July 31, 2025

finance  
Meta $47.5B Revenue, Microsoft Copilot Growth, Scale AI $14.3B

Several companies are making significant strides and investments in AI, with Meta leading the charge. Mark Zuckerberg envisions bringing "personal superintelligence" to everyone, integrating it into daily life through devices like Reality Labs glasses and headsets. Meta's Q2 earnings beat expectations, with revenue up 22% to $47.52 billion and net income up 36% to $18.3 billion, despite heavy AI investments, including a $14.3 billion investment in Scale AI. Daily active users across Meta's apps reached 3.48 billion. Microsoft is also focusing on AI and cloud growth, with analysts anticipating strong results driven by its AI-powered Copilot software. ASML, a key player in the AI supply chain, provides essential equipment for manufacturing advanced microchips, although its stock recently dropped 10% after a poorly received earnings report. NiCE is acquiring Cognigy for $955 million to enhance its AI customer service capabilities in the growing $30 billion market. The AI trading platform market is projected to reach $48 billion by 2032, with AI enhancing trade execution and risk management. OffDeal, an AI investment bank, secured $12 million in Series A funding to automate tasks for lower middle-market companies. Freshworks reported an 18% revenue increase, driven by its AI-powered customer service tools, with its AI platform, Freddy, generating over $20 million in annual recurring revenue. Teradyne also exceeded expectations due to high demand for AI chips. Third Bridge and Portrait Analytics are partnering to enhance AI investment research by integrating expert insights with AI analysis. However, not all AI ventures are thriving; Builder.ai, once valued at $1.5 billion, saw its founder ousted amid allegations of inflated revenue and has filed for bankruptcy. SoundHound and BigBear.ai are two smaller AI companies with potential, with analysts slightly favoring SoundHound.

Key Takeaways

  • Meta's Q2 revenue reached $47.52 billion, a 22% increase, with net income up 36% to $18.3 billion, fueled by AI investments and Zuckerberg's vision of "personal superintelligence."
  • Meta is investing heavily in AI, including a $14.3 billion investment in Scale AI, to bring "superintelligence" to its 3.48 billion daily active users.
  • Microsoft anticipates strong growth in AI and cloud, driven by its AI-powered Copilot software, with expected revenue from its Intelligent Cloud segment reaching $29.09 billion.
  • ASML, the sole provider of extreme ultraviolet (EUV) machines, is crucial for AI chip manufacturing, but faces stock volatility due to tariffs and customer hesitations.
  • NiCE is acquiring Cognigy for $955 million to enhance AI customer service, targeting the $30 billion AI customer experience market.
  • The AI trading platform market is projected to reach $48 billion by 2032, growing at nearly 20% annually, driven by AI's ability to improve trade execution and risk management.
  • OffDeal, an AI investment bank, secured $12 million in Series A funding to automate tasks for lower middle-market companies, charging a 5% success fee.
  • Freshworks' revenue grew 18% to $204.7 million, boosted by AI-powered customer service tools, with its AI platform, Freddy, generating over $20 million in annual recurring revenue.
  • Teradyne exceeded expectations due to high demand for AI chips, with revenue reaching $652 million and adjusted earnings per share at $0.57.
  • Builder.ai, once valued at $1.5 billion, faced a setback with its founder's ousting amid inflated revenue allegations and subsequent bankruptcy filing.

Zuckerberg sees 'superintelligence' soon as Meta spends big on AI

Mark Zuckerberg says Meta is making progress on developing "superintelligence" and wants to bring it to everyone. Meta's AI systems are improving, though slowly, and the company will address safety concerns. Meta's goal differs from other AI firms that focus on automating work. Investors are happy with Meta's AI spending as the company's stock is up. Meta's total costs for the second quarter of 2025 were $27.07 billion.

Meta stock jumps after strong earnings despite big AI investments

Meta's stock price went up after the company reported better-than-expected earnings for the second quarter. This happened even though Meta is spending a lot of money on artificial intelligence. Meta's success was due to increased advertising revenue and more people using its social media apps. CEO Mark Zuckerberg believes that "personal superintelligence" will help people. Meta's daily active users across its apps reached 3.48 billion.

Meta stock soars after earnings beat expectations amid AI spending

Meta's stock surged after its second-quarter results exceeded expectations, driven by strong ad revenue despite heavy AI investments. The company earned $7.14 per share, up 36% from last year, with revenue jumping 22% to $47.52 billion. CEO Mark Zuckerberg discussed his vision for "personal superintelligence" to empower individuals. Meta expects costs to rise as it invests in infrastructure and talent for its AI projects. Meta's shares rose significantly in after-hours trading.

Meta's Zuckerberg talks 'superintelligence' as company beats forecasts

Meta had a strong second quarter with revenue up 22% to $47.5 billion and net income up 36% to $18.3 billion. Mark Zuckerberg discussed Meta's plans to build "personal superintelligence" for everyone. He says Meta will use it for good, unlike its rivals. Meta's shares increased by more than 10% after the earnings report. Zuckerberg believes Meta's Reality Labs glasses and headsets will integrate superintelligence into daily life.

Meta's Zuckerberg touts AI future as company smashes expectations

Meta's second-quarter earnings beat expectations, with revenue at $47.52 billion and net profit at $18.34 billion. CEO Mark Zuckerberg discussed his vision for Meta to bring AI "personal superintelligence" to everyone. Zuckerberg believes AI will allow people to spend more time creating and connecting. Meta is investing heavily in AI, including a $14.3 billion investment in Scale AI. Daily active users across Meta's apps reached 3.48 billion.

