Palantir stock faces warnings as Nvidia invests $2B

Key Takeaways

• Wall Street analysts predict Palantir Technologies and Upstart Holdings stocks could fall by up to 68%, with price targets of $50 and $20 respectively.
• PwC estimates that artificial intelligence will add $15.7 trillion to the global economy by 2030.
• Nvidia is investing $2 billion in AI cloud startup Nebius, founded by former Google and Oracle engineers, to build hyperscale AI infrastructure.
• Oracle plans to commit approximately $50 billion for fiscal 2026 to AI infrastructure, reportedly considering layoffs to fund this aggressive buildout.
• Microsoft is considered a safe AI stock investment for 2026, with projected strong revenue and EPS growth driven by AI features like Copilot.
• Bridge Data plans to invest up to $3.9 billion in Singapore for AI infrastructure development.
• Bumble's stock surged 25% after unveiling an AI-driven overhaul of its dating app, introducing chatbots and AI-generated profile prompts.
• Oro Labs raised $100 million in Series C funding, bringing its total to $160 million, for its AI procurement platform, reporting 300% revenue growth.
• Micron Technology has sold all its high-bandwidth memory (HBM) production for 2026, positioning it for significant gains due to strong AI memory demand.
• Former Nvidia executives Geoffrey Levene and Max Cohen joined Era, an AI investment firm raising $250 million, having secured $140 million.

Wall Street Analysts Predict Major Drop for Top AI Stocks

Some Wall Street analysts predict that two popular AI stocks, Palantir Technologies and Upstart Holdings, could fall by as much as 68%. PwC estimates that artificial intelligence will add $15.7 trillion to the global economy by 2030. Analyst Rishi Jaluria of RBC Capital believes Palantir's stock could drop to $50 due to its high valuation, despite its strong software platforms like Gotham and Foundry. David Scharf of Citizens Financial Group suggests Upstart Holdings may struggle with market cycles, predicting its stock could fall to $20.

Top AI Stocks Face Potential 68% Plunge Analysts Warn

Wall Street analysts are warning that two popular AI stocks, Palantir Technologies and Upstart Holdings, could see significant drops of up to 68%. PwC projects AI will boost the global economy by $15.7 trillion by 2030. Analyst Rishi Jaluria from RBC Capital suggests Palantir's valuation is too high, predicting a potential fall to $50 per share. Meanwhile, David Scharf of Citizens Financial Group believes Upstart Holdings might face challenges due to market cycles, forecasting a drop to $20.

Analysts Warn Top AI Stocks Palantir and Upstart Could Plummet

Two highly sought-after AI stocks, Palantir Technologies and Upstart Holdings, face potential declines of up to 68%, according to Wall Street analysts. PwC forecasts that artificial intelligence will contribute $15.7 trillion to the global economy by 2030. Rishi Jaluria of RBC Capital believes Palantir's stock may fall to $50 due to its valuation, despite its strong software offerings. David Scharf of Citizens Financial Group anticipates Upstart Holdings will struggle with market cycles, predicting a price target of $20.

Palantir and Upstart AI Stocks May Fall 68% Analysts Say

Analysts predict that popular AI stocks Palantir Technologies and Upstart Holdings could drop by as much as 68%. PwC estimates that artificial intelligence will add $15.7 trillion to the global economy by 2030. Rishi Jaluria of RBC Capital suggests Palantir's valuation is too high and sees its shares falling to $50. David Scharf of Citizens Financial Group believes Upstart Holdings will struggle with market cycles, forecasting a price target of $20.

Nvidia Invests $2 Billion in AI Cloud Startup Nebius

Nvidia is investing $2 billion in AI cloud startup Nebius to help build its infrastructure and scale AI cloud services. Nebius, founded by former Google and Oracle engineers, aims to offer a more affordable alternative to current cloud providers. The partnership will integrate Nvidia's AI expertise into Nebius's platform, accelerating AI solutions. This collaboration is expected to benefit startups and enterprises by providing efficient and cost-effective AI development resources.

NVIDIA's $2B Investment Boosts Nebius AI Cloud Platform

NVIDIA has committed $2 billion to Nebius, a startup focused on building next-generation hyperscale AI cloud infrastructure. This investment is expected to accelerate the development and deployment of advanced AI models by combining NVIDIA's hardware with Nebius's cloud platform. The partnership highlights the increasing demand for specialized AI infrastructure and positions Nebius to enhance capabilities in areas like large language models and computer vision.

Microsoft Remains Safest AI Stock Investment for 2026

Despite a slower stock performance over the past year, Microsoft is considered a safe investment in the AI market due to its scale and diversification. The company has significantly expanded its cloud services with Azure and transformed its software into cloud-based offerings. Analysts project strong revenue and EPS growth for Microsoft from fiscal 2025 to 2028, driven by AI features like Copilot. Microsoft plans substantial investments in AI infrastructure, which is expected to be supported by its stable cloud and software businesses.

