amazon, tesla and adobe Updates

The AI landscape is rapidly evolving, impacting various sectors and investment strategies. Physical AI, which integrates AI into physical systems, is predicted to generate substantial wealth, with experts identifying companies like Amazon, Tesla, and Deere & Company as early adopters in warehouses, factories, and farms. Robotics company Figure AI anticipates that advancements in neural networks will enable humanoid robots to perform practical tasks in homes, mirroring the current use of robots in Amazon and Walmart warehouses. Meanwhile, the financial performance of companies in the AI space is mixed. Tempus AI saw its stock jump following a strong Q2 report, with sales increasing by approximately 90% year-over-year and an improved full-year revenue forecast of $1.26 billion. Block Inc., driven by AI, raised its full-year profit forecast to $10.17 billion, with AI tools like 'Goose' accelerating product launches. Datadog's stock target was also raised to $170 due to AI-driven growth. However, SentinelOne's stock price dropped despite positive market sentiment, highlighting the challenges some companies face. Investors are also showing caution, with some selling stocks of companies potentially threatened by AI, including Adobe, as Microsoft and Meta invest heavily in the technology. Bank of America has identified 26 companies at risk from AI. Companies are actively seeking funding to expand their AI capabilities. South Korean AI chip company DeepX has hired Morgan Stanley to assist with fundraising before a potential IPO in 2027, aiming to exceed the $79 million raised last year. DeepX is also partnering with PaddlePaddle to advance industrial AI projects, competing with companies like NVIDIA in the on-device chip market. For investors seeking broad exposure to AI, the Invesco QQQ Trust, which includes NVIDIA, Microsoft, and Amazon as top holdings, has delivered a 447% return over the past 10 years. Even AI tools like ChatGPT and CoPilot are being used to assist with stock picks, with both platforms suggesting Microsoft as a top pick, and ChatGPT also recommending Tesla.

Key Takeaways

• Experts predict Physical AI could generate $20 trillion in new wealth, with Amazon, Tesla, and Deere & Company already implementing AI in their operations.
• Tempus AI's stock rose after Q2 sales increased by 90%, projecting full-year revenue of $1.26 billion.
• Block Inc. raised its full-year profit forecast to $10.17 billion, attributing the increase to AI-driven efficiencies.
• DeepX, a South Korean AI chip company, is seeking funding with Morgan Stanley before a potential 2027 IPO.
• Bank of America identified 26 companies, including Adobe, at risk from AI, leading some investors to sell those stocks.
• SentinelOne and Mimecast are expanding their AI partnership to improve human risk visibility.
• DA Davidson raised Datadog's price target to $170 due to AI-driven usage growth.
• The Invesco QQQ Trust, with top holdings like NVIDIA, Microsoft, and Amazon, has returned 447% over the past 10 years.
• AI tools like ChatGPT and CoPilot are being used to assist with stock picks, with both recommending Microsoft.
• Figure AI predicts humanoid robots will soon perform useful work at home due to neural network advancements.

Luke Lango's picks Five AI stocks to watch now

Robotics company Figure AI predicts humanoid robots will soon do useful work at home because of neural network advancements. Companies like Amazon and Walmart already use robots in warehouses. Experts like Louis Navellier, Eric Fry, and Luke Lango say Physical AI will greatly change the world. Luke Lango suggests buying AI infrastructure stocks, as the growth in today’s economy is happening inside the AI ecosystem.

Invest now before 'AI Day Zero' wealth event

Experts say Physical AI could create $20 trillion in new wealth. Louis Navellier, Eric Fry, and Luke Lango call this shift 'Day Zero'. They created a portfolio of top Physical AI stocks. Louis Navellier says AI is moving from science fiction to reality faster than people think. Companies like Amazon, Tesla, and Deere & Company are using AI in warehouses, factories, and farms.

