meta, google and nvidia Updates

Several key developments are shaping the AI and tech landscape. Kingsoft Cloud is experiencing significant growth in AI-related sales, reporting a 120% increase in AI gross billings for Q2 2025, which now accounts for 45% of their public cloud revenue. Their overall revenue reached RMB 2.35 billion, a 24% increase, supported by a RMB 464.1 million cash reserve for AI investments. Meanwhile, Meta is intensifying its AI efforts, reorganizing its AI division under Alexandr Wang to pursue "superintelligence," with investors closely monitoring its impact on ad revenue. Alphabet (Google) is also considered undervalued despite its AI advancements, including the integration of AI into Google Search, which has boosted advertising revenue; Google Search revenue grew 12% to $54.2 billion. NVIDIA and Microsoft, along with Alphabet, are highlighted as top AI stocks, with NVIDIA leading in AI hardware and Microsoft integrating AI into Azure and Office 365. However, the AI sector is also seeing volatility, as Palantir's stock has dropped over 20% since mid-August amid broader market pressures. This comes as a study indicates that many companies' AI programs have had limited impact on revenue, raising concerns about a potential AI bubble. Despite these concerns, companies continue to invest heavily in AI; Anthropic is seeking $10 billion in new funding after a previous $3.5 billion raise, and Ontic secured $230 million to enhance its AI-driven security intelligence platform. In cybersecurity, CrowdStrike is facing challenges, including a software issue that caused an outage, while Fortinet and Palo Alto Networks are seen as stronger options, with Fortinet's SASE revenue growing 22% and Palo Alto's next-generation security revenue increasing 32%. Define Ventures is focusing on AI's transformative potential in healthcare, targeting companies that can deploy AI solutions across entire organizations. Taiwan Semiconductor and CrowdStrike are expected to outperform because of AI. TSMC's revenue increased 44% year-over-year. CrowdStrike's subscription revenue was $1.05 billion, up 20.5% year-over-year, thanks to AI.

Key Takeaways

• Kingsoft Cloud's AI gross billings jumped 120% in Q2 2025, representing 45% of public cloud revenue.
• Meta is reorganizing its AI division to accelerate its pursuit of "superintelligence" under chief AI officer Alexandr Wang.
• Alphabet (Google) is considered undervalued despite AI integration boosting Google Search revenue by 12% to $54.2 billion.
• NVIDIA, Microsoft, and Alphabet are highlighted as leading AI stocks for investment.
• Palantir's stock has declined over 20% since mid-August amid AI market volatility.
• Anthropic is seeking $10 billion in new funding after raising $3.5 billion earlier this year for its AI assistant, Claude.
• Ontic raised $230 million to invest in AI for its security intelligence platform, protecting 14 million employees.
• CrowdStrike experienced a software issue causing an outage, while Fortinet and Palo Alto Networks are seen as stronger cybersecurity stock options.
• Define Ventures is focusing on AI investments to transform healthcare systems.
• Taiwan Semiconductor Manufacturing (TSMC) and CrowdStrike Holdings are expected to do well because of AI.

Kingsoft Cloud's AI sales soar 120% boosting revenue

Kingsoft Cloud reported a big jump in AI sales for the second quarter of 2025. AI-related gross billings increased by 120% reaching RMB 728.7 million. This makes up 45% of the company's public cloud revenue. Revenue from Xiaomi and Kingsoft ecosystem partners also grew by 70% to RMB 629 million. Kingsoft Cloud expects even stronger revenue growth in the second half of the year.

Kingsoft Cloud's growth strategy faces AI and supply challenges

Kingsoft Cloud's Q2 2025 earnings call discussed growth plans, AI investments, and supply issues. Revenue grew 24% to RMB 2.35 billion, driven by AI and cloud services. AI gross billings jumped 120% to RMB 728 million, making up 45% of public cloud revenue. Revenue from the Xiaomi-Kingsoft partnership increased 70% to RMB 629 million. The company has RMB 464.1 million in cash to support AI investments.

Kingsoft Cloud's AI sales jump 120% amid strategic shifts

Kingsoft Cloud announced its second quarter 2025 earnings showing a big increase in AI sales. Revenue reached RMB 2.35 billion with public cloud revenue up 32%. AI-related gross billings increased by over 120% year-over-year. The company is changing its capital expenditure strategy and focusing on ecosystem partnerships. They expect stronger revenue growth in the second half of the year.

Top AI stocks Taiwan Semiconductor and CrowdStrike set to outperform

Taiwan Semiconductor Manufacturing (TSMC) and CrowdStrike Holdings are expected to do well because of AI. TSMC makes the chips needed for AI technology. CrowdStrike uses AI in its cybersecurity services. TSMC's revenue increased 44% year-over-year. CrowdStrike's subscription revenue was $1.05 billion, up 20.5% year-over-year, thanks to AI.

