meta, amazon and apple Updates

Several companies are making significant strides in the AI space, while others are benefiting from the increased demand for AI infrastructure. Meta's Q2 2025 revenue jumped 22% to $47.52 billion, driven by AI-powered ad optimization, with capital expenditures of $17.01 billion reflecting investments in AI infrastructure. Amazon is expanding its same-day grocery delivery, while Apple is exploring new AI products. Cisco anticipates $59 billion to $60 billion in revenue for the current fiscal year, including $1 billion in AI revenue, and has partnerships in Saudi Arabia and the UAE. Broadcom's stock price hit $1,735 due to high demand for AI networking products, and analysts expect quarterly revenue to reach $12.1 billion. Diodes Incorporated reported strong Q2 results, driven by AI computing and electric vehicle demand, and projects $1.6 billion in revenue by 2028. TSMC is predicted to potentially outperform Nvidia through 2030 due to its diversified business, manufacturing chips for companies like Apple, AMD, and Qualcomm. Marvell Technology and Micron Technology are also poised to benefit from the trillion-dollar AI infrastructure spending by big tech companies like Amazon and Microsoft. D-Wave Quantum reported a net loss of $167.33 million despite a sales increase and the launch of a new open-source quantum AI toolkit. Klaviyo reported $293.12 million in Q2 sales and forecasts AI's significant role in holiday shopping, projecting $1.8 billion in revenue by 2028. Presight, an AI company based in Abu Dhabi, reported record growth, with revenue exceeding AED 1 billion, driven by the acquisition of AIQ. The AI cybersecurity market in manufacturing is projected to reach $34.18 billion by 2025, growing at 35.3% through 2030. Leopold Aschenbrenner, a former OpenAI researcher, started Situational Awareness, an AI hedge fund managing $1.5 billion, which delivered a 47% return in the first half of 2025.

Key Takeaways

• Meta's Q2 2025 revenue increased 22% to $47.52 billion due to AI-powered ad optimization.
• Amazon is expanding same-day grocery delivery, while Apple explores AI products.
• Cisco projects $59-60 billion in revenue, with $1 billion from AI, and has partnerships in Saudi Arabia and UAE.
• Broadcom's stock hit $1,735 on AI demand; analysts expect $12.1 billion in quarterly revenue.
• Diodes projects $1.6 billion in revenue by 2028, driven by AI and EV demand.
• TSMC could outperform Nvidia through 2030 due to its diversified business and manufacturing for companies like Apple and AMD.
• Marvell and Micron are set to benefit from the trillion-dollar AI infrastructure spending by companies like Amazon and Microsoft.
• D-Wave Quantum reported a $167.33 million loss despite increased sales and a new AI toolkit.
• Klaviyo forecasts AI's role in holiday shopping, projecting $1.8 billion in revenue by 2028.
• An AI hedge fund founded by a former OpenAI researcher, Situational Awareness, manages $1.5 billion and returned 47% in the first half of 2025.

Diodes stock jumps after strong Q2 results, boosted by AI, EVs

Diodes Incorporated reported strong second quarter results, with $366.21 million in sales and $46.1 million in net income. The company expects continued revenue growth in the third quarter, driven by AI computing and electric vehicle demand in Asia. Diodes launched new HDMI ReDrivers for AI and automotive uses. Diodes projects $1.6 billion in revenue and $160.0 million in earnings by 2028.

D-Wave Quantum launches new AI toolkit amid ongoing losses

D-Wave Quantum's second quarter 2025 sales reached $3.1 million, up from $2.18 million last year. However, the company reported a net loss of $167.33 million, or $0.55 per share. D-Wave launched a new open-source quantum AI toolkit to help quantum machine learning. The company is working on quantum AI projects for drug discovery and protein-DNA binding. Investors are concerned about the company's widening losses.

Klaviyo's AI holiday forecast and leadership changes impact investment outlook

Klaviyo reported second quarter sales of $293.12 million and released a holiday forecast that highlights AI use in shopping. The company's president plans to retire, and Klaviyo provided updated full-year revenue guidance. Over half of shoppers plan to use AI tools for personalized shopping and deal hunting during the holidays. Klaviyo projects $1.8 billion in revenue and $235.9 million in earnings by 2028.

Could Taiwan Semiconductor outperform Nvidia with AI growth through 2030

An analyst predicts Taiwan Semiconductor Manufacturing Company (TSMC) could outperform Nvidia through 2030. Nvidia relies on TSMC to build its GPUs. TSMC's business is more diversified than Nvidia's, reducing long-term risks. TSMC's valuation is lower than Nvidia's, leaving more room for growth. TSMC manufactures chips for companies like Apple, Broadcom, AMD, and Qualcomm.

