apple, google and meta Updates

The artificial intelligence sector continues to drive significant shifts across various industries, from major tech partnerships to specialized startup funding and market performance. Apple recently announced plans to integrate Google's Gemini into its upcoming Apple Intelligence features, including an AI-enhanced Siri. This strategic move, revealed on Monday, aims to accelerate Apple's AI rollout this year, a development that saw Google parent Alphabet shares rise by 1.2% and garnered positive reactions from analysts like Dan Ives and JPMorgan. Investment in AI remains robust, with several companies securing substantial funding. RISA Labs successfully raised $11.1 million in Series A funding, co-led by Cencora Ventures and Optum Ventures, to advance its oncology AI agents. In another significant investment, Meta led a $10 million Series A funding round for Singapore-based Hupo, a startup specializing in AI sales coaching. Additionally, Dassault Aviation led a US$200 million Series B funding round for French defense technology firm Harmattan AI, planning to integrate its technology into Rafale fighter jets and drones. On the market front, companies providing AI infrastructure are seeing strong growth. Micron Technology, a leading AI stock, reported nearly doubling its cloud memory business revenue in fiscal 2026's first quarter, contributing to a 56.7% overall revenue growth and a 180.2% profit increase. Its memory solutions are crucial for AI infrastructure, and its market cap stands at $389 billion. Similarly, Ciena's stock has surged fivefold in less than a year, fueled by the AI and datacenter boom, with the company expecting $5.9 billion in sales for 2026. However, the impact of AI is not uniformly positive across all segments. Software stocks, including Adobe, have lagged the market for two years due to concerns that generative AI could disrupt traditional pricing models by increasing content creation speed and lowering prices. Oppenheimer even downgraded Adobe, citing these concerns. Conversely, Games Workshop, the maker of Warhammer, achieved record half-year sales of £333.7 million by prioritizing human creators over AI, despite its shares dropping nearly 3% on Tuesday. Meanwhile, Rezolve AI PLC shares fell despite forecasting strong revenues of $40 million for 2025 and $350 million for 2026, and Palladyne AI Corp. experienced unusual call options trading activity.

Key Takeaways

• Apple plans to integrate Google's Gemini to power its upcoming Apple Intelligence features, including an AI-enhanced Siri.
• RISA Labs secured $11.1 million in Series A funding, co-led by Cencora Ventures and Optum Ventures, for oncology AI tools.
• Meta led a $10 million Series A funding round for Hupo, an AI sales coaching startup.
• Dassault Aviation led a US$200 million Series B funding round for Harmattan AI, planning to integrate its technology into Rafale fighter jets and drones.
• Micron Technology, a key AI stock, saw its cloud memory business nearly double revenue in fiscal 2026 Q1, contributing to 56.7% overall revenue growth.
• Ciena's stock increased fivefold in under a year, driven by the AI and datacenter industries, with $5.9 billion in sales projected for 2026.
• Software stocks, including Adobe, have lagged the market for two years due to concerns about AI disruption to traditional pricing models.
• Games Workshop achieved record half-year sales of £333.7 million by focusing on human creators rather than AI.
• Rezolve AI PLC shares dropped despite forecasting $40 million in revenue for 2025 and $350 million for 2026.
• Palladyne AI Corp. experienced unusual options trading, with 3,671 call options traded, 64% above daily volume.

Micron AI Stock Shows Strong Growth and Value

Micron Technology is a leading AI stock with strong growth and a low earnings ratio. The company's cloud memory business, its largest segment, nearly doubled its revenue in fiscal 2026 first quarter. Micron saw 56.7% revenue growth and a 180.2% profit increase. Its memory solutions are crucial for AI infrastructure, addressing a key bottleneck. Micron's market cap is $389 billion, and its stock price tripled last year.

Micron Technology Leads AI Stock Growth

Micron Technology stands out as a strong AI stock with a low earnings ratio and high growth potential. Its cloud memory business, the largest revenue driver, nearly doubled its sales in fiscal 2026 first quarter. Overall, Micron achieved 56.7% revenue growth and boosted profits by 180.2%. The company's memory solutions are vital for building AI infrastructure, addressing a critical shortage. Micron has a market cap of almost $400 billion, and its stock price tripled over the past year.

Warhammer Achieves Record Sales by Valuing Human Creators

Games Workshop, maker of Warhammer figurines, reported record half-year sales by choosing human creators over AI. Revenues grew almost 12% to £333.7 million, boosting pre-tax profit by 11% to £140.8 million. The company faced a £6 million profit hit from US tariffs, but price increases helped. Games Workshop plans to open a new Warhammer World in the US in 2027. Despite strong financial results, the company's shares dropped nearly 3% on Tuesday.

