The artificial intelligence sector continues its rapid expansion, demonstrating significant impact across diverse industries from healthcare to entertainment and infrastructure. Voice AI specialist SoundHound AI, for instance, has invested two decades in its technology, with its Polaris AI model processing over 1 billion queries monthly and supporting nearly 30 languages. Analysts note SoundHound AI's voice recognition accuracy slightly outperforms competitors, including Alphabet's Google in some areas, and expect its revenue to grow 96% this year. The company's technology is already integrated by major players like Honda, Walmart, and T-Mobile. Supporting the broader AI ecosystem, Innodata plays a crucial role by helping tech giants such as Alphabet's Google and Microsoft prepare data for AI model training. Innodata has seen its stock rise almost 89% this year, with Q2 revenue growing 79% and a projected 45% growth for the full year. In the healthcare sector, Hippocratic AI, focused on safety-first generative AI, recently secured $126 million in Series C funding, bringing its total funding to $404 million and valuing the company at $3.5 billion. This investment, led by Avenir Growth, supports its partnerships with over 50 healthcare organizations and its development of over 1000 clinical use cases. Another healthcare provider, Med First, is leveraging AI for medical coding, which has increased revenue by an average of 6% on patient visits, enabling the company to expand from 27 to approximately 40 clinics. Meanwhile, Russia-based IT giant Yandex reported robust Q3 2025 financial results, with revenue increasing 32% year-on-year to about $4.5 billion (RUB366 billion), primarily driven by its classified and AI division. Entertainment platforms are also capitalizing on AI. Roblox uses AI to enhance game development and content discovery, leading to a 48% revenue jump and plans to double its AI spending. Spotify's AI-powered features, like personalized playlists and an AI DJ, drove a 12% increase in premium revenue and subscribers. The immense computational demands of AI are also boosting related infrastructure. Chipmaker Onsemi surpassed Q3 estimates with $1.55 billion in revenue, driven by strong demand for its products managing power consumption in AI data centers. An Exchange Traded Fund (ETF) focused on power infrastructure is outperforming the S&P 500, as the AI boom necessitates significant upgrades to global power grids. Companies like Riot Platforms are strategically shifting from Bitcoin mining to high-performance computing and AI-driven data center operations, launching substantial new development for its Corsicana campus. Investors are closely watching these developments, with varying views on AI stocks, and recommendations ranging from AI-focused companies like Micron Technology to power infrastructure ETFs and even gold for those wary of a tech downturn.
Key Takeaways
- SoundHound AI's Polaris AI model processes over 1 billion queries monthly and supports nearly 30 languages, with its voice recognition accuracy noted to outperform Alphabet's Google in some areas.
 - Innodata assists major tech firms like Alphabet's Google and Microsoft in preparing data for AI model training, experiencing rapid growth with its stock up almost 89% this year.
 - Hippocratic AI secured $126 million in Series C funding, bringing its total funding to $404 million and valuing the company at $3.5 billion, to expand its safety-focused generative AI for healthcare.
 - Yandex reported Q3 2025 revenue of approximately $4.5 billion (RUB366 billion), a 32% year-on-year increase, largely driven by its classified and AI division.
 - Med First increased revenue by an average of 6% using AI for medical coding, enabling the expansion of its clinics from 27 to about 40 locations.
 - Roblox and Spotify are successfully leveraging AI to boost user engagement and revenue, with Roblox planning to double its AI spending and Spotify seeing a 12% increase in premium revenue due to AI features.
 - Onsemi exceeded Q3 financial estimates with $1.55 billion in revenue, driven by strong demand for its AI data center power management products.
 - The AI boom is significantly increasing demand for electricity and power infrastructure, leading to the outperformance of related ETFs and benefiting companies like Powell Industries.
 - Riot Platforms is strategically shifting its business focus from Bitcoin mining to high-performance computing and AI-driven data center operations.
 - Investment strategies for AI vary, with some analysts recommending AI-focused stocks like Micron Technology and others suggesting broader sector ETFs or defensive assets.
 
