Adobe, Salesforce Face AI Fears; Nvidia, AMD Chip Sales Impact

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Recent developments highlight both the opportunities and anxieties surrounding AI across various sectors. European software stocks, including SAP and Monday.com, experienced declines, with Monday.com dropping 30% in Europe, triggered by concerns that AI could disrupt the software industry, mirroring similar selloffs in U.S. tech stocks like Adobe and Salesforce. OpenAI CEO Sam Altman's warning about AI potentially leading to cheaper, faster software production fueled these fears. Despite this, Morgan Stanley upgraded Monday.com, seeing buying opportunities after the price drops. Conversely, companies leveraging AI are seeing positive momentum. Appian's stock jumped following a strong second-quarter earnings report driven by its new AI platform, with cloud subscription revenue increasing 21% to $106.9 million. GoodShip, a freight management startup, secured $25 million in funding to enhance its AI-powered shipping platform. Massed Compute is expanding its AI cloud infrastructure with up to $300 million investment to meet the demand for NVIDIA accelerated computing. In the realm of AI chips, Nvidia and AMD face new challenges as the U.S. government will receive 15% of the revenue from their H20 and MI308 chip sales in China. While one analyst suggests that keeping 85% of the revenue is better than nothing, concerns remain about the long-term implications and potential benefits for Huawei. Alibaba is viewed by some as an undervalued AI opportunity, with its cloud revenue growing 13% last year and AI products growing even faster. VisionWave Holdings Inc. is leveraging AI for defense technology, focusing on threat detection and protection. Finally, clean energy firms supporting data centers are seeing their stocks rise, as AI increases the demand for energy.

Key Takeaways

European software stocks, including SAP and Monday.com, fell due to concerns about AI disruption.
Monday.com shares dropped 30% in Europe, but Morgan Stanley sees a buying opportunity.
Appian's stock rose after a strong Q2, with cloud subscription revenue up 21% to $106.9 million due to its AI platform.
GoodShip raised $25 million to enhance its AI-driven freight management platform.
Massed Compute is expanding its AI infrastructure with up to $300 million investment, partnering with Cisco to offer NVIDIA accelerated computing.
Nvidia and AMD will give the U.S. government 15% of revenue from AI chip sales in China.
Alibaba is considered an undervalued AI opportunity with 13% cloud revenue growth.
VisionWave Holdings Inc. utilizes AI in defense technology for threat detection.
Clean energy companies are benefiting from increased energy demand from AI-driven data centers.
Cloudflare's revenue growth makes it a potentially strong AI stock to watch.

European software stocks drop amid AI risk concerns

European software stocks, including SAP, Dassault Systemes, Sage, and Nemetschek, fell on Tuesday because of worries about AI's impact. SAP had its biggest drop since October 2020, falling over 6%. The selloff mirrored declines in U.S. tech stocks like Adobe and Salesforce after a report on AI's potential risks. Melius Research also downgraded Adobe to sell.

European software stocks drop amid AI risk concerns

European software stocks, including SAP, Dassault Systemes, Sage, and Nemetschek, fell on Tuesday because of worries about AI's impact. SAP had its biggest drop since October 2020, falling over 6%. The selloff mirrored declines in U.S. tech stocks like Adobe, Salesforce, Intuit and Workday after a MarketWatch article on AI's potential risks. Melius Research also downgraded Adobe to sell.

AI fears cause software stocks to plummet

Software stocks are falling because of worries that AI could disrupt the software industry. On Tuesday, shares of Monday.com dropped 30% in Europe. SAP also fell, losing almost €22 billion in value. OpenAI CEO Sam Altman warned that AI could lead to cheaper, faster software production. RBC Capital Markets analysts say the fear of AI is causing short-term volatility in software valuations.

Software stocks sink as AI disruption looms

Software stocks are falling because of worries that AI could disrupt the software industry. On Tuesday, shares of Monday.com dropped 30% in Europe. SAP also fell, losing almost €22 billion in value. OpenAI CEO Sam Altman warned that AI could lead to cheaper, faster software production. Morgan Stanley upgraded Monday.com, seeing buying opportunities after the price drops.

