The AI sector is experiencing a dynamic period, marked by both significant growth and investor caution, as seen in market movements around February 13, 2026. NVIDIA continues to demonstrate strong financial performance, reporting $57 billion in revenue and 73.4% gross margins in its fiscal third quarter 2026, leading analysts to recommend it as a "Buy." In contrast, Supermicro, while showing faster sales growth to $12.7 billion, faces lower gross margins at 6.3% and higher debt, earning it a "Hold" rating.
Beyond established players, new AI leaders are emerging. Micron Technology is benefiting from high demand for its high-bandwidth memory (HBM) chips, projecting $18.3-$19.1 billion in fiscal second quarter 2026 revenue. Palantir Technologies' Artificial Intelligence Platform (AIP) is driving substantial growth, with US commercial revenues soaring 137% to $507 million in Q4 2025, and the company forecasts its 2026 revenues to double to over $7 billion. Both Micron and Palantir hold strong analyst ratings.
AI startups are also making waves, with Cohere achieving $240 million in annual recurring revenue in 2025, surpassing its $200 million target, and planning a public market debut. Backed by investors like NVIDIA and Oracle, Cohere boasts 70% gross margins and is developing its North AI agent platform. Similarly, WINN.AI, an AI sales assistant, secured $18 million in Series A funding, tripling its annual recurring revenue in 2025 and achieving 30X growth over two years with a 0% churn rate for enterprise customers.
However, the market has shown volatility. On February 12, US stocks fell sharply due to concerns about AI's disruptive potential, impacting companies like AppLovin and Cisco Systems, which dropped over 12% due to higher memory chip prices. Real estate stocks, including Jones Lang LaSalle and Cushman & Wakefield, plunged amid fears that AI could reduce the need for office space. The trucking sector also saw declines after Algorhythm Holdings launched its AI freight tool, SemiCab, causing companies like CH Robinson Worldwide and Landstar System to fall significantly.
Major tech leaders, including Elon Musk (Tesla), Mark Zuckerberg (Meta), Jeff Bezos (Amazon), Jensen Huang (Nvidia), and Michael Dell (Dell), collectively lost $26 billion from their wealth on February 13 as shares in their respective companies fell around 2%. This decline came amidst broader concerns about AI's impact on businesses. Despite these dips, US stocks rebounded on February 13 as inflation slowed to 2.4%, easing some AI-related fears and potentially opening the door for Federal Reserve interest rate cuts.
Key Takeaways
- NVIDIA reported strong profitability with $57 billion in revenue and 73.4% gross margins in fiscal Q3 2026, receiving a "Buy" recommendation.
- Supermicro saw faster sales growth to $12.7 billion in fiscal Q2 2026 but had lower gross margins at 6.3% and higher debt, leading to a "Hold" rating.
- Micron Technology is experiencing high demand for its HBM chips, expecting $18.3-$19.1 billion in fiscal Q2 2026 revenue.
- Palantir Technologies' US commercial revenues jumped 137% to $507 million in Q4 2025, with 2026 revenues forecast to double to over $7 billion.
- AI startup Cohere achieved $240 million in annual recurring revenue in 2025, surpassing its $200 million target, and plans an IPO, backed by NVIDIA and Oracle.
- WINN.AI, an AI sales assistant, raised $18 million in Series A funding, tripled its ARR in 2025, and achieved 30X growth over two years.
- On February 13, 2026, Elon Musk (Tesla), Mark Zuckerberg (Meta), Jeff Bezos (Amazon), Jensen Huang (Nvidia), and Michael Dell (Dell) collectively lost $26 billion as their companies' shares fell around 2%.
- US stocks experienced volatility, falling on February 12 due to AI disruption fears, but rebounding on February 13 as inflation slowed to 2.4%.
- Real estate stocks (e.g., Jones Lang LaSalle, Cushman & Wakefield) plunged due to concerns that AI might reduce the need for office space.
- Trucking and logistics companies (e.g., CH Robinson Worldwide, Landstar System) saw shares fall after Algorhythm Holdings launched its AI freight tool, SemiCab, which claims to scale freight volumes by up to 400%.
