Nvidia Oracle AI, Palantir Microsoft $178M Army

The artificial intelligence sector continues to drive significant market activity and strategic investments, with major tech players expanding their capabilities and infrastructure. Oracle, for instance, has seen its share price surge 58% year-to-date and 56% over the past year, fueled by a partnership with NVIDIA and the Department of Energy to construct the largest AI supercomputer, alongside securing a cloud hosting deal with OpenAI. Similarly, Palantir Technologies has experienced remarkable growth, with its stock climbing 166.6% year-to-date and 378.2% over the last twelve months, following substantial government and commercial contracts, including a $178 million multi-year agreement with the U.S. Army and a $500 million deal with the National Nuclear Security Administration. Palantir also partnered with Microsoft to integrate its platform with Azure cloud services, achieving its first full year of GAAP profitability in 2023 with 21% revenue growth.

Key Takeaways

• Oracle's stock surged 58% year-to-date due to a partnership with NVIDIA for an AI supercomputer and a cloud hosting deal with OpenAI.
• Palantir Technologies stock increased 166.6% year-to-date, securing major contracts including a $178 million deal with the U.S. Army and a $500 million contract with the National Nuclear Security Administration, and partnered with Microsoft Azure.
• Meta's market value dropped over $200 billion as investors questioned AI product monetization, despite nearly $20 billion in AI capital costs and over a billion Meta AI users.
• Major tech companies, including Meta, Microsoft, and Alphabet (Google), issued $75 billion in bonds to fund AI data center expansion, with an additional $38 billion loan linked to Oracle and Vantage data centers.
• The Tema Electrification ETF (VOLT/TEE) is up 31% year-to-date, outperforming the S&P 500, by investing in data center infrastructure providers like Eaton, Schneider Electric, and Vertiv.
• Booz Allen Hamilton partnered with NVIDIA, Cisco, MITRE, ODC, and T-Mobile to develop America's first AI-native wireless stack for 6G, expected in late October 2025.
• Figma is attracting investor interest with new AI-driven design products and ChatGPT integration, despite a recent 59.15% share price drop over 90 days.
• C3.ai shares dropped almost 50% year-to-date, facing valuation concerns despite rapid AI deployments with clients like Nucor and U.S. Army projects.
• Bloom Energy secured a $100 million deal with Brookfield Asset Management to deploy 46 megawatts of fuel cells in data centers, though Jefferies maintains an "Underperform" rating.
• Teen investor Samik Sidhu earned approximately $72,700 by investing $53,100 into AI stocks like Nvidia, C3.ai, and SMCI, later expanding his portfolio to include Microsoft and Google.

Figma launches AI products attracting investor attention

Figma is gaining interest due to its strong profitability, growth, and new AI-driven design products, including a ChatGPT integration. Despite a recent 90-day share price drop of 59.15%, the company has over 13 million active users and is used by about 95% of Fortune 500 companies. One view suggests Figma is undervalued with a fair value of $65.7, while another model estimates it is overvalued at $16.57 compared to its current share price of $49.84. Investors are watching to see if its long-term growth will return.

Oracle stock surges after AI supercomputer and cloud deals

Oracle is in the spotlight after big moves, including a partnership with NVIDIA and the Department of Energy to build the largest AI supercomputer. The company also secured a cloud hosting deal with OpenAI. Oracle's share price has surged 58% year-to-date and 56% over the past 12 months due to these partnerships and AI-cloud contracts. One popular view suggests Oracle is undervalued with a fair value of $344.04, compared to its last close of $262.61. However, its price-to-earnings ratio of 60.2x is higher than the US Software industry average.

C3.ai valuation questioned after recent results

C3.ai shares have seen recent movement as investors evaluate its performance and industry changes. The company's share price has dropped almost 50% year-to-date, with a 1-year total shareholder return of -29.8%. However, its three-year return remains positive. The most popular narrative suggests C3.ai is overvalued, estimating its fair value at $14.67 compared to its last close of $17.58. This view considers the rapid expansion of AI deployments with clients like Nucor, Qemetica, HII, and U.S. Army projects.

Tema Electrification ETF poised to beat S&P 500

The Tema Electrification ETF (VOLT) is expected to be a big winner from the data center boom. NDR Research believes VOLT will outperform the S&P 500 by 20% by 2027. The fund is already up 31% year-to-date, beating the S&P 500. Its top holdings include companies like Eaton, Schneider Electric, and Vertiv, which provide infrastructure for data centers. Experts project global electricity demand to more than double by 2030, driven by data centers and aging infrastructure.

Tema Electrification ETF leads in AI data center boom

The Tema Electrification ETF (TEE) is well-positioned to benefit from the AI boom and the rising demand for data centers. This ETF has already gained 31% year-to-date, outperforming the S&P 500. TEE invests in companies involved in the electrification trend, including semiconductor manufacturers, data center REITs, and firms providing key components for these facilities. As AI grows, the need for computing power and data centers will increase, giving TEE strong potential for continued outperformance.

