July 25, 2025

finance  
google, nvidia and adobe Updates

The tech world is buzzing with AI-related developments impacting stock performance and strategic investments. Alphabet saw its shares jump 7% after strong second-quarter earnings, fueled by growth in cloud computing and advertising, and announced a $10 billion increase in AI infrastructure spending. This optimism helped drive a rally in the Nasdaq and S&P 500. However, not all companies are experiencing the same success, as Inc. shares dropped 6% after reporting a revenue decrease. Analysts are eyeing Nvidia, Alphabet, Adobe, and Amazon as potential growth stocks in the latter half of 2025. Nvidia's potential to regain its license to ship H20 chips to China, combined with the low trading prices of Alphabet and Adobe, and the strength of Amazon Web Services (AWS) are key factors. AWS's leadership in cloud computing is a significant boost for Amazon's profits. Meta Platforms is also garnering positive attention, with Stifel analyst Mark Kelley increasing the price target on Meta's stock to $845.00. Companies are also strategically acquiring AI talent. Google's $2.4 billion deal with AI coding startup Windsurf to enhance its Gemini AI platform exemplifies this trend, mirroring similar moves by Microsoft and Amazon. In other news, Aidoc, an AI company focused on radiology, secured $150 million in funding to advance its AI model for clinical decisions, bringing their total funding to $370 million since 2016. While Palantir's stock has surged, BigBear.ai is emerging as another AI software company with a lower valuation and potential for double-digit revenue growth. Taiwan Semiconductor is also recommended as an AI stock to buy on price dips, with its key role in AI computing highlighted by Longriver Partners Fund. Dell Technologies could see its earnings per share nearly double by 2030 due to the increasing demand for AI infrastructure and AI server deployments. Finally, RELX, a British business information group, reported a 9% increase in half-year profit, driven by the demand for its generative AI tools in sectors like banking, insurance, law, and medicine.

Key Takeaways

  • Alphabet's strong earnings and increased AI infrastructure spending led to a stock jump and boosted the Nasdaq and S&P 500.
  • Nvidia, Alphabet, Adobe, and Amazon are identified as AI stocks with significant growth potential in 2025.
  • Meta Platforms receives a Buy rating from Stifel, with a price target increase to $845.00.
  • Google acquired AI coding startup Windsurf for $2.4 billion to bolster its Gemini AI platform.
  • Aidoc raised $150 million to advance its AI-powered radiology solutions, bringing total funding to $370 million.
  • BigBear.ai is highlighted as an AI stock alternative to Palantir, with potential for double-digit revenue growth.
  • Taiwan Semiconductor is recommended as an AI stock to buy on dips, recognized for its critical role in AI computing.
  • Dell Technologies' earnings per share could nearly double by 2030 due to AI infrastructure demand.
  • Amazon Web Services (AWS) is a key profit driver for Amazon, fueled by its leadership in cloud computing.
  • RELX reported a 9% increase in half-year profit, driven by demand for its generative AI tools in various professional sectors.

Alphabet earnings and AI summit boost US stock futures

US stock futures are rising because of strong earnings from Alphabet (NASDAQ:GOOGL) and optimism from Donald Trump's AI summit. Alphabet's shares jumped 7% after its second-quarter results beat expectations, thanks to growth in cloud computing and advertising. Trump's AI summit added to the positive feeling about tech stocks. The U.S. Commerce Department will release its estimate of second-quarter GDP growth, expected to be 1.8%.

Alphabet's AI optimism drives Nasdaq and S&P 500 rally

The Nasdaq and S&P 500 increased after Alphabet Inc. reported better-than-expected earnings for the second quarter. Alphabet's stock went up in premarket trading after announcing a $10 billion increase in spending on AI infrastructure. However, Inc. shares dropped 6% after reporting a revenue decrease, with CEO Elon Musk warning of tough times ahead. Investors are paying attention to companies with strong earnings and growth plans, especially in technology.

AI stocks Nvidia, Alphabet, Adobe, Amazon may soar in 2025

Nvidia, Alphabet, Adobe, and Amazon are four AI stocks that could grow a lot in the second half of 2025. Nvidia may get its license to ship H20 chips to China back, which would help its growth. Alphabet and Adobe are trading at low prices, and Amazon Web Services (AWS) is boosting Amazon's profits. AWS is the leader in cloud computing and is growing fast because of AI.

AI stocks Nvidia, Alphabet, Adobe, Amazon may soar in 2025

Nvidia, Alphabet, Adobe, and Amazon are four AI stocks that could grow a lot in the second half of 2025. Nvidia may get its license to ship H20 chips to China back, which would help its growth. Alphabet and Adobe are trading at low prices, and Amazon Web Services (AWS) is boosting Amazon's profits.

Analysts bullish on Meta, cautious about AI spending

Analysts are positive about Meta Platforms, Inc. (NASDAQ:META) as an AI stock. Stifel analyst Mark Kelley increased the price target on Meta's stock to $845.00 from $655, keeping a Buy rating. The rating is part of the firm’s Q2 earnings preview for digital ads.

AI talent drives tech stock values Google's Windsurf deal

Tech companies are using 'acqui-hires' to get AI talent and tech, changing how stocks are valued. Google's deal with AI coding startup Windsurf for $2.4 billion shows this trend. Google hired Windsurf's key people to work on its Gemini AI platform. Companies like Microsoft and Amazon have also made similar deals to get AI talent.

Aidoc raises $150M for AI radiology advancements

Aidoc, an AI company for radiology, has raised $150 million to improve its AI model for clinical decisions. This brings their total funding to $370 million since 2016. The money will help develop CARE, a clinical grade foundation model. Several major hospitals and venture capital firms are investing. Aidoc's CEO, Elad Walach, said their goal is to reduce errors and improve patient outcomes using AI.

Forget Palantir Consider BigBear.ai for AI stock gains

Palantir Technologies' (NASDAQ: PLTR) stock has doubled this year, making it expensive. BigBear.ai Holdings (BBAI) is another AI software company with a lower valuation. BigBear.ai sells AI software to U.S. government agencies and commercial customers. The company's stock has increased by 66% in 2025, and analysts predict its revenue will grow in double digits next year.

Analyst recommends Taiwan Semiconductor as AI stock buy

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is a good AI stock to buy when its price dips, according to analyst Lucas Downey. He said Taiwan Semi has great guidance and is a big player in AI. Longriver Partners Fund said that Taiwan Semiconductor is key to AI computing. They are innovating in chip design and packaging.

Dell's AI server demand may boost investor action

Bank of America predicts Dell Technologies' earnings per share could nearly double by 2030. This is due to higher demand for AI infrastructure and AI server deployments. Dell's ability to benefit from AI and cloud trends is a key factor. Investors should watch for pressure on gross margins in Dell's Client Solutions Group.

RELX growth driven by generative AI tools

British business information group RELX reported a 9% increase in half-year profit, thanks to demand for its generative AI tools. The company's growth has been driven by offering AI-based tools to professionals in banking, insurance, law, and medicine. New products like Lexus+AI Protégé and Science Direct AI are helping customers work more efficiently. RELX is confident about future growth as it launches new products and its conference business does well.

Sources

AI stocks Alphabet Nvidia Adobe Amazon Meta Platforms BigBear.ai Taiwan Semiconductor Dell Technologies RELX AI infrastructure Generative AI Cloud computing AI talent Acqui-hires AI summit Earnings Stock market AI radiology Aidoc AI model Clinical decisions Revenue growth AI server AI computing AI software Windsurf Gemini AI AWS H20 chips China Stock valuation Investment Digital ads