Meta's AI investments pay off as company smashes Q2 earnings

Meta's AI investments are showing results as the company reported strong second-quarter earnings. Revenue increased by 22% to $47.52 billion, and profits were also up. Meta is investing heavily in AI, including new data centers and research. CEO Mark Zuckerberg believes that developing superintelligence is now in sight. Meta's metaverse division, Reality Labs, continues to lose money, but AI is now the company's main focus.

Is ASML a buy after its stock crashed 10%?

ASML's stock recently dropped 10% after a poorly received earnings report. ASML has a monopoly on extreme ultraviolet (EUV) lithography machines used to make advanced chips. The company's business is tied to a few clients like Taiwan Semiconductor Manufacturing and Intel. ASML management is being cautious about its 2026 forecast. ASML's stock is well-priced considering its solid position and growth in the chip industry.

ASML is selling tools for the AI gold rush

ASML provides important equipment for making advanced microchips needed for AI. The company's stock has lagged due to tariffs and political tensions. These issues have caused some customers to hesitate on equipment purchases. ASML is the only company that builds extreme ultraviolet (EUV) machines. Despite short-term risks, the long-term trend shows that AI will demand more advanced chips, making ASML a good investment.

NiCE buys Cognigy for $955M to boost AI customer service

NiCE is buying Cognigy for $955 million to improve its AI customer service. The deal will help NiCE compete in the $30 billion market for AI customer experience. Cognigy's AI can handle complex customer interactions. Cognigy's customers include Mercedes-Benz and Lufthansa Group. The acquisition will combine NiCE's CXone platform with Cognigy's AI technology.

AI trading platform market to hit $48 billion by 2032

The AI trading platform market is expected to reach $48,114.6 million by 2032, growing at a rate of 19.84% per year. AI is helping to improve trade execution, manage portfolios, and analyze market data. Financial firms are using AI to make trading more accurate and reduce risk. The use of AI is also helping with compliance and fraud detection. AI trading platforms are becoming more accessible to different types of investors.

Microsoft's earnings report focuses on AI and cloud growth

Microsoft is expected to report strong growth in its AI and cloud businesses. Wall Street is looking for adjusted earnings per share of $3.37 on revenue of $73.89 billion. Revenue from Microsoft's Intelligent Cloud segment is expected to reach $29.09 billion. Analysts believe Microsoft's AI investments will significantly boost growth in fiscal year 2026. Microsoft's AI-powered Copilot software could also drive growth.

SOUN versus BBAI which AI stock is better for 2025?

SoundHound and BigBear.ai are two small companies gaining attention in the AI sector. SoundHound specializes in voice recognition and natural language processing. BigBear.ai focuses on data-driven decision intelligence, mainly for the U.S. government. SOUN stock rose over 100% in the past year, while BigBear.ai increased by 350%. Analysts give both stocks a Moderate Buy rating, but favor SoundHound for potential gains.

OffDeal gets $12M to bring AI to investment banking

OffDeal, an AI investment bank, received $12 million in Series A funding. The company uses AI to automate tasks for lower middle-market companies. OffDeal aims to complete sales processes in about four months. The platform was created by Ori Eldarov and Alston Lin. OffDeal charges a 5 percent success fee and plans to integrate its AI models into its CRM system.

Freshworks revenue up 18% as AI products boost growth

Freshworks' second-quarter revenue grew 18% to $204.7 million, driven by its AI-powered customer service tools. The company's operating loss decreased significantly. The number of customers generating over $5,000 in annual revenue increased by 10%. Freshworks' AI platform, Freddy, crossed $20 million in annual recurring revenue. The company also signed a deal with McLaren Racing.

Teradyne beats expectations as AI fuels growth

Teradyne's second-quarter results exceeded expectations due to high demand for AI chips. Revenue reached $652 million, and adjusted earnings per share were $0.57. The company's Semiconductor Test division contributed to the strong results. Teradyne expects revenue to reach $770 million in the third quarter. The company is benefiting from the increasing need for testing gear in the AI-driven semiconductor market.

Third Bridge and Portrait partner to enhance AI investment research

Third Bridge and Portrait Analytics are working together to improve AI-powered investment research. The partnership will integrate Third Bridge's expert interview library into Portrait's AI platform. This will allow users to combine real-time insights with AI analysis. Portrait's technology helps investors find companies based on specific criteria. The goal is to make investment research smoother and more effective.

AI boom's first big bust Builder.ai founder ousted

Sachin Dev Duggal, founder of Builder.ai, was removed as CEO amid allegations of inflated revenue. The startup, once valued at $1.5 billion, has filed for bankruptcy. Builder.ai booked $142 million in sales from resellers that never paid. Duggal is accused of exaggerating sales to secure an emergency loan. Builder.ai promised AI systems that made building apps easy.

Sources

AI Artificial Intelligence Meta Mark Zuckerberg Superintelligence AI Investments Earnings Report Stock Performance Revenue Net Income Daily Active Users ASML EUV Lithography Microchips Taiwan Semiconductor Manufacturing Intel NiCE Cognigy AI Customer Service AI Trading Platform Microsoft Cloud Growth Copilot SoundHound BigBear.ai OffDeal AI Investment Banking Freshworks Freddy AI Teradyne Semiconductor Test Third Bridge Portrait Analytics AI Investment Research Builder.ai Sachin Dev Duggal