Microsoft and Meta See Market Shifts While Google Expands AI with Anthropic

The artificial intelligence sector continues to draw significant investment and strategic shifts across various industries, from financial services to real estate and tech giants. Robinhood is making headlines with its plan to allow everyday investors to put money into private AI companies. CEO Vlad Tenev announced a new closed-end fund, managed by Robinhood Ventures, which will invest in at least five top private AI firms. While this move aims to democratize access to the fast-growing AI sector, it also carries risks, as investors might not easily redeem shares, though Tenev believes retail customers understand these potential downsides. This expansion marks Robinhood's move beyond traditional stocks and options into areas like prediction markets and AI investments. Companies are also heavily investing in AI to boost their own operations and offerings. Nationwide, for instance, is committing $1.5 billion through 2028 to enhance technology and AI innovation, including $100 million annually on AI for the next three years, expecting 90% of its employees to use AI platforms by next year. Similarly, property listings giant Rightmove plans to invest £60 million over three years in AI technology, a move that caused its shares to drop due to concerns about slower profit growth in the short term, despite CEO Johan Svanstrom's long-term vision for over 10% annual revenue growth by 2030. Douglas Elliman, a major residential real estate company, is also leveraging AI with the introduction of Elli AI, an AI-powered assistant, alongside its new mortgage arm, Elliman Capital. Meanwhile, companies like Duolingo are already seeing tangible benefits from AI integration. Despite a 63% stock drop since May, Duolingo's business is thriving, with its premium AI-powered tier, Duolingo Max, doubling bookings year over year. The company reported a 41% revenue increase to $271.1 million and a net income of $292.2 million in the third quarter of 2025, with CEO Luis Von Ahn now prioritizing user growth and learning experience. In the cloud and chip sectors, Oracle's stock experienced a significant 36% surge in one day on September 10 after reporting a 359% increase in remaining performance obligations, though it later lost those gains, a trend also observed in major AI stocks like Microsoft Corp. and Meta Platforms Inc. Arm continues to see its AI royalties grow, particularly from increased data center sales, which quadrupled in the September quarter, driven by higher pricing per core and more cores per CPU. Google remains a dominant force, utilizing its custom Tensor Processing Units (TPUs) for efficient AI operations. The company's Q3 2025 performance was strong, with search ad revenue up 15% to $56.6 billion, boosted by AI innovations like AI Overviews and AI Mode. Its Gemini app now boasts over 650 million monthly users, and Google Cloud revenue increased 34% to $15.2 billion. Google is also expanding its partnership with Anthropic, planning to bring over a gigawatt of AI compute capacity online in 2026. In China, Baidu, often referred to as the Google of China, leads the AI market with its diverse offerings, including its ChatGPT-like model ERNIE, an AI-centric cloud platform, and Apollo Go, the world's largest robotaxi fleet. While Tesla's software-based AI, like Full Self-Driving, is advancing, Truist Securities believes its physical AI products, such as humanoid robots, are still a long way from being ready, with the company's primary focus remaining on electric vehicles and energy storage. Cloud computing company CoreWeave is also on investors' radar, with traders expecting a significant stock movement after its upcoming earnings report, despite strong revenue growth driven by AI demand.

Key Takeaways

• Robinhood plans to launch a new closed-end fund through Robinhood Ventures, allowing everyday investors to buy shares in at least five top private AI companies.
• Nationwide is investing $1.5 billion through 2028 in technology and AI, allocating $100 million annually to AI for the next three years, aiming for 90% employee AI platform usage by next year.
• Duolingo's AI-powered premium tier, Duolingo Max, doubled its bookings year over year, contributing to a 41% revenue increase to $271.1 million in Q3 2025 despite a stock drop.
• Google's custom Tensor Processing Units (TPUs) are a key AI advantage, driving a 15% surge in search ad revenue to $56.6 billion and a 34% increase in Google Cloud revenue to $15.2 billion in Q3 2025, with its Gemini app reaching over 650 million monthly users.
• Google is expanding its partnership with Anthropic, planning to bring over a gigawatt of AI compute capacity online in 2026.
• Baidu leads China's AI market with its ERNIE model (similar to ChatGPT), an AI-centric cloud platform, and Apollo Go, the world's largest robotaxi fleet.
• Arm's AI royalties are growing significantly, particularly from data center sales which quadrupled in the September quarter due to higher pricing and more cores per CPU.
• Rightmove's shares dropped after announcing plans to invest £60 million over three years in AI, leading to concerns about slower profit growth before long-term gains materialize.
• Oracle's stock surged 36% in one day on September 10 due to a 359% increase in remaining performance obligations, though it later lost those gains, a trend also observed in Microsoft and Meta.
• Tesla's physical AI products, such as humanoid robots, are considered a long way from readiness, with the company's main focus remaining on electric vehicles and energy storage.