Alphabet stock undervalued despite AI success says analyst

Alphabet, the parent company of Google, is considered an AI stock with a low price. Alphabet is integrating AI into Google Search, which has improved advertising. The company operates in AI research, training, and applications. Alphabet's revenue and earnings both increased 14% year over year. Google Search revenue grew 12% to $54.2 billion.

Cybersecurity stocks CrowdStrike, Fortinet, and Palo Alto Networks compared

Cybersecurity companies are combining services as customers want one-stop solutions. Companies with more data can use AI to improve their services. CrowdStrike's stock is overpriced after a software issue caused a big outage. Fortinet and Palo Alto Networks are better buys. Fortinet's Secure Access Service Edge (SASE) revenue grew 22%. Palo Alto's next-generation security revenue grew 32%.

Cybersecurity stocks to buy now and one to sell

Cybersecurity companies are offering more complete software systems. The biggest companies can use data and AI for better features. CrowdStrike had a software issue that caused a big IT outage. Fortinet and Palo Alto Networks are better stock options. Fortinet's cloud-based security service is growing. Palo Alto is expanding its software business.

AI market jitters punish those chasing hype experts say

Technology stocks related to AI dropped, causing market concerns. A study showed that most company AI programs had little impact on revenue. Experts say the problem is not the technology, but how companies are using it. Some believe the market is experiencing a short-term bubble, but AI will have a long-term impact. AI is already changing healthcare, marketing, and finance.

Meta speeds up AI race amid investor focus on ad revenue

Meta is reorganizing its AI division to speed up its race to "superintelligence." Alexandr Wang, the new chief AI officer, is leading the effort. Investors are focused on Meta's ability to improve products and increase ad revenue. Meta's stock dropped slightly but recovered. Analysts are watching to see if Meta can close the gap in the AI race.

Palantir stock drops 20% amid AI equity selloff

Palantir's stock ($PLTR) has dropped over 20% since August 13, 2025. This decline shows volatility in the tech sector, especially for AI companies. The stock is testing support around $22-$24, with resistance at $28. The drop is happening amid market pressures and changing investor feelings about AI stocks. This also affects cryptocurrency markets, with AI tokens like FET and RNDR showing similar weakness.

Top AI stocks to buy now Nvidia, Microsoft, Alphabet

The AI revolution is here, and some AI stocks are still affordable. NVIDIA is a leader in AI hardware, especially GPUs for data centers. Microsoft is integrating AI into its products like Azure and Office 365. Alphabet, Google's parent company, is a leader in AI research and development. These three companies offer different ways to invest in AI.

Ontic raises $230M to boost AI security platform

Ontic, a security intelligence platform, raised $230 million in Series C funding. The funding will help Ontic invest in AI for faster threat detection. It will also help them grow internationally and support the U.S. public sector. Ontic helps security teams monitor, analyze, and respond to physical threats. Their platform protects 14 million employees across Fortune 50 companies.

Define Ventures focuses on AI for healthcare transformation

Define Ventures released its AI investing plan, focusing on transforming healthcare systems. They invest in founders who can deploy multiple AI products across organizations. AI is moving beyond isolated uses to system-wide changes. Define manages about $800 million in assets. They look for companies with long-term customer relationships and a solid return on investment.

Anthropic seeks $10 billion in new funding round

AI startup Anthropic is trying to raise $10 billion in a new funding round. Investor interest is very strong. The company raised $3.5 billion in March, valuing it at $61.5 billion. Anthropic's AI assistant, Claude, helps businesses with tasks like coding and writing reports. Anthropic is also offering Claude to all three branches of the U.S. government.

Sources

• Kingsoft Cloud AI Sales Up 120 Percent
• Kingsoft Cloud's 2025 Q2 Earnings Call: Navigating Contradictions in Growth Strategy, AI Investment, and Supply Challenges
• Kingsoft Cloud AI Sales Up 120 Percent
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• 2 Artificial Intelligence (AI) Powered Cybersecurity Stocks to Buy Now and 1 to Sell @themotleyfool #stocks $CRWD $FTNT $PANW
• 2 Artificial Intelligence (AI) Powered Cybersecurity Stocks to Buy Now and 1 to Sell
• AI anxiety has sent markets into a tizzy, but experts say the jitters will only ‘punish those chasing the froth’
• Meta wants to speed its race to ‘superintelligence’ — but investors will still want their billions in ad revenue
• Palantir Stock PLTR Extends 20%+ Drop Since Aug 13, 2025: Trading Alert for AI Equity Selloff
• What Are the 3 Top Artificial Intelligence (AI) Stocks to Buy Right Now?
• $230M Funding: How Ontic's AI Security Platform Protects 14M Employees Across Fortune 50 Companies
• Define Ventures releases AI investing thesis with focus on system transformation
• Anthropic Seeks to Raise $10 Billion Amid Strong Investor Interest