nvidia, microsoft and google Updates

Cyera, a data security firm, recently secured $400 million in Series F funding on January 8, 2026, led by Blackstone. This investment pushes Cyera's valuation to $9 billion and brings its total funding past $1.7 billion. The company plans to accelerate product innovation, particularly in agentic AI security, and expand globally. Cyera's platform helps businesses protect sensitive data and manage how AI systems use it, addressing the increasing security challenges posed by autonomous AI. This significant funding highlights a broader trend where the rise of artificial intelligence is driving increased dealmaking in the data security sector, as companies require secure and clean data for their AI projects. The demand for AI technology is also evident in the semiconductor industry. Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest contract chip manufacturer and a key supplier for Nvidia, reported its highest-ever monthly revenue in May. TSMC's stock has risen over 30% this year, signaling robust underlying demand for AI chips. Nvidia itself demonstrates stronger financial performance compared to Broadcom, with quarterly revenue growth of 62.5% and a last twelve months margin of 58.8%, making it an attractive option for investors. Major tech giants like Microsoft and Alphabet (Google's parent company) are leading the charge in AI integration and development. Microsoft, a top AI stock, continues to embed AI across its products and has invested in OpenAI, with its Azure cloud platform and Microsoft 365 Copilot benefiting significantly from AI advancements. Alphabet also stands out as a leader in AI research, powering Google Search and offering AI tools through its Google Cloud Platform. Beyond these giants, analysts predict AI will substantially boost companies like IBM in 2026, with RBC Capital Markets raising IBM's price target to $350. The impact of AI extends to various sectors and new market opportunities. The global market for handwriting recognition AI, for instance, is projected to reach $45.1 billion by 2034, driven by advances in neural networks and applications in education and healthcare. Generative AI is also expected to automate digital tasks, boosting productivity and creating new business models, benefiting companies like Duolingo, which reported strong growth in 3Q25. Furthermore, investment opportunities in AI are diversifying beyond traditional tech stocks, with experts like Aaron Mulvihill of J.P. Morgan Asset Management noting potential in alternative assets such as infrastructure plays, private equity, private credit, and real estate.

Key Takeaways

  • Cyera secured $400 million in Series F funding on January 8, 2026, led by Blackstone, valuing the data security company at $9 billion.
  • Cyera plans to use the funding to accelerate product innovation in agentic AI security and expand its global reach, addressing challenges from autonomous AI.
  • TSMC, a key supplier for Nvidia, reported its highest-ever monthly revenue in May, with its stock up over 30% this year due to strong AI chip demand.
  • Nvidia shows stronger financial performance than Broadcom, with 62.5% quarterly revenue growth and a 58.8% last twelve months margin, indicating greater investor advantages.
  • Microsoft and Alphabet (Google) are considered top AI stocks for long-term growth, with Microsoft integrating AI across products like Microsoft 365 Copilot and investing in OpenAI.
  • RBC Capital Markets predicts AI will significantly benefit IBM in 2026, raising its price target to $350 from $300.
  • The global market for handwriting recognition AI is projected to grow from $6.25 billion in 2024 to $45.1 billion by 2034.
  • Generative AI adoption is expected to boost stocks like Duolingo by automating digital tasks and creating new business models.
  • The rise of AI is increasing dealmaking in the data security sector, with investors focusing on solutions like data security posture management.
  • Investment opportunities in AI are expanding beyond tech companies and market indexes to alternative assets such as infrastructure, private equity, private credit, and real estate.

Cyera raises 400 million dollars for advanced AI security

Cyera, a data security company, secured 400 million dollars in Series F funding on January 8, 2026, led by Blackstone. This investment boosts Cyera's valuation to 9 billion dollars and brings its total funding to over 1.7 billion dollars. The company plans to use these funds to speed up product innovation, especially in agentic AI security, and expand its global reach. Cyera's platform helps businesses protect sensitive data and control how AI systems use it, addressing the growing security challenges posed by autonomous AI. It provides unified visibility across cloud, on-premise, and hybrid environments, and has seen over 3.4 times revenue growth, securing data for about 20% of the Fortune 500.

Cyera raises 400 million dollars for advanced AI security

Cyera, a data security company, secured 400 million dollars in Series F funding on January 8, 2026, led by Blackstone. This investment boosts Cyera's valuation to 9 billion dollars and brings its total funding to over 1.7 billion dollars. The company plans to use these funds to speed up product innovation, especially in agentic AI security, and expand its global reach. Cyera's platform helps businesses protect sensitive data and control how AI systems use it, addressing the growing security challenges posed by autonomous AI. It provides unified visibility across cloud, on-premise, and hybrid environments, and has seen over 3.4 times revenue growth, securing data for about 20% of the Fortune 500.

