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Looking ahead to 2026: why hyperscalers can’t slow spending without losing the AI war

The AI revolution has led major cloud providers like Amazon, Microsoft, Google, and Meta to invest over $400 billion annually in AI infrastructure. This spending surge has reshaped markets and created new vendor dynamics. As 2026 approaches, these companies face a dilemma: continue high spending and risk profitability if AI adoption lags, or cut back and lose the competitive edge. Analysts project hyperscalers' capex to reach $600 billion in 2026. The central risk is whether this investment will translate into sustainable revenue growth, with end-user demand still uncertain.

Invezz·
US
META
+0.39%
US
GOOG
0.00%
US
GOOGL
-0.08%
Invezz·
US
META
+0.39%
US
GOOG
0.00%
US
GOOGL
-0.08%

Nvidia's Latest AI Deal Gets a Nod from Wall Street. Top Analysts Weigh In

Nvidia announced a licensing deal with AI startup Groq, allowing access to Groq's AI inference technology. Analysts from BofA and Robert W. Baird reaffirmed their positive outlook on Nvidia, highlighting the deal's alignment with Nvidia's AI strategy. The deal, potentially worth $20 billion, involves Groq CEO Jonathan Ross joining Nvidia. Analysts noted Nvidia's software strength and the shift in AI demand towards inference. Wall Street maintains a Strong Buy consensus on NVDA stock, with a price target suggesting a 39.8% upside.

Tip Ranks·
US
NVDA
-0.32%
US
NVDL
-0.57%
HK
07788
+5.38%
Tip Ranks·
US
NVDA
-0.32%
US
NVDL
-0.57%
HK
07788
+5.38%

Matrix Trust Co Cuts Stock Position in Broadcom Inc. $AVGO

Matrix Trust Co reduced its stake in Broadcom Inc. by 19.1% in Q3, now holding 11,712 shares worth $3.86M. Other institutional investors adjusted their positions in Broadcom. Key headlines include positive AI revenue growth, analyst optimism, insider buying, and negative sentiment from insider selling, margin concerns, and rising short interest. Analysts set new price targets for Broadcom, with some seeing potential for the stock to soar to $500.

Market Beat·
US
AVGO
+0.26%
Market Beat·
US
AVGO
+0.26%

Parcion Private Wealth LLC Grows Stock Holdings in Meta Platforms, Inc. $META

Parcion Private Wealth LLC increased its holdings in Meta Platforms, Inc. by 25.4% in the third quarter, now owning 5,172 shares valued at $3,798,000. Other investors also modified their positions in Meta. Insider activity included significant stock sales by COO Javier Olivan and Director Robert M. Kimmitt. Meta's stock opened at $666.94 with a market cap of $1.68 trillion. The company reported strong Q3 earnings and announced a quarterly dividend. Analysts maintain a positive outlook on Meta's stock.

Market Beat·
US
META
+0.39%
Market Beat·
US
META
+0.39%

Elon Musk makes a bold prediction for 2026 defying concerns about the US economy

The former DOGE head's claims might be optimistic at best given the American economy's state.

MSN·
US
TSLA
-0.03%
MSN·
US
TSLA
-0.03%
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