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Best AI Stocks 2026: NVIDIA, Microsoft, Alphabet Top the List

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NVDA Stock Card

TLDR

  • NVIDIA commands 80% market share in AI chips with H100 and H200 GPUs setting industry standards for language model training
  • Microsoft GitHub Copilot generates over $100 million annually while Azure AI services accelerate cloud revenue growth
  • Alphabet’s Gemini AI models compete with GPT-4 using exclusive data from Search, YouTube, and Android platforms
  • Palantir’s AIP platform drives commercial revenue acceleration by operationalizing AI in enterprise workflows
  • CrowdStrike’s Falcon platform analyzes trillions of weekly security events using AI, maintaining 120%+ customer retention

The AI industry has transitioned from speculation to commercial reality. Five companies now lead the market with proven revenue streams and competitive advantages.

These stocks range from semiconductor manufacturers to security platforms. Each demonstrates actual earnings from AI products rather than future promises.

NVIDIA Leads AI Chip Market

NVIDIA holds approximately 80% of the AI chip market. Its H100 and H200 graphics processing units train most major language models.


NVDA Stock Card
NVIDIA Corporation, NVDA

The Blackwell architecture launches soon with enhanced performance capabilities. NVIDIA’s CUDA software platform serves as the industry standard for AI development.

Microsoft, Amazon, and Google buy NVIDIA chips to power their cloud AI services. The company expands into AI inference chips while building new data center partnerships.

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NVIDIA’s market position remains strong as cloud providers compete for AI infrastructure. The software ecosystem creates barriers that competitors struggle to overcome.

Microsoft Monetizes OpenAI Partnership

Microsoft invested $13 billion in OpenAI and shows clear returns. GitHub Copilot now exceeds $100 million in annual recurring revenue.


MSFT Stock Card
Microsoft Corporation, MSFT

Microsoft 365 Copilot gains enterprise customers despite premium pricing. Azure cloud growth accelerates as businesses adopt turnkey AI solutions.

The company profits from both infrastructure through Azure and applications through productivity tools. This dual approach maximizes revenue from AI adoption across customer segments.

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Alphabet Offers Value Play

Alphabet operates DeepMind and Google Brain research divisions. Gemini AI models now match GPT-4 in capabilities and performance.

The company owns proprietary training data from Search, YouTube, and Android. Competitors cannot replicate these exclusive datasets.

Google Cloud grows as enterprises implement Vertex AI platform services. Search integration proceeds carefully to preserve advertising revenue streams.

Alphabet trades below Microsoft’s valuation despite comparable AI technology. The price difference creates opportunity for value-focused investors.

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Palantir Solves Enterprise AI Challenges

Palantir’s Artificial Intelligence Platform accelerates U.S. commercial revenue. The software operationalizes AI within existing enterprise workflows.

Companies face a “last mile” problem moving AI from pilot to production. Palantir addresses this challenge through its integration approach.

Government contracts deliver stable baseline revenue. Commercial expansion provides higher growth potential as the customer base expands.

Business economics improve as the platform scales. The company transitions from growth speculation to sustainable profitability.

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CrowdStrike Defends Against AI Threats

CrowdStrike’s Falcon platform processes trillions of security events weekly. AI and machine learning detect threats in real-time.

Cybercriminals increasingly weaponize AI for sophisticated attacks. CrowdStrike’s AI-native architecture counters these evolving threats.

The company maintains customer retention above 120% while staying profitable. Platform capabilities expand to address new security challenges.

CrowdStrike provides lower-risk AI exposure than pure-play alternatives. The cybersecurity foundation offers stability beyond AI hype cycles.

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Crypto World

Bitcoin Targets $84K CME Gap After Rising Accumulation in BTC

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Cryptocurrencies, Bitcoin Price, Adoption, Markets, Cryptocurrency Exchange, Price Analysis, Market Analysis, Liquidity, Whale

Bitcoin (BTC) saw a sharp dip below $67,400 during the Monday session open, after it rallied above $70,000 over the weekend. An immediate recovery may come at the back of BTC order book data, which shows aggressive bid positioning, and onchain data pointing to a rise in long-term accumulation. 

Analysts now say the move may extend toward the $80,000–$84,000 region, with order book liquidity playing a key role in the next move.

Key takeaways:

  • The Bitcoin accumulator addresses held over 372,000 BTC on Feb. 15, up from 10,000 BTC in September 2024.

  • BTC order books show the largest bid skew in over two years, signaling a stronger near-term support.

Bitcoin futures and order book data support $80,000 retest 

Crypto analyst Mark Cullen said Bitcoin may move toward the early February CME (Chicago Mercantile Exchange) gap, placing $80,000 to $84,000 as his upper price target this week.

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Cryptocurrencies, Bitcoin Price, Adoption, Markets, Cryptocurrency Exchange, Price Analysis, Market Analysis, Liquidity, Whale
Bitcoin analyst by Mark Cullen. Source: Cointelegraph/TradingView

A CME gap forms when the Bitcoin futures on the Chicago Mercantile Exchange close for the weekend and reopen at a different price, leaving a price range with no traded volume.

Previously, Bitcoin has revisited these gaps to “fill” them, meaning the price trades back through that untested range. 

The current gap sits roughly between $80,000 and $84,000, making it a clear technical level. With 9 out of 10 CME gaps filled since August 2025, the $80,000–$84,000 range stands out as the key unfilled level.

Meanwhile, the order book data shared by crypto trader Dom shows roughly $596 million in bids within 0–2.5% of price versus $297 million in asks. This near 2:1 bid-to-ask imbalance represents the largest bid skew in over two years. 

Cryptocurrencies, Bitcoin Price, Adoption, Markets, Cryptocurrency Exchange, Price Analysis, Market Analysis, Liquidity, Whale
BTC orderbook data by Dom. Source: X

A bid skew of this magnitude indicates stronger immediate demand than the supply, which can support a short-term upward trend if sustained.

Dom said traders were hesitant to buy during the sharp drop. After Bitcoin swept below $60,000, demand picked up near the lows, suggesting growing interest in accumulating at discounted prices.

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Related: Metaplanet revenue jumps 738% as Bitcoin generates 95% of sales

BTC accumulation demand hits new highs

CryptoQuant data shows that the demand from addresses classified as “accumulators” has reached new highs at roughly 372,000 BTC on Feb. 15. In September 2024, that figure was around about 10,000 BTC.

Cryptocurrencies, Bitcoin Price, Adoption, Markets, Cryptocurrency Exchange, Price Analysis, Market Analysis, Liquidity, Whale
Bitcoin accumulator address demand. Source: CryptoQuant

Crypto analyst Darkfost explained that these addresses are filtered using strict criteria: no outflows, multiple inflows, a minimum balance threshold, at least one active period in the past seven years, and exclusion of exchange, miner, and smart contract wallets.

Meanwhile, the long-term holder (LTH) distribution 30-day sum, which measures the total BTC moved by long-term holders over a rolling 30-day period, has fallen below $100,000, compared to averages above $1 million in November 2025.

A lower distribution suggests reduced selling from the LTHs, partially offsetting whale-driven inflows.

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Cryptocurrencies, Bitcoin Price, Adoption, Markets, Cryptocurrency Exchange, Price Analysis, Market Analysis, Liquidity, Whale
Bitcoin long-term holder flow. Source: CryptoQuant

Related: $75K or bearish ‘regime shift?’ Five things to know in Bitcoin this week