September 29, 2025

finance  
Nvidia $200B Sales, OpenAI $100B Deal, Palantir Surge

The artificial intelligence sector is experiencing significant growth and investment, with major players like Nvidia, Palantir, and Apple at the forefront. Nvidia continues to dominate the AI chip market, holding an estimated 85-90% share, and is projected for strong sales, potentially exceeding $200 billion this fiscal year. The company's substantial investments in customers, including a $100 billion deal with OpenAI for AI data center infrastructure, are fueling the AI boom, though some analysts express concerns about a potential financial bubble due to these 'circular' deals. Palantir's AI platform has driven significant stock gains, but its extremely high valuation raises caution among investors, with some Wall Street analysts warning of a potential 75% drop. Apple faces scrutiny for its AI features but may leverage its large user base and upcoming iPhone models. Google's integration of Gemini into Chrome for Mac and Windows users is expected to boost AI adoption, with the company anticipated to promote Gemini aggressively within the browser. Microsoft is a key customer for CoreWeave, a GPU server rental company, accounting for 71% of its revenue, which presents a concentration risk. Oracle is also benefiting from the AI spending surge, with a substantial backlog for its cloud infrastructure driven by AI workloads. Other companies like SoundHound AI are attracting investment for their voice AI technology, while Datavault AI is expanding its AI and blockchain infrastructure with a $150 million Bitcoin investment from Scilex. Medirom Healthcare Technologies saw its stock surge following an AI partnership and device expansion.

Key Takeaways

  • Nvidia holds an estimated 85-90% share of the AI chip market and is projected for strong sales, potentially exceeding $200 billion this fiscal year.
  • Nvidia and OpenAI have formed a $100 billion partnership to build AI data center infrastructure, expected to drive over $2 trillion in global AI data-center spending.
  • Some Wall Street analysts warn that AI stocks like CoreWeave and Palantir Technologies could see a price drop of up to 75% due to high valuations and customer concentration risks.
  • Microsoft is a significant customer for CoreWeave, representing 71% of its revenue, which poses a risk for the GPU server rental company.
  • Palantir's stock has surged due to its AI platform, but its extremely high valuation is a point of concern for investors.
  • Apple's AI strategy is under review, but its large user base and upcoming products offer potential advantages.
  • Google is integrating its Gemini AI into Chrome, aiming to increase AI adoption through the browser's large user base.
  • Oracle is experiencing increased demand for its cloud infrastructure (OCI) due to AI workloads, with a backlog of $455 billion.
  • Scilex is investing $150 million in Bitcoin to advance Datavault AI's infrastructure, with Datavault AI planning expansion into new sectors.
  • KG&L Capital Management has acquired a $442,000 stake in SoundHound AI, signaling investor interest in its voice AI technology.

Nvidia, Palantir, Apple AI Stocks Future Examined

Analysts are looking at the future of key AI stocks like Nvidia, Palantir, and Apple. Nvidia is expected to continue its strong performance, potentially exceeding $200 billion in sales this fiscal year, despite growing competition. Palantir's stock has seen significant gains due to its AI platform, but its high valuation raises concerns for investors. Apple faces criticism for its AI features but may still benefit from its large user base and upcoming iPhone models. The AI sector is projected for substantial growth through 2033.

Future of Nvidia, Palantir, Apple AI Stocks Analyzed

Analysts are evaluating the future prospects of major AI stocks including Nvidia, Palantir, and Apple. Nvidia is predicted to remain a leading AI stock, with strong sales expected for the fiscal year ending January 2026. Palantir's stock has surged, but its high valuation might pose risks for investors. Apple's AI integration efforts are under scrutiny, though its large device ecosystem offers potential. The AI market is anticipated to grow significantly in the coming years.

Nvidia, Palantir, Apple AI Stocks Future Outlook

Analysts are examining the future of prominent AI stocks such as Nvidia, Palantir, and Apple. Nvidia is expected to maintain its leading position, with significant revenue projections for the upcoming fiscal year. Palantir's stock has experienced rapid growth, but its high valuation warrants caution among investors. Apple's AI strategy is being reviewed, with potential upside from its vast user base and new product launches. The AI sector is forecast to see considerable expansion.

Wall Street Warns CoreWeave, Palantir AI Stocks May Drop 75%

Some Wall Street analysts are warning that two popular AI stocks, CoreWeave and Palantir Technologies, could fall by as much as 75%. CoreWeave, which rents GPU servers, faces risks from customer concentration, with Microsoft making up 71% of its revenue. Palantir's software helps businesses analyze data, but its stock valuation is considered extremely high by analysts. Both companies have seen significant stock price increases driven by AI excitement.

