Apple is increasing its investment in AI, now referred to as 'Apple Intelligence,' after reporting strong iPhone and Mac sales, with revenue growing nearly 10% to $94 billion. iPhone revenue specifically saw a 13% increase, while Mac revenue rose by 15%. Capital expenditures reached $3.5 billion, signaling a serious push into AI infrastructure and personnel. Meanwhile, AMD faces mixed analyst sentiment despite AI potential, with its AI business revenue declining due to U.S. export rules and a shift to new chips. Some analysts are concerned about AMD's AI software costs impacting earnings. In other AI news, SoundHound AI's stock jumped 26.4% following a strong earnings report, with revenue up 217% to $42.68 million and expectations for $160 million to $178 million in revenue for the year. MarketBeat identifies SoundHound AI, Salesforce, Snowflake, and others as AI stocks to watch. The InsurTech sector has seen over $60 billion in funding since 2012, with AI investments reaching $1.6 trillion since 2013; AI is involved in 57.1% of InsurTech deals in Q2 2025. Jamf, which helps businesses manage Apple devices, is integrating AI tools to improve efficiency and security, reporting an 8.2% revenue growth in Q4 2024. For broader AI investment, the Global X Robotics & Artificial Intelligence ETF (BOTZ) offers diversification across over 40 companies. C3 AI announced preliminary fiscal first quarter 2026 revenue estimates between $70.2 million and $70.4 million, with a GAAP loss from operations expected between ($124.7) million and ($124.9) million; they held $711.9 million in cash, equivalents, and marketable securities as of July 31, 2025. HeartFlow is also using AI to transform medtech investments.
Key Takeaways
- Apple is increasing AI investments, termed 'Apple Intelligence,' after a strong quarter with $94 billion in revenue.
- Apple's iPhone revenue grew by 13%, and Mac revenue increased by 15%.
- AMD's AI business revenue declined due to export rules and chip transitions, causing analyst caution.
- SoundHound AI stock rose 26.4% after revenue increased 217% to $42.68 million.
- SoundHound AI expects revenue between $160 million and $178 million for the year.
- MarketBeat identifies SoundHound AI, Salesforce, and Snowflake as AI stocks to watch.
- InsurTech funding has reached $60 billion since 2012, with AI investments at $1.6 trillion since 2013.
- AI is involved in 57.1% of InsurTech deals in Q2 2025.
- Jamf is integrating AI to manage Apple devices, reporting 8.2% revenue growth in Q4 2024.
- C3 AI estimates Q1 2026 revenue between $70.2 million and $70.4 million.
Apple ramps up AI investment after strong iPhone and Mac sales
Apple's latest earnings report showed strong revenue growth, especially for iPhones and Macs. The company's revenue grew almost 10% to $94 billion. Apple is now investing more in AI, or 'Apple Intelligence', to catch up with companies like Alphabet and Microsoft. Apple spent $3.5 billion on capital expenditures, the most since early 2023. The stock is trading lower than its average, making it a good time for investors to buy.
Apple invests more in AI after iPhone and Mac sales rebound
Apple's latest financial report showed a revenue increase of nearly 10%, reaching $94 billion. iPhone revenue grew by 13% due to the iPhone 16 family's popularity. Mac revenue also increased by 15%. Apple is now focusing on AI, increasing its investment in infrastructure and personnel. The company spent $3.5 billion on capital expenditures, signaling a serious move into AI.
C3 AI announces preliminary results for fiscal first quarter 2026
C3 AI announced early financial results for the first quarter of fiscal year 2026, which ended July 31, 2025. The company estimates total revenue between $70.2 million and $70.4 million. GAAP loss from operations is expected to be between ($124.7) million and ($124.9) million. They had $711.9 million in cash, cash equivalents, and marketable securities as of July 31, 2025. C3 AI will share full results and more details on September 3, 2025.
Analysts cautious about AMD stock despite AI potential
Advanced Micro Devices (AMD) reported mixed results for the second quarter of 2025. Some analysts are still careful about AMD's stock, even with the excitement around AI. AMD's AI business revenue declined. This was due to U.S. export rules and a shift to new chips. Some analysts think AMD's AI software costs could hurt earnings.
SoundHound AI stock jumps after strong earnings report
SoundHound AI (SOUN) stock rose 26.4% after a strong earnings report. The company's revenue increased by 217% to $42.68 million. SoundHound AI narrowed its non-GAAP net loss to $11.86 million. Because of these results, SoundHound AI expects revenue between $160 million and $178 million for the year. Northland Securities upgraded the stock, expecting continued growth.
HeartFlow uses AI to transform medtech investments
Heartflow's AI-Driven Revolution: A New Era in Medtech and Digital Health Investment
Seven artificial intelligence stocks to watch now
MarketBeat's stock screener tool says that SoundHound AI, Salesforce, Super Micro Computer, ServiceNow, Snowflake, Tempus AI, and Arista Networks are the seven Artificial Intelligence stocks to watch today. These companies develop AI software, hardware, or provide AI-related services. The AI sector is growing, and investors are interested in companies that can use AI across different industries. MarketBeat's screener helps find stocks with good fundamentals and positive market sentiment in the AI field.
InsurTech funding hits $60B with AI leading the way
The InsurTech sector has raised over $60 billion since 2012. Artificial intelligence (AI) investments have reached $1.6 trillion since 2013. In the second quarter of 2025, 57.1% of InsurTech deals involved AI-focused companies. AI is helping insurance companies automate tasks and improve efficiency. Experts say AI will enhance human capabilities in insurance, not replace them.
Jamf integrates AI to manage Apple devices in the enterprise
Jamf helps businesses manage Apple devices using AI tools. Jamf's AI Assistant and Blueprints improve efficiency and security. Jamf's revenue grew 8.2% in Q4 2024. AI-driven automation and identity management help Jamf take advantage of remote work and cybersecurity trends. Jamf's focus on AI and the Apple ecosystem makes it a good long-term investment.
The best AI ETF to invest $1000 in now
The Global X Robotics & Artificial Intelligence ETF (BOTZ) is a good choice for AI investing. BOTZ includes companies involved in robotics and AI. It covers industrial robotics, automation, and AI software. BOTZ offers diversification by investing in over 40 companies. AI is expected to drive economic growth, and BOTZ provides easy access to this market.
Sources
- Apple's AI Momentum Is Building -- Here's What It Means for Investors @themotleyfool #stocks $AAPL
- Apple's AI Momentum Is Building -- Here's What It Means for Investors
- C3 AI Fiscal First Quarter 2026 Preliminary Financial Results
- Why Are Some Analysts Cautious on AMD Stock Despite AI Hype?
- SoundHound AI (SOUN) Surges 26.4% on Strong Earnings, Higher Growth Outlook
- Heartflow's AI-Driven Revolution: A New Era in Medtech and Digital Health Investment
- Top Artificial Intelligence Stocks To Follow Now
- InsurTech Funding Surpasses $60B, AI Investment Dominates - ProgramBusiness | Where insurance industry clicks
- Jamf's Strategic AI Integration and Apple Ecosystem Dominance: A Long-Term Investment Case Amid Cybersecurity and Remote Work Trends
- The Best AI ETF to Invest $1,000 In Right Now
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