Nvidia Projects $65 Billion While Google Targets $5 Trillion

Nvidia projects a substantial $65 billion in revenue for its fiscal 2026 Q4, signaling continued robust growth in artificial intelligence. CEO Jensen Huang asserts that the AI sector is not a speculative bubble but rather a fundamental shift driven by the upgrade to accelerated computing, the establishment of AI factories, and the creation of new AI applications. Nvidia's Blackwell and Vera Rubin AI chip platforms are already seeing strong customer demand, underscoring the company's central role in powering the global AI expansion. Alphabet, Google's parent company, aims for a $5 trillion market capitalization as early as 2026, planning to allocate $91 billion to $93 billion in 2025, with a significant portion dedicated to AI. Google boasts "full-stack" AI capabilities, encompassing chatbots, enhanced search, proprietary chips, and advanced ad-tech. Google Cloud remains a vital growth engine, reporting a 34% revenue increase in Q3 to $15.2 billion and a $155 billion backlog. Brookfield Asset Management recently acquired a 45% share in Google Cloud's data center business for $1 billion, highlighting the increasing investment in AI infrastructure. Brookfield Corporation is making substantial investments in AI infrastructure, with its Brookfield AI Infrastructure Fund targeting up to $100 billion in assets. Initial projects include funding Bloom Energy for AI data center power solutions and launching Radiant, a new data center services company. Brookfield Renewable and Brookfield Infrastructure are also actively supporting AI development by expanding renewable energy sources and building data centers globally. The company anticipates doubling its earnings per share over the next five years due to these strategic AI investments. Wall Street analysts are recommending SentinelOne and Datadog as top AI stock picks for 2026. SentinelOne leverages AI in its Singularity platform for cybersecurity, featuring its Purple AI Athena virtual assistant for threat detection. Datadog provides AI development tools like LLM Observability and the Bits AI assistant, reporting a 67% increase in AI product users and doubled AI-native customer revenue in Q3 2025. Meanwhile, PayPal CEO Alex Chriss plans to integrate AI-driven payments into the PayPal app through a partnership with OpenAI's ChatGPT, even as PayPal shares saw a slight dip to $58.14 at the start of 2026 trading. Billionaire Peter Thiel, co-founder of Palantir Technologies, made notable changes to his investment portfolio in Q3, selling his stakes in Nvidia and Tesla while initiating a new position in Microsoft. For investors seeking diversified exposure to the AI sector, several ETFs are available. The iShares Future AI and Tech ETF holds 49 AI-focused stocks, returning about 30% last year, while the Invesco Semiconductors ETF, with 30 semiconductor companies, saw a 38% return. The Vanguard Information Technology ETF offers broad tech exposure, including Nvidia, with nearly 22% returns last year.

Key Takeaways

  • Nvidia forecasts $65 billion in revenue for fiscal 2026 Q4, driven by accelerating AI growth and strong orders for its Blackwell and Vera Rubin chip platforms.
  • Alphabet aims for a $5 trillion market capitalization by 2026, planning to spend $91 billion to $93 billion in 2025, largely on its "full-stack" AI capabilities.
  • Brookfield Asset Management is heavily investing in AI infrastructure, acquiring a 45% share in Google Cloud's data center business for $1 billion and targeting $100 billion for its AI Infrastructure Fund.
  • Wall Street analysts recommend SentinelOne and Datadog for 2026, with SentinelOne using its Purple AI Athena for cybersecurity and Datadog seeing 67% AI product user growth and doubled AI-native customer revenue in Q3 2025.
  • PayPal plans to integrate AI-driven payments into its app through a partnership with OpenAI's ChatGPT, as CEO Alex Chriss focuses on UK expansion and AI.
  • Billionaire Peter Thiel, co-founder of Palantir, sold his holdings in Nvidia and Tesla in Q3, initiating a new investment position in Microsoft.
  • The global AI market is projected to expand significantly, reaching $4.8 trillion by 2033.
  • AI-focused ETFs like the iShares Future AI and Tech ETF (30% return last year) and the Invesco Semiconductors ETF (38% return last year) offer diversified investment opportunities.

