The artificial intelligence sector continues to draw significant investor interest, with a recent survey indicating that 90% of investors plan to own AI stocks by 2026. Nvidia remains a dominant force, leading the AI chip market with its GPUs, including the sold-out Blackwell chips and the newly unveiled Rubin R100 architecture, which is expected to secure its market position through at least 2027. Companies like Nebius and Super Micro Computer are already planning to offer or support Nvidia's Vera Rubin NVL72 racks by late 2026, highlighting the growing demand for AI infrastructure. Despite a recent 38% stock dip, SoundHound AI shows strong underlying potential, backed by a $1.2 billion revenue backlog and an investment from Nvidia. The company recently integrated with OpenTable, adding 60,000 locations, and launched its Amelia 7 agentic AI platform. SoundHound AI's CFO, Nitesh Sharan, asserts that their technology offers superior speed and accuracy compared to competitors such as OpenAI, Microsoft, and Google in audio AI. Other significant developments include BigBear.ai securing a new $10 million contract with the U.S. Army to develop an AI-powered decision support system for logistics. Baidu's AI chip unit, Kunlunxin, is reportedly planning a Hong Kong IPO, aiming to raise between $1 billion and $2 billion, aligning with Beijing's push for technological self-reliance. Omnicom also launched its next-generation AI-driven marketing intelligence platform, Omni, on January 7, 2026, which leverages 2.6 billion verified global IDs and manages substantial media buying power. Micron and Alphabet (Google) are also key players, with Micron providing crucial high-bandwidth memory for AI training and Google Cloud experiencing rapid growth in AI product revenue.
Key Takeaways
- Nvidia maintains its leadership in AI infrastructure with its Blackwell chips sold out and the new Rubin R100 architecture securing its market position through 2027.
- SoundHound AI holds a $1.2 billion revenue backlog and received an investment from Nvidia, despite a recent 38% stock decline.
- SoundHound AI's technology is highlighted as faster and more accurate than competitors like OpenAI, Microsoft, and Google in audio AI.
- BigBear.ai secured a new $10 million contract with the U.S. Army for an AI-powered decision support system.
- Baidu's AI chip unit, Kunlunxin, plans a Hong Kong IPO, potentially raising $1 billion to $2 billion.
- 90% of investors plan to own AI stocks by 2026, indicating strong confidence in the sector.
- Micron is crucial for high-bandwidth memory (HBM) needed for AI training, with its 2026 HBM output already sold out.
- Alphabet's Google Cloud division shows rapid growth, with AI product revenue up 200% year-over-year.
- Omnicom launched its AI-driven marketing intelligence platform, Omni, on January 7, 2026.
- Nebius and Super Micro Computer are preparing to support Nvidia's Vera Rubin NVL72 racks by late 2026.
SoundHound AI Stock Shows Strong Future Despite Recent Dip
SoundHound AI has developed AI audio tools for two decades, including the original Midomi app. Its stock recently fell 38% despite positive news like a $1.2 billion revenue backlog and an investment from Nvidia. The company integrated with OpenTable in December, adding 60,000 locations to its AI system. SoundHound AI also launched its Amelia 7 agentic AI platform at CES 2026, which combines various AI helpers. CFO Nitesh Sharan highlighted that SoundHound AI's technology is faster and more accurate than competitors like OpenAI, Microsoft, and Google.
Top Investor Sees Big Opportunity in SoundHound AI Stock
SoundHound AI stock dropped 38% in three months due to AI bubble worries and concerns about its growth and losses. However, top investor Anders Bylund sees a "disconnect" given the company's achievements. SoundHound AI recently integrated with OpenTable, adding 60,000 restaurants, and showcased its Amelia 7 AI platform at CES 2026. Bylund expects financial improvements, citing a $1.2 billion contract backlog and superior voice recognition technology compared to OpenAI, Microsoft, and Google. He believes the long-term potential outweighs current risks, and Wall Street analysts give the stock a Moderate Buy rating.
BigBear.ai Stock Jumps 8.6 Percent on New Army Contract
BigBear.ai shares rose 8.6% on Thursday after the company announced a new $10 million contract with the U.S. Army. This contract involves developing and deploying an AI-powered decision support system for the Army's logistics. The technology will help the Army improve its supply chain, manage inventory better, and boost overall efficiency. This new deal is expected to increase BigBear.ai's revenue in the coming quarters.