NVIDIA Beats Supermicro in AI Stock Showdown
This article compares NVIDIA and Super Micro Computer Inc. as AI hardware stocks on February 13, 2026. NVIDIA showed strong profitability with $57 billion in revenue and 73.4% gross margins in fiscal third quarter 2026. Supermicro saw faster sales growth, reaching $12.7 billion in fiscal second quarter 2026, driven by its Data Center Building Block Solutions. However, Supermicro's gross margins dropped to 6.3%, and it carries more debt than NVIDIA. Analysts recommend NVIDIA as a "Buy" and Supermicro as a "Hold" due to NVIDIA's stronger profits and lower financial risk.
NVIDIA Outperforms Supermicro in AI Stock Analysis
This article compares NVIDIA and Super Micro Computer Inc. as AI hardware stocks on February 13, 2026. NVIDIA reported strong profits with $57 billion in revenue and 73.4% gross margins in fiscal third quarter 2026. Supermicro's sales grew quickly to $12.7 billion in fiscal second quarter 2026, thanks to its Data Center Building Block Solutions. However, Supermicro's gross margins were lower at 6.3% and its debt is higher than NVIDIA's. Experts rate NVIDIA as a "Buy" and Supermicro as a "Hold" because NVIDIA shows better profitability and less financial risk.
Micron and Palantir Rise as New AI Leaders
On February 13, 2026, Micron Technology and Palantir Technologies are highlighted as fast-growing AI stocks, similar to NVIDIA's past success. Micron benefits from high demand for its high-bandwidth memory HBM chips, expecting $18.3-$19.1 billion in fiscal second quarter 2026 revenue. Palantir's Artificial Intelligence Platform AIP drives strong growth, with US commercial revenues jumping 137% to $507 million in fourth quarter 2025. Palantir forecasts 2026 revenues to double to over $7 billion. Micron holds a Zacks Rank #1 Strong Buy, and Palantir a Zacks Rank #2 Buy.
NVIDIA Preferred Over Supermicro in AI Stock Battle
This article compares NVIDIA and Super Micro Computer Inc. as AI hardware stocks on February 13, 2026. NVIDIA showed strong profitability with $57 billion in revenue and 73.4% gross margins in fiscal third quarter 2026. Supermicro saw faster sales growth, reaching $12.7 billion in fiscal second quarter 2026, driven by its Data Center Building Block Solutions. However, Supermicro's gross margins dropped to 6.3%, and it carries more debt than NVIDIA. Analysts recommend NVIDIA as a "Buy" and Supermicro as a "Hold" due to NVIDIA's stronger profits and lower financial risk.
US Stocks Rebound as Inflation Slows and AI Fears Ease
On Friday, February 13, 2026, US stocks rose, ending a slide caused by worries about AI. The S&P 500, Dow Jones, and Nasdaq all saw gains after a report showed inflation slowed to 2.4% last month. This news could give the Federal Reserve more room to cut interest rates later this year. Companies like AppLovin and C.H. Robinson Worldwide, which fell due to AI disruption fears, saw their stocks climb. Applied Materials jumped 9.6% due to AI computing investments, while DraftKings and Norwegian Cruise Line Holding experienced drops.
AI Fears Cause Sharp Stock Market Decline
On Thursday, February 12, 2026, US stocks fell sharply as investors worried about how AI technology might harm certain companies. The S&P 500 dropped 1.6%, with AppLovin losing almost a fifth of its value despite good earnings. Cisco Systems also fell 12.3% due to concerns about higher memory chip prices. However, Equinix jumped 10.4% as its data centers power AI, and McDonald's and Walmart saw gains. Analysts warn that AI disruption risk could lead to more defaults in low-rated bond markets.
Several AI Related Stocks Decline on Tuesday
On Tuesday, several AI-related stocks experienced declines as investors sorted out which companies would truly benefit from the AI boom. Amplitude shares fell 10.6%, Toast shares dropped 6.7%, and Zeta Global shares decreased by 7.3%. Teradata saw a 4.6% fall, and SoundHound AI shares also went down by 10.6%. This broad sell-off shows ongoing investor caution in the AI market.
