Nvidia secures $50B cloud deal as Palantir revenue surges

Key Takeaways

• Nvidia, Palantir, Microsoft, Alphabet, and Meta remain strong despite recent market corrections and stock declines.
• Alphabet generated $82.2 billion in advertising revenue, while Palantir saw revenue jump 70% to $1.4 billion in 2026.
• Nebius Group secured a $50 billion contracted backlog from Microsoft ($19.4B) and Meta ($27B) for Nvidia's Vera Rubin platform.
• Nvidia announced a $2 billion direct equity investment in Nebius as a strategic partner.
• Red Access is promoting session-centric security to manage shadow AI and governance challenges at scale.
• Rubrik was named a Preferred Cybersecurity Provider by the American Hospital Association for healthcare data protection.
• 95% of global leaders view economic volatility as permanent, yet 94% see opportunities for international growth.
• AI infrastructure and energy costs are the top factors for 51% of investors in portfolio positioning.
• Prediction markets show an 82% chance the Iran-Israel/US conflict will end by March 31, 2026.
• Investors are advised to hold positions through corrections rather than timing the market for future recoveries.

Investor Shares Lesson on Holding AI Stocks Through Corrections

An investor who has held AI stocks for ten years explains that recent market drops are not always justified. He notes that companies like Nvidia and Palantir Technologies remain strong despite the Nasdaq Composite and Nasdaq-100 hitting correction territory in March. The market often overreacts to news about expensive AI infrastructure spending, such as Microsoft's 12% year-to-date decline or Alphabet's planned $185 billion cloud investment. However, these companies have solid underlying businesses, with Alphabet generating $82.2 billion in advertising revenue alone. The author argues that investors should avoid timing the market and instead hold positions to profit from future recoveries.

Investor Shares Lesson on Holding AI Stocks Through Corrections

Patrick Sanders from The Motley Fool discusses how major AI stocks have suffered losses this year without valid reasons. He highlights that hundreds of billions are spent on GPUs and CPUs that may become obsolete quickly, causing unnecessary fear among investors. Sanders points out that Microsoft stock is down 12% year to date while Alphabet dropped nearly 10% after announcing a $32 billion bond sale. Despite these drops, Alphabet's core advertising business remains intact with $82.2 billion in quarterly revenue. Palantir Technologies also fell 20% in 2026 even though its revenue jumped 70% to $1.4 billion. He believes these companies are unfairly treated and that long-term investors should stay the course.

Red Access Focuses on Session Security for AI Risks

Red Access emphasizes a session-centric approach to address emerging security risks in the evolving AI landscape. Traditional point-in-time controls may become ineffective as new technologies change rapidly. The company suggests that security buyers need flexible, architecture-level protections that safeguard user sessions and data rather than securing every tool individually. This strategy helps manage shadow AI and governance challenges at scale across heterogeneous environments. Red Access aims to position its offerings as a durable layer that abstracts away rapid AI changes to support long-term revenue opportunities in AI security budgets.

Rubrik Gains Healthcare Endorsement and AI Security Insights

Rubrik, a leader in data security, released new research on security risks from AI agents across various industries. The company was named a Preferred Cybersecurity Provider by the American Hospital Association, placing it at the forefront of healthcare cybersecurity solutions. This designation is significant as hospitals increasingly rely on technology to manage patient data and operations. For investors tracking Rubrik stock on the NYSE, this combination of new AI security insights and a major healthcare endorsement highlights a growing need for cybersecurity in the sector. The company appears poised to leverage its expertise to help healthcare providers secure sensitive data in an AI-driven environment.

HSBC Survey Shows Asia and AI Growing in Business Importance

A new HSBC survey of 3,000 global leaders reveals that businesses and investors are placing greater emphasis on technology access and regional interconnectivity. The report was conducted between March 9 and 16, 2026, across ten markets including Asia, Europe, the Middle East, and America. Ninety-five percent of respondents view global economic volatility as a permanent feature of the operating environment. Despite this, 94 percent see strong opportunities for international growth and 87 percent are more willing to take calculated risks than five years ago. AI and technology are cited as the most important factors influencing portfolio positioning, with 51 percent valuing strong AI infrastructure and energy costs highly.

Nebius Secures $46 Billion in AI Cloud Deals from Microsoft and Meta

Nebius Group has landed a massive contracted backlog of up to $50 billion from Microsoft and Meta Platforms. In September 2025, Microsoft committed up to $19.4 billion, and Meta expanded its deal to up to $27 billion in March 2026. This contract covers $12 billion in dedicated capacity and up to $15 billion in additional available capacity for Nvidia's Vera Rubin platform. Nvidia also announced a $2 billion direct equity investment in Nebius as a strategic partner. Nebius designs its own server racks and networking software to offer high-performance AI compute with lower latency. Analysts estimate a 10x stock price increase would require the company to reach a market cap of roughly $390 billion.

Prediction Markets Show Low Odds for US-Iran Peace Deal

Prediction markets on Polymarket show low confidence in a US-Iran permanent peace deal compared to high interest in an Israel-Hezbollah ceasefire. The Israel-Hezbollah ceasefire market had $31.5 million in 24-hour volume, while the US-Iran peace deal market only had $3.6 million. The odds for a US-Iran deal by May 31, 2026, are priced at 56.0 percent. In contrast, there is high confidence that the Iran-Israel/US conflict will end by March 31, 2026, with an 82.0 percent chance. The market also shows an 82.0 percent probability that the Iranian regime will not fall by April 30. Other active markets include Fed interest rate decisions and Bitcoin price predictions for April 2026.

Sources

• I've Been Buying Artificial Intelligence (AI) Stocks for 10 Years. Here's the 1 Lesson This Correction Taught Me.
• I've Been Buying Artificial Intelligence (AI) Stocks for 10 Years. Here's the 1 Lesson This Correction Taught Me.
• Red Access Emphasizes Session-Centric Approach to Emerging AI Security Risks
• Rubrik Links AI Agent Security Risks With Healthcare Cyber Opportunity
• Asia And AI Growing In Importance For Businesses, Investors Amid Volatility
• Nebius Has Landed $46 Billion in AI Cloud Deals. Could This Stock 10X From Here?
• US-Iran Peace Deal Odds Skimpy