Nvidia unveils Rubin GPU as Amazon expands AI spending

Key Takeaways

• Nvidia's market value briefly surpassed $5 trillion in late 2025 and is predicted to reach it again by 2026, driven by its over 90% discrete GPU market share and strong Q3 FY26 revenue of $57 billion (up 62%).
• Nvidia continues to innovate with advanced chips like Blackwell and the upcoming Rubin GPU, offering five times Blackwell's inference capabilities, even as OpenAI explores other hardware options.
• Amazon announced plans to increase its AI infrastructure spending by over 50%, following a similar move by Alphabet, signaling strong demand for AI products and boosting chip stocks.
• On February 6, 2026, the Dow Jones Industrial Average reached a record 50,000 points, with Nvidia, Advanced Micro Devices, and Broadcom stocks surging over 7% each, and the PHLX semiconductor index rising 5.5%.
• Microsoft is a strong AI stock, showing robust growth in cloud computing and its AI assistant Copilot, with Copilot seats soaring 160% and daily active users increasing tenfold.
• Meta Platforms accelerates ad growth, with 2025 revenue up 22% and Q1 forecast of 26-34% growth, largely due to heavy AI investment improving user engagement and ad conversions.
• Toast faces concerns about AI competition and profitability, leading to a 9.7% stock drop despite strong annual recurring revenue of $2.02 billion, as investors await Q4 results.
• Braze stock fell 14.6% in early February 2026 due to investor worries about AI impacting marketing software, highlighting its unprofitability and high valuation.
• Apple's stock performs well, up 1.5% year-to-date and 36% over six months, with strong Q1 FY26 earnings (revenue up 16%, diluted EPS up 18%), as its hardware focus provides resilience against AI software disruption.
• Perpetuals.com successfully completed its BayesShield AI pilot on February 6, 2026, demonstrating a measurable drop in retail trading losses by using AI-driven risk intelligence.

Nvidia Stock Predicted to Reach 5 Trillion Dollars by 2026

An expert predicts Nvidia's market value will reach $5 trillion by the end of 2026. Nvidia's stock hit an all-time high of $207.03 on October 29, 2025, making it the first company to cross the $5 trillion mark. Although its market cap has since dropped to $4.5 trillion, the company still controls over 90% of the discrete GPU market with its CUDA platform. Analysts expect Nvidia's revenue and earnings per share to grow significantly from fiscal 2025 to 2028, driven by the expanding AI market. This growth potential suggests its market cap could easily surpass $5 trillion again.

Nvidia Stock Forecasted to Hit 5 Trillion Dollars by 2026

An analyst predicts Nvidia's market value will reach $5 trillion by the end of 2026. On October 29, 2025, Nvidia's stock reached an all-time high of $207.03, making it the first company to achieve a $5.03 trillion market cap. Despite a recent 11% decline to $4.5 trillion, Nvidia dominates the AI market with over 90% of discrete GPUs and its CUDA platform. Experts expect strong revenue and earnings per share growth for Nvidia from fiscal 2025 to 2028, suggesting its market cap will likely exceed $5 trillion again. The company's strong position in the AI industry supports this optimistic outlook.

Nvidia Leads AI Hardware Market with Strong Growth

Nvidia remains a leading company in the AI hardware market, despite some concerns about competition. The company briefly reached a $5 trillion market value in late 2025 and is the top hardware provider for many companies, including Mercedes-Benz and Illumina. Nvidia continues to innovate with chips like Blackwell and the upcoming Rubin GPU, which offers five times Blackwell's inference capabilities. In the third quarter of fiscal 2026, Nvidia reported impressive 62% year-over-year revenue growth to $57 billion and 67% diluted earnings per share growth. Its strong financial performance and advanced product line make it a key player in the AI boom for 2026.

Nvidia Dominates AI Hardware Market with Record Earnings

Nvidia continues to be a major force in the AI market, even as some companies like OpenAI explore other hardware options. The company, which briefly surpassed $5 trillion in value in late 2025, provides essential AI hardware to many businesses, including Mercedes-Benz and Illumina. Nvidia's advanced chips, such as Blackwell and the upcoming Rubin GPU, show its commitment to innovation. In the third quarter of fiscal 2026, Nvidia reported strong financial results, with revenue growing 62% to $57 billion and diluted earnings per share increasing by 67%. These figures highlight Nvidia's strong market position and profitability in the expanding AI industry.

Toast Faces AI Risks Despite Strong Revenue Growth

Toast reported strong annual recurring revenue of $2.02 billion in the third quarter, showing its platform is popular with restaurant customers. However, the company faces concerns about its profitability and potential disruption from artificial intelligence. Its stock recently dropped 9.7% due to fears about AI competition and a broker's price target cut. Investors are watching for Toast's fourth-quarter results on February 12 and how new AI tools like ToastIQ will impact its business. Despite its growth, Toast's high valuation and spending on customer acquisition pose risks if growth slows or profit margins are affected by AI.