Cyera raises 400 million dollars for advanced AI security

Cyera, a data security company, secured 400 million dollars in Series F funding on January 8, 2026, led by Blackstone. This investment boosts Cyera's valuation to 9 billion dollars and brings its total funding to over 1.7 billion dollars. The company plans to use these funds to speed up product innovation, especially in agentic AI security, and expand its global reach. Cyera's platform helps businesses protect sensitive data and control how AI systems use it, addressing the growing security challenges posed by autonomous AI. It provides unified visibility across cloud, on-premise, and hybrid environments, and has seen over 3.4 times revenue growth, securing data for about 20% of the Fortune 500.

TSMC stock rises on strong AI chip demand

Taiwan Semiconductor Manufacturing Co. TSMC stock has risen significantly, with shares up over 30% this year. The company reported its highest-ever monthly revenue in May, driven by strong demand for AI chips. As the world's largest contract chip manufacturer, TSMC is a key supplier for major AI chip designers like Nvidia. Its strong sales suggest a substantial underlying demand for AI technology, even as investors discuss a potential AI bubble. Analysts view TSMC's performance as an important indicator for the broader AI industry.

TSMC stock rises on strong AI chip demand

Taiwan Semiconductor Manufacturing Co. TSMC stock has risen significantly, with shares up over 30% this year. The company reported its highest-ever monthly revenue in May, driven by strong demand for AI chips. As the world's largest contract chip manufacturer, TSMC is a key supplier for major AI chip designers like Nvidia. Its strong sales suggest a substantial underlying demand for AI technology, even as investors discuss a potential AI bubble. Analysts view TSMC's performance as an important indicator for the broader AI industry.

AI drives more deals in data security

The rise of artificial intelligence is increasing dealmaking in the data security sector. Companies need clean and secure data to power their AI projects. Because of this, investors and strategic buyers are investing heavily in data security startups, especially those focused on data security posture management. This technology helps businesses monitor, classify, and protect sensitive data in both cloud and on-premise systems.

RBC predicts AI will boost IBM in 2026

RBC Capital Markets analyst Rishi Jaluria believes that artificial intelligence will significantly benefit International Business Machines Corporation IBM. On January 5, 2026, RBC raised IBM's price target to 350 dollars from 300 dollars and maintained an Outperform rating. The firm expects 2026 to be a strong year for IBM as enterprise spending becomes more stable. IBM is also listed among the 12 Best DOW Stocks to Buy in 2026.

Handwriting AI market to reach 45 billion dollars by 2034

The global market for handwriting recognition artificial intelligence is expected to grow significantly. A report from ResearchAndMarkets.com on January 9, 2026, predicts the market will reach 17.8 billion dollars by 2029, up from 6.25 billion dollars in 2024. By 2034, it could grow to 45.1 billion dollars. Key opportunities include automated document processing, AI-powered handwriting analysis, and mobile integration. Advances in neural networks and more use in education and healthcare are driving this growth.

Truist says AI adoption will boost Duolingo stock

Truist analyst Arvind Ramnani believes that the adoption of generative AI will significantly benefit certain stocks. Ramnani predicts that generative AI will automate many digital tasks, leading to higher productivity and new business models. He highlights Duolingo as one stock that could rise. Duolingo, a popular language-learning app, reported strong growth in 3Q25 with over 50 million daily active users and 271.7 million dollars in revenue. The company also offers courses in music, math, and chess.

Nvidia shows stronger growth than Broadcom in AI

A Forbes contributor compared Nvidia NVDA and Broadcom AVGO as AI stocks on January 9, 2026. Broadcom's stock declined 17% over the past month. Nvidia shows stronger financial performance, with quarterly revenue growth of 62.5% compared to Broadcom's 28.2%. Nvidia's revenue growth over the last 12 months was 65.2%, surpassing Broadcom's 23.9%. Nvidia also boasts higher profitability with a last twelve months margin of 58.8%. The analysis suggests Nvidia offers greater advantages for investors.

Microsoft and Alphabet are top AI stocks to buy

Investors looking for long-term growth in artificial intelligence should consider Microsoft and Alphabet. Microsoft has made a big move into AI, integrating it across its products and investing in OpenAI. Its Azure cloud platform and Microsoft 365 Copilot are benefiting from AI. Alphabet, Google's parent company, leads in AI research and development, powering Google Search and offering AI tools through Google Cloud Platform. Both companies are well-positioned to grow from the ongoing AI revolution.

Investors find new AI opportunities in alternative assets

Aaron Mulvihill, a global alternatives strategist at J.P. Morgan Asset Management, discussed alternative assets for investors during the AI boom in 2026. He noted that the benefits of AI are not limited to just tech companies and market indexes. Investors can find opportunities in areas like infrastructure plays, private equity, private credit, and even real estate. These alternative assets offer new ways to invest in the growing artificial intelligence market.

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.

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