Rubin (AI chip)
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Why Less Than 10% of AI Investors Plan to Reduce Their Holdings in 2026, and 3 Stocks Worth Buying in 2026
Yahoo Finance· 2026-01-28 21:45
Group 1: AI Market Overview - The artificial intelligence (AI) boom continues strong, with 90% of surveyed investors planning to maintain or increase their AI stock investments this year, indicating no signs of fatigue in the market [1] - Experts believe AI will generate trillions of dollars in economic value over the coming decades, prompting major companies to invest hundreds of billions into AI infrastructure [2] Group 2: Key AI Stocks - **Nvidia**: Dominates the GPU chip market for AI data centers with an estimated 92% market share. The company has a $500 billion backlog and has recently entered full production on its new AI chip, Rubin, indicating significant growth potential [4][5] - **Microsoft**: Holds a 27% stake in OpenAI and benefits from double-digit revenue growth across its businesses. The company is well-positioned to leverage AI technology through its software and Azure cloud services, trading at a forward P/E ratio just under 30 [6][7] - **Salesforce**: Despite a nearly 40% decline from its late-2024 high, Salesforce remains a critical software ecosystem for many businesses, operating in sales and marketing [8]
Dow Jones Futures: AMD, Apple, Palantir, Tesla Are Key Movers; Nvidia CEO Jensen Huang Announces New AI Chip
Investors· 2026-01-06 04:01
BREAKING: S&P 500 Hits Record High, Joining Dow Today's Spotlight Related news The Usual Suspects Nvidia, AngloGold Lead Six Newcomers Onto IBD Best Stock Lists MarketSurge New Year Sale Invest smarter in 2026 with our BEST deal—14 months of MarketSurge for $1,499 ($600 off). Free Investing Podcast Listen to IBD's podcast for new investing tips and trade ideas every week. Subscribe today! Get Market Insights on IBD Live Join IBD Live to watch and discuss the market action in real time with top market analys ...