Baidu AI Chip Unit Kunlunxin Plans Hong Kong IPO
Baidu Inc.'s AI chip unit, Kunlunxin, is reportedly planning an initial public offering in Hong Kong. The company has chosen China Securities, CICC, and Huatai Securities Co. as joint sponsors, with Citic Securities also involved. This IPO could raise between $1 billion and $2 billion. Kunlunxin, which makes chips for data centers, is Baidu's second-largest unit by revenue. This move aligns with Beijing's push for technological self-reliance in the AI sector.
Most Investors Plan to Buy AI Stocks by 2026
A recent survey shows that 90% of investors plan to own AI stocks by 2026, highlighting strong confidence in the sector. Analysts recommend Nvidia and Broadcom for portfolios. Nvidia dominates the AI chip market with its GPUs, essential for AI models, and its Blackwell chips are currently sold out. Broadcom provides crucial semiconductor and software solutions for data centers and AI infrastructure. These companies are expected to benefit greatly from the increasing global adoption of AI technologies.
Nvidia Rubin Plans Boost AI Infrastructure Stocks
Shares of Nebius rose over 7% after announcing plans to be among the first to offer Nvidia's Vera Rubin NVL72 racks through its AI cloud by late 2026. Super Micro Computer also gained over 1% as it plans to expand manufacturing and liquid-cooling capacity to support data centers for Vera Rubin systems. These moves reflect the growing demand for infrastructure needed to run advanced AI chips. Analysts rate Nebius as a Strong Buy, CoreWeave as a Moderate Buy, and Super Micro as a Hold.
Nvidia Reinforces AI Leadership with New Rubin Architecture
Nvidia continues to lead in AI infrastructure, recently unveiling its Rubin R100 architecture, which secures its market position through at least 2027. Demand for Nvidia's technology is growing, now including governments and enterprises beyond large cloud providers. The company shows strong financial performance with high growth and profit margins. Nvidia AI Enterprise is also becoming a key source of recurring revenue. An options trade involving buying a Mar 185/220 Call Vertical is suggested to capitalize on potential stock upside while limiting risk.
Omnicom Launches New AI Platform Omni for Marketing
Omnicom unveiled its next-generation Omni platform on January 7, 2026, an AI-driven marketing intelligence tool. This platform combines assets from Omnicom and its recently acquired Interpublic to connect marketing strategy, execution, and performance. Omni uses 2.6 billion verified global IDs and manages $73.5 billion in annual media and commerce buying power. Its AI-native creative tools can speed up production by 25-55%. The company completed the Interpublic acquisition in November 2025 and also raised its quarterly dividend to $0.80 per share.
Three Top Tech Stocks to Invest in for AI Growth
Three tech stocks, Nvidia, Micron, and Alphabet, are recommended as long-term investments for the growing AI market. Nvidia leads in AI GPUs, with its Blackwell chips sold out and strong revenue growth. Micron is crucial for high-bandwidth memory (HBM) needed for AI training, with its 2026 HBM output already sold out. Alphabet's Google Cloud division is growing rapidly, with AI product revenue up 200% year-over-year and a large cloud backlog. These companies are seen as foundational to the AI era.
Wealthy Investors Bet Big on AI Stocks for Long Term
Wealthy Americans are investing heavily in AI stocks, even with concerns about high valuations. This trend is driven by the belief that strong earnings growth will justify these valuations over time. The S&P 500 has seen significant growth in recent years, largely fueled by its tech-heavy components. Many wealthy investors plan to increase their AI investments in 2026, seeing a long-term advantage in holding these stocks. For example, Nvidia's earnings are projected to increase by 61.4% in fiscal 2027, which could support its current valuation.
Sources
- Is SoundHound AI Stock a Buy Now?
- ‘Dive Into This Disconnect,’ Says Top Investor About SoundHound AI Stock
- BigBear.ai (NYSE:BBAI) Trading Up 8.6%
- Baidu’s AI Chip Arm Kunlunxin Is Said to Pick Banks for $2 Billion Hong Kong IPO
- 90% of investors plan to own AI stocks in 2026: Here are 2 that should be in your portfolio
- NBIS, CRWV, SMCI: What’s Pushing These 3 AI Infrastructure Stocks Higher?
- Nvidia continues to assert its AI dominance. Using options to ride out gains while limiting risk
- New AI system links ads, data and sales to help brands grow
- 3 no-brainer tech stocks to buy with $5,000 and hold for years
- Why Wealthy Americans Are Betting Big on AI Stocks Despite Valuation Concerns
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