DeepSeek Integrated, Nvidia & AMD Price Target Hikes

Tencent's Q2 earnings exceeded expectations, driven by AI investments and gaming, with revenue jumping 15% to 184.5 billion yuan. Their AI improvements boosted marketing services revenue by 20%. However, the company is uncertain about U.S. AI chip import rules amid ongoing talks between Beijing and Washington, though they maintain they have sufficient AI chips for operations. Tencent is also integrating third-party models like DeepSeek into its Hunyuan model. AI is reshaping various sectors, including security and energy. AI-driven security is growing in areas like airports, benefiting defense stocks such as Rockwell Automation and SoundHound AI. Simultaneously, AI, decarbonization, and data center growth are modernizing energy grids, creating investment opportunities in AI-integrated hardware, software, and cybersecurity. Alphabet is investing $9 billion in Oklahoma to expand its cloud and AI infrastructure, despite a slight share dip. Mizuho has raised price targets for Nvidia and AMD, citing strong AI server demand. Wall Street firms are generally increasing price targets on AI stocks, with data center expansions by Microsoft and Oracle fueling growth for AI chip and server makers. Nvidia is navigating the U.S.-China trade war, reporting $5.5 billion in China-related sales despite related policies. Hedge fund managers are also investing in Meta Platforms and Microsoft, recognizing their potential in AI. In other developments, Sapien is launching onchain AI training using the $SAPIEN token on the Base blockchain, aiming to decentralize AI data sourcing. Warren Buffett's Berkshire Hathaway may be eyeing Caterpillar, according to WarrenAI, Investing.com's AI stock research assistant. JD.com reported a 22% revenue increase in Q2 2025, driven by food delivery and AI, with core retail operating profit rising by 38%.

Key Takeaways

• Tencent's Q2 revenue increased by 15% to 184.5 billion yuan, driven by AI investments and gaming.
• Tencent is integrating third-party AI models like DeepSeek into its Hunyuan model.
• AI-driven security is boosting defense stocks like Rockwell Automation and SoundHound AI.
• Alphabet is investing $9 billion in Oklahoma to expand its cloud and AI infrastructure.
• Mizuho raised price targets for Nvidia and AMD due to strong AI server demand.
• Data center expansions by Microsoft and Oracle are driving growth for AI chip and server makers.
• Nvidia reported $5.5 billion in China-related sales despite U.S.-China trade tensions.
• Hedge funds are increasing investments in Meta Platforms and Microsoft due to their AI potential.
• Sapien is launching onchain AI training with the $SAPIEN token on the Base blockchain.
• JD.com's Q2 2025 revenue increased by 22%, with core retail operating profit up 38% due to AI and food delivery growth.

Tencent's AI investments boost earnings past expectations in Q2

Tencent's second-quarter earnings exceeded predictions, with net profit rising 16% to 56 billion yuan. Sales jumped 15% to 184.5 billion yuan, driven by artificial intelligence (AI) investments. Revenues from marketing services increased 20% due to AI improvements to the advertising platform and Weixin ecosystem. Sales from fintech and business services grew 10% because of enterprise demand for AI-related services. Games like _Honour of Kings_ and _PUBG Mobile_ also contributed to strong earnings.

Tencent's revenue jumps 15% thanks to AI and gaming

Tencent's quarterly revenue increased by 15%, driven by AI investments and strong gaming performance. Revenue reached 184.504 billion Chinese yuan, while operating profit was 63.052 billion yuan. Domestic game revenue rose 17% due to games like "Delta Force" and "Honor of Kings," while international game revenue increased 35% with "PUBG Mobile" and "Dune Awakening." AI improvements boosted marketing services revenue by 20%. Capital expenditures surged 119% to 19.1 billion yuan as Tencent invested in AI upgrades.

Tencent uncertain on US AI chip imports amid government talks

Tencent says it is unsure about U.S. AI chip import rules as talks between Beijing and Washington continue. Despite the uncertainty, Tencent states it has enough AI chips for its operations. Tencent President Martin Lau mentioned the company is waiting for clarity from the government discussions. The company reported strong second-quarter results, with revenue up 15% to 184.5 billion yuan. Tencent has been investing in AI, including its Hunyuan model, and integrating third-party models like DeepSeek.

AI security reshaping defense stocks like Rockwell and SoundHound

AI-driven security is growing in high-traffic areas like airports and industrial sites. Dubai's CTiX scanners and Singapore's AI queue management are cutting costs and improving safety. Defense stocks such as Rockwell Automation (ROK) and SoundHound AI (SOUN) are doing well because of AI adoption and rising defense budgets. Rockwell Automation reported a sales increase, and SoundHound AI's revenue surged due to AI demand. The iShares Defense Industrials Active ETF (IDEF) offers a way to invest in this trend.

AI drives energy grid upgrades creating investment opportunities

AI, decarbonization, and data center growth are driving the need to modernize energy grids. Data centers are expected to use 15% of U.S. electricity by 2030. Policies like the EU Green Deal and U.S. nuclear funding are speeding up grid upgrades, creating a large market. AI-powered grid solutions and decentralized systems are becoming important for resilience. Investors should focus on AI-integrated hardware, software, and cybersecurity services in the energy sector.