Is Alibaba an AI opportunity for investors?

Alibaba's stock hasn't grown much since 2014, which can be frustrating for investors. However, some believe the negative feelings around Chinese stocks create a chance for investors. Alibaba is focusing on AI, leads in open-source models, and has cloud growth. Despite competition, Alibaba is profitable and valued lower than other AI companies. Improved US-China relations could help Alibaba, but investors should still manage risks.

Alibaba undervalued AI opportunity at a discount

Alibaba's stock is trading at a low price compared to other tech companies, even though it's strong in e-commerce and has growing AI cloud services. Alibaba's cloud revenue grew 13% last year, with AI products growing even faster. Ant Group, Alibaba's fintech part, might have an IPO in Hong Kong that could add value to Alibaba. Despite risks, Alibaba has a lot of cash and is growing its international business. Some investors think Alibaba is a good long-term investment because of its AI potential.

Trump's China AI policy impacts Nvidia and AMD chip stocks

Nvidia and AMD's chip sales to China are affected by a new policy. The U.S. government will get 15% of the revenue from their H20 and MI308 chips sold in China. This is after a ban that hurt Nvidia's and AMD's revenue. One analyst says keeping 85% of the revenue is better than nothing, but worries about the future. He also says blocking Nvidia and AMD could help Huawei grow in China.

Nvidia and AMD stocks react to China AI news

Nvidia and AMD stocks had mixed reactions to news about giving the U.S. government a cut of their China AI chip sales. Nvidia stock was mostly unchanged, while AMD rose slightly. An analyst said that getting 85% of the revenue is better than nothing, but the deal sets a risky example. Allowing Nvidia and AMD to sell AI chips in China is smart, because not doing so would help Huawei.

Appian stock jumps on AI platform success

Appian's stock rose after a strong second-quarter earnings report. The company beat expectations because of its new AI platform. Appian helps customers build apps to automate tasks. Cloud subscription revenue increased 21% to $106.9 million. Appian's CEO says businesses are modernizing their IT systems, which helps Appian's AI platform.

VisionWave a pure play AI defense stock

VisionWave Holdings Inc. (VWAV) is a defense technology company that uses AI for sensing, detection, and protection. Their technology can detect drones and other threats on land, in the air, and at sea. VisionWave's systems use AI to make decisions and respond to threats quickly. The company's technology includes RF imaging, active protection systems, and optical sensing. VisionWave aims to provide complete defense systems for governments and military contractors.

GoodShip raises $25M to transform shipping with AI

GoodShip, a freight management startup, raised $25 million to improve the shipping industry using AI. The company's platform uses AI to track shipping networks and suggest improvements. It helps clients save money and reduce late deliveries. GoodShip's clients include Tropicana and Kellanova. The company will use the funding to build new AI tools and expand its team.

AI boosts green technology companies

Green technology companies in the US are getting a boost from artificial intelligence. These companies are benefiting from the increasing demand for energy from data centers. Clean energy firms that support data centers are seeing their stocks rise. This is happening even as President Trump reduces support for clean energy.

Cloudflare could be a leading AI stock

Cloudflare's revenue is growing, making it a potentially strong AI stock. The company's revenue growth increased from 26.5% to 28% last quarter. Despite a positive earnings report, the stock dropped the next morning due to market fears. Cloudflare's Workers' development platform is also showing growth. Analysts suggest keeping Cloudflare on your watchlist for potential buying opportunities during market sell-offs.

Massed Compute expands AI infrastructure with $300M investment

Massed Compute is expanding its AI cloud infrastructure with up to $300 million from Digital Alpha and a partnership with Cisco. This will help Massed Compute meet customer demand for NVIDIA accelerated computing. Massed Compute provides GPU-as-a-Service for AI and high-performance computing. The company's platform gives businesses access to GPU clusters. The partnership will also help Massed Compute develop sovereign AI Clouds.