Nvidia $5T Market Cap, Microsoft $23B AI Contracts, Google $100B

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The artificial intelligence sector continues its rapid expansion, with major tech players like Nvidia, Microsoft, Amazon, Google, and Meta significantly increasing their investments and reporting strong returns. Nvidia has reached a $5 trillion market capitalization, driven by projected orders of $500 billion for its AI chips through 2026. Microsoft's Intelligent Cloud division, including Azure, is seeing robust growth, with the company recently signing over $23 billion in new contracts for AI services like Copilot and Azure AI. Google Cloud reported over $100 billion in revenue for the first time, with 34% growth, while Meta's AI-powered advertising is also driving revenue. Oracle, however, is facing increased scrutiny, with the cost to insure its debt rising due to substantial AI spending, potentially doubling its net adjusted debt to around $290 billion by fiscal year 2028. Other companies like Tesla are also part of the broader AI market's influence, with key AI players now comprising nearly 40% of the S&P 500's market cap. Meanwhile, SoundHound AI, a smaller player, is experiencing insider selling despite revenue growth, raising questions about its profitability and ability to compete with larger tech firms.

Key Takeaways

Nvidia has reached a $5 trillion market capitalization, driven by the AI boom and projected $500 billion in AI chip orders through 2026.
Microsoft's Intelligent Cloud division, including Azure, is projected for 36% revenue growth, with over $23 billion in new AI service contracts signed.
Alphabet reported over $100 billion in revenue for the first time, with Google Cloud showing 34% growth.
Meta's AI investments are fueling revenue growth, particularly through its AI-powered advertising engine.
Oracle's debt insurance costs have surged to their highest point since 2021 due to significant AI spending, with projections of net adjusted debt exceeding $290 billion by FY2028.
Major tech companies like Microsoft, Alphabet, and Meta are substantially increasing capital expenditures for AI infrastructure, with Meta planning $70-$72 billion for 2025 and Alphabet forecasting $91-$93 billion.
Microsoft's capital expenditures reached $34.9 billion last quarter, focused on data centers and AI talent.
Key AI players, including Nvidia, Microsoft, Amazon, Google, Meta, and Tesla, now represent nearly 40% of the S&P 500's total market cap.
SoundHound AI is experiencing insider selling despite revenue growth, with concerns about its profitability and competition from larger tech companies.
Microsoft recently finalized a deal giving it a 27% stake in OpenAI.

Oracle debt insurance costs surge amid AI spending concerns

Traders are increasing bets against Oracle Corp. defaulting on its debt, with the cost to insure its debt reaching its highest point since 2021. Morgan Stanley predicts Oracle's net adjusted debt could more than double to about $290 billion by fiscal year 2028, up from around $100 billion. This rise in credit default swaps reflects investor concerns about Oracle's massive investments in artificial intelligence. The company recently announced a partnership with Microsoft to boost its cloud business.

Oracle's debt protection costs climb due to AI investments

The cost for traders to insure against Oracle defaulting on its debt has risen to near its highest level since October 2023. This increase is linked to the company's significant investments in artificial intelligence infrastructure. Morgan Stanley analysts suggest this trend may continue, recommending investors buy Oracle's five-year credit default swaps and bonds. The firm projects Oracle's net adjusted debt could exceed $290 billion by fiscal year 2028, up from about $100 billion. Investors are also seeking protection as Oracle prepares a large debt offering to fund its data centers.

Microsoft Q1 2026 earnings preview: AI growth focus

Microsoft is set to report its first quarter fiscal year 2026 earnings, with investors closely watching if its significant AI spending is leading to steady revenue growth. Analysts expect the Intelligent Cloud division, including Azure, to continue its strong performance with a projected 36% revenue growth. Microsoft has a history of exceeding earnings expectations, beating estimates for the past eight consecutive quarters. The company is increasing capital expenditure for AI infrastructure, with over $23 billion in new contracts signed recently, primarily for AI services like Copilot and Azure AI.

Nvidia reaches $5 trillion market cap fueled by AI

Nvidia has become the first company to reach a $5 trillion market capitalization during premarket trading, driven by the ongoing artificial intelligence boom. CEO Jensen Huang announced significant new partnerships and projected $500 billion in orders through 2026 for Nvidia's AI chips. The company's market value has surged, making it a dominant force in the AI sector. Key AI players, including Broadcom, Microsoft, Amazon, Google, Meta, Tesla, and Apple, now represent nearly 40% of the S&P 500's total market cap.

Top AI stocks to watch on Wall Street

Major tech companies like Microsoft, Alphabet, Amazon, and Meta are expected to report strong revenue growth and increased AI investments in their upcoming earnings. Microsoft recently finalized a deal giving it a 27% stake in OpenAI. Apple's stock briefly surpassed $4 trillion, boosted by iPhone demand and easing AI concerns. Investors are looking for updates on AI strategies to justify high stock valuations. The article highlights 11 AI stocks, including Palo Alto Networks and Palantir Technologies, noting their popularity among hedge funds and recent analyst ratings.

Nvidia signals $500 billion AI chip demand

NVIDIA Corporation is attracting significant analyst attention, with Wolfe Research reiterating an 'Outperform' rating and a $230 price target. The firm cited strong growth visibility and potential for substantial earnings per share (EPS) increases. Nvidia has indicated a massive demand for its AI chips, projecting orders to reach $500 billion through 2026. This outlook suggests continued strong performance for the company in the rapidly expanding AI market.

Tech giants report AI investment returns

Microsoft, Alphabet, and Meta released their quarterly earnings, showing how their large AI investments are translating into profits. Alphabet reported over $100 billion in revenue for the first time, with Google Cloud showing 34% growth. Microsoft's revenue increased 18%, led by its Intelligent Cloud segment and a 40% surge in Azure. Meta faced a one-time payment impacting its earnings, but its AI-powered advertising engine is driving significant revenue. NVIDIA, the AI chip leader, is expected to report massive earnings next, though it faces supply constraints.

Big Tech ramps up AI spending for market dominance

Major technology companies like Meta, Alphabet, and Microsoft are significantly increasing their spending on artificial intelligence to capture the growing AI market. Meta plans capital expenditures between $70 billion and $72 billion for 2025, with further increases expected in 2026. Alphabet raised its forecast to $91 billion to $93 billion for this year, nearly double its 2024 spending. Microsoft's capital expenditures reached $34.9 billion in the last quarter, driven by investments in data centers and AI talent. Despite high spending, investors are focused on the returns these AI investments will generate.

Nvidia valuation hits $5 trillion milestone

Nvidia achieved a $5 trillion valuation on Wednesday, becoming the first public company to reach this mark, driven by the artificial intelligence boom and new deals. The chip giant's valuation has rapidly increased, solidifying its integral role in the global economy. Other major tech firms like Microsoft, Alphabet, and Meta also reported better-than-expected revenues, indicating strong performance across the sector.

SoundHound AI stock faces insider selling and profit concerns

SoundHound AI shares have seen significant insider selling recently, raising investor concerns despite the company's substantial revenue growth. While its voice-driven AI technology has attracted various industries, its profitability remains a question. The company's operating expenses have outpaced revenue, and it relies on one-time financial adjustments for profit. With a market capitalization around $7.5 billion, SoundHound AI faces potential competition from larger tech companies with greater financial resources. Investors are advised to carefully consider its competitive advantages and financial health.