Nvidia drives AI demand as Microsoft Azure revenue climbs

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The artificial intelligence sector continues to drive significant demand for computing equipment, with Nvidia and Broadcom experiencing high interest in their AI hardware. Taiwan Semiconductor, a crucial supplier, produces most of the chips for these components, including its advanced 2-nanometer technology. Nvidia, in particular, stands out in the AI chip market, demonstrating strong revenue and gross margins exceeding 73%, which supports its ongoing research and development efforts.

Cloud computing giants Microsoft and Alphabet are also seeing substantial growth, benefiting from increased AI spending. Microsoft Azure's revenue climbed by 39%, while Google Cloud reported an impressive 48% increase. In the software space, UiPath recently expanded its automation platform into agentic AI and acquired WorkFusion, an AI compliance specialist, though its stock saw a 12.2% drop. Radware also reported strong 2025 financial results, with full-year sales of $301.85 million, and launched its Agentic AI Protection Solution.

SentinelOne introduced new Data Security Posture Management tools for its AI Security Platform, designed to prevent sensitive information from entering AI models. Despite this, its stock has declined significantly, though experts believe it is undervalued at $21.15 compared to its current $13.87. Meanwhile, Sandisk is emerging as a strong contender in AI storage, focusing on non-volatile flash storage like NAND flash and SSDs, and is growing faster than Micron Technology due to rising NAND flash prices and an ongoing SSD shortage.

Investor interest in AI remains high, with C3.ai experiencing a 271% surge in call option trading. DocuSign also introduced new AI-powered eSignature features ahead of its March 12 earnings report, despite recent stock declines. Conversely, Palantir shares dropped 3% this week amid valuation concerns and ongoing insider stock sales, including CEO Alex Karp's sales in February. Apple faces its own challenges, including internal delays in upgrading Siri with new AI features and scrutiny from the Federal Trade Commission regarding its Apple News service.

Key Takeaways

Nvidia and Broadcom are experiencing high demand for AI computing equipment, with Nvidia leading in AI chips and maintaining over 73% gross margins.
Taiwan Semiconductor is a primary supplier of AI chips, including new 2-nanometer technology.
Microsoft Azure and Google Cloud reported significant revenue increases of 39% and 48% respectively, driven by AI spending.
UiPath's stock fell 12.2% after expanding into agentic AI and acquiring WorkFusion, an AI compliance specialist.
SentinelOne launched new AI Data Security Posture Management tools despite its stock dropping 44.07% over the past year, with experts estimating its fair value at $21.15.
Sandisk is growing faster than Micron Technology in AI storage due to increasing NAND flash prices and an SSD shortage.
Radware's stock rose 11.5% after strong 2025 results, with full-year sales of $301.85 million, and the launch of its Agentic AI Protection Solution.
C3.ai saw a 271% increase in call option trading, indicating heightened investor interest.
Palantir shares dropped 3% amid valuation concerns and insider stock sales, including CEO Alex Karp's sales in February, though Morningstar raised its fair value to $150.
Apple faces internal delays in upgrading Siri with new AI features and FTC scrutiny over its Apple News service.

Top 5 AI Stocks to Consider in February

Investors should look at five artificial intelligence stocks in February. Nvidia and Broadcom are seeing huge demand for their AI computing equipment. Taiwan Semiconductor makes most of the chips for these AI components, including a new 2-nanometer chip. Alphabet and Microsoft are also growing fast with their cloud computing services, like Microsoft Azure and Google Cloud, which saw revenue increases of 39% and 48% respectively. These companies are benefiting greatly from increased AI spending.

Five AI Stocks Present Buying Opportunities in February

A recent stock sell-off created good buying chances for five artificial intelligence companies in February. Nvidia and Broadcom are in high demand for their AI computing equipment. Taiwan Semiconductor supplies most of the chips for these AI parts, including its new 2-nanometer technology. Alphabet and Microsoft are also key players, showing strong growth in their cloud computing divisions with Microsoft Azure up 39% and Google Cloud up 48%. These companies are expected to do well as AI spending continues.

Top AI Stocks to Invest in This February

Investors should consider five artificial intelligence stocks for February. Nvidia and Broadcom are seeing high demand for their AI computing equipment. Taiwan Semiconductor is the main chip supplier for AI hardware, including its new 2-nanometer chip technology. Alphabet and Microsoft are also experiencing huge growth in their cloud computing divisions, with Microsoft Azure revenue up 39% and Google Cloud revenue up 48%. The Motley Fool Stock Advisor team previously recommended Netflix and Nvidia, showing significant returns for early investors.

Five Leading AI Stocks to Watch in February

Five artificial intelligence stocks are highlighted as good buys for February 2026. Nvidia and Broadcom are experiencing strong demand for their AI computing equipment. Taiwan Semiconductor is a key chip supplier for AI hardware, offering new 2-nanometer chip technology. Alphabet and Microsoft are also seeing significant growth in their cloud computing services, with Microsoft Azure revenue up 39% and Google Cloud revenue up 48%. The Motley Fool Stock Advisor team has a strong track record, having recommended stocks like Netflix and Nvidia in the past.

