nvidia launches meta while openai expands its platform

Key Takeaways

• Oracle plans to raise $45-50 billion through debt and equity to fund its AI cloud expansion, attracting $126 billion in bond orders.
• Oracle's cloud capacity expansion aims to meet demand from major customers including Nvidia, Meta, OpenAI, Advanced Micro Devices, TikTok, and xAI Corp.
• Nvidia invested $2 billion in CoreWeave, a specialized cloud provider crucial for GPU-accelerated computing.
• Corning secured a $6 billion multi-year order from Meta Platforms for fiber-optic cables, essential for AI data centers.
• IonQ and D-Wave Quantum are quantum computing companies, with IonQ partnering with Microsoft and D-Wave with Volkswagen and Mastercard.
• CrowdStrike's AI-powered Falcon cybersecurity platform detects breaches in 4 minutes and serves clients like Salesforce, reporting strong revenue growth.
• TSMC, the world's largest contract chip maker, produces advanced chips for Nvidia and AMD, while AMD competes in AI GPUs with its Instinct accelerators.
• Hong Kong saw a record $5 billion raised in January from 13 new listings, including AI chip designers and large-language-model developers.
• IonQ has about $1.1 billion in liquidity, and D-Wave Quantum has $836 million, despite both not yet being profitable.
• Apple is exploring a potential artificial intelligence deal with Google, alongside strong iPhone sales.

Oracle plans to raise 50 billion for AI cloud

Oracle plans to raise between $45 billion and $50 billion this year. This money will help fund its large investment in cloud computing for artificial intelligence. About half of the funds will come from debt. This move will test how willing the market is to lend money for AI projects.

Oracle stock rises on 50 billion AI funding plan

Oracle announced plans to raise up to $50 billion this year using both stock and borrowed money. This funding will support its cloud infrastructure business and its goals in artificial intelligence. After the news, Oracle's stock price went up. Other large cloud companies are also spending huge amounts to build data centers for AI training and operations.

Oracle raises 50 billion for AI cloud expansion

Oracle's shares increased on Monday after the company announced plans to raise $50 billion this year. This money, from debt and equity sales, will fund its large investments in AI and cloud computing. Oracle aims to expand its cloud capacity to meet demand from major customers like Nvidia, Meta, OpenAI, and TikTok. The company's backlog has grown to over $500 billion in the past year, driven by these large cloud contracts. Oracle insists its borrowing will not affect its BBB investment-grade rating, partly by raising half the funds through equity.

IonQ and D-Wave Quantum compete in AI stock market

IonQ and D-Wave Quantum are two artificial intelligence stocks focused on quantum computing. IonQ, calling itself the 'world's leading quantum computing company,' boasts breakthroughs like electronic qubit control systems and works with companies such as Microsoft and AstraZeneca. D-Wave Quantum, the 'practical quantum computing company,' focuses on enhancing generative AI with innovations like multiplexing and bump bonding, partnering with Volkswagen and Mastercard. Both companies are currently losing money and have diluted shares, but they each have significant liquidity to continue operations for a few years. D-Wave Quantum's stock has seen a nearly 400% increase over the last year.

Comparing IonQ and D-Wave Quantum AI stock choices

IonQ and D-Wave Quantum are two AI stocks in the quantum computing field. IonQ claims to be the 'world's leading quantum computing company' with advancements like electronic qubit control systems and partnerships with Microsoft and AstraZeneca. D-Wave Quantum focuses on practical quantum computing for generative AI, making breakthroughs in multiplexing and bump bonding, and works with Volkswagen and Mastercard. Both companies are not yet profitable and have increased their outstanding shares. However, IonQ has about $1.1 billion in liquidity, and D-Wave Quantum has $836 million, helping them fund operations.

China AI deals boost Hong Kong listings to record high

Hong Kong saw its busiest start to a year for new stock listings, with about $5 billion raised in January. This record month included 13 new listings, featuring AI chip designers and large-language-model developers. Experts like Bonnie Chan from Hong Kong Exchanges & Clearing Ltd. expect a busier year, with over 350 companies waiting to list. Chinese technology companies, including OpenAI challenger Zhipu AI, drove this activity due to cheaper valuations. January's listings performed well, gaining over 70% on average and attracting US investors. Bankers are now looking forward to potential IPOs from AI chip units of Alibaba and Tencent.

