nvidia, google and amazon Updates

The artificial intelligence sector continues to evolve rapidly, presenting diverse investment opportunities and challenges across various companies. Experts predict significant shifts by 2026, with two primary avenues for profit: investing in foundational AI tool providers like chipmakers and cloud services, or in leaders of specific AI applications such as drug discovery or renewable energy. While Nvidia remains a dominant force in AI chips, with a market cap around $4.6 trillion, and Alphabet (Google) boasts a $4 trillion market cap through Google Cloud and AI integration, other companies are also making waves. Deutsche Bank, for instance, named Oracle and Amazon as top AI stock picks for 2026, despite some investors viewing them as "loser" AI stocks. Amazon Web Services plans to add 15 gigawatts of capacity in the next two years, underscoring its significant AI infrastructure role. An expert predicts that Alphabet and Nvidia will be worth much more than Palantir Technologies, which is currently under $450 billion, by the end of 2026. Beyond the tech giants, other firms are navigating the AI landscape with mixed results. Accenture is investing in Profitmind, an AI-powered platform to automate retail tasks like pricing and inventory. Planet Labs PBC recently launched two new AI-enabled Pelican satellites, reporting record quarterly revenue and a 75.50 percent stock price increase in one month, driven by real-time data processing capabilities. Meanwhile, some AI-focused companies face headwinds. SoundHound AI stock dropped 50 percent in 2025 despite 68 percent revenue growth to $42 million, struggling with profitability and shareholder dilution. Similarly, C3.ai stock fell 61 percent in 2025, with revenue declining 14 percent to $71 million and operating losses reaching $112 million, failing to secure new customer contracts. In a notable development from late 2023, emails revealed that Ilya Sutskever held $4 billion in OpenAI equity during the period when CEO Sam Altman was removed, highlighting the substantial financial stakes involved in AI leadership.

Key Takeaways

• The AI sector offers two main investment opportunities: companies building foundational AI tools (e.g., chipmakers, cloud services) and those leading in specific AI applications.
• Alphabet (Google) and Nvidia are projected to significantly outpace Palantir Technologies by 2026, with market caps of approximately $4 trillion and $4.6 trillion, respectively, compared to Palantir's under $450 billion.
• Beyond chipmakers like Nvidia, eight other stocks are identified as crucial for AI infrastructure, including data centers and cloud computing.
• Deutsche Bank named Oracle and Amazon (AWS) as top AI stock picks for 2026, recognizing their substantial, often overlooked, AI infrastructure contributions, with AWS planning 15 gigawatts of capacity expansion.
• SoundHound AI stock dropped 50 percent in 2025 despite a 68 percent revenue increase to $42 million, primarily due to unprofitability and shareholder dilution.
• Accenture is investing in Profitmind, an AI-powered platform designed to automate key retail tasks such as pricing decisions, inventory management, and planning.
• Emails from late 2023 revealed that Ilya Sutskever held $4 billion in OpenAI equity during the time of CEO Sam Altman's removal.
• C3.ai stock fell 61 percent in 2025, experiencing a 14 percent revenue decline to $71 million and operating losses of $112 million.
• Planet Labs PBC launched two new AI-enabled Pelican satellites, reporting record quarterly revenue and a 75.50 percent stock price increase in one month, driven by real-time data processing.

Investors can profit from AI stocks in 2026

The AI sector will change a lot by 2026, offering investors two main ways to make money. One way is to invest in companies that build the basic tools for AI, like chipmakers and cloud services. These companies provide the powerful hardware and storage needed for AI to work. The second way is to invest in companies that lead in specific AI uses, such as AI for drug discovery or renewable energy. These companies have special technology and strong market positions in their areas.

Eight stocks power AI growth beyond chipmakers

As AI grows quickly, investors look for companies that will benefit most. Beyond chipmakers like Nvidia, eight other stocks could become key to AI's future. These companies provide important infrastructure for AI, including data centers, cloud computing, and special hardware. Their role becomes even more vital as AI chips get stronger. Some experts believe these stocks are currently undervalued, offering a good chance for investors to gain from AI's long-term growth.