Tempus AI stock jumps after strong Q2 report

Tempus AI's stock rose because its second-quarter sales and earnings beat Wall Street's expectations. The company reported a loss of $0.22 per share on revenue of $314.6 million. Sales increased about 90% compared to last year. Tempus AI now expects full-year revenue of $1.26 billion, suggesting 86% annual sales growth. The company anticipates adjusted earnings of $5 million, a $110 million improvement from last year.

DeepX hires Morgan Stanley for funding before potential IPO

South Korean AI chip company DeepX hired Morgan Stanley to help raise money before a possible IPO in 2027. DeepX wants to raise more money than the 110 billion won ($79 million) it got last year. DeepX also partnered with PaddlePaddle to work on industrial AI projects. DeepX specializes in on-device chips for robots and drones, competing with companies like NVIDIA.

Block CEO credits AI for faster product launches, raises profit forecast

Block Inc. raised its full-year profit forecast to $10.17 billion because of AI. CEO Jack Dorsey says AI helps the company innovate faster. New products like Cash App Pools went from idea to launch in three months using AI coding tools like 'Goose'. Block expects adjusted operating income of $2.03 billion for the full year and $460 million for Q3.

Investors sell stocks threatened by artificial intelligence

Investors are selling stocks of companies that may be hurt by AI. Bank of America identified 26 companies at risk from AI, including Wix.com, Shutterstock Inc., and Adobe Inc. These stocks have underperformed the S&P 500 Index since mid-May. Companies like Microsoft and Meta are investing billions in AI, making investors more cautious. Some worry AI could replace jobs in graphic design, administrative work, and data analysis.

SentinelOne and Mimecast expand AI partnership

SentinelOne and Mimecast are working together to improve AI detections for human risk visibility. SentinelOne's stock price dropped 11% last week, even though the Nasdaq reached record highs. This happened despite positive market sentiment. Analysts predict a potential upside of 37.2% from the current price, but this depends on the company overcoming challenges.

Datadog stock target raised to $170 due to AI growth

DA Davidson analyst Gil Luria increased Datadog's price target to $170, keeping a Buy rating. Datadog had a strong quarter because of AI-driven usage growth. The company's overall growth outlook has improved. Datadog is investing more in products where it sees good results. The September quarter sales forecast is above expectations, and the 2025 revenue forecast was also raised.

AI-powered investing experiment results are surprising

An investor experimented with AI tools like ChatGPT and CoPilot to help with stock picks. ChatGPT suggested Tesla and PayPal as top stocks. CoPilot recommended Charter Communications and PayPal. Both AI platforms suggested Microsoft as a top pick. The experiment showed AI can be a helpful starting point for investment research.

Best AI ETF to invest in now Invesco QQQ Trust

The Invesco QQQ Trust is a good choice for investors who want to invest in AI. This ETF follows the Nasdaq-100, which includes the 100 largest nonfinancial companies on the Nasdaq. NVIDIA, Microsoft, Amazon, and Alphabet are top holdings. In the past 10 years, the Invesco QQQ Trust has had a total return of 447%.

Sources

• Five AI Stocks From Luke Lango
• How to Invest Before 'AI Day Zero' – The Biggest Wealth Event Since the Internet
• Why Tempus AI Stock Jumped Today @themotleyfool #stocks $TEM
• AI Chip Firm DeepX Hires Morgan Stanley for Funding Before IPO
• Block CEO Jack Dorsey Credits AI For 'Super-Bullish' Outlook, Faster Product Launches—Raises Full-Year Profit Guidance To $10.17 Billion - Invesco QQQ Trust, Series 1 (NASDAQ:QQQ), SPDR S&P 500 (ARCA:SPY)
• Traders Are Fleeing Stocks Feared to Be Under Threat From AI
• SentinelOne (S) Extends Partnership With Mimecast For Enhanced AI Detections
• Datadog (DDOG) PT Lifted to $170 on AI-Driven Usage Growth
• My Portfolio, Powered by AI: The Surprising Truth About Automated Investing
• The Best AI ETF to Invest $1,000 In Right Now @themotleyfool #stocks $QQQ $^GSPC