UiPath Stock Drops After Agentic AI Shift and WorkFusion Purchase

UiPath stock (PATH) recently fell by 12.2%. This happened after the company expanded its automation platform into agentic AI and bought WorkFusion, an AI compliance specialist. Investors are watching closely to see how these AI moves will boost demand for UiPath's products. The WorkFusion deal helps UiPath enter new areas like financial crime compliance and security. UiPath expects to reach $1.9 billion in revenue and $243.6 million in earnings by 2028, but some investors have concerns about its valuation. The company will report its fiscal 2026 results on March 11, 2026.

SentinelOne Launches AI Data Security Tools Amid Stock Decline

SentinelOne (S) introduced new Data Security Posture Management tools for its AI Security Platform. These tools aim to manage data risks in AI, stopping sensitive information from entering AI models. Despite this new product, the company's stock has dropped 17.39% in 90 days and 44.07% over the past year, currently trading at $13.87. Experts believe SentinelOne is undervalued, estimating its fair value at $21.15. The company is growing beyond endpoint security into areas like cloud security and data protection, partly through its Prompt Security acquisition.

Sandisk May Be a Better AI Stock Than Micron Technology

Investors are comparing Micron Technology and Sandisk for artificial intelligence investments. Micron mainly produces DRAM chips, while Sandisk focuses on non-volatile flash storage like NAND flash and SSDs. Sandisk is growing much faster than Micron because NAND flash prices are increasing more rapidly than DRAM prices. The shortage of SSDs is expected to last into next year, benefiting Sandisk. Both companies have similar sales and earnings valuations, but Sandisk's faster growth makes it a potentially better choice.

Radware Stock Rises After Strong 2025 Results and AI Security Launch

Radware Ltd. (RDWR) saw its stock increase by 11.5%. The company reported strong financial results for 2025, with fourth-quarter sales reaching $80.25 million and net income at $6.04 million. For the full year 2025, Radware's sales were $301.85 million and net income was $20.26 million. Radware also expanded its offerings in AI and cloud security by launching its Agentic AI Protection Solution and adding Pynt Security to its platform. These moves aim to boost the company's future growth.

Nvidia Outperforms Super Micro Computer in AI Hardware Market

Nvidia (NVDA) and Super Micro Computer (SMCI) are major players in the artificial intelligence hardware market. Nvidia leads in AI chips, showing strong revenue and gross margins over 73%, which helps fund its research and development. Super Micro Computer provides AI-ready server solutions and has grown significantly. However, SMCI faces challenges with profit margins due to competition and scaling operations. Investors often see Nvidia as a stronger investment because of its higher profitability and central role in the AI ecosystem.

C3.ai Sees Huge Increase in Call Option Trading

C3.ai, Inc. (NYSE:AI) experienced a very high volume of options trading on Friday. Traders bought 253,259 call options for the company's stock. This amount is a 271% increase compared to the usual daily volume of 68,304 call options. This unusual activity shows increased interest from investors.

DocuSign Adds AI Features Ahead of Earnings Report

DocuSign (DOCU) has introduced new AI-powered eSignature features, drawing attention ahead of its earnings report on March 12. The company's stock has fallen 27.56% in the last 30 days and 48.68% over the past year. However, rising optimism about its earnings and increased bullish options trading suggest a possible change in investor mood. These new AI features aim to improve user experience, simplify tasks, and potentially open new ways for DocuSign to make money.

Palantir Stock Drops Amid Insider Sales and AI Sector Concerns

Palantir (PLTR) shares dropped 3% this week due to worries about its valuation, ongoing insider stock sales, and general panic in the software sector. CEO Alex Karp sold shares in February between $147 and $151, and all insider transactions since November 15, 2025, have been sales. Despite this, Palantir's business model focuses on providing AI infrastructure, boasting an 82% gross margin and 36% profit margin. The company also secured new customer wins, including partnerships with Innodata and FTAI Aviation, showing strong adoption of its AI Platform. Morningstar even raised Palantir's fair value to $150, though the stock remains well below its year-end levels.

Apple Faces FTC Scrutiny and Siri AI Upgrade Delays

Apple (AAPL) is dealing with two main challenges that are testing investor confidence. The Federal Trade Commission warned Apple that its Apple News service might violate consumer protection rules by favoring certain political views. Separately, Apple is experiencing internal delays in upgrading its Siri with new AI features. These issues affect Apple's important services like Apple News and Siri, which keep users engaged. How Apple handles the FTC concerns and the Siri upgrade timeline could impact its reputation and financial performance, especially as competitors like Alphabet and Microsoft advance their own AI assistants.