Robinhood plans AI fund for everyday investors

Robinhood CEO Vlad Tenev announced plans to let everyday investors put money into private AI companies. The company will offer shares in a new fund managed by Robinhood Ventures, investing in at least five top private AI firms. This closed-end fund carries risks, as investors might not easily redeem shares. Tenev believes retail customers understand the risks and are eager to invest in the AI sector.

Robinhood offers AI fund despite bubble worries

Robinhood Markets Inc. plans to let everyday investors put money into private AI companies. CEO Vlad Tenev announced a new fund through Robinhood Ventures that will invest in at least five top private AI firms. This fund is closed-end, meaning investors might not easily get their money back, but Tenev says customers are aware of the risks. Robinhood is expanding beyond stocks and options into prediction markets and AI investments.

Robinhood opens private AI investing to all

US online broker Robinhood will launch a new fund allowing everyday investors to buy shares in private AI startups. CEO Vlad Tenev wants to give normal people access to the fast-growing AI sector, despite analyst concerns about a potential bubble. The fund, managed by Robinhood Ventures, will invest in at least five top private AI companies. This closed-end fund structure means investors might not be able to sell shares easily. Robinhood is also expanding its services with futures trading in the UK and mortgage benefits for Gold subscribers.

Robinhood lets everyday people invest in AI

Robinhood Markets plans to allow everyday investors to put money into private AI companies. CEO Vlad Tenev told the Financial Times he wants to give everyday people a chance to invest in fast-growing private AI firms. Investors can buy shares in a new fund managed by Robinhood Ventures, which will invest in at least five private companies. Tenev believes retail investors are eager for these opportunities and are buying heavily into the AI trend.

Robinhood to let amateur traders invest in AI

Robinhood CEO Vlad Tenev plans to let amateur traders invest in private AI startups. The company will offer shares in a new fund that holds several private artificial intelligence companies. This move aims to give more people access to the growing AI sector.

Duolingo stock drops but AI features boost growth

Duolingo's stock has fallen 63% since May, but its business continues to grow quickly. The company's digital language platform has 135.3 million monthly users and 11.5 million subscribers. Duolingo Max, its premium AI-powered tier, saw bookings double year over year. In the third quarter of 2025, revenue increased 41% to $271.1 million, and net income soared to $292.2 million. CEO Luis Von Ahn now plans to focus more on user growth and learning experience.

Douglas Elliman stock could rise with AI and lower rates

Douglas Elliman, the fifth-largest residential real estate company in America, could see its stock rise due to falling interest rates and new AI tools. The company, founded in 1911, operates in high-end markets and sold $30.1 billion in real estate in the first three quarters of 2025. Douglas Elliman launched Elliman Capital for mortgages and introduced Elli AI, an AI-powered assistant, to boost efficiency. Despite a GAAP loss, the company was profitable when excluding one-off expenses, showing strong financial management.

Nationwide invests 1.5 billion in technology and AI

Nationwide announced a $1.5 billion investment through 2028 to boost technology and AI innovation. The company will spend $100 million annually on AI for the next three years. This plan aims to provide more personalized customer service and efficient support for partners. Nationwide expects 90% of its employees to use AI platforms by next year and will expand AI tools for customer problem-solving. The company also has Blue and Red teams dedicated to developing and assessing AI risks.

Rightmove stock falls on big AI investment plans

Rightmove's shares dropped significantly after the company announced plans for slower profit growth due to large AI investments. The property listings giant will invest 60 million over three years to upgrade systems and platforms with AI technology. CEO Johan Svanstrom stated that AI is crucial for the company's future and aims for over 10% annual revenue growth by 2030. However, investors are concerned about several years of reduced profit growth before these gains appear.

