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Could Big Tech AI be 'plateauing' in 2026?

D.A. Davidson head of technology research Gil Luria joins Morning Brief to discuss the current demand picture in tech, focusing on AI and its evolving market dynamics. "If you're starting to look at Nvidia (NVDA), who's reporting Wednesday after the close, this year is going to be great," Luria says. "The fourth quarter will absolutely be a huge record, and the rest of this year is pretty secure in terms of what their largest customers are going to spend." "It's really next year that you have to start thinking about if Microsoft (MSFT) is plateauing, if Amazon's (AMZN) plateauing. If Google (GOOG, GOOGL) starts talking about that later this year, Meta (META) may start talking about the fact that they're at a good run rate, then we may not be able to deliver the growth investors are expecting for next year," Luria adds. Additionally, Luria notes a shift in focus regarding rotating into software-oriented companies, highlighting a growing interest in infrastructure companies like Snowflake (SNOW) and Datadog (DDOG) due to their pivotal role in delivering AI applications. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Josh Lynch

Yahoo Finance Video 4 minutes ago

MSFT

GOOG

META
Apple, Microsoft, Palantir: Market Minute

Host Josh Lipton provides the latest stock developments in today's Market Minute. Apple (AAPL) has unveiled plans for a massive $500 billion investment in the United States over the next four years. The initiative includes new manufacturing facilities in Texas and is expected to generate more than 20,000 jobs across the country. In the tech sector, TD Cowen analysts report that Microsoft (MSFT) has terminated several of its data center lease agreements. Analysts suggest this move could indicate a potential oversupply situation developing in the artificial intelligence (AI) infrastructure market. Meanwhile, Palantir (PLTR) shares continue to tumble amid growing investor concerns about possible Pentagon budget reductions that could impact the company's future revenue. To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Angel Smith

Yahoo Finance Video 26 minutes ago

AAPL

MSFT

PLTR
How Microsoft's data center slowdown could influence Big Tech

Microsoft's (MSFT) recent decision to slow down its data center investments has sparked conversations about the broader tech industry's future, especially in relation to artificial intelligence (AI). The company has been a key player in data center expansion, notably accelerating its capital expenditures (CapEx) after the breakthrough of ChatGPT in late 2022. Gil Luria, D.A. Davidson's head of technology research, joins Morning Brief hosts Brad Smith and Seana Smith to discuss the implications of this slowdown. "What they're telling us now ... is that maybe they've gotten to a level that they can just sustain and plateau at ... it makes sense that they're reevaluating the portfolio of investments and starting to moderate it." Luria notes that Microsoft's shift in spending "will then cause other mega caps, especially the hyperscalers, to reconsider their plans." To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Josh Lynch

Yahoo Finance Video 1 hour ago

GOOG

NVDA

AMZN
Elon Musk: 'Perhaps a department of AI' needed to keep artificial intelligence 'safe'

The Tesla CEO said following a summit of tech titans that he thought a new AI agency could be created in the vein of the FAA or the SEC "to insure companies take actions that are safe and in the interests of the general public."

Yahoo Finance 49 minutes ago

NVDA

GOOG

META
Strategy buys additional $2 billion worth of bitcoin

Strategy (MSTR), formerly known as MicroStrategy, has bought 20,000 bitcoin (BTC-USD) for nearly $2 billion, adding to the software company's crypto holdings. Seana Smith and Madison Mills report more on this news surrounding the world's biggest bitcoin holder. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Naomi Buchanan.

Yahoo Finance Video 59 minutes ago

MSTR

STRK

BTC-USD
S&P 500 hits 35 days of no back-to-back 1% declines

For the last 35 trading sessions, the S&P 500 (^GSPC) has avoided back-to-back drops of 1%. In today's Chart of the Day, Madison Mills analyzes this ongoing streak, exploring the factors influencing the market (^DJI, ^IXIC, ^GSPC), including political uncertainty and investor optimism. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Angel Smith

Yahoo Finance Video 1 hour ago

^IXIC

^GSPC

^DJI
SEC closes Robinhood investigation after dropping Coinbase suit

Robinhood (HOOD) stock is in focus after the US Securities and Exchange Commission (SEC) closed its investigation into the company's crypto business. The news comes just after the SEC dropped its case against Coinbase (COIN), a positive signal for the crypto industry under President Trump's second term. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Naomi Buchanan.

Yahoo Finance Video 2 hours ago

COIN

HOOD
Nvidia may be the stock of the decade, investor says

Nvidia's position remains dominant, says one veteran investor.

Yahoo Finance 3 hours ago

MRVL

META

AMZN
Apple commits $500B to US manufacturing, including a new AI server facility in Houston

The U.S. government is leaning hard on tech companies to make more commitments to building their businesses in the country, and Big Tech is falling in line. On Monday, Apple laid out its own plans in that area: it will spend $500 billion over the next four years in areas like high-end manufacturing, engineering, and education covering technologies like artificial intelligence and chip making. Big projects will include a new factory in Houston, TX, to produce servers that support Apple's company’

TechCrunch 4 hours ago

AAPL
Nvidia to report Q4 earnings Wednesday as tariff, export control threats loom

Nvidia will report its Q4 earnings after the bell on Wednesday.