Mizuho raises price targets for AI stocks Nvidia and AMD

Mizuho increased its price targets for NVIDIA and Advanced Micro Devices (AMD), citing strong AI server demand. The firm maintained an Outperform rating for both stocks, raising the target to $205 each. AI server demand is rising, with companies buying high-performance GPUs for data centers. New GPU licenses in China could also boost sales for NVIDIA and AMD. Mizuho projects strong revenue and EPS growth for both companies through 2028.

AI stocks get price target increases amid strong server demand

Wall Street firms are raising price targets on AI stocks due to strong demand for AI server computers. Foxconn, Wistron, and Wiwynn reported strong AI server sales. Data center expansions by companies like Microsoft and Oracle are good news for AI chip and server makers. The opening of the China AI market to AMD and Nvidia is also a positive sign. Mizuho Securities raised price targets on AMD, Credo Technology, Dell Technologies, and Nvidia.

Warren Buffett's secret stock pick WarrenAI thinks it knows

Warren Buffett's Berkshire Hathaway is expected to reveal a new stock position. The company has requested confidential treatment from the SEC, allowing them to build a stake secretly. WarrenAI, Investing.com's AI stock research assistant, suggests Caterpillar may be Buffett's pick. Caterpillar has a good P/E ratio, ROE, and free cash flow yield. Deere & Company is another possibility, but its revenue contraction could be a concern.

Sapien launches onchain AI training with $SAPIEN token

Sapien is launching a decentralized AI training protocol using Proof of Quality (PoQ) on the Base blockchain. The $SAPIEN token generation event (TGE) is scheduled for August 20, 2025. One billion $SAPIEN tokens will be distributed, with 25% unlocked initially. Sapien aims to decentralize AI data sourcing through onchain human intelligence coordination. The project is backed by Variant, YGG, and partners like Midjourney and Alibaba.

Alphabet invests $9B in Oklahoma AI expansion despite share dip

Alphabet's shares decreased by 0.55% despite announcing a $9 billion investment in Oklahoma to expand its cloud and AI infrastructure. The investment includes new data centers and workforce programs. Alphabet plans to spend $85 billion in 2025 on capital projects. The company is partnering with universities to provide AI education and aims to increase apprenticeships in Oklahoma by 135% by 2030. Alphabet is also focusing on environmental efforts, including solar power and regenerative agriculture programs.

Nvidia navigates US-China trade war and AI industry shifts

Nvidia's position is strategic amid U.S.-China trade dynamics and AI industry shifts. The Trump administration's policies impose a tax on U.S. chipmakers selling AI chips to China. Nvidia reported $5.5 billion in China-related sales despite the tax. China is pushing for semiconductor self-sufficiency, which could shrink the market for U.S. AI firms. Investors should monitor China's tech shifts and focus on companies with strong AI hardware R&D.

Smart money invests in AI stocks Meta and Microsoft

Hedge fund managers are investing in Meta Platforms and Microsoft. Meta Platforms' shares are rising, and Mark Zuckerberg is attracting top AI researchers. Microsoft is effectively monetizing AI, especially with its Copilot offering. Both companies are considered dependable growth stocks. Investors are following the smart money into these AI leaders.

JD.com's Q2 earnings show growth in food delivery and AI

JD.com reported a 22% year-over-year revenue increase in Q2 2025, reaching RMB 357 billion. The company's active user base grew by over 40%. Electronics and appliance sales increased by 23% due to better supply chain efficiency and competitive pricing. JD Food Delivery saw rapid growth, aligning with the core retail business. Core retail operating profit rose by 38% to RMB 13.9 billion due to cost reductions and efficiency gains.

Sources

• Tencent’s second-quarter earnings beat forecasts, bolstered by AI
• Chinese tech giant Tencent's quarterly revenue jumps 15% on AI investments, gaming unit boost
• Tencent says US AI chip import situation unclear as governments negotiate
• The AI Security Revolution: How High-Traffic Infrastructure is Reshaping Defense Sector Stocks
• Energy Infrastructure Resilience in the AI Era: A Strategic Investment Opportunity
• NVDA and AMD: Mizuho Raises Price Targets on Two Leading AI Stocks
• Nvidia, AMD, Other AI Stocks Score Price-Target Hikes Amid Strong AI Server Demand
• Buffett’s secret stock? WarrenAI thinks it’s found the answer By Investing.com
• Sapien Launches Onchain AI Training with $SAPIEN Token TGE on August 20, 2025
• Alphabet's Oklahoma AI Expansion and $9B Investment Boost 19th-Ranked $3.98B Turnover as Shares Dip 0.55%
• Nvidia's Strategic Position Amid U.S.-China Trade Dynamics: Navigating Trump's Chip Policies and AI Industry Shifts
• 2 AI Stocks I’m Following the Smart Money Into
• JD.com's Q2 2025 Earnings: Key Contradictions in Food Delivery Strategy, AI Investment, and User Growth