Oracle stock shows big AI potential despite dip

Oracle Corp. (ORCL) is highlighted as an important AI and cloud computing stock. Its shares surged 36% in one day on September 10 after reporting a huge 359% increase in remaining performance obligations. However, Oracle's stock has since lost all those gains. This trend is also seen in other major AI stocks like Microsoft Corp. and Meta Platforms Inc.

Arm AI royalties grow but SoftBank sales are key

Arm's AI tollbooth continues to generate revenue, especially from increased data center royalties. Bank of America rates Arm as a buy with a $205 price target, expecting strong growth due to its role in AI infrastructure. Data center sales quadrupled in the September quarter, with higher pricing per core and more cores per CPU boosting royalties. However, SoftBank, Arm's parent company, accounts for over 16% of Arm's total sales, raising questions about the quality of growth.

Baidu leads China's AI market with diverse products

Baidu, often called the Google of China, is a major AI leader with a diverse business. It holds three-quarters of the Chinese search market and has expanded into AI, cloud, and robotaxis. Baidu's AI offerings include ERNIE, its ChatGPT-like model, and an AI-centric cloud platform. The company also operates Apollo Go, the world's largest robotaxi fleet. Baidu benefits from government approval and a closed market, allowing it to outperform earnings estimates and offer a strong growth-at-a-reasonable-price investment.

Tesla physical AI products are still far away

Truist Securities believes Tesla's physical AI products, like humanoid robots, are still a long way from being ready. Analyst Dan Ives reiterated a hold rating on Tesla stock, despite shareholders approving CEO Elon Musk's new compensation package. The firm noted that Tesla's main focus remains on growing its electric vehicle and energy storage businesses. While Tesla's software-based AI, like Full Self-Driving, is advancing, physical AI products face major technical challenges.

CoreWeave earnings expected to cause big stock moves

Traders expect CoreWeave's stock to move up or down by as much as 14% after its earnings report on Monday. The cloud computing company is projected to show narrower losses and more than double its revenue from last year. Despite strong revenue growth driven by AI demand, CoreWeave's stock fell after its previous two earnings reports. Analysts are split on the stock's outlook, with some recommending buy and others hold.

Google's custom AI chips boost strong company growth

Google's custom Tensor Processing Units (TPUs) are a key advantage, offering efficiency for its AI operations. The company showed strong performance in Q3 2025, with revenue doubling over the past five years. Google Search ad revenue surged 15% to $56.6 billion, driven by AI innovations like AI Overviews and AI Mode. The Gemini app now has over 650 million monthly users, and Google Cloud revenue increased 34% to $15.2 billion. Google is also expanding its partnership with Anthropic, planning to bring over a gigawatt of AI compute capacity online in 2026.

Sources

• Robinhood Aims to Let ‘Normal People’ Invest in AI Firms
• Robinhood To Offer Retail Investors Access To Private AI Companies Despite Bubble Concerns
• Robinhood’s Next Experiment: Retail Access to Private AI Unicorns
• Robinhood Plans to Unlock AI Start-Up Boom for Retail Investors despite Bubble Worries
• Robinhood wants to allow amateur traders to invest in AI start-ups
• This Magnificent Artificial Intelligence (AI) Stock Was Expensive 6 Months Ago, but Now It Might Be a Screaming Buy
• How Artificial Intelligence (AI) and Interest Rate Cuts Could Send This Under-the-Radar Stock Soaring
• Nationwide Announces $1.5 Billion Technology And AI Investment
• Rightmove shares tumble as AI investment plans rattle investors
• Chart Of The Day: Why Oracle Is An AI Stock You Can't Ignore
• Arm’s ‘AI tollbooth’ keeps ringing, but SoftBank’s 16% sales slice is the tell
• The Cheapest AI Leader in the World? Meet Baidu
• Tesla's Physical AI Products Still a Long Way Off, Truist Securities Says
• Here's How Much Traders Expect CoreWeave Stock To Move After Earnings on Monday
• Google Has a ‘Secret Weapon’ That Could Make GOOGL Stock One of the Best AI Buys for 2026