Taiwan Semiconductor Manufacturing (TSMC) is projected to surpass Nvidia in 2026, with analysts anticipating a nearly 30% revenue increase for TSMC that year. As the world's largest contract chipmaker, TSMC produces advanced AI chips for major companies including Nvidia, Broadcom, AMD, Qualcomm, and Apple. The company's stock has already climbed over 43% in the last six months, and it plans to begin manufacturing its smallest 2nm chips by late 2026.
Nvidia's stock is also expected to see a significant boost following its quarterly results on February 25, driven by robust demand for its AI chips. Analysts forecast a 67% rise in revenue and a 71% jump in earnings for the fourth quarter of fiscal 2026. The company's new Vera Rubin data center graphics cards are now in full production, poised to substantially reduce AI inference costs.
Major tech companies like Amazon, Alphabet, Meta, and Microsoft are set to increase their AI spending by 70% in 2026, with combined capital expenditures projected to exceed $600 billion, up from $350 billion in 2025. This substantial investment signals that the AI boom remains in its early stages, benefiting "pick-and-shovel" infrastructure companies such as CoreWeave, Arista Networks, ASML, and Vertiv.
In AI security, Nullify recently secured $12.5 million in new funding, led by SYN Ventures, to advance its AI security platform. This platform deploys autonomous AI security teams that identify, confirm, and rectify significant security vulnerabilities, creating patches and managing fixes across various teams without requiring additional staff.
Nebius Group is emerging as a key player in the AI infrastructure space, operating as a neocloud provider that offers AI hardware and software solutions powered by Nvidia and AMD accelerators. The company has secured substantial contracts, including over $20 billion from Meta Platforms and Microsoft over the next five years, with analysts predicting its revenue to surge to nearly $3.5 billion this year.
SoftBank Group Corp. reported a significant return to profitability in the last quarter of 2025, with a 248.6 billion yen profit. This turnaround is largely attributed to successful investments in AI ventures, including an 11% ownership in OpenAI, a $6.5 billion acquisition of Ampere, and plans to acquire ABB's robotics business for $5.375 billion.
Even some crypto companies are pivoting to AI, with Morgan Stanley recommending TeraWulf and Cipher Mining. These Bitcoin mining firms are transforming their operations into data centers to support the AI industry. Cipher Mining has already secured long-term deals with Google and Amazon for AI power hosting, highlighting a new avenue for growth in the sector.
Conversely, real estate brokerage firm CBRE reported better-than-expected earnings for Q4 2025, with adjusted earnings per share reaching $2.73. Despite this, the company's stock price dropped due to investor concerns about AI's potential impact on real estate advisory services. However, CBRE's global leasing revenue hit a new high of $1.4 billion, partly driven by strong demand for data centers and the industrial sector.
Key Takeaways
- TSMC is predicted to outperform Nvidia in 2026, with analysts forecasting nearly 30% revenue growth and plans to produce 2nm chips by late 2026.
- Nvidia's stock is expected to jump after its February 25 earnings report, driven by strong AI chip demand and the full production of its new Vera Rubin data center graphics cards.
- Major tech companies, including Amazon, Alphabet, Meta, and Microsoft, plan to increase AI spending by 70% in 2026, with combined capital expenditures exceeding $600 billion.
- Nullify secured $12.5 million in funding to advance its AI security platform, which deploys autonomous AI agents to identify, confirm, and fix security vulnerabilities.
- Nebius Group, a neocloud provider utilizing Nvidia and AMD accelerators, has secured over $20 billion in contracts from Meta Platforms and Microsoft over the next five years.
- SoftBank Group Corp. returned to profitability in late 2025, reporting a 248.6 billion yen profit, largely due to successful AI investments like OpenAI, Ampere, and ABB's robotics business.
- Morgan Stanley recommends crypto mining companies TeraWulf and Cipher Mining, which are pivoting to AI data centers, with Cipher Mining securing long-term deals with Google and Amazon.
- CBRE reported strong Q4 2025 earnings but saw its stock fall due to investor concerns about AI's impact on real estate advisory firms, despite robust demand for data centers.
- TSMC manufactures advanced AI chips for a wide range of companies, including Nvidia, Broadcom, AMD, Qualcomm, and Apple.
- The significant increase in AI spending by tech giants suggests the AI boom is still in its early stages, benefiting "pick-and-shovel" infrastructure companies.
TSMC predicted to beat Nvidia in 2026 AI stock race
Taiwan Semiconductor Manufacturing (TSMC) is predicted to outperform Nvidia in 2026. TSMC manufactures advanced AI chips for many companies, including Nvidia, Broadcom, AMD, Qualcomm, and Apple. The company's stock has already risen over 43% in the past six months. Analysts expect TSMC's revenue to increase by almost 30% in 2026. TSMC has a lower valuation compared to Nvidia, making it an attractive investment with a potential 33% upside.
