nvidia, microsoft and amd Updates

US stock markets recently experienced a significant downturn, with the Nasdaq falling 2.4% on a recent Friday, capping a challenging week for technology companies. This shift saw investors moving away from growth stocks, including tech giants like Nvidia and Microsoft, towards value stocks, influenced by hints from the Federal Reserve about sustained high interest rates. Broadcom's shares also dropped 7.4% following its earnings report, while energy stocks like Exxon Mobil and Chevron saw gains. Despite broader market volatility, the artificial intelligence sector continues to show robust activity and potential for strong growth. Nvidia remains a dominant force, with its stock surging nearly 1,500% since October 2022 due to high demand for its AI accelerators, which account for about 90% of its data center revenue. However, with a $4.5 trillion market cap, future percentage gains may slow, even as competitors like AMD make progress in the AI chip market. Several other companies are also poised for significant AI-driven expansion by 2026. Micron Technology is seeing soaring revenues from its high-bandwidth memory crucial for advanced AI chips, while Palantir Technologies anticipates strong growth by leveraging AI in its data analytics platforms for government and businesses. For investors seeking exposure to this market, the Roundhill Generative AI and Technology ETF offers a diversified approach, holding top AI stocks including Alphabet (Google), Nvidia, Microsoft, Meta Platforms, Broadcom, AMD, Palantir, CoreWeave, Micron, and Snowflake. This ETF, established in 2023, soared 53% in 2025, tripling the S&P 500's returns. Snowflake recently deepened its AI capabilities through a multiyear, $200 million partnership with Anthropic, integrating advanced AI agents into its data cloud. Despite this, Snowflake's stock fell 19.23% over the last 30 days, though its year-to-date return remains positive at 38.36%. Meanwhile, Oracle's stock dropped significantly, falling 14% in one week, as the company increased its 2026 spending forecast by $15 billion for data centers supporting OpenAI. This highlights growing concerns about physical limits like labor and material shortages, causing delays for critical equipment, and an increasing reliance on debt markets to fund AI infrastructure expansion. BigBear.ai, despite a 600% stock surge over three years, faces financial challenges with a 20% revenue drop in Q3 and negative free cash flow.

Key Takeaways

• US tech stocks, including Nvidia and Microsoft, recently declined due to investor shifts from growth to value and hints of sustained high interest rates.
• Nvidia's stock surged nearly 1,500% since October 2022, with its data center segment (AI accelerators) accounting for 90% of revenue and growing 66% last year.
• Nvidia's $4.5 trillion market cap suggests future percentage gains may slow, while AMD is making progress in the AI chip market.
• Micron Technology and Palantir Technologies are projected for strong growth by 2026 due to their roles in AI memory and data analytics, respectively.
• The Roundhill Generative AI and Technology ETF, established in 2023, includes Alphabet, Nvidia, Microsoft, Meta Platforms, Broadcom, AMD, Palantir, CoreWeave, Micron, and Snowflake, and soared 53% in 2025.
• Snowflake entered a multiyear, $200 million partnership with Anthropic to integrate advanced AI agents into its data cloud.
• Oracle's stock fell significantly, partly due to increased spending ($15 billion for OpenAI data centers) and missed cloud revenue expectations.
• The AI boom faces physical limits like labor and material shortages, causing delays in data center construction, and increasing reliance on debt markets for funding.
• BigBear.ai's stock surged over 600% in three years but faces financial concerns, including a 20% revenue drop in Q3 and negative free cash flow.
• An AI analyst from TipRanks recommends "Outperform" rated ETFs like the iShares U.S. Technology ETF, YieldMax AI & Tech Portfolio Option Income ETF, and iShares China Large-Cap ETF for at least 10% potential growth.

Tech Stocks Fall Hard as Market Shifts

US stocks dropped significantly on Friday, ending a tough week for technology companies. Investors moved away from growth stocks like tech into value stocks, partly because the Federal Reserve hinted at keeping interest rates high. The Dow, S&P 500, and Nasdaq all saw declines, with the Nasdaq falling 2.4% on Friday. Broadcom's shares dropped 7.4% after its earnings report, and other tech companies like Nvidia and Microsoft also lost value. Energy stocks, including Exxon Mobil and Chevron, were among the few that gained.

