The AI stock market is undergoing a significant shift in 2026, with investors now demanding tangible company performance and profits rather than just excitement. Companies like Nvidia, Palantir, and Microsoft are facing a major test as the focus moves beyond initial hype. This re-evaluation follows a recent stock sell-off, prompting long-term investors to reconsider their approach to AI investments.
Amidst this market recalibration, Lenovo reported strong financial results, driven by robust holiday demand and early orders. Its infrastructure solutions group, which includes AI servers, achieved a record revenue of $5.2 billion, marking a 31% increase. Overall, Lenovo's net profit grew 12% to $640 million, and revenue rose 7.2% to $15.7 billion, largely due to its thriving AI-driven server business.
Significant investments continue to pour into AI infrastructure. Stack Infrastructure, backed by Blue Owl, secured a $2.1 billion five-year loan to fund a new 250-megawatt data center project in Melbourne, Australia. Projections indicate that investment in AI infrastructure, including data centers, could exceed $1 trillion by 2027. Intel is also strengthening its AI hardware capabilities, hiring Eric Demers as Chief GPU Architect and planning to invest at least $100 million in AI chip startup SambaNova Systems to enhance its AI roadmap.
Elsewhere in the AI landscape, Cloudflare's stock saw a 5% jump after its CEO, Matthew Prince, suggested that AI agents could become the internet's primary users, positioning Cloudflare as an essential platform. Conversely, Chinese chipmaker Hua Hong missed its revenue forecast, expecting between $650 million and $660 million, as it struggles to keep pace in China's competitive AI industry. Meanwhile, an analyst from Keefe Bruyette & Woods downplayed concerns that AI would significantly harm Business Development Companies (BDCs), noting only about 1.2% of their loan money is truly at risk from AI advancements.
The AI race also features prominent players like Nvidia and Tesla. Nvidia continues to demonstrate explosive financial growth, reporting a 62% increase in fiscal Q3 revenue to $57 billion and a 65% rise in net income. Tesla, while facing challenges in its core car business in 2025, saw significant growth in its energy sector and is making strides with its Robotaxi service and plans for the Optimus humanoid robot. In logistics, a new AI tool, Algorhythm's SemiCab platform, has caused trucking and logistics stocks to fall by enabling operators to increase freight volumes by 300% to 400% and reduce empty truck miles by over 70%.
Key Takeaways
- AI stocks, including Nvidia, Palantir, and Microsoft, are facing a major test in 2026 as investors shift focus from hype to actual company performance and profits.
- Lenovo's infrastructure solutions group, encompassing AI servers, achieved a record revenue of $5.2 billion, contributing to a 12% increase in net profit.
- Stack Infrastructure secured a $2.1 billion five-year loan to fund a 250-megawatt AI data center in Melbourne, Australia, part of an expected $1 trillion+ investment in AI infrastructure by 2027.
- Intel is enhancing its AI hardware strategy with new hires and a planned investment of at least $100 million in AI chip startup SambaNova Systems.
- Cloudflare's stock rose 5% after its CEO stated that AI agents could become the new main users of the internet, positioning Cloudflare as a crucial platform.
- Chinese chipmaker Hua Hong missed its quarterly revenue forecast, expecting $650-$660 million, indicating struggles in China's competitive AI industry.
- An analyst from Keefe Bruyette & Woods suggests AI poses a limited threat to Business Development Companies (BDCs), with only about 1.2% of their loan portfolios at risk.
- Nvidia reported explosive financial growth, with fiscal Q3 revenue up 62% to $57 billion and net income up 65%, while Tesla advances its AI initiatives with Robotaxi and Optimus.
- A new AI freight tool, Algorhythm's SemiCab platform, led to a drop in trucking stocks by enabling 300-400% freight volume increases and over 70% reduction in empty miles.
AI Stocks Face Big Test in 2026
AI stocks like Nvidia, Palantir, and Microsoft are facing a major test in 2026. Investors are now looking for real company performance and profits instead of just hype. A video published on February 10, 2026, explains this recent stock sell-off. It also discusses what matters next and how long-term investors should think about AI from here.
AI Stocks Reset in 2026 Investors Seek Real Profits
AI stocks such as Nvidia, Palantir, and Microsoft are undergoing a big change in 2026. Investors are now focusing on actual company performance and profits, not just excitement. A video published on February 10, 2026, explains this recent stock sell-off and how long-term investors should think about AI. The Motley Fool Stock Advisor team also identified top stocks, with past recommendations like Netflix and Nvidia showing huge returns by February 11, 2026.
Lenovo Sales Boosted by AI and Memory Price Rush
Lenovo's sales got a boost from strong holiday demand and early orders before memory prices went up. The company's shares dropped 6.3% due to concerns about rising memory costs. However, Lenovo's infrastructure solutions group, which includes AI servers, saw record revenue of $5.2 billion, a 31% increase. Analysts expect memory price hikes to continue, which could affect consumers.