AI Fears Cause Real Estate Stocks to Plunge
On Thursday, real estate stocks fell sharply due to concerns that artificial intelligence might reduce the need for office space. Major companies like Jones Lang LaSalle Inc. dropped 14%, Cushman & Wakefield Ltd. fell 13%, and Newmark Group Inc. sank 11%. This sell-off highlights investor worries about AI-powered automation and remote work trends affecting commercial property values. Many real estate investment trusts and companies focused on office buildings are facing uncertainty.
Trucking Stocks Fall Sharply After New AI Freight Tool
Shares of trucking and logistics companies plunged on Thursday after Algorhythm Holdings launched its new AI freight tool, SemiCab. Algorhythm claimed its platform helps customers scale freight volumes by up to 400% without needing more staff, causing its own stock to surge almost 30%. However, this news led to a sell-off across the logistics sector, with the Russell 3000 Trucking Index falling 6.6%. Companies like CH Robinson Worldwide dropped 15%, and Landstar System fell 16%, as investors worried about AI's impact on demand.
Top Tech Leaders Lose Billions in AI Stock Drop
On Thursday, February 13, 2026, five major tech leaders lost a combined $26 billion from their wealth due to an AI stock market slump. Elon Musk, Mark Zuckerberg, Jeff Bezos, Jensen Huang, and Michael Dell saw their fortunes shrink as shares in Tesla, Meta, Amazon, Nvidia, and Dell fell around 2%. This decline came amid growing concerns about AI's impact on businesses and a warning from Lenovo about a weak PC market. In contrast, Walmart's stock climbed nearly 4%, adding billions to the wealth of Sam Walton's children.
AI Startup Cohere Exceeds Revenue Goals Eyes IPO
AI startup Cohere achieved $240 million in annual recurring revenue in 2025, surpassing its $200 million target, according to a February investor memo. The Toronto-based company, founded in 2019, develops AI models and software tools for businesses and saw over 50% growth each quarter last year. Cohere is backed by major investors like NVIDIA and Oracle, and its CEO Aidan Gomez plans for a public market debut soon. The company boasts a capital-efficient model and 70% gross margins, aiming for continued rapid growth in 2026 by expanding in Europe and developing its North AI agent platform.
WINN.AI Raises 18 Million for AI Sales Assistant
WINN.AI, a real-time AI sales assistant platform, announced it raised $18 million in Series A funding. Insight Partners led the round, with participation from other investors. The company's technology provides live guidance during customer calls and automatically captures CRM data, helping sales teams follow strategies consistently. Since launching in June 2023, WINN.AI tripled its annual recurring revenue in 2025 and achieved 30X growth over two years with a 0% churn rate for enterprise customers. Customers like Deel, Cyera, and Kaseya have seen significant improvements in win rates, data accuracy, and efficiency.
Tech Stocks Fall Amid AI Worries and Cisco Drop
On Thursday, stock indexes fell sharply due to weakness in technology stocks and fears about AI. Cisco Systems dropped over 12% after warning that higher memory chip prices would impact its profits. Trucking and logistics companies also saw declines due to potential AI disruption. Despite lower bond yields, the market reacted to a slightly weaker labor market and lower existing home sales. However, fourth quarter earnings reports have been positive, with 76% of S&P 500 companies beating expectations.
Sources
- NVIDIA vs. SMCI: Which AI Hardware Stock Is the Better Buy Now?
- NVIDIA vs. SMCI: Which AI Hardware Stock Is the Better Buy Now?
- 2 AI Stocks Soaring Over 400% That Could Be the Next NVIDIA
- NVIDIA vs. SMCI: Which AI Hardware Stock Is the Better Buy Now?
- US stocks halt their AI-induced slide and rise after an encouraging update on inflation
- Stocks drop sharply as investors hunt for companies that will be hurt by AI
- Amplitude, Toast, Zeta Global, Teradata, and SoundHound AI Stocks Trade Down, What You Need To Know
- Real Estate Stocks Sink on Worry About AI Risk to Office Demand
- Shares in trucking and logistics firms plunge after AI freight tool launch
- 5 tech bosses took $26B wealth hit from Thursday's AI stock slump
- Enterprise AI startup Cohere tops revenue target as momentum builds to IPO: Investor memo
- WINN.AI Announces $18M Series A to Close the Gap Between Sales Strategy and Real-Time Execution
- Stocks Plunge on Tech Weakness and AI Fears
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