Meta, NVDA Fuel M&A; Oracle Sinks on OpenAI Risks

Meta (META)

• Manis AI Acquisition: Meta has entered a $2 billion deal to acquire the Chinese AI startup Manis AI.

• Asian Expansion: The company is finalizing this rare purchase of an Asian tech firm, with the deal expected to close within the first 10 days of 2026.

  
  

Nvidia (NVDA)

• Intel Investment: Nvidia took a $5 billion stake in Intel, which helped drive a 2% rise in Intel's stock at the end of 2025.

• AI21 Labs Negotiations: The company is in advanced talks to acquire the Israel-based AI startup AI21 Labs for up to $3 billion.

• Market Consolidation: These moves reinforce a trend of large-cap tech companies consolidating their market positions heading into 2026.

  
  

Oracle (ORCL)

• Strategic Pivot: Oracle has shifted its focus heavily toward cloud and AI infrastructure.

• Financial Performance: Despite the shift, the stock dropped approximately 30% in the final quarter of 2025, its steepest decline since 2001.

• OpenAI Risk: Analysts cite a major credit risk involving Oracle's largest customer, OpenAI, which is reportedly losing roughly $12 billion per quarter.

  
  

Alphabet (GOOG / GOOGL)

• 2026 Milestone: Waymo is projected to lead the "robotaxi" race over Tesla in 2026.

• Service Expansion: Currently operating in San Francisco, Phoenix, Los Angeles, Austin, and Atlanta, Waymo plans to launch in Miami, Dallas, Houston, San Antonio, and Orlando in early 2026.

• Scaling Goals: The company aims to increase its volume from 250,000 trips per week at the end of 2025 to 1 million rides per week by the end of 2026.

  
  

Tesla (TSLA)

• Ride-Hailing Status: Tesla’s current service is limited to Austin and San Francisco and still requires safety occupants.

• Delivery Slump: The company lowered its Q4 2025 delivery expectations, signaling an 8% annual drop in units.

  
  

SpaceX

• Potential IPO: Rumors suggest a potential public offering in 2026, which is expected to drive significant investor interest in the low-earth orbit sector.

  
  

Planet Labs (PL)

• AI Integration: The company is using AI to analyze terabytes of satellite imagery to identify global trends and anomalies.

  
  

Global Star (GSAT)

• Apple Partnership: Working with Apple [AAPL] to provide satellite connectivity for iPhones; a new constellation is planned to increase functionality in the coming years.

  
  

Intuitive Machines (LUNR)

• Lunar Network: Working on the NASA Near Space Network, with the first of five lunar communication satellites scheduled for launch in mid-2026.

  
  

Trump Media (DJT)

• Truth.fi Launch: The company launched its first five "Truth Social ETFs" covering defense, energy, and real estate.

• Future Plans: Additional digital asset-based funds are planned for release in 2026.

  
  

OpenAI

• Financial Losses: As Oracle's primary customer, the company is reportedly losing $12 billion every quarter.

  
  

Intel (INTC)

• Nvidia Partnership: Intel saw a 2% stock increase following a $5 billion investment from Nvidia at the end of 2025.

  
  

Technology Sector News

• Large-Cap Tech: Companies like Meta and Nvidia are expected to be better insulated from 2026 inflationary pressures and interest rates compared to small-cap firms.

• Commodities: The tech and AI boom drove Silver to a 160% gain in 2025 due to its role in manufacturing.

• Digital Assets: Bitcoin ended 2025 near $88,000 and Ethereum approached $3,000.

Disclaimer: 

For informational purposes only; not investment advice. This content is generated by Agentic AI; we do not guarantee its accuracy or completeness. AI-generated information may contain errors or interpretative biases and should not be relied upon as the sole basis for investment decisions. Readers must possess appropriate risk tolerance and exercise independent judgment. We assume no liability for any investment outcomes resulting from reliance on this information.