Dow Reaches 50000 as Nvidia and Chip Stocks Soar on AI Spending

On February 6, 2026, Wall Street saw significant gains, with the Dow Jones Industrial Average reaching a record 50,000 points. Nvidia and other chipmakers like Advanced Micro Devices and Broadcom surged over 7% each, boosting the PHLX semiconductor index by 5.5%. This rally came after Amazon announced plans to increase its AI infrastructure spending by over 50%, following a similar move by Alphabet. While Amazon's stock dropped almost 7%, the broader market showed confidence in AI demand, with the S&P 500 rising 1.73% and the Nasdaq gaining 1.91%. Investors believe there is real demand for AI products, leading to buying interest in these stocks after recent worries.

Microsoft and Meta Platforms are Top AI Stocks to Hold

Microsoft and Meta Platforms are highlighted as strong artificial intelligence stocks to buy and hold for the next decade. Microsoft shows robust growth in cloud computing and its AI assistant Copilot, with Copilot seats soaring 160% and daily active users increasing tenfold. Meta Platforms is accelerating its ad growth, with revenue up 22% in 2025 and a forecast of 26% to 34% growth for the first quarter. Both companies are heavily investing in AI, which is improving user engagement and ad conversions for Meta, and expanding Microsoft's cloud services. New opportunities like ads on WhatsApp and Threads also position Meta for future success.

One Stop Systems Gains as AI Business Focuses

One Stop Systems Inc. (OSS) is gaining attention as a promising AI stock, with its shares rising 15% in the past month. Alliance Global recently increased its price target for OSS to $9, maintaining a Buy rating. This follows the company's $22.4 million sale of its European reseller, Bressner Technology, which is expected to close in the first quarter of 2024. One Stop Systems designs and makes high-performance computing solutions, including specialized hardware for AI training and inference. The sale allows OSS to focus more on its core AI business, positioning it for future growth in the demanding AI market.

Braze Stock Drops Amid AI Concerns for Marketing Software

Braze (BRZE) stock fell 14.6% in early February 2026 due to growing concerns about artificial intelligence impacting marketing software companies. Investors are worried about how AI will affect Braze's competitive position in customer engagement software. The company has a growing revenue base of $693.4 million and is working on new features like Forge 2025 enhancements and BrazeAI Decisioning Studio. However, Braze is currently unprofitable and is expected to remain so, which makes investors question its long-term appeal. The stock is also trading significantly above its estimated fair value, highlighting risks in the current market.

Apple Thrives as Other Tech Stocks Face AI Downturn

While many technology stocks are struggling with an 'AI SaaSpocalypse,' Apple's stock is performing well. The Nasdaq-100 index and major AI companies like Microsoft have seen declines, but Apple is up 1.5% year-to-date and 36% over the past six months. Apple reported strong first-quarter fiscal 2026 earnings, with revenue increasing 16% and diluted earnings per share up 18%. The iPhone had its best-ever quarter, and the services segment also achieved record revenue. Apple is primarily a hardware company, which helps it avoid the direct impact of AI tools replacing enterprise software, positioning it for continued success.

Perpetuals.com Completes AI Pilot for Retail Trading Loss Reduction

Perpetuals.com (NASDAQ: PDC), a financial technology company, successfully completed its BayesShield AI pilot program on February 6, 2026. The pilot showed great potential for reducing losses in retail trading by using advanced AI-driven risk intelligence. The BayesShield AI technology analyzes millions of retail trade transactions in real-time to find patterns and predict risks that could lead to losses. During the pilot, the system identified high-risk trading behaviors and provided useful insights, which led to a measurable drop in trading losses for users. This AI pilot is an important step in improving Perpetuals.com's Kronos X platform and offering better protection to traders.

Sources

• Prediction: This Artificial Intelligence (AI) Stock Will Be Worth $5 Trillion by End of 2026
• Prediction: This Artificial Intelligence (AI) Stock Will Be Worth $5 Trillion by End of 2026
• Could Nvidia Be the Best Way to Play the AI Boom in 2026?
• Could Nvidia Be the Best Way to Play the AI Boom in 2026?
• Can Toast’s Strong Recurring Revenue Offset Profitability and AI Disruption Risks For (TOST)?
• Dow hits 50,000, Nvidia soars as traders focus on AI spending
• 2 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade
• Is One Stop Systems (OSS) one of the hidden AI stocks under $10 to buy?
• Braze (BRZE) Is Down 14.6% After AI Concerns Reshape Sentiment Toward Marketing Software Peers – Has The Bull Case Changed?
• Why This Tech Stock Is Dodging the AI "SaaSpocalypse"
• Perpetuals.com (NASDAQ: PDC) Completes BayesShield(TM) AI Pilot Demonstrating Loss Reduction in Retail Trading