Three AI Stocks Poised for Strong Growth by 2026

The artificial intelligence revolution continues, and three companies stand out for potential growth by 2026. Micron Technology sees soaring revenues from its high-bandwidth memory, which is vital for advanced AI chips. NVIDIA remains a leader with its powerful GPUs, essential for training AI models, and expects continued success. Palantir Technologies uses AI to improve its data analytics platforms for government and businesses, anticipating strong growth as more companies use AI for decisions.

Invest in AI with the Roundhill Generative AI ETF

As 2026 approaches, the Roundhill Generative AI and Technology ETF offers a simple way to invest in the growing artificial intelligence market. This ETF holds top AI stocks like Alphabet, Nvidia, Microsoft, Meta Platforms, and Broadcom. It also includes other key players such as Advanced Micro Devices, Palantir Technologies, CoreWeave, Micron Technology, and Snowflake. The ETF has performed very well, soaring 53% in 2025 and tripling the S&P 500's returns, though it is a relatively new fund established in 2023.

Snowflake Deepens AI Partnership with Anthropic

Snowflake is gaining attention after strengthening its partnership with Anthropic through a multiyear, $200 million deal. This agreement will bring advanced AI agents directly to Snowflake's data cloud, improving its offerings for enterprise AI tasks. Despite recent client wins and good third-quarter results, Snowflake's stock price fell 19.23 percent over the last 30 days. However, its year-to-date share price return remains positive at 38.36 percent.

Nvidia AI Dominance Continues But Future Gains May Slow

Nvidia remains a dominant force in artificial intelligence, with its stock rising nearly 1,500% since October 2022 due to high demand for its AI accelerators. The company's data center segment, which produces these accelerators, accounts for about 90% of its revenue and grew 66% last year. While the AI market is expected to grow significantly, Nvidia's current $4.5 trillion market cap makes another huge percentage gain unlikely. However, its strong growth and stability still make it an attractive investment for many. Competitors like AMD are also making progress in the AI chip market.

AI Analyst Recommends Three Top ETFs for Investors

An AI analyst from TipRanks has identified three exchange-traded funds, or ETFs, that are rated "Outperform" and offer at least 10% potential growth. These top ETFs for investors include the iShares U.S. Technology ETF, the YieldMax AI & Tech Portfolio Option Income ETF, and the iShares China Large-Cap ETF. The analyst suggests these funds as strong investment choices.

Oracle Stock Falls as AI Growth Faces Physical and Financial Limits

Oracle's stock has dropped significantly, falling 45% from its September high and 14% this week, revealing challenges for the AI boom. The company increased its spending forecast for 2026 by $15 billion, mainly for data centers for its partner OpenAI, but its cloud revenues missed expectations. Experts point to physical limits like labor and material shortages, causing long delays for critical equipment needed to build these data centers. Additionally, Oracle and other tech companies are increasingly relying on debt markets to fund their expansion, leading to concerns about financial stability as bond yields rise.

BigBear.ai Stock Faces Challenges Despite AI Hype

BigBear.ai's stock has surged over 600% in the last three years, but its financial performance raises concerns. The company's revenue fell 20% in the third quarter, continuing a trend of declining sales and falling margins. BigBear.ai also reported a negative free cash flow of $9.8 million and does not consistently generate positive operating income from its main AI analytics business. Despite the excitement around AI, the stock appears expensive with a price-to-sales ratio of 4.5. Investors should be cautious and avoid this stock due to its weak financial fundamentals.

Sources

• Stock market today: Dow, S&P 500, Nasdaq sink to cap brutal week for tech stocks
• Top 3 AI Stocks, Including NVIDIA to Buy Now for 2026 Growth
• 1 No-Brainer Artificial Intelligence (AI) ETF to Confidently Buy With $70 for 2026
• Snowflake (SNOW) Valuation Check After Deepened Anthropic AI Partnership and New Enterprise Collaborations
• Nvidia's AI Dominance Is Still Building. Could the Stock Go Even Higher?
• 3 Best ETFs to Invest In, According to AI Analyst, 12/12/2025
• Oracle’s collapsing stock shows the AI boom is running into two hard limits: physics and debt markets
• Is BigBear.ai a Buy?