong quarter with rising AI and Azure demand

Microsoft reported a good quarter, with earnings surpassing expectations. The company saw strong growth in its Azure cloud services, driven by both traditional and artificial intelligence workloads. Commercial bookings increased significantly, including a large $250 billion commitment from OpenAI. Azure's growth reached 38% in constant currency, beating company guidance. Morningstar continues to rate Microsoft as a top stock pick, maintaining its $600 fair value estimate. The company's future growth relies on hybrid cloud, AI, and Azure expansion.

Microsoft reports strong quarter with rising AI and Azure demand

Microsoft reported a good quarter, with earnings surpassing expectations. The company saw strong growth in its Azure cloud services, driven by both traditional and artificial intelligence workloads. Commercial bookings increased significantly, including a large $250 billion commitment from OpenAI. Azure's growth reached 38% in constant currency, beating company guidance. Morningstar continues to rate Microsoft as a top stock pick, maintaining its $600 fair value estimate. The company's future growth relies on hybrid cloud, AI, and Azure expansion.

Microsoft beats earnings but AI spending worries investors

Microsoft reported strong fiscal second-quarter earnings, exceeding Wall Street's predictions with $62.02 billion in revenue. However, the company's stock dropped after hours due to investor concerns about its high spending on artificial intelligence and a slight slowdown in Azure cloud growth. Azure revenue increased by 28%, which is still strong but less than the previous quarter. Microsoft is making large investments in AI, including its partnership with OpenAI, which involves significant costs. Investors are now closely watching for clear returns from these AI investments.

Microsoft Q4 sales jump with AI but capital spending raises questions

Microsoft's fourth-quarter 2025 results surpassed revenue expectations, with sales rising 16.7% to $81.27 billion. The company's investments in artificial intelligence significantly boosted its Azure cloud computing service. This growth came from increased demand for AI-powered services and infrastructure. However, these large AI investments also led to concerns about capital spending as Microsoft expands its data center capacity. Analysts are now watching how these expenses will affect future profits and cash flow.

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Microsoft earnings rise but cloud growth slows

Microsoft's earnings increased significantly, with the company reporting $81.3 billion in revenue for its second fiscal quarter. This amount was higher than expected. However, the positive news was overshadowed by concerns about higher capital spending and a slight slowdown in its Azure cloud business. Azure grew by 39%, which met Wall Street's predictions but was a bit less than its growth in the previous quarter.

Analysts see over 40% growth for Oracle and Workday AI stocks

Analysts believe that Oracle and Workday, two artificial intelligence stocks, could see their values increase by over 40%. Both companies' shares have dropped more than 20% recently. Oracle has a projected upside of 72%, with analysts setting a price target of over $300. Workday's stock could rise by 45%, with a target of around $278, as its AI platform helps businesses manage operations. Workday also shows strong revenue growth and trades at a lower valuation than the S&P 500.

Nokia sales rise due to AI and cloud demand

Nokia Corporation reported a 1% increase in net sales for the first quarter of 2024, reaching EUR5.86 billion. This growth was mainly due to a 10% jump in demand for its network infrastructure equipment, driven by customers investing in artificial intelligence and cloud computing. While network infrastructure sales climbed, the enterprise business saw a decline. CEO Pekka Lundmark confirmed the company is on track for its full-year goals. Despite the sales increase, net profit fell by 19% because of a one-time gain from a past sale.

Investors question Big Tech AI spending and slower growth

Investors are closely watching how Big Tech companies spend on artificial intelligence. Meta Platforms saw its fourth-quarter revenue jump 24% thanks to AI improving its online ads. The company also gave a strong revenue forecast for the first quarter, showing its AI investments are working. However, Meta's stock dropped 10% after hours because its current quarter's revenue prediction was lower than what analysts expected. This shows investors now demand clear returns on the billions spent on AI, punishing companies that do not impress them.

IBM sales jump 12% as AI demand increases

IBM announced a 12% rise in revenue for its fiscal fourth quarter, showing that more customers want artificial intelligence solutions. Businesses are increasingly investing in AI to make their operations better and develop new tools. IBM's strategy of focusing on hybrid cloud and AI is attracting clients who wish to modernize their technology and use data for smart automation. The company's AI products played a big part in its overall revenue growth, a trend expected to continue.

Walmart uses AI for drone delivery and easier shopping

Walmart is using artificial intelligence in several ways to improve its business, including drone delivery. The company partnered with Wing to offer drone delivery services, aiming to reach over 40 million Americans from more than 270 locations next year. Walmart also makes shopping simpler through Alphabet, allowing customers to use "Instant Checkout" via chatbots like Gemini or ChatGPT. While Walmart's stock has seen significant growth and trades at a high valuation, analysts suggest limited near-term upside. However, its long-term investment in AI makes it a strong company.

Sources

• Jim Cramer Says Buy 2 AI Stocks Up 190% and 230% Since Early 2023
• Why Less Than 10% of AI Investors Plan to Reduce Their Holdings in 2026, and 3 Stocks Worth Buying in 2026
• Jim Cramer Says Buy 2 AI Stocks Up 190% and 230% Since Early 2023
• Jim Cramer Says Buy 2 AI Stocks Up 190% and 230% Since Early 2023
• Jim Cramer Says Buy 2 AI Stocks Up 190% and 230% Since Early 2023
• Meta Earnings: Strong End to 2025 as AI Monetization Begins to Show
• Microsoft Earnings: Good Quarter With AI Demand Ramping and Azure Good
• Microsoft Earnings: Good Quarter With AI Demand Ramping and Azure Good
• Microsoft Q2 earnings beat, but stock plummets as investors fret on AI spend, cloud growth
• MSFT Q4 Deep Dive: AI Investment Drives Cloud Growth, CapEx Concerns Emerge
• Analyse de Pionex 2026 : le bon, le mauvais et l’automatisé
• Microsoft’s Earnings Surge, Elevated by Cloud Business
• 2 Artificial Intelligence Stocks (AI) That Could Still Soar by Over 40%, According to Analysts
• Nokia Reports Jump In Sales From AI And Cloud Customers
• Investors punish Big Tech AI spending that delivers slower growth
• IBM Sales Rise 12% as Customers’ Appetite for AI Grows
• Is Walmart an Underrated Artificial Intelligence (AI) Stock?