AI Industry: apple and nvidia Moves

Several major developments are shaping the AI and tech landscape. SoundHound AI saw its stock surge after reporting revenue growth and launching new AI products, including Vision AI. Progress Software released MarkLogic Server 12, using AI to enhance search and data utilization, projecting significant revenue growth by 2028. Apple is investing $100 billion in U.S. manufacturing and AI, planning to produce all iPhone and Apple Watch cover glass in the U.S. and collaborating with GlobalFoundries on AI technology, with revenue expected to reach $482.7 billion by 2028. However, billionaire Philippe Laffont has been reducing his Nvidia holdings, shifting investments towards Alibaba due to its AI potential and strong e-commerce business. AMD is also making strides in the AI accelerator market, potentially becoming a trillion-dollar company with its upcoming MI400 chip. Marvell's stock is recovering, driven by high demand for its chips in AI-focused data centers, particularly through deals with AWS and Microsoft. Palantir's stock experienced a slight dip despite its expansion in defense AI and collaborations with companies like Japan's SOMPO Holdings. Alibaba launched Accio Agent, an AI tool for global trade, while also addressing regulatory challenges with a $433.5 million settlement related to Ant Group. AI spending is generally boosting GDP growth, with the Magnificent 7 tech stocks leading market gains through investments in AI infrastructure. For investors, AI-focused ETFs offer diversified exposure to the AI sector. Meanwhile, Coherent, an AI stock, plummeted after its recent earnings report, illustrating the volatility in the AI market.

Key Takeaways

• SoundHound AI's stock jumped 53.9% after reporting revenue growth and launching new AI products like Vision AI.
• Progress Software's MarkLogic Server 12 uses AI to improve search and data use, projecting $1.0 billion in revenue by 2028.
• Apple is investing $100 billion in U.S. manufacturing and AI, expecting $482.7 billion in revenue by 2028.
• Philippe Laffont reduced his Nvidia stake by 83% and is investing in Alibaba for its AI growth potential.
• AMD could reach a $1 trillion market value with its growth in the AI accelerator market and the upcoming MI400 chip.
• Marvell's stock is recovering due to high demand for its chips in AI data centers, with deals from AWS and Microsoft.
• Palantir's stock dipped slightly despite its expansion in defense AI and collaborations, such as with Japan's SOMPO Holdings.
• Alibaba launched Accio Agent, an AI tool for global trade, while settling with Ant Group for $433.5 million.
• AI spending is boosting GDP growth, driven by investments from the Magnificent 7 tech stocks.
• AI-focused ETFs offer diversified investment options in the AI sector.

SoundHound AI Soars with New AI Products and Strong Financial Growth

SoundHound AI's stock jumped 53.9% after reporting big revenue growth and turning a profit in the first half of 2025. The company launched new AI products like Vision AI and expanded its automotive voice assistant to major car brands. SoundHound's success shows its progress in AI, especially with its Vision AI platform that combines visual and voice understanding. Investors are watching how these new AI products will affect SoundHound AI's future.

Progress Software's AI Upgrade: MarkLogic Server 12 Boosts Investment Appeal

Progress Software released MarkLogic Server 12, which uses AI to improve search and data use. The new features help companies find information faster and get more accurate results with AI. Companies in finance and medicine are already seeing big improvements. This AI upgrade could help Progress Software grow and attract more investors. The company expects to reach $1.0 billion in revenue and $138.9 million in earnings by 2028.

Apple Stock Rises on $100 Billion U.S. Investment in Manufacturing and AI

Apple's stock increased by 9.4% after announcing a $100 billion investment in U.S. manufacturing and AI. The plan includes making all iPhone and Apple Watch cover glass in the U.S. through a partnership with Corning. Apple is also working with GlobalFoundries on AI technology. This move strengthens Apple's U.S. manufacturing and supports its AI plans. Apple expects to reach $482.7 billion in revenue and $134.5 billion in earnings by 2028.

Billionaire Dumps Nvidia, Bets Big on Alibaba for AI Growth

Billionaire Philippe Laffont has been selling Nvidia shares for eight quarters, reducing his fund's stake by 83%. Instead, he's investing heavily in Alibaba Group, a Chinese company focused on e-commerce and AI. Laffont may be concerned about Nvidia's high valuation and growing competition in the AI chip market. Alibaba's growth plans rely on AI, and its e-commerce business in China continues to generate strong cash flow.

Billionaire Shifts from Nvidia to Alibaba for AI Investment

Philippe Laffont, a billionaire investor, has sold 83% of his Nvidia stock over two years. He's now buying shares of Alibaba Group, a Chinese company, because of its potential in AI. Laffont may be worried about Nvidia's high price and increasing competition in the AI chip industry. Alibaba's e-commerce business is strong, and it's investing in AI for future growth.