CoreWeave, Palantir AI Stocks Face Potential 75% Drop Analysts Warn

Select Wall Street analysts suggest that CoreWeave and Palantir Technologies, two prominent AI stocks, could experience a significant price decline of up to 75%. CoreWeave, a GPU server rental company, faces risks due to its heavy reliance on Microsoft for revenue. Palantir Technologies, known for its data analysis software, is seen as having an extremely high stock valuation. Both companies have benefited from the surge in interest in artificial intelligence.

Medirom Healthcare Stock Surges on AI Partnership and Device Expansion

Medirom Healthcare Technologies Inc. stock surged over 82% following announcements of an AI partnership and expansion of its 'Orb' authentication devices in Japan. The company's stock saw a significant jump after participating in an AI-based identity verification protocol and collaborating with 'World,' an AI verification system for its Re.Ra.Ku studios. Despite strong revenue, Medirom faces challenges in profitability and has high leverage. The stock experienced high volatility, with significant price swings throughout the week.

Scilex's $150M Bitcoin Investment Boosts Datavault AI

Datavault AI Inc. stock increased by over 35% following Scilex Holding Company's $150 million investment in Bitcoin to advance Datavault's AI infrastructure. The investment includes an initial 15 million shares for Datavault AI, with more pending shareholder approval. Datavault AI plans to expand into biotech, energy, and entertainment sectors using its AI and blockchain technology. Despite a recent uptrend and positive analyst sentiment, Datavault AI faces financial challenges including negative profit margins and high debt.

Alphabet Stock Neutral After Gemini Chrome Integration

Cantor Fitzgerald maintained a Neutral rating on Alphabet (GOOGL) stock with a $201.00 price target following the integration of Gemini into Chrome for Mac and Windows users. With Chrome's large user base, Gemini is expected to become a significant distribution channel for AI adoption. Analysts anticipate Alphabet will aggressively promote Gemini within the browser to increase its active users. The engagement levels for AI assistants like Gemini could eventually match or exceed current search query volumes.

KG&L Capital Buys $442,000 Stake in SoundHound AI

KG&L Capital Management LLC has acquired a new stake in SoundHound AI, Inc. (SOUN), valued at approximately $442,000. The institutional investor purchased 41,201 shares, indicating a positive outlook on the company's voice artificial intelligence technology. This investment reflects growing interest in SoundHound AI's potential within the AI sector.

Nvidia's Investments Fuel AI Boom Concerns

Nvidia's significant investments in its customers, including a $100 billion deal with OpenAI, are raising concerns among investors about a potential AI financial bubble. These 'circular' deals, where Nvidia finances its customers who then buy Nvidia products, could inflate the perception of AI demand. While currently a small part of Nvidia's revenue, these practices have historically exacerbated market bubbles. The complex web of investments makes it difficult to assess the true demand for AI.

Top AI Stocks Nvidia, Meta Lead Growth Amid Quantum Computing Rise

Nvidia and Meta are leading the AI stock market, with Nvidia holding an estimated 85-90% share of the AI chip market and Meta making significant investments in AI development. Both companies are also positioning for the rise of quantum computing, which, combined with AI, could create a multi-trillion dollar industry. Nvidia recently invested $5 billion in Intel, while Meta committed billions to US data centers. China has banned its tech companies from using Nvidia AI chips due to US tensions.

AI Spending Surge Benefits CoreWeave and Oracle

The accelerating AI infrastructure buildout is poised to benefit companies like CoreWeave and Oracle, despite associated risks. CoreWeave, an AI cloud upstart, reported significant revenue growth and a large contract backlog with OpenAI, though it faces customer concentration and GAAP losses. Oracle is seeing increased demand for its cloud infrastructure (OCI) driven by AI workloads, with a massive backlog of $455 billion. However, Oracle's stock valuation is high, and both companies require careful monitoring due to their specific risks.

Nvidia and OpenAI's $100B Alliance Fuels AI Infrastructure Boom

Nvidia and OpenAI have announced a landmark $100 billion partnership to build over 10 gigawatts of AI data center infrastructure, a project significantly larger than the Manhattan Project. This alliance is expected to drive over $2 trillion in global AI data-center spending. Eight major companies, including Nvidia, Broadcom, and Oracle, are well-positioned to benefit from this massive investment in AI infrastructure. The first wave of this new infrastructure is anticipated to launch in the second half of 2026.

Sources

AI Stocks Nvidia Palantir Apple CoreWeave Medirom Healthcare Datavault AI Alphabet SoundHound AI Meta Oracle AI Infrastructure AI Market Growth GPU Servers Data Analysis Software AI Partnership AI Investment Quantum Computing AI Chip Market Cloud Infrastructure AI Data Centers OpenAI Gemini Bitcoin Investment