Nvidia GPUs Drive AI Growth Alongside Google Cloud Surge

AI stocks like Nvidia, Broadcom, and Oracle experienced mixed reactions on December 16, 2025, amid concerns about an AI "bubble" and new US jobs data. The November jobs report showed 64,000 jobs added, but the unemployment rate rose to 4.6%, the highest since July 2021. This data, along with flat retail sales, influenced expectations for Federal Reserve interest rate cuts in 2026. Despite short-term skepticism, UBS's Mark Haefele projects global AI spending will increase from $423 billion in 2025 to $571 billion in 2026, highlighting continued long-term growth. Investors are now distinguishing between companies that can fund AI growth with cash and those needing heavy borrowing. Several companies are making significant AI-driven moves. Databricks, an AI-focused data analytics startup, is reportedly raising $4 billion at a $134 billion valuation, competing with Snowflake, whose stock has rallied 40% this year. Databricks also announced its annual revenue run rate climbed to $4.8 billion. Alphabet, Google's parent company, continues to leverage its Gemini AI model and substantial investments, with Google Cloud revenue surging 34% last quarter. Iren, an Australia-based AI specialist, expects $3.4 billion in annual recurring revenue by late 2026, solving energy bottlenecks for companies including Microsoft. Product innovation is also a major theme. Warby Parker plans to launch AI-enabled glasses in 2026, partnering with Google and Samsung, with Piper Sandler projecting 300,000 AI frames sold in the first year. Doximity is seeing positive analyst sentiment due to its growing AI workflow tools, serving over 80% of US physicians and expecting $157.7 million in revenue for its upcoming earnings report. Envirotech Vehicles (EVTV) announced plans to acquire AZIO AI, an infrastructure company that resells NVIDIA GPUs, expanding EVTV's business into data centers and AI-powered agriculture. BlackLine also acquired WiseLayer to enhance its finance software with AI capabilities. Financial analysts remain optimistic about AI's impact. Truist Securities raised Broadcom's price target to $500 from $365, citing a "low-drama" earnings beat and improved guidance. Amdocs Limited received strong Buy ratings, with an average price target of $99, as it focuses on using AI to improve software and services for telecommunications and media companies. Datadog, supporting 500 AI-native companies, reported 28% revenue growth last quarter, while Fortinet's SASE revenue grew 19% and SecOps revenue increased 33%. Tencent also uses its Hunyuan foundation model to boost its ad revenue by 21% and enhance its media services and games.

Key Takeaways

  • Global AI spending is projected to increase from $423 billion in 2025 to $571 billion in 2026, according to UBS.
  • Databricks is reportedly raising $4 billion at a $134 billion valuation, with an annual revenue run rate of $4.8 billion, competing with Snowflake.
  • Alphabet's Google Cloud revenue surged 34% last quarter, driven by its Gemini AI model and significant AI investments.
  • Warby Parker plans to launch AI-enabled glasses in 2026, partnering with Google and Samsung, with Piper Sandler projecting 300,000 units sold in the first year.
  • Envirotech Vehicles (EVTV) plans to acquire AZIO AI, an infrastructure company that resells NVIDIA GPUs, expanding into data centers and AI agriculture.
  • Doximity, serving over 80% of US physicians, is seeing stock increases due to its AI workflow tools, with expected revenue of $157.7 million.
  • Amdocs Limited received strong Buy ratings with an average price target of $99, focusing on AI to improve telecommunications and media services.
  • Iren, an AI specialist, expects $3.4 billion in annual recurring revenue by late 2026, solving energy bottlenecks for companies like Microsoft.
  • Truist Securities raised Broadcom's price target to $500 from $365, following a strong earnings report and improved guidance in the AI sector.
  • Tencent uses its Hunyuan foundation model to boost ad revenue by 21% and enhance media services and games.

Top AI Stocks to Buy Now for 2026

This article suggests three strong AI stocks to consider buying for 2026, even with a small investment like $200. Datadog helps companies analyze IT systems and supports the AI industry, with 500 AI-native companies using its service. Fortinet builds next-gen firewalls and offers growing software solutions like SASE and SecOps. Both companies show strong revenue growth and have solid market positions in the evolving AI landscape.

Three AI Stocks to Consider for 2026

This article highlights three AI stocks, Datadog, Fortinet, and Tencent, as good investment opportunities for 2026, even with $200. Datadog provides IT system analysis and supports the AI industry, showing 28% revenue growth last quarter. Fortinet offers next-gen firewalls and fast-growing software solutions like SASE and SecOps, with SASE revenue up 19% and SecOps up 33%. Tencent uses AI to boost ad revenue by 21% and improve its media services and games with its Hunyuan foundation model.

AI Stocks React to Job Data and Bubble Concerns

On December 16, 2025, AI stocks like Nvidia, Broadcom, and Oracle showed mixed reactions due to worries about an AI "bubble" and new US jobs data. The November jobs report showed 64,000 jobs added, but the unemployment rate rose to 4.6%, the highest since July 2021. Investors are now distinguishing between companies that can fund AI growth with cash and those needing heavy borrowing. Despite short-term skepticism, UBS's Mark Haefele predicts global AI spending will increase from $423 billion in 2025 to $571 billion in 2026.

