Google Gemini on Oracle, Nvidia, AMD Chip Lead, Cognition $9.8B

Wall Street is optimistic about several AI-related stocks, with analysts predicting significant gains for companies like AppLovin and HubSpot. AppLovin, which uses its Axon AI engine to assist mobile game developers with marketing, and HubSpot, which employs its Breeze AI engine to enhance its CRM platform, may even consider stock splits due to their rising prices. Morgan Stanley forecasts AppLovin could reach $765 per share, while Needham estimates HubSpot could hit $900. SoundHound AI, known for its voice AI technology, is also experiencing substantial growth, with revenue up 217% to $43 million, although it's still operating at a loss. Broadcom, another key player, is targeting the AI market with custom AI silicon, aiming for $60-90 billion in AI-related revenue by 2027. Nvidia, Broadcom, and AMD are highlighted as top AI chip stocks. Oracle has partnered with Google Cloud, allowing Oracle customers to access Google's Gemini AI models through Oracle Cloud, expanding AI options for its users. Cognition, an AI company focused on AI coding tools, has secured $500 million in funding, doubling its valuation to $9.8 billion. In the crypto space, MEXC has introduced AI trading tools to help users analyze and act on trading opportunities, while Unilabs Finance offers AI-powered portfolio management for more stable crypto returns, managing over $30 million in assets. However, not all AI stocks are thriving; BigBear.ai's stock is crashing following negative news. SoundHound AI's net loss doubled to nearly $75 million, and some experts consider it a risky investment.

Key Takeaways

  • Wall Street analysts predict significant stock gains for AI companies AppLovin and HubSpot, potentially leading to stock splits.
  • Morgan Stanley projects AppLovin could reach $765 per share, and Needham estimates HubSpot could hit $900.
  • SoundHound AI's revenue increased by 217% to $43 million, driven by its voice AI technology, but the company is still operating at a loss.
  • Broadcom is targeting $60-90 billion in AI-related revenue by 2027, focusing on custom AI silicon.
  • Nvidia, Broadcom, and AMD are recommended as top AI chip stocks by a KeyBanc Capital Markets analyst.
  • Oracle is partnering with Google Cloud to offer Google's Gemini AI models to Oracle Cloud customers.
  • Cognition, an AI coding tools company, raised $500 million, doubling its valuation to $9.8 billion.
  • MEXC has launched AI trading tools for crypto users to analyze and act on trading opportunities.
  • Unilabs Finance manages over $30 million in assets and offers AI-powered portfolio management for stable crypto returns.
  • BigBear.ai's stock is crashing after reporting bad news to investors.

Wall Street sees big gains for AppLovin and HubSpot AI stocks

Wall Street analysts are positive about AppLovin and HubSpot, two AI stocks. They predict the stock prices could increase by up to 111%. AppLovin helps mobile game developers with marketing. HubSpot provides customer relationship management (CRM) tools. A stock split could also make the shares more affordable, increasing demand.

AppLovin and HubSpot stocks may split after big gains

AppLovin and HubSpot stocks might split because their prices have gone up a lot. Analysts predict big gains for these stocks. Morgan Stanley thinks AppLovin could reach $765 per share, while Needham estimates HubSpot could hit $900. AppLovin helps developers with advertising, using its AI engine Axon. HubSpot uses its AI engine Breeze to improve its CRM platform.

AppLovin and HubSpot stocks may split after big gains

AppLovin and HubSpot stocks might split because their prices have gone up a lot. Analysts predict big gains for these stocks. Morgan Stanley thinks AppLovin could reach $765 per share, while Needham estimates HubSpot could hit $900. AppLovin helps developers with advertising, using its AI engine Axon. HubSpot uses its AI engine Breeze to improve its CRM platform.

AppLovin and HubSpot stocks may split after big gains

AppLovin and HubSpot stocks might split because their prices have gone up a lot. Analysts predict big gains for these stocks. Morgan Stanley thinks AppLovin could reach $765 per share, while Needham estimates HubSpot could hit $900. AppLovin helps developers with advertising, using its AI engine Axon. HubSpot uses its AI engine Breeze to improve its CRM platform.