Games Workshop Hits Record Sales Without Using AI

Games Workshop, the company behind Warhammer, achieved record half-year sales by focusing on human creators instead of AI. Revenues increased by nearly 12% to £333.7 million, and pre-tax profit rose 11% to £140.8 million. The company absorbed a £6 million profit impact from US tariff changes. Games Workshop will open a new Warhammer World in the US in 2027. Despite these positive financial results, the company's shares fell almost 3% on Tuesday.

RISA Labs Secures $11.1 Million for Cancer AI Tools

RISA Labs successfully raised $11.1 million in Series A funding. Cencora Ventures and Optum Ventures co-led this investment round. CEO Kshitij Jaggi announced the funding will support the development of oncology AI agents. This shows growing interest from healthcare companies in AI solutions.

Apple Partners With Google Gemini for AI Siri

Apple plans to use Google's Gemini to power its upcoming Apple Intelligence features, including an AI-enhanced Siri. This new deal, announced Monday, could help Apple launch its AI features this year. Google parent Alphabet shares rose 1.2% after the news. Analysts like Dan Ives from Wedbush see this as a major step for Apple in the AI space. JPMorgan analysts also view the partnership positively, expecting it to strengthen Apple's AI roadmap.

Meta Leads $10 Million Funding for Hupo AI Sales Coaching

Singapore-based startup Hupo, formerly Ami, secured US$10 million in Series A funding led by Meta. Hupo pivoted to AI sales coaching in 2022, offering personalized feedback to improve sales team performance. The company will use the new funds to expand its product offerings, scale operations, and further develop its AI technology. This investment highlights the growing interest in AI solutions for sales and professional growth. Hupo has seen significant growth and has a strong user base.

Rezolve AI Stock Falls Despite Strong Revenue Forecast

Rezolve AI PLC shares dropped Tuesday morning despite the company's strong financial outlook. Rezolve AI expects at least $40 million in revenue for 2025 and projects $350 million for 2026. The company also anticipates an annual recurring revenue run rate of $500 million by the end of 2026. Rezolve AI reported over $17 million in revenue for December, its first profitable month, and now serves over 650 enterprise customers globally. The company also secured $250 million in new investments during 2025.

Dassault Aviation Stock Jumps on AI Investment and Sales Boost

Dassault Aviation's stock rose 7.9% after the company announced it raised its 2025 sales forecast to over €7 billion. The company also led a US$200 million Series B funding round for Harmattan AI, a French defense technology firm. Dassault Aviation plans to integrate Harmattan AI's technology into its Rafale fighter jets and drones. This strategic move aims to improve the performance and autonomy of its defense platforms. The investment helps Dassault Aviation stay a leader in aerospace and defense innovation.

Ciena Stock Soars Amid AI and Datacenter Boom

Ciena's stock has increased fivefold in less than a year, fueled by the growing AI and datacenter industries. The company expects $5.9 billion in sales for 2026 and projects non-GAAP margins of 17%. While Ciena shows strong business growth, its stock valuation is high, trading at 57 to 77 times realistic earnings. Investors should be careful due to the high valuation and potential for unstable market conditions.

Palladyne AI Sees Unusual Call Options Trading

Palladyne AI Corp. (NASDAQ:PDYN) experienced unusual options trading activity on Tuesday. Traders bought 3,671 call options for the company. This amount is about 64% higher than the usual daily volume of 2,245 call options.

Experts Warn AI May Hurt Software Stocks Like Adobe

Software stocks, including Adobe, have lagged the market for two years due to concerns about AI disruption. Oppenheimer downgraded Adobe, noting that generative AI is increasing content creation speed while lowering prices and subscriber growth. Experts worry AI could change the traditional seat-based pricing model for software. However, infrastructure software stocks performed well as companies invested in cloud migration and AI usage. Cloud and AI spending remain top priorities for businesses, with AI budgets expected to reach 12% of IT spending this year.

Sources

• Could This Be the Safest Artificial Intelligence (AI) Stock to Own Right Now?
• Could This Be the Safest Artificial Intelligence (AI) Stock to Own Right Now?
• Warhammer sees record sales as company shuns use of AI over ‘human creators’
• Warhammer sees record sales as company shuns use of AI over ‘human creators’
• RISA Labs raises $11.1M for oncology AI agents
• Apple Investors Are Still Waiting for an AI Siri. A New Deal With Google Could Help It Deliver
• Meta-backed SG AI sales coaching startup nets $10m series A
• What's Going On With Rezolve AI Stock Tuesday Morning?
• Why Dassault Aviation (ENXTPA:AM) Is Up 7.9% After Raising 2025 Sales Guidance And Backing Harmattan AI
• Ciena: Connectivity AI/Datacenter Boom In Full Swing
• Palladyne AI Target of Unusually High Options Trading (NASDAQ:PDYN)
• AI Could Spell Trouble for Software. These Experts Say to Avoid One Stock In Particular