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What Anthropic and OpenAI's Recent News Mean for AI Stock Investors

Anthropic's revenue is expected to grow faster than initially anticipated.

By Jose Najarro – Jan 29, 2026 at 11:15PM EST

In today's video, I discuss recent updates affecting Nvidia (NVDA 0.98%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.

*Stock prices used were the after-market prices of Jan. 27, 2026. The video was published on Jan. 27, 2026.

Read Next

About the Author

Jose Najarro
Jose Najarro enjoys investing in the tech market, more importantly, the semiconductor sector. Before partnering with the Fool, Jose worked as a Senior Electrical Engineer for General Dynamics, where he had first-hand experience seeing how emerging technology can change the world. Jose Najarro went to NJIT, receiving his Bachelor's and Master's degree in Electrical Engineering.
TMFJoseNajarro
X@_JoseNajarro

Jose Najarro has positions in CoreWeave, Nebius Group, Nvidia, and ON Semiconductor. The Motley Fool has positions in and recommends Intel, Nvidia, and Texas Instruments. The Motley Fool recommends ON Semiconductor. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Stocks Mentioned

Nvidia Stock Quote
Nvidia
NASDAQ: NVDA
$181.57
(-0.86%)-$1.57
Texas Instruments Stock Quote
Texas Instruments
NASDAQ: TXN
$191.87
(+0.96%)+$1.82
Intel Stock Quote
Intel
NASDAQ: INTC
$45.65
(+0.88%)+$0.40
Nebius Group Stock Quote
Nebius Group
NASDAQ: NBIS
$113.95
(+5.47%)+$5.91
ON Semiconductor Stock Quote
ON Semiconductor
NASDAQ: ON
$58.25
(+0.97%)+$0.56
Seagate Technology Plc Stock Quote
Seagate Technology Plc
NASDAQ: STX
$388.50
(+3.88%)+$14.52
Iren Stock Quote
Iren
NASDAQ: IREN
$42.57
(+2.90%)+$1.20
CoreWeave Stock Quote
CoreWeave
NASDAQ: CRWV
$81.68
(+2.28%)+$1.82

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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