CrowdStrike Falcon security platform shows strong growth

CrowdStrike's Falcon software is a leading cloud-native and AI-powered cybersecurity solution. It protects against threats in cloud security, data protection, and threat intelligence all at once. Falcon actively hunts for and learns from cyberattacks, operating 24/7, which is crucial as AI speeds up cyberattacks. The platform detects breaches in just 4 minutes and responds 75% faster than previous security measures, resolving over 13 million threats annually for clients like Ericsson and Salesforce. CrowdStrike shows strong financial growth, with fiscal 2025 revenue up 31% and Q3 2025 total revenues climbing 22% year over year to $1.2 billion.

TSMC or AMD which is the better AI stock

Investors are comparing Taiwan Semiconductor Manufacturing (TSMC) and Advanced Micro Devices (AMD) as AI stocks. TSMC is the world's largest contract chip maker, producing advanced chips for companies like Apple, Nvidia, and AMD. It holds a dominant market share and leads in technology, making it vital for AI development, but faces geopolitical risks due to its location in Taiwan. AMD designs its own chips, competing with Nvidia in AI GPUs with its Instinct accelerators and Intel in CPUs. AMD is a fabless company, relying on foundries like TSMC for manufacturing. TSMC offers a more stable investment in overall AI growth, while AMD presents higher potential growth but also greater risk due to strong competition.

Nvidia invests 2 billion in AI partner CoreWeave

Nvidia invested $2 billion into CoreWeave, a key partner in AI infrastructure. CoreWeave is a specialized cloud provider that offers GPU-accelerated computing, making it crucial for developing and using AI models. This investment confirms CoreWeave's business strength and helps Nvidia by securing a major customer for its in-demand AI chips. However, CoreWeave still has a lot of debt, which potential investors should consider.

iPhone sales boost Apple holiday quarter Google AI deal

Strong iPhone sales are expected to significantly boost Apple Inc.'s holiday quarter earnings. A potential artificial intelligence deal with Google is also drawing attention. Apple is listed among the Ken Fisher Stock Portfolio's 12 Best Stocks to Buy as of January 28.

Oracle launches bond sale for AI expansion

Oracle began an eight-part dollar bond sale to fund its AI growth, initially planning to borrow $20 billion to $25 billion and raise a similar amount from equity. Investor demand for the bonds was very strong, with orders reaching $126 billion, setting a new record. The company is also raising equity through stock offerings and a mandatory convertible preferred bond. Oracle's shares rose 1.1% following the news. This extensive borrowing will help Oracle build more capacity for major cloud customers like Advanced Micro Devices, Meta Platforms, Nvidia, OpenAI, TikTok, and xAI Corp.

Corning secures 6 billion AI deal with Meta Platforms

Corning, known for iPhone glass, has become a key supplier of fiber-optic cables for data centers. These cables are crucial for AI developers due to their efficiency in transmitting information. Meta Platforms recently placed a multi-year order with Corning worth $6 billion. Corning's CEO, Wendell Weeks, believes the market for data center optical fiber could triple, presenting a huge opportunity. The company's optical communications business saw significant growth in 2025, with its enterprise segment growing 61% and hyperscale data center revenue more than doubling. This Meta deal will drive substantial growth and boost Corning's profits.

Sources

• Oracle to Raise up to $50 Billion. Why the Debt Will Test the AI Trade.
• Oracle Jumps On AI Financing Plans
• Oracle Is Raising Billions to Fund Its AI Buildout. Today, Investors Are Cheering
• Better Artificial Intelligence Stock: IonQ vs. D-Wave Quantum
• Better Artificial Intelligence Stock: IonQ vs. D-Wave Quantum
• China AI Deals Push Hong Kong Listings to Busiest Start of the Year
• Forget AI: This High‑Growth Security Platform Has Multibagger Potential
• Better AI stock: Taiwan Semiconductor Manufacturing or AMD
• Nvidia just piled $2 billion into this key AI partner. Should investors follow suit?
• Strong iPhone Sales will Boost Apple’s Holiday Quarter, with Google AI deal in Spotlight
• Oracle Kicks Off Eight-Part Dollar Bond Sale in AI Funding Rush
• This Super Semiconductor Company Just Struck a $6 Billion AI Deal With Meta Platforms