Could AMD Join the Trillion-Dollar Club with AI?

AMD's stock could double less than twice to reach a $1 trillion market value. The company is growing in the AI accelerator market, which could make it a stronger competitor to Nvidia. AMD plans to release the MI400 chip, which some believe will compete with Nvidia's Vera Rubin platform. The AI market is expected to grow, benefiting AMD and potentially pushing its market cap to $1 trillion.

AMD: A Top AI Semiconductor Stock to Buy Now

AMD's stock stumbled after its recent earnings report, but it has strong AI potential. The company's PC processor business is growing fast, driven by AI-powered PCs. AMD is also set to benefit from the expanding data center GPU market. With solid growth expected in both PC and data center AI, AMD is a no-brainer AI semiconductor stock to consider buying.

AI Spending Drives GDP Growth; Magnificent 7 Stocks Lead Market

AI spending has boosted GDP growth by 0.5% as the Magnificent 7 tech stocks invest heavily in AI infrastructure. These companies' investments in data centers, servers, and software are driving market growth. The S&P 500 is up 10% this year, with much of the growth coming from these tech giants. Experts predict this trend of AI-related spending will continue to boost the economy.

Marvell Stock: An AI Play Trading at a Discount

Marvell's stock has dropped but is now recovering, presenting a good buying opportunity. The company designs chips and benefits from high demand in data centers, especially for AI. Marvell has major deals with AWS and Microsoft, putting it alongside companies like Broadcom. With improving profits and a low PEG ratio, Marvell is a compelling buy with potential for significant upside.

Palantir Stock Drops Slightly Amid Defense AI Expansion

Palantir's stock fell slightly, but it remains a key player in defense and AI. The company could benefit from Trump's proposed missile defense plan. Palantir is also working with Japan's SOMPO Holdings to improve efficiency. Analysts praise Palantir's leadership in AI, but some are concerned about its high valuation. Despite the risks, Palantir's expansion into defense contracts shows its potential in large markets.

Investing in AI: Choose the Right ETF for You

Instead of picking individual AI stocks, investors can choose AI-focused ETFs. These ETFs offer a mix of potential winners, but they use different methods to select stocks. Some ETFs focus on large language model AI companies, while others take a broader view of the AI industry. Investors should research the ETF's holdings and strategy to find the best fit.

Alibaba Launches AI Trade Agent Amid Ant Group Settlement

Alibaba International introduced Accio Agent, an AI tool for global trade that automates tasks like sourcing and negotiation. The tool is built on Alibaba's Accio B2B search engine. While this shows Alibaba's tech ambitions, the company is still dealing with a $433.5 million settlement related to Ant Group's blocked IPO. The settlement highlights ongoing regulatory concerns for Alibaba.

Stock Market Mixed; AI Stock Coherent Plummets After Earnings

The Dow Jones Industrial Average ended slightly down, while other major indexes saw limited losses. The market uptrend that started in April continues. However, Coherent, an AI stock, dropped sharply after its second-quarter earnings report.

Sources

• SoundHound AI (SOUN) Is Up 53.9% After Surging Revenue, Profitability, and New Vision AI Product Launches – Has The Bull Case Changed?
• Is MarkLogic Server 12’s Advanced AI Shifting the Investment Case for Progress Software (PRGS)?
• Why Apple (AAPL) Is Up 9.4% After $100 Billion U.S. Manufacturing and AI Investment Push
• Billionaire Philippe Laffont Has Sold Shares of Nvidia for 8 Consecutive Quarters and Is Loading Up On This Historically Cheap Artificial Intelligence (AI) Stock Instead @themotleyfool #stocks $NVDA $BABA
• Billionaire Philippe Laffont Has Sold Shares of Nvidia for 8 Consecutive Quarters and Is Loading Up On This Historically Cheap Artificial Intelligence (AI) Stock Instead
• Prediction: 1 Artificial Intelligence (AI) Stock That Could Join the Trillion-Dollar Club @themotleyfool #stocks $AMD $INTC $NVDA $PLTR
• 1 No-Brainer Artificial Intelligence (AI) Semiconductor Stock to Buy Right Now @themotleyfool #stocks $AMD
• AI spending added 0.5% to GDP growth and the Magnificent 7 stocks are driving the market
• Marvell Stock: This AI Winner Is Trading At A Bargain (NASDAQ:MRVL)
• Palantir’s Sixth-Ranked U.S. Trading Volume Amid 1.39% Drop Driven by Defense AI Expansion
• You Don't Need To Be Super Smart To Profit On AI
• BABA: Alibaba Launches AI Agent for Global Trade — But $433.5M Ant IPO Settlement Still Weighs
• Stock Market Today: Dow Jones Wavers Ahead Of PPI Inflation Report; AI Stock Coherent Plunges On Earnings (Live Coverage)