Lenovo Profits Rise on Strong AI Server Demand
Lenovo Group Ltd. reported better-than-expected profits for its fiscal third quarter. Net profit increased 12% to $640 million, and revenue grew 7.2% to $15.7 billion. The company's AI-driven server business saw its revenue more than double, showing strong growth in specialized AI hardware. While the PC market is stabilizing, Lenovo's focus on AI infrastructure is paying off. CEO Yang Yuanqing believes Lenovo is well-positioned for the AI revolution.
Stack Infrastructure Gets $2.1 Billion Loan for AI Data Center
Stack Infrastructure, supported by Blue Owl, secured a $2.1 billion five-year loan. This money will fund a new 250 megawatt data center project in Melbourne, Australia. Investment in AI infrastructure like data centers is expected to reach over $1 trillion by 2027. Stack Infrastructure also recently received $10 billion in financing in December and a $259 million green facility in October for its Tokyo campus. The company operates data centers across the Americas, Europe, and Asia.
AI Not a Big Threat to BDCs Says Analyst
Investors worried that AI could harm Business Development Companies, or BDCs. However, an analyst from Keefe Bruyette & Woods says this concern is too high. Their research on the top 10 BDCs shows that only about 1.2% of their loan money is in software truly at risk from AI. The analyst believes BDC loan portfolios are spread out and the companies have enough money. Therefore, the BDC sector should stay healthy despite AI advancements.
Cloudflare Stock Rises as CEO Sees AI Agents as New Internet Users
Cloudflare's stock jumped 5% after the company reported strong fourth-quarter results and positive future predictions. CEO Matthew Prince believes that if AI agents become the new main users of the internet, Cloudflare will greatly benefit. He sees Cloudflare as the essential platform and network for these AI agents. The company provides important services like content delivery and security, which are in high demand as AI tools like OpenClaw and Moltbook grow.
Hua Hong Chipmaker Misses Forecast in China AI Race
Chinese chipmaker Hua Hong expects revenue between $650 million and $660 million this quarter, which is less than expected. The company is struggling to keep up in China's fast-paced AI industry. Despite this, Hua Hong's stock has tripled over the past year due to excitement about China's AI hardware and infrastructure growth. Beijing is also pushing for the country to be self-sufficient in technology.
Intel Boosts AI Hardware with New Hires and SambaNova Investment
Intel is strengthening its focus on AI hardware and data center computing. The company hired Eric Demers as Chief GPU Architect and plans to invest at least $100 million in AI chip startup SambaNova Systems. These moves aim to improve Intel's AI roadmap and address past gaps in AI chip technology. While Intel projects $58.1 billion in revenue and $5.2 billion in earnings by 2028, some analysts have lower predictions. The company's main challenge remains its complex internal changes.
Tesla and Nvidia Compete in the AI Stock Race
The AI boom is here, with tech giants investing heavily in AI infrastructure. Nvidia, an AI chipmaker, and Tesla, an electric carmaker, are key players in this race. Nvidia shows explosive financial growth, with fiscal Q3 revenue up 62% to $57 billion and net income up 65%. Tesla's core car business faced challenges in 2025, but its energy business grew significantly. Tesla also made progress with its Robotaxi service and plans to produce the Optimus humanoid robot soon.
AI Freight Tool Causes Trucking Stocks to Drop
Shares of trucking and logistics companies fell after a new AI tool was released. Algorhythm's SemiCab platform helps operators increase freight volumes by 300% to 400% without hiring more people. It also reduces empty truck miles by over 70%, addressing a problem that costs the industry more than $1 trillion each year. Ajesh Kapoor, CEO of SemiCab, stated this changes how logistics economics work. Separately, investors are watching a new ruling from US Transportation Secretary Sean P. Duffy about foreign drivers.
Sources
- Could AI Stocks Crash in 2026? Here's What History Says Happens Next.
- Could AI Stocks Crash in 2026? Here's What History Says Happens Next.
- Lenovo’s Sales Lifted by AI and Rush to Beat Memory Price Hikes
- Lenovo Posts Earnings Beat on AI-Driven Demand
- Blue Owl’s Stack Adds to AI Debt Rush With $2.1 Billion Loan
- How Bad Is AI for BDCs? Not So Bad, Says This Analyst.
- Cloudflare Stock Jumps After CEO Says Company Could Benefit If AI Agents Are New Users Of The Internet
- Hua Hong Forecast Misses as Chipmaker Trails in China AI Race
- How Intel’s AI Hardware Push and SambaNova Bet At Intel (INTC) Has Changed Its Investment Story
- Tesla vs. Nvidia: Which Is the Better AI Stock to Buy Now?
- Trucking and logistics stocks drop on release of AI freight scaling tool
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