Shares of AI infrastructure companies, including Oracle, Nvidia, and Broadcom, plummeted on April 28, 2026, following a leaked OpenAI revenue report. Despite this volatility, experts remain optimistic about certain stocks, advising investors to use a four-flag checklist to assess AI positions.
Hyperscalers like Alphabet, Amazon, and Microsoft are driving growth by investing heavily in AI infrastructure. In fact, 2026 capex is expected to reach $660 billion. AWS AI revenue has already surged past $15 billion, fueled by AI services and strategic partnerships.
Several companies are making significant moves in AI. OpenAI launched GPT-5.5-Cyber, a cybersecurity-focused AI model, in response to Anthropic's progress. Meta, however, faces challenges, including China's blockage of its deal to acquire AI firm Manus. Meanwhile, Samsung Electronics is investing in AI research and development.
New players are emerging in the AI space. Scout AI, founded in 2024, raised $100 million to train AI models for military use. Cathie Wood's ARK Invest also showed confidence in AI stocks by buying 162,306 shares of CoreWeave, a GPU-optimized cloud infrastructure company.
Key Takeaways
- AI infrastructure stocks plummeted on April 28, 2026, after a leaked OpenAI revenue report.
- Hyperscalers expect to invest up to $660 billion in 2026 capex, driving AI growth.
- AWS AI revenue exceeds $15 billion, driven by AI services and strategic partnerships.
- OpenAI launched GPT-5.5-Cyber, a cybersecurity-focused AI model.
- China blocked Meta's deal to acquire AI firm Manus.
- Scout AI raised $100 million to train AI models for military use.
- Cathie Wood's ARK Invest bought 162,306 shares of CoreWeave.
- Meta raised its capital spending outlook for 2026, citing increased AI investments.
- Nvidia, Oracle, and Broadcom stocks fell despite potential in AI infrastructure.
- Samsung Electronics is investing in AI research and development.
AI Capex Risk Hits Tech Stocks
AI infrastructure stocks plummeted on April 28, 2026, after a leaked OpenAI revenue report. Oracle, Nvidia, and Broadcom led the decline. Despite this, hyperscaler 2026 capex is guided up to $660 billion. Experts advise using a four-flag checklist to size AI positions: customer concentration, backlog conversion, capex versus cash flow, and end-customer growth.
3 AI Stocks to Watch After Selloff
Oracle, Nvidia, and Broadcom stocks fell on April 28 after a leaked OpenAI infrastructure stocks. The company offers AI infrastructure, custom silicon, and cloud services. Analysts see potential in ORCL, NVDA, and AVGO despite recent volatility.
Scout AI Trains Military Vehicles
Scout AI, founded in 2024, raised $100 million to train AI models for military use. The startup aims to operate autonomous vehicles in conflict zones.
China Blocks Meta's AI Firm Deal
China is blocking Meta's deal to acquire AI firm Manus. The deal was set to expand Meta's AI capabilities.
OpenAI Releases Cybersecurity Model
OpenAI launched GPT-5.5-Cyber, a cybersecurity-focused AI model, in response to Anthropic's recent progress. The model aims to enhance cybersecurity.
Hyperscalers Invest in AI Infrastructure
Hyperscalers like Alphabet, Amazon, and Microsoft reported strong AI revenue growth. They invested heavily in AI infrastructure, driving growth.
Samsung Invests in AI and Pension
Samsung Electronics approved investments in AI and a pension plan. The company will invest in AI research and development.
Cathie Wood Invests in CoreWeave
Cathie Wood's ARK Invest bought 162,306 shares of CoreWeave, a GPU-optimized cloud infrastructure company. The investment signals confidence in AI stocks.
AWS AI Revenue Surges
AWS AI revenue exceeds $15 billion, driven by AI services and strategic partnerships. The growth is fueled by AI adoption.
Meta Raises Capital Spending Outlook
Meta raised its capital spending outlook for 2026, citing increased AI investments. The move sparked concerns about profitability.
Sources
- AI Capex Risk: Why AI Infrastructure Stocks Sold Off?
- 3 AI Stocks Worth Adding to Your Watchlist After the Selloff: ORCL, NVDA, AVGO
- Coby Adcock's Scout AI raises $100 million to train its models for war. We visited its bootcamp.
- China Says ‘Not So Fast’ on Meta’s Deal for AI Firm Manus
- After Anthropic’s Claude Mythos, OpenAI Releases GPT-5.5-Cyber, A Cybersecurity Focused Model
- Quarterly results: hyperscalers impress, despite sky-high AI spending
- Samsung Electronics approves pension, AI investment deals
- Cathie Wood buys $18 million of beaten-down AI stock
- AWS AI Revenue Surges Past $15 Billion
- Meta Raises Outlook for Capital Spending in 2026; Shares Slide
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