Palantir stock surges with new AI and data deals

Palantir Technologies stock has surged significantly, rising 166.6% year-to-date and 378.2% over the last twelve months. This growth follows major government and commercial contract wins, along with expanding AI and data analytics capabilities. In April 2024, Palantir secured a $178 million multi-year agreement with the U.S. Army for its Artificial Intelligence and Data Analytics platform. Other deals include a $500 million contract with the National Nuclear Security Administration and a $45 million deal with the U.S. Department of Health and Human Services. The company also partnered with Microsoft to integrate its platform with Azure cloud services. Palantir reported 21% revenue growth year-over-year, reaching $635 million, and achieved its first full year of GAAP profitability in 2023.

Booz Allen Hamilton partners NVIDIA for 6G AI wireless

In late October 2025, Booz Allen Hamilton partnered with NVIDIA, Cisco, MITRE, ODC, and T-Mobile to announce America's first AI-native wireless stack for 6G. This collaboration includes a new multimodal integrated sensing and communications (ISAC) tool developed by Booz Allen and NVIDIA. This move highlights Booz Allen's role in advancing AI-powered sensing for telecommunications, public safety, and security. The partnership positions the company as a key player in developing and deploying 6G technology and its AI capabilities.

Tech giants borrow more to fund AI expansion

Major US technology companies are significantly increasing their borrowing to fund the expansion of AI data centers. BofA Research reports that investment-grade bond issuance for AI data center spending "exploded" in September and October. Companies like Meta, Microsoft, and Alphabet issued $75 billion in bonds, with another $38 billion loan linked to Oracle and Vantage data centers. This amount far exceeds the $37 billion average annual pace before the COVID-19 pandemic. Analysts note that AI capital expenditures are expected to reach 94% of operating cash flow in 2025 and 2026, up from 76% in 2024.

Jefferies raises Bloom Energy target but keeps "Underperform"

On October 31, Jefferies raised its price target for Bloom Energy Corporation to $53.00 from $31.00, but kept an "Underperform" rating. This increase is mainly due to a new deal with Brookfield Asset Management. Bloom Energy will deploy 46 megawatts of fuel cells in Brookfield Asset Management's data centers in a deal worth $100 million. Jefferies analyst Mark Jarrahi sees this as a significant win, but he also noted ongoing execution risks with the company's backlog. Bloom Energy shares have fallen 30% year-to-date.

US stock rally faces earnings and Fed rate cut concerns

The US stock market rally is heading into a busy week of corporate earnings reports. The S&P 500 ended October up 2.3%, marking its sixth straight month of gains, despite recent wobbles. Investors are concerned about the strength of the artificial intelligence trade and the Federal Reserve's interest rate plans. Fed Chair Jerome Powell stated that a December rate cut is "not a foregone conclusion" after a recent quarter-point ease. Third-quarter S&P 500 profits are on track for a 13.8% increase, with over 130 companies reporting next week. The S&P 500's forward price-to-earnings multiple is above 23, its highest since the dot-com bubble.

Meta shares drop as AI product monetization questioned

Meta's share price nosedived, cutting over $200 billion from its market value, as investors questioned its AI product monetization. The company confirmed huge AI costs, with capital costs nearing $20 billion for compute, data centers, and AI talent. While Meta AI has over a billion active users across Facebook, Instagram, and WhatsApp, investors seek clearer revenue potential from its AI initiatives. Other products like Vibes video generator and Vanguard smart glasses are still early. Meta is developing in-house MTIA accelerators and smaller models to manage inference costs. Potential monetization paths include improving advertising performance, using AI agents for business messaging, and developing creator tools.

Teen investor Samik Sidhu earns $72,000 from AI stocks

Seventeen-year-old Samik Sidhu from Virginia earned about $72,700 by investing his e-commerce profits into tech stocks. Between February and May 2024, he invested $53,100 from his Etsy apparel shop and networking community into companies like Nvidia, AMD, C3.ai, and SMCI. Sidhu said he "caught the AI wave at the perfect time" and used AI tools to help with his e-commerce businesses, including branding and demographics. He has since expanded his investment portfolio to include S&P 500 companies such as Apple, Microsoft, and Google.

Sources

• Figma (FIG): Evaluating Valuation After New AI Product Launches and Rising Investor Interest
• Oracle (ORCL): Examining Valuation After AI Supercomputer, OpenAI Cloud Deals, and Strategic Partnerships
• C3.ai (AI): Assessing Valuation as Investor Sentiment Shifts After Latest Results
• This ETF could capitalize on the data center boom and crush the S&P 500 in the coming years
• There's an ETF perfectly positioned for the AI-data-center boom, and it's poised to crush the S&P 500
• Is Palantir’s Recent AI and Data Partnerships Justifying Its Surging 2025 Share Price?
• How Booz Allen Hamilton’s (BAH) Foray Into 6G AI-Native Wireless With NVIDIA Is Shaping Its Investment Story
• Is AI boom forcing tech firms to borrow more? By Investing.com
• All Eyes on Bloom Energy’s (BE) Backlog as Jefferies Lifts PT but Keeps “Underperform”
• Resilient stocks rally faces earnings wave after AI, Fed wobbles By Reuters
• Meta shares slide as AI products lag behind rivals
• A 17-year-old earned $72,000 after investing his e-commerce profits into stocks. Here's why he bet on the tech industry.