Nasdaq Faces Volatility Amid Jobs Data and AI Scrutiny

On December 16, 2025, the Nasdaq experienced choppy trading as investors reacted to new jobs data, AI stock volatility, and plans for 23-hour trading. Delayed November payrolls showed 64,000 jobs added, but the unemployment rate reached 4.6%, the highest since July 2021. These figures, along with flat retail sales, influenced expectations for Federal Reserve interest rate cuts in 2026. Nasdaq's proposal to expand weekday trading to 23 hours also became a major headline.

Doximity Stock Rises on AI Tool Upgrades

Wall Street analysts are now more positive about Doximity (DOCS) due to its growing AI workflow tools and better integration into doctors' daily work. The company's stock, currently around $44.65, looks more appealing after a recent drop. Doximity is the largest digital platform for medical professionals in the US, serving over 80% of physicians. It will report earnings on May 14, 2024, with expected revenue of $157.7 million, an increase of 7.9% from last year.

Amdocs Receives Strong Buy Ratings for AI Growth

Wall Street analysts give Amdocs Limited (DOX) a strong Buy rating, expecting its stock to reach an average price target of $99. The company, a top affordable AI stock, reiterated its fiscal 2024 outlook at Wells Fargo's 9th Annual TMT Summit. Amdocs plans for 3-7% revenue growth and adjusted earnings per share between $5.45 and $5.85. Its strategy focuses on using AI to improve software and services for telecommunications and media companies, boosting network efficiency and customer experience.

Envirotech Vehicles Plans AZIO AI Acquisition

Envirotech Vehicles (EVTV) announced an exclusive plan to acquire 100% of AZIO AI, an AI infrastructure company. This move will expand EVTV's business beyond mobility into areas like data centers, AI-powered agriculture, and drone systems. AZIO AI reported an active sales pipeline of over $50 million in its first two months and resells NVIDIA GPUs and Supermicro-class servers. Despite the news, EVTV's stock declined 7.14% to $1.04. The deal requires due diligence and shareholder approvals.

Warby Parker to Launch AI Powered Glasses

Warby Parker plans to launch AI-enabled glasses in 2026, partnering with Google and Samsung. Piper Sandler raised its price target for Warby Parker to $32, seeing a 19.2% upside. Analyst Anna Andreeva believes this could significantly boost customer acquisition and sales. The demand for AI glasses is expected to grow by nearly 12% annually between 2025 and 2034, according to Polaris Market Research. Piper Sandler projects Warby Parker could sell 300,000 AI frames in the first year after launch.

BlackLine Acquires WiseLayer for AI Expansion

BlackLine, a company selling close and reconciliation software to finance teams, acquired WiseLayer. BlackLine CTO Jeremy Ung stated this purchase aims to speed up its goal of becoming an "agentic platform for the office of the CFO." This acquisition helps BlackLine add AI capabilities to its services for finance teams.

Truist Raises Broadcom Price Target to $500

Truist Securities analyst George Wang increased his price target for Broadcom Inc. (AVGO) to $500 from $365, while keeping a Buy rating on the stock. The firm noted that Broadcom's latest quarter showed a "pretty low-drama" earnings beat with improved guidance. This positive outlook suggests that Broadcom's growth in the AI sector remains strong.

Two Top AI Stocks to Buy This December

This article suggests Iren and Alphabet as two strong AI stocks to consider buying in December, despite recent market dips for other AI companies. Iren, an Australia-based AI specialist, works to solve energy bottlenecks for companies like Microsoft and expects $3.4 billion in annual recurring revenue by late 2026. Alphabet, Google's parent company, boasts strong financials from online ads and cloud services, with Google Cloud revenue surging 34% last quarter. Alphabet's Gemini AI model and substantial AI investments position it for significant growth.

Databricks Raises Funds at $134 Billion Value

Databricks, an AI-focused data analytics startup, is reportedly raising $4 billion at a $134 billion valuation, according to the Wall Street Journal. This company competes with Snowflake, whose stock has rallied 40% this year despite a recent drop. San Francisco-based Databricks also announced that its annual revenue run rate has climbed to $4.8 billion.

Sources

NOTE:

This news brief was generated using AI technology (including, but not limited to, Google Gemini API, Llama, Grok, and Mistral) from aggregated news articles, with minimal to no human editing/review. It is provided for informational purposes only and may contain inaccuracies or biases. This is not financial, investment, or professional advice. If you have any questions or concerns, please verify all information with the linked original articles in the Sources section below.

AI AI Stocks AI Investment AI Infrastructure AI Capabilities AI Workflow Tools AI-Enabled Glasses Wearable AI Smart Glasses Foundation Models Data Analytics NVIDIA GPUs Cybersecurity Cloud Services Healthcare AI AI in Agriculture Drone Systems Datadog Fortinet Tencent Nvidia Broadcom Oracle Doximity Amdocs Envirotech Vehicles AZIO AI Warby Parker Alphabet Samsung BlackLine WiseLayer Iren Microsoft Databricks Snowflake Market Volatility Acquisitions Funding Valuation Revenue Growth Stock Performance Telecommunications Media Industry Gaming Industry Financial Software IT Systems Analysis SASE SecOps Job Data Interest Rates AI Bubble

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