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These Recent AI Updates Are Long-Term Tailwinds for AI Infrastructure Stocks

The Motley Fool
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These Recent AI Updates Are Long-Term Tailwinds for AI Infrastructure Stocks

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OpenAI announced a new AI image model, driving more demand for AI compute.In today's video, I discuss recent updates affecting Nvidia (NVDA 3.78%) 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 December 16, 2025. The video was published on December 16, 2025.Jose Najarro has positions in Alphabet, CoreWeave, Meta Platforms, Microsoft, Nvidia, and Palantir Technologies.

The Motley Fool has positions in and recommends Accenture Plc, Alphabet, Meta Platforms, Microsoft, Nvidia, and Palantir Technologies.

The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft.

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.*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.Making the world smarter, happier, and richer.© 1995 - 2025 The Motley Fool. All rights reserved.Market data powered by Xignite and Polygon.io.About The Motley FoolOur ServicesAround the GlobeFree ToolsAffiliates & Friends

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