SoundHound AI stock still a good buy
SoundHound AI leads in AI-powered voice recognition technology, a field it has invested in for 20 years. The company's Polaris AI model processes over 1 billion queries monthly and is considered more accurate than Alphabet's Google in some areas. Analysts expect SoundHound AI's revenue to grow 96% this year. Despite its stock soaring 189% over the past year, investors believe its data advantage offers continued opportunity.
SoundHound AI stock shows continued growth potential
SoundHound AI (SOUN) leads in voice recognition technology, holding a significant competitive advantage. The company's AI and machine learning technology provides a natural and intuitive voice experience, learning and adapting to user needs. Major companies like Honda, Walmart, and T-Mobile use SoundHound AI's technology in automotive, customer service, and smart devices. Despite its stock's strong performance in 2024, there is still potential for further growth in the AI sector.
SoundHound AI stock poised for growth before Q3 earnings
SoundHound AI (SOUN), a US-based voice AI company, has seen its stock rise over 90% in the last six months. The company specializes in voice recognition and natural language processing, using its Polaris AI model. This model processes over 1 billion voice queries monthly and supports nearly 30 languages. Management states its voice recognition accuracy slightly outperforms competitors, and rising demand for its AI solutions supports strong Q3 earnings expectations.
Roblox and Spotify profit from AI innovations
Roblox and Spotify Technology are successfully using AI to boost user engagement and profits. Roblox saw its daily users grow 70% and total hours spent increase 91% in Q3, leading to a 48% revenue jump. The company uses AI to help developers create games and players find content, and plans to double its AI spending. Spotify's AI-powered features, like personalized playlists and AI DJ, drove a 12% increase in Q2 premium revenue and subscribers, along with a 44% rise in free cash flow. Both companies are investing heavily in AI for future growth.
Innodata helps tech giants train AI models
Innodata (INOD) is a fast-growing company that helps major tech firms like Alphabet's Google and Microsoft prepare data for AI training. The company has been operating for over 35 years and is now experiencing rapid growth, with its stock up almost 89% this year. Innodata's revenue grew 79% in the second quarter, and analysts project 45% growth for the full year. The company expects a significant increase in business from one customer, highlighting its crucial role in the AI boom.
Hippocratic AI secures $126 million to expand safe healthcare AI
Hippocratic AI, a leader in safety-focused generative AI for healthcare, recently raised $126 million in Series C funding. This investment, led by Avenir Growth, values the company at $3.5 billion and brings its total funding to $404 million. Other investors include CapitalG, General Catalyst, and Andreessen Horowitz. In just 15 months, Hippocratic AI has partnered with over 50 healthcare organizations in six countries, developing over 1000 clinical use cases. The company has completed over 115 million patient interactions without safety issues, aiming to bring an era of abundance to healthcare.
Yandex Q3 2025 revenue grows with AI despite auto sales dip
Russia-based IT giant Yandex reported strong financial results for the third quarter of 2025, ending September 30. The company's revenue increased by 32% year-on-year, reaching RUB366 billion, which is about $4.5 billion. Adjusted EBITDA also saw a significant rise of 43% year-on-year. This growth was primarily driven by its classified and AI division, even though the company experienced a decline in auto sales during the same period.
AI medical coding helps Med First expand clinics
Med First, a primary and urgent care chain, is using AI for medical coding to boost revenue and expand its services. Since June, the company has used AI to code some patient visits in North and South Carolina. This AI system has increased revenue by an average of 6% on the same visits. According to CFO Wes Edwards, the extra income helps Med First grow from 27 locations to about 40, allowing them to serve more than 220,000 patients and offer more services in rural communities.
Q4 2025 stock tips for AI investors
Investors hold polarizing views on the future of stocks, with AI bulls expecting profit growth and AI bears fearing a meltdown. For bulls, Bank of America recommends sector ETFs like State Street SPDR S&P Homebuilders ETF, while UBS suggests AI-focused stocks such as Micron Technology, Lam Research, and Teradyne. For bears, Bank of America advises investing in Chinese stocks through the iShares MSCI China ETF or gold via the SPDR Gold Shares ETF. Momentum stocks, like those in the iShares MSCI USA Momentum Factor ETF, are also suggested for outperforming during tech downturns.
Power infrastructure ETF outperforms S&P 500 amid AI boom
An Exchange Traded Fund (ETF) focused on power infrastructure is significantly outperforming the S&P 500. Analysts believe this ETF could be a major winner from the AI boom, which demands vast amounts of electricity. Companies involved in generating, transmitting, and supporting power stand to benefit greatly. Ned Davis Research is bullish on this fund, citing surging global electricity demand and the need for significant upgrades to US power infrastructure. As major tech companies increase spending on AI infrastructure, the VOLT ETF's holdings, including Powell Industries, are seeing a surge in business.
Onsemi beats Q3 estimates with strong AI demand
Chipmaker Onsemi surpassed its third-quarter financial estimates, driven by strong demand for its AI-related products. The company reported revenue of $1.55 billion, exceeding analysts' average estimate of $1.52 billion. Its adjusted profit reached 63 cents per share, also beating the 59-cent estimate. Onsemi's products that manage power consumption in AI data centers showed significant growth. However, automotive clients are spending carefully on silicon carbide chips due to slower electric vehicle demand in Europe and North America. For the fourth quarter, Onsemi expects revenue between $1.48 billion and $1.58 billion, with profit between 57 cents and 67 cents per share.
Riot Platforms shifts to AI data centers after record Q3
Riot Platforms (RIOT) reported record third-quarter 2025 results, with revenue of US$180.23 million and net income of US$104.48 million. Despite these strong financials, the company's stock fell 14.0%. Riot Platforms is changing its business strategy, moving beyond just Bitcoin mining. The company is now focusing on using its power infrastructure for high-performance computing and AI-driven data center operations. This shift includes launching 112 megawatts of development for its Corsicana data center campus.
Sources
- Think It's Too Late to Buy SoundHound AI Stock? Here's the 1 Reason Why There's Still Time.
 - Think It's Too Late to Buy SoundHound AI Stock? Here's the 1 Reason Why There's Still Time.
 - Is It Too Late to Buy SoundHound AI Stock (SOUN) Ahead of Q3 Earnings? Here’s Why It’s Not.
 - 2 Surprising Stocks That Are Turning AI Into Big Profits
 - 1 Tech Stock to Buy Before the End of 2025
 - Hippocratic AI Raises $126 Million in Series C at $3.5 Billion Valuation Led by Avenir Growth to Expand Clinically Safe Generative AI Agents Across Healthcare
 - Yandex Q3 2025: classified and AI division shows growth despite decline in auto sales
 - AI for medical coding is helping this primary care clinic open a dozen more locations
 - Q4 2025 stock-trading tips for both AI bulls and bears
 - This ETF is handily beating the S&P 500—and analysts say it could be one of the big winners of the AI boom
 - Chipmaker Onsemi beats quarterly estimates on AI-driven demand
 - Riot Platforms (RIOT) Is Down 14.0% After Expanding AI Data Center Focus and Posting Record Q3 Results Has the Bull Case Changed?
 
                            
                            
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