Wall Street tips two AI stocks for big 2026 gains

Wall Street analysts recommend Datadog and SentinelOne as top artificial intelligence stocks for 2026. SentinelOne uses AI in its Singularity platform for cybersecurity, featuring its Purple AI Athena virtual assistant. Datadog offers tools like LLM Observability and Bits AI to help accelerate AI development. Analysts predict significant potential upside for both companies in the coming year. These companies represent less obvious but strong AI investment opportunities.

Wall Street sees two AI stocks soaring in 2026

Wall Street analysts suggest SentinelOne and Datadog as top artificial intelligence stocks for 2026. SentinelOne's Singularity platform uses AI for cybersecurity, with its Purple AI Athena assistant detecting and responding to threats. Datadog provides AI development tools like LLM Observability and the Bits AI assistant to help businesses. Analysts tracked by The Wall Street Journal recommend investing in both companies, predicting significant upside during 2026.

Analysts pick two AI stocks for strong 2026 growth

Wall Street analysts recommend SentinelOne and Datadog as strong artificial intelligence stock buys for 2026. SentinelOne's Singularity platform uses AI for cybersecurity, featuring its Purple AI Athena assistant to detect and solve security problems. Datadog offers AI development tools like LLM Observability and the Bits AI assistant. Datadog saw a 67% increase in AI product users and doubled AI-native customer revenue in Q3 2025. Analysts predict significant upside for both companies.

Wall Street recommends two AI stocks for 2026

Wall Street analysts recommend SentinelOne and Datadog as top artificial intelligence stocks for 2026. SentinelOne's Singularity platform uses AI for cybersecurity, featuring its Purple AI Athena assistant to handle threat detection and response. Datadog provides AI development tools like LLM Observability and the Bits AI assistant, which helps identify technical issues. Datadog's AI product users grew by 67% in Q3 2025, and AI-native customer revenue doubled. Analysts predict significant upside for both companies.

Top 3 tech ETFs to invest in AI now

Investing in artificial intelligence ETFs can simplify buying into the AI industry with less effort and risk. The iShares Future AI and Tech ETF includes 49 AI-focused stocks, earning about a 30% return last year. The Invesco Semiconductors ETF focuses on 30 semiconductor companies, returning around 38% last year and 1,660% since 2005. The Vanguard Information Technology ETF offers broad tech exposure with 322 stocks, including AI leaders like Nvidia, and returned almost 22% last year. The best fund for investors depends on their goals and risk tolerance.

Invest in AI with these 3 top tech ETFs

AI ETFs offer a simpler way to invest in the artificial intelligence industry with less risk than individual stocks. The iShares Future AI and Tech ETF focuses on AI advancement, holding 49 stocks and returning about 30% last year. The Invesco Semiconductors ETF invests in 30 semiconductor companies, showing 38% returns last year and 1,660% since 2005. The Vanguard Information Technology ETF provides broad tech exposure, including AI, with 322 stocks and nearly 22% returns last year. Choosing the right fund depends on personal investment goals and risk comfort.

Brookfield invests big in AI infrastructure for growth

Brookfield Corporation is heavily investing in artificial intelligence infrastructure, seeing it as a major opportunity. Its Brookfield AI Infrastructure Fund aims to acquire up to $100 billion in AI infrastructure assets. Initial investments include funding Bloom Energy for AI data center power solutions and launching Radiant, a data center services company. Brookfield Renewable and Brookfield Infrastructure also support AI by developing renewable energy and building data centers worldwide. Brookfield expects to double its earnings per share over the next five years due to these AI investments.

Brookfield buys Google Cloud data center stake

Brookfield Asset Management is investing heavily in artificial intelligence infrastructure. The company agreed to buy a 45% share in Google Cloud's data center business for $1 billion. This acquisition shows Brookfield's commitment to meeting the growing demand for AI infrastructure. Brookfield has been investing in data centers and other AI-related infrastructure for several years. The company believes this move positions it well to benefit from the AI boom, potentially doubling investors' money.

