microsoft, meta and apple Updates

Several major tech companies are making significant moves in the AI space. Microsoft's revenue and profit are up, driven by cloud and AI demand, with Azure generating over $75 billion. CEO Satya Nadella emphasizes that cloud and AI are key growth drivers. Microsoft is investing heavily in data centers and AI, with some analysts predicting continued stock growth. Meta is also boosting its AI investment, planning to spend $66 billion to $72 billion in 2025 on data centers and servers, and building new AI centers. Apple is increasing its AI investments and considering acquisitions to enhance its AI capabilities, with CEO Tim Cook noting the importance of AI and plans for new features. Meanwhile, Noma Security has raised $100 million in Series B funding to expand its AI security platform, which helps companies identify and fix AI risks. Snowflake Ventures is investing in Hightouch, a data and AI platform for marketers, to develop more AI agents for marketing. Cathie Wood's Ark Invest is shifting investments from Bitcoin to AI, buying AMD stock, as analysts anticipate AMD generating $10 billion in AI GPU revenue. Finally, BigBear.ai's stock has seen recent gains, driven by its AI-powered decision-making solutions, while Seagate's stock is also performing well due to AI-driven growth in data storage demands.

Key Takeaways

• Noma Security raised $100 million to expand its AI security platform, helping companies secure AI agents and applications.
• Microsoft's revenue and profit are surging due to high demand for its Azure cloud platform and AI services, with investments exceeding $100 billion in data centers and AI.
• Meta plans to invest $66 billion to $72 billion in AI infrastructure in 2025, focusing on data centers and AI centers.
• Apple is increasing its investment in AI and is open to acquiring AI companies to enhance its AI capabilities.
• Snowflake Ventures is investing in Hightouch to boost AI-driven marketing solutions, leveraging Snowflake's AI Data Cloud.
• Cathie Wood's Ark Invest is divesting from Bitcoin-related stocks and increasing investments in AMD, an AI chip company.
• AMD is projected to generate $10 billion in AI GPU revenue, positioning it as a strong competitor to Nvidia.
• BigBear.ai's stock has risen due to its AI-powered decision-making solutions, with upcoming earnings report on August 11.
• Seagate's stock is performing well due to increased demand for data storage solutions driven by AI growth.
• Microsoft's market value approached $4 trillion, driven by excitement around its AI investments and partnership with OpenAI.

Noma Security gets $100M to boost AI agent protection

Noma Security, a company that protects AI and agents, has raised $100 million in Series B funding. This will help them grow faster and improve their platform. They help companies secure AI before it's used everywhere. Noma Security helps companies find and fix AI risks