Alphabet and Nvidia will outpace Palantir by 2026

An expert predicts that Alphabet and Nvidia will be worth much more than Palantir Technologies by the end of 2026. This is an easy prediction because Alphabet and Nvidia already have market caps of about $4 trillion and $4.6 trillion, respectively, while Palantir is under $450 billion. Alphabet offers many AI investments through Google Cloud and AI integration. Nvidia leads the AI chip market and has opportunities in self-driving cars and robotics. Both companies show strong growth and are considered better AI stock choices than Palantir.

SoundHound AI stock falls 50 percent in 2025

SoundHound AI stock dropped 50 percent in 2025 despite its growing voice-based AI technology. The company expanded its products for customer service, drive-thrus, and car systems, winning many contracts. Its revenue grew 68 percent to $42 million last quarter, and over 1,000 percent since its 2022 IPO. However, the stock fell because SoundHound AI cannot make a profit and heavily dilutes its shareholders. The company also has a high price-to-sales ratio of 32, which is much higher than the S&P 500 average.

Accenture invests in AI platform Profitmind for retail

Accenture is investing in Profitmind, an AI-powered platform, to boost retail sales. Profitmind uses AI to automate important tasks for retailers. These tasks include making pricing decisions, managing inventory, and planning. Accenture believes this investment will help shape the future of retail by using AI to improve efficiency.

Oracle and Amazon AI stocks poised for big change

Oracle and Amazon are often seen as "loser" AI stocks by some investors. However, Deutsche Bank named them top stock picks for 2026. The bank believes these companies play key roles in building AI infrastructure. They have massive AI footprints and revenue streams that investors often overlook. For example, Amazon Web Services expects to add 15 gigawatts of capacity in the next two years. Deutsche Bank predicts this will change how investors view these tech giants.

Emails reveal Ilya Sutskever held 4 billion in OpenAI equity

Emails show that Ilya Sutskever had $4 billion in OpenAI equity in late 2023. This information came out during the time when the board, including Sutskever, removed CEO Sam Altman. An OpenAI executive's email on November 20, 2023, showed a $4 billion difference in employee equity depending on Sutskever's vested units. Sutskever co-founded OpenAI in 2015 and stayed with the company until May 2024. His large equity stake highlights the significant financial risk he took during the leadership changes.

C3.ai stock drops 61 percent in 2025

C3.ai stock fell 61 percent in 2025, losing its CEO Thomas Seibel and seeing revenue decline. The company's revenue dropped 14 percent to $71 million last quarter, with operating losses reaching $112 million. Despite spending heavily on growth, C3.ai failed to win new customer contracts. Its stock is now down 92 percent from its highest point. Unlike competitors like Palantir, C3.ai struggles to profit and grow, even with the strong demand for AI software.

Planet Labs launches AI satellites and reports record revenue

Planet Labs PBC recently launched two new AI-enabled Pelican satellites. The company also announced record quarterly revenue and a much smaller net loss. These positive changes led to many analyst upgrades and more investor interest. Planet Labs operates the world's largest group of Earth observation satellites, providing daily data to governments, businesses, and researchers. The new AI satellites can process data in real-time, offering faster and more accurate insights. The company's stock price rose 75.50 percent in one month, showing strong positive momentum.

Sources

• Prediction: 2 ways to capitalize on AI stocks in 2026
• These 8 stocks could form the backbone of AI as chips get more powerful
• Prediction: These 2 AI Stocks Will Be Worth More Than Palantir by the End of 2026
• Why SoundHound AI Stock Collapsed In 2025
• Accenture bets AI will ring up retail sales with Profitmind investment
• Oracle and Amazon are AI ‘loser’ stocks — but here’s why that’s primed to change
• Ilya Sutskever Had $4 Billion Of Equity In OpenAI In Late 2023, Emails Show
• Why Shares of C3.ai Stock Collapsed In 2025
• A Look At Planet Labs (PL) Valuation After AI Satellite Launches And Record Quarterly Revenue