SoundHound stock soars as AI voice tech gains traction

SoundHound AI stock has increased significantly, driven by its voice AI technology. The company's recent financial results show strong growth, with revenue up 217% to $43 million. SoundHound's Polaris model improves speed and accuracy for customers. Analysts are positive about the stock, with many giving it a "Strong Buy" rating. The company expects to be profitable by the end of 2025.

SoundHound AI: Is this voice AI stock worth buying now?

SoundHound AI's revenue grew by 217% recently, but the company is still losing money. The company's net loss doubled to nearly $75 million. SoundHound's customer base is expanding, and it released Amelia 7, an AI platform. However, the company is burning through more cash. Some experts say it is still a risky investment.

Oracle stock rises on AI partnership with Google Cloud

Oracle's stock increased slightly after announcing an AI partnership with Google Cloud. The partnership lets Oracle customers use Google's Gemini AI models through Oracle Cloud. This deal helps Oracle offer more AI options and reduces its reliance on its own AI technology. Google gains access to Oracle's business customers. The partnership aims to improve productivity and streamline workflows.

MEXC adds AI trading tools for crypto users

MEXC, a cryptocurrency exchange, has launched new AI features for crypto traders. These tools help users find, analyze, and act on trading chances. The AI Select List suggests high-potential tokens. The AI News Radar gathers real-time market data. The AI Bot Assistant helps users understand market trends. The Ask AI tool explains why tokens are rising or falling.

BigBear.ai stock crashes after bad news

BigBear.ai stock is crashing after the company reported bad news to investors.

Broadcom stock climbs with AI market ambitions

Broadcom's stock rose as it aims for the AI market, targeting $60-90 billion by 2027. The company's AI-related revenue was $4.1 billion in Q1. Broadcom is working with major clients to develop XPUs for AI tasks. Analysts say Broadcom needs to keep performing well to justify its high stock price. A trading strategy involving top stocks showed steady growth but also some risk.

Top AI chip stocks to watch now Nvidia, Broadcom, AMD

An analyst at KeyBanc Capital Markets recommends Nvidia, Broadcom, and AMD as top AI chip stocks. Nvidia is the leader in the AI chip market. Broadcom focuses on custom AI silicon. AMD is launching its new AI GPU, the MI355.

Cognition gets $500M to boost AI coding tools

Cognition, an AI company, has raised $500 million to support its AI software for coding. This funding doubles the company's value to $9.8 billion. Cognition recently bought Windsurf, another startup. Cognition's AI software helps developers write code more efficiently. The company's AI model can write complete programs with expert-level skill.

Unilabs AI aims for stable crypto yields amid Dogecoin hype

Dogecoin's price is rising, but Unilabs Finance offers AI-powered portfolio management for more stable returns. Unilabs manages over $30 million in assets and uses AI to analyze blockchain projects. The platform has four AI-driven fund options. Investors can earn rewards by holding $UNIL tokens. Unilabs aims to provide steady, data-backed growth compared to Dogecoin's hype-driven volatility.

Sources

NOTE:

This news brief was generated using AI technology (including, but not limited to, Google Gemini API, Llama, Grok, and Mistral) from aggregated news articles, with minimal to no human editing/review. It is provided for informational purposes only and may contain inaccuracies or biases. This is not financial, investment, or professional advice. If you have any questions or concerns, please verify all information with the linked original articles in the Sources section below.

AppLovin HubSpot AI stocks Stock split Mobile game development Customer relationship management (CRM) Axon AI engine Breeze AI engine SoundHound AI Voice AI technology Polaris model Oracle Google Cloud AI partnership Gemini AI models MEXC Cryptocurrency exchange AI trading tools AI Select List AI News Radar AI Bot Assistant Ask AI BigBear.ai Broadcom AI market AI chips Nvidia AMD Cognition AI coding tools Unilabs Finance AI-powered portfolio management Dogecoin AI Stocks Investment Financial Analysis

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