On theCUBE Pod: Stock Market Winners And Losers, OpenAI's Unquenchable Thirst For Funds, And Growing Fears Of An AI Bubble
siliconANGLE, Monday, February 2nd, 2026
The AI spending frenzy shows no signs of stopping in 2026, as OpenAI, Anthropic and Nvidia continue to gobble up funds.
With NYSE media week coming up, everyone is watching to see if enterprise tech's investments will pay off. Microsoft took a hit while IBM rose up 12%, and OpenAI is looking for even more funding to sustain its momentum.
'This week has been all about AI money, AI fear and the market that's kind of blinking,' said John Furrier (left), executive analyst for theCUBE Research. 'Microsoft got hammered, lowest price ever. The deal making went into overdrive. There's no signs of anything slowing down, so the whole kind of bubble thing is still in play. OpenAI and Anthropic are hoovering up capital like it's nobody's business - like a vacuum. They're sucking all the oxygen out of the room.'