Nvidia predicts $65 billion revenue, sees AI boom continuing

Nvidia forecasts $65 billion in revenue for its fiscal 2026 Q4, showing accelerating growth in artificial intelligence. CEO Jensen Huang believes the AI sector is not a bubble but is driven by three major technology shifts. These shifts include upgrading legacy computing to accelerated computing, transitioning to AI factories, and creating new AI applications. Nvidia's AI chip platforms, Blackwell and Vera Rubin, have strong customer orders. OpenAI's user base grew significantly, and global AI market forecasts predict massive expansion to $4.8 trillion by 2033.

PayPal stock dips as CEO focuses on AI payments, UK growth

PayPal Holdings Inc shares dropped slightly to $58.14 at the start of 2026 trading. CEO Alex Chriss plans to expand in the UK with PayPal-branded debit and credit cards and a PayPal+ loyalty program. He also aims to integrate AI-driven payments into the PayPal app through a partnership with OpenAI's ChatGPT. Traders are watching key support levels near $55.85 and upcoming US economic reports for December. The company's Q4 2025 earnings update on February 3 will be important for investor sentiment.

Peter Thiel sells Nvidia and Tesla, buys Microsoft

Billionaire Peter Thiel, co-founder of Palantir Technologies, made significant changes to his investment portfolio in the third quarter. He sold his holdings in prominent tech giants Nvidia and Tesla. Simultaneously, Thiel initiated a new investment position in Microsoft. This strategic shift reflects the evolving tech landscape, with artificial intelligence emerging as a dominant force.

Wall Street identifies two top AI stocks for 2026

Wall Street analysts are highlighting two specific artificial intelligence stocks as excellent investment opportunities for 2026. These selections are based on factors like innovative technology, strong market position, and projected revenue growth. One company is at the forefront of developing advanced AI algorithms for a specific application, backed by a strong patent portfolio. The second company is making significant strides in another AI field, focusing on a unique product or service and an expanding customer base. Both companies are expected to see substantial growth as AI integration becomes more widespread across various industries.

Trader earns $1M, DeepSnitch AI presale gains attention

Crypto investor Vida made a $1 million profit on New Year's Day by trading the BROCCOLI714 meme coin, identifying unusual trading patterns on Binance. Meanwhile, the DeepSnitch AI presale is gaining demand, with its Stage 4 price at $0.03205. DeepSnitch AI offers smart signals using artificial intelligence to help traders make informed decisions. Cardano (ADA) price prediction suggests a bullish trend for 2026-2030, potentially reaching $0.6825 in 2026. DeepSnitch AI is speculated to give 100x returns in 2026 alone.

Alphabet AI investments could reach $5 trillion by 2026

Alphabet Class A aims for a $5 trillion market capitalization as soon as 2026, up from just under $4 trillion. The company plans to spend $91 billion to $93 billion in 2025, with much of it directed towards artificial intelligence. Alphabet boasts "full-stack" AI capabilities, including chatbots, AI-enhanced search, proprietary chips, and advanced ad-tech. Google Cloud remains a key growth pillar, with revenue up 34% in Q3 to $15.2 billion and a backlog of $155 billion. Wall Street analysts maintain a Strong Buy consensus rating for Alphabet.

Top AI ETFs for investing $2,000 now

Investing in Artificial Intelligence ETFs offers a diversified and convenient way to enter the rapidly growing AI sector. The Global X Robotics & Artificial Intelligence ETF (BOTZ) invests in companies benefiting from robotics and AI adoption, including NVIDIA and Intuitive Surgical. The ROBO Global Robotics and Automation Index ETF (ROBO) also focuses on companies across the robotics and automation ecosystem. These ETFs provide exposure to AI's long-term growth potential while mitigating the higher risks associated with picking individual stocks. Investors should consider expense ratios, historical performance, and investment strategy when choosing an AI ETF.

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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