TSMC stands out as a top AI stock for 2026
Taiwan Semiconductor Manufacturing (TSMC) is seen as a top AI stock for 2026 and beyond. It is the world's largest contract chipmaker, producing advanced chips for companies like Nvidia, AMD, Broadcom, and Apple. TSMC's revenue grew 36% in 2025, mainly from high-performance computing chips. The company expects revenue to increase by almost 30% in 2026. Major tech companies like Microsoft and Meta plan to boost AI spending, which will benefit TSMC as it also plans to start making its smallest 2nm chips in late 2026.
Nullify secures $12.5 million for AI security teams
Nullify announced it raised $12.5 million in new funding to advance its AI security platform. SYN Ventures led the investment, with Black Nova Venture Capital also contributing. Nullify's platform deploys autonomous AI security teams directly into companies. These AI agents find, confirm, and fix major security weaknesses while learning over time. The system handles tasks like creating patches and managing fixes across different teams, helping organizations improve security without needing more staff.
Nvidia stock expected to jump after February 25 earnings
Nvidia's stock is expected to rise significantly after its quarterly results are released on February 25. The company is likely to exceed analyst expectations due to strong demand for its AI chips. Analysts predict a 67% increase in revenue and a 71% jump in earnings for the fourth quarter of fiscal 2026. Nvidia's new Vera Rubin data center graphics cards are now in full production. These next-generation processors are expected to greatly reduce AI inference costs, making the stock's current valuation attractive.
Top tech companies to spend $600 billion on AI in 2026
Major tech companies like Amazon, Alphabet, Meta, and Microsoft plan to increase their AI spending by 70% in 2026. Their combined capital expenditure is expected to exceed $600 billion this year, up from $350 billion in 2025. Experts believe this heavy spending indicates the AI boom is still in its early stages. Investors are looking at "pick-and-shovel" infrastructure companies that support AI. Companies like CoreWeave, Arista Networks, ASML, and Vertiv are expected to benefit from this spending surge, with some already seeing significant gains.
CBRE beats earnings but AI fears hit stock price
CBRE, a real estate brokerage firm, reported better-than-expected earnings for the fourth quarter of 2025, with adjusted earnings per share reaching $2.73. Despite the strong earnings, CBRE's stock price fell significantly due to investor worries about AI impacting real estate advisory firms. CEO Bob Sulentic stated that brokers offer unique value for large, complex deals and get leads from deep market knowledge. CBRE's global leasing revenue hit a new high of $1.4 billion, and U.S. leasing revenue grew 12% due to demand for data centers and the industrial sector. The company also saw increases in mortgage origination and property sales revenue.
Nebius Group poised for growth after February 12 report
Nebius Group is highlighted as a top AI stock to consider buying in February, with its stock expected to rise after its quarterly report on February 12. The company operates as a neocloud provider, offering AI hardware and software solutions through its data centers powered by accelerators from Nvidia and AMD. Nebius rents out computing power and provides services like AI inference and model training to customers. It has secured large contracts, including over $20 billion from Meta Platforms and Microsoft over the next five years. Analysts predict Nebius's revenue will increase more than six times this year to nearly $3.5 billion.
SoftBank Group profits from AI investments
SoftBank Group Corp., a Japanese technology and telecoms company, returned to profitability in the last quarter of 2025. The company reported a 248.6 billion yen profit, a significant turnaround from losses a year earlier. This profit surge is due to successful investments in AI ventures, including OpenAI, where SoftBank invested nearly $35 billion for an 11% ownership. The company also acquired Ampere for $6.5 billion and plans to buy ABB's robotics business for $5.375 billion. SoftBank's CFO Yoshimitsu Goto noted that gains came from a variety of investments, including Arm.
Morgan Stanley recommends two crypto stocks pivoting to AI
Morgan Stanley suggests buying two bitcoin mining companies, TeraWulf and Cipher Mining, predicting up to 150% upside. These companies are transforming their operations into data centers to support the growing AI industry. Morgan Stanley believes AI's capabilities will continue to improve, creating significant value for companies enabling and adopting it. TeraWulf has a strong background in power infrastructure and converting Bitcoin facilities, while Cipher Mining has secured long-term deals with Google and Amazon for AI power hosting. However, risks include potential project delays or a slowdown in AI spending by major tech firms.
Sources
- Prediction: This Artificial Intelligence (AI) Stock Will Outperform Nvidia in 2026
- 1 Artificial Intelligence (AI) Winner Hiding in Plain Sight for 2026
- Nullify Raises $12.5M to Deploy Autonomous AI Security Teams for the Enterprise
- Prediction: This AI Stock Will Soar After Feb. 25. Here's Why.
- Top hyperscalers set to boost 2026 AI spending by 70% to $600 billion. How to play the spending boom now
- CBRE Beats Earnings Estimates for Q4, But ‘AI Scare Trade’ Dings Stock
- Prediction: This Will Be the Best AI Stock to Buy in February
- Japan's technology investor SoftBank Group sees profitability return on AI boom
- Buy these 2 crypto stocks poised for 150% upside as they pivot to AI: MS
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