Microsoft: The Safest AI Stock to Own in 2026

Microsoft is highlighted as the safest AI stock to own in 2026, despite its stock not impressing investors recently. Its extensive scale and diversification across cloud, AI, gaming, and hardware provide a stable foundation. Analysts anticipate significant revenue and earnings growth through fiscal 2028, fueled by AI advancements like Copilot and new AI agents. Microsoft's planned investments in AI infrastructure are expected to be offset by steady growth in its high-margin software and cloud sectors.

Bridge Data Plans $3.9 Billion AI Investment in Singapore

Bridge Data plans to invest up to $3.9 billion in Singapore for AI infrastructure development. The investment will focus on research initiatives and facilities for advanced power architectures, cooling systems, AI operations, and energy optimization. This move is part of a global race to build AI infrastructure, with a significant boom in data centers worldwide. Bridge Data will also recruit technical talent in Singapore to support these AI-focused facilities and innovation efforts.

Bumble Shares Surge on Earnings Beat and AI App Revamp

Bumble's stock surged 25% after reporting stronger-than-expected fourth-quarter results and unveiling an AI-driven overhaul of its dating app. The company is introducing AI features like chatbots for conversation starters and AI-generated profile prompts across Bumble Date, Bumble For Friends, and Bumble Bizz. This AI strategy aims to attract younger users and address challenges in the online dating industry, such as 'swiping fatigue.' Bumble's total revenue increased 13% to $321.8 million in the fourth quarter.

Nvidia Alumni Launch AI Investment Firm Era

Two former Nvidia executives, Geoffrey Levene and Max Cohen, have joined Era, a New York-based investment firm focused on artificial intelligence. Era, backed by wealthy families, is raising $250 million and has already secured $140 million. The firm invests in AI companies and offers financial services, working closely with Nvidia to identify AI markets and strategies. Levene is also co-founding an AI startup focused on providing AI infrastructure and data decision platforms for family offices.

New AI Tool Helps Dallas-Fort Worth Homebuyers Save Money

A new AI-powered real estate tool called TurboHome is launching in Dallas-Fort Worth to help homebuyers. The platform allows buyers to research, tour, and analyze homes without a traditional agent, potentially saving them thousands. TurboHome uses AI to analyze property data and inspection reports, identifying potential issues. While ideal for tech-savvy buyers, traditional agents may still be preferred by those needing in-person guidance.

Oro Labs Raises $100 Million for AI Procurement Platform

Oro Labs, a company using AI to streamline corporate procurement, has raised $100 million in its Series C funding round, led by Goldman Sachs Growth Equity and Brighton Park Capital. This brings the startup's total funding to $160 million. Oro Labs' AI-powered software sits on top of existing systems to automate procurement processes, reduce manual tasks, and improve compliance. The company reported 300% revenue growth last year and expects to triple revenue again.

Oracle Layoffs Signal AI Infrastructure Investment

Oracle is reportedly considering significant layoffs to fund its aggressive AI data center buildout, with an estimated $8 billion to $10 billion in cash flow expected from the cuts. This move comes as Oracle commits roughly $50 billion for fiscal 2026 to AI infrastructure, unlike larger hyperscalers with deeper financial resources. The potential workforce reduction is seen as a trade-off to invest heavily in AI infrastructure, despite growth in its HCM business.

Micron Stock Poised for Gains Fueled by AI Memory Demand

Micron Technology is well-positioned for significant gains due to strong demand for memory chips used in AI systems, particularly high-bandwidth memory (HBM). The HBM market is projected to grow substantially by 2028, and Micron has already sold all its HBM production for 2026. Analysts predict Micron's revenues could reach $78.4 billion in fiscal 2026 and $104.5 billion in fiscal 2027. With a current low valuation, Micron's stock could see a 13% to 69% increase in the next two years.

Sources

• 2 of the Most Sought-After AI Stocks Can Plunge Up to 68%, According to Select Wall Street Analysts
• 2 of the Most Sought-After AI Stocks Can Plunge Up to 68%, According to Select Wall Street Analysts
• 2 of the Most Sought-After AI Stocks Can Plunge Up to 68%, According to Select Wall Street Analysts
• 2 of the Most Sought-After AI Stocks Can Plunge Up to 68%, According to Select Wall Street Analysts
• Nvidia backs Nebius with $2bn for AI cloud buildout
• Is Nebius Set to Gain AI Cloud Momentum After NVIDIA's $2B Commitment?
• Here's Why Microsoft Is Still the Safest AI Stock You Can Own in 2026
• Here's Why Microsoft Is Still the Safest AI Stock You Can Own in 2026
• Bridge Data Plans Up to $3.9 Billion AI Investment in Singapore
• Bumble shares rally on earnings beat, optimism around AI‑led app revamp
• Nvidia Alumni Join AI-Focused Investment Firm Named Era
• New AI real estate tool in Dallas-Fort Worth helps homebuyers save thousands
• Exclusive: Oro Labs, which uses AI to streamline corporate procurement, raises $100 million
• Oracle's potential mass layoff signals an AI trade-off
• Where Will Micron Stock Be in 2 Years?