These semiconductor stocks could win big as tech spends trillions on AI

Big tech companies are expected to spend over $1 trillion on AI infrastructure by 2028. Marvell Technology designs custom AI chips for Amazon and Microsoft. Micron Technology supplies high-bandwidth memory (HBM) chips for GPUs. These three stocks look like better investments than Nvidia to capitalize on the continued increase in AI spending by big tech.

Broadcom stock hits $1,735 as AI demand drives growth

Broadcom's stock price reached $1,735, driven by demand for AI networking products. The company's custom silicon solutions are gaining market share. VMware integration offers new opportunities in cloud infrastructure. Analysts expect Broadcom's quarterly revenue to reach $12.1 billion, with earnings per share around $11.15.

Presight CEO says AI is here to stay after record growth

Presight, an AI company based in Abu Dhabi, reported record growth in the first half of the year, with revenue exceeding AED 1 billion. Second quarter revenue and net profit rose due to the acquisition of AIQ, which specializes in AI solutions for the energy industry. CEO Thomas Pramotedham discussed international acquisitions and the use of AI in oilfields.

AI cybersecurity investment boosts defense and growth in manufacturing

The global manufacturing sector faces increasing cyber threats due to AI and IoT integration. The AI cybersecurity market in manufacturing is projected to reach $34.18 billion by 2025. It is expected to grow at a rate of 35.3% through 2030. Companies like Darktrace and SentinelOne use AI for real-time threat protection. Strategic investments in AI cybersecurity offer defensive and operational benefits.

Meta's earnings surge driven by strategic AI investments

Meta's Q2 2025 revenue increased 22% to $47.52 billion, boosted by AI-powered ad optimization. The company's Q2 capital expenditures were $17.01 billion, reflecting investments in AI infrastructure. Meta's free cash flow was $8.55 billion, showing AI's role in revenue growth and efficiency. Strategic AI investments position Meta to compete with rivals in the AI field.

Amazon expands same-day delivery, Apple explores AI, Centrus raises funds

Amazon is expanding its same-day grocery delivery to more cities. Apple is reportedly developing new AI products like robots and smart speakers. Centrus Energy is offering $650 million in convertible notes to build new production facilities. Nuclear energy is becoming more important to power AI data centers.

Former OpenAI researcher starts $1.5B AI hedge fund

Leopold Aschenbrenner, a former OpenAI researcher, founded Situational Awareness, an AI-focused hedge fund managing $1.5 billion. The fund delivered a 47% return in the first half of 2025. The fund invests in global stocks that could benefit from AI development. Investors include Stripe founders Patrick and John Collison, and former GitHub CEO Nat Friedman.

Cisco's outlook is cautious despite AI sales growth

Cisco gave a cautious revenue forecast for the current fiscal year, projecting $59 billion to $60 billion. The company recognized about $1 billion in AI revenue in fiscal 2025. AI infrastructure orders from large cloud providers were over $800 million in the quarter. Cisco has partnerships with Humain in Saudi Arabia and will participate in the Stargate project in the United Arab Emirates.

Sources

• Diodes (DIOD) Is Up 8.6% After Strong Q2 Results and AI Automotive Growth Momentum
• Will D-Wave Quantum's (QBTS) New Quantum AI Toolkit Usher In a Shift to Sustainable Growth?
• Did Klaviyo's (KVYO) AI Holiday Forecast and Leadership Change Just Shift Its Investment Narrative?
• Prediction: This Artificial Intelligence (AI) Stock Will Outperform Nvidia Through 2030 @themotleyfool #stocks $TSM $NVDA
• Big Tech Is on Track to Spend Over $1 Trillion on AI Infrastructure by 2028. These 3 Semiconductor Stocks Could Be the Biggest Winners (Hint: Not Nvidia) @themotleyfool #stocks $MRVL $TSM $MU
• Broadcom Stock Market Price at $1,735 – AI Demand Fuels Upside Potential
• Presight CEO: AI Era is Here to Stay
• Strategic Investment in AI-Driven Cybersecurity: A Dual Catalyst for Defense and Growth in Manufacturing
• Meta's AI-Driven Earnings Surge: Strategic Investments Fuel Financial Gains and Future Growth
• Amazon same-day delivery, Apple's AI, Centrus: Trending Tickers
• Former OpenAI Researcher Launches $1.5 Billion AI-Focused Hedge Fund
• Cisco Gives Lukewarm Outlook, With Investors Craving AI Boost