Yahoo Finance 8 hours ago

META

MSFT

GOOG
Why Trump's immigration policy 'deserves more attention' from investors

Some economists have argued that Trump's immigration policy could boost inflationary pressures in the US economy and potentially alter the Federal Reserve's interest rate policy.

Yahoo Finance 21 hours ago

^IXIC

SPY

^DJI
Nvidia earnings: Why investors should brace for more volatility

While Nvidia earnings will be a critical test for the AI trade, even a beat may not be enough to restore the chip giant's lost momentum.

Yahoo Finance 21 hours ago

NVDA

AMD

META
Wall Street Expects Nvidia to Beat Q4 Forecasts as AI Spending Accelerates

Wedbush sees Nvidia exceeding Q4 estimates amid rising AI demand, with IT budgets prioritizing AI investments in 2025

GuruFocus.com 6 minutes ago

NVDA
Apple UK update transforms AirPods into hearing aids

Apple offers millions of AirPods Pro 2 users with hearing aid features despite turbulence with data assurances amid UK Government demands.

Medical Device Network 11 minutes ago

AAPL
Nike Stock Today: Trade This Bear Call Spread Today For A Potential $115 Profit

With Nike stock under pressure, I'm willing to bet that it will trade sideways at best over the next few months.

Investor's Business Daily 12 minutes ago

NKE
Microsoft Corporation (MSFT): Among Best Stocks to Buy According to Joe DiMenna’s Portfolio

We recently published a list of Joe DiMenna’s Stock Portfolio: Top 10 Stocks to Buy. In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against other top stocks to buy from Joe DiMenna’s portfolio. Zweig-DiMenna Associates Inc. is a U.S.-based hedge fund with a legacy spanning four decades. Established […]

Insider Monkey 19 minutes ago

MSFT
Meta Platforms, Inc. (META): Among Best Stocks to Buy According to This Hedge Fund Manager

We recently published a list of Joe DiMenna’s Stock Portfolio: Top 10 Stocks to Buy. In this article, we are going to take a look at where Meta Platforms, Inc. (NASDAQ:META) stands against other top stocks to buy from Joe DiMenna’s portfolio. Zweig-DiMenna Associates Inc. is a U.S.-based hedge fund with a legacy spanning four decades. […]

Insider Monkey 20 minutes ago

META
These Stocks Are Moving the Most Today: Palantir, Super Micro, Nvidia, Alibaba, Berkshire Hathaway, Rivian, Apple, and More

Palantir stock declines for a fourth consecutive day, Nvidia, the leading maker of AI chips, reports earnings later this week, and Alibaba plans to invest more than $52 billion on artificial intelligence over the next three years.

Barrons.com 20 minutes ago

NVDA

BABA
Tesla, Inc. (TSLA): A Bear Case Theory

We came across a bearish thesis on Tesla, Inc. (TSLA) on Substack by Stefan Waldhauser. In this article, we will summarize the bears’ thesis on TSLA. Tesla, Inc. (TSLA)’s share was trading at $337.80 as of Feb 21st. TSLA’s trailing and forward P/E were 165.59 and 113.64 respectively according to Yahoo Finance. Tesla has long defied skeptics, […]

Insider Monkey 24 minutes ago

TSLA
Microsoft Defends $80B Infrastructure Plan Amid Reports of Lease Cancellations

Microsoft reassures investors its $80B infrastructure plan is proceeding as planned, despite TD Cowen's report of lease pullbacks

GuruFocus.com 25 minutes ago

MSFT

Performance Overview

Return	WORK.BK	MSCI WORLD
YTD	-2.38%	+3.40%
1-Year	-36.66%	+15.34%
3-Year	-75.03%	+32.18%

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Related News

Could Big Tech AI be 'plateauing' in 2026?

Apple, Microsoft, Palantir: Market Minute

How Microsoft's data center slowdown could influence Big Tech

Elon Musk: 'Perhaps a department of AI' needed to keep artificial intelligence 'safe'

Strategy buys additional $2 billion worth of bitcoin

S&P 500 hits 35 days of no back-to-back 1% declines

SEC closes Robinhood investigation after dropping Coinbase suit

Nvidia may be the stock of the decade, investor says

Apple commits $500B to US manufacturing, including a new AI server facility in Houston

Nvidia to report Q4 earnings Wednesday as tariff, export control threats loom

Why Trump's immigration policy 'deserves more attention' from investors

Nvidia earnings: Why investors should brace for more volatility

Wall Street Expects Nvidia to Beat Q4 Forecasts as AI Spending Accelerates

Apple UK update transforms AirPods into hearing aids

Nike Stock Today: Trade This Bear Call Spread Today For A Potential $115 Profit

Microsoft Corporation (MSFT): Among Best Stocks to Buy According to Joe DiMenna’s Portfolio

Meta Platforms, Inc. (META): Among Best Stocks to Buy According to This Hedge Fund Manager

These Stocks Are Moving the Most Today: Palantir, Super Micro, Nvidia, Alibaba, Berkshire Hathaway, Rivian, Apple, and More

Tesla, Inc. (TSLA): A Bear Case Theory

Microsoft Defends $80B Infrastructure Plan Amid Reports of Lease Cancellations

Performance Overview