AI stocks: picks & warnings
Microsoft and Nvidia are front‑of‑mind for AI investors — Microsoft cited as a top tech stock for 2026 earnings growth and Nvidia flagged for a potential meaningful dividend increase. Oracle showed cloud/AI momentum and rose 3.39% on March 23, but analysts also warn that stretched names like Palantir and Fastly could drop more than 55% from current levels. ( )
Microsoft used its March 4 Morgan Stanley Technology, Media & Telecom appearance to spotlight heavy AI investment and warned of rising capital intensity and capacity constraints, comments delivered by CEO Satya Nadella. (insidermonkey.com) InsiderMonkey notes Microsoft’s subscriptions have climbed by more than 20% and that William Blair maintained an Outperform rating on MSFT on March 9. (insidermonkey.com) The Motley Fool published a March 23 forecast arguing Nvidia could enact a “substantial” dividend increase in 2026, citing recurring AI‑inference revenue that could make cash flows less cyclical and free up room for larger payouts. (fool.com) Nvidia reported fiscal 2026 revenue of $215.9 billion, said it returned $41.1 billion to shareholders in buybacks and dividends during the year, and set the next quarterly cash dividend at $0.01 per share payable April 1, 2026. (nvidianews.nvidia.com) Oracle’s shares rose 3.39% on March 23 after the company raised fiscal‑2027 revenue guidance and reported remaining performance obligations at an unprecedented level tied to accelerating cloud and AI demand. (tradingkey.com) Jefferies analyst Brent Thill has an Underperform on Palantir with a $70 price target — roughly 55% below the stock’s March 19 close — even as Palantir posted Q4 fiscal‑2025 revenue up about 70% to $1.4 billion and announced roughly $4.3 billion in contract wins. (fool.com) Fastly’s recent surge has left consensus analyst targets clustered near $13–$13.7 (MarketBeat and 24/7 Wall St. consensus), figures that imply roughly half or more downside from recent trading; Fastly reported Q4 2025 revenue of $172.6 million and trailing‑12‑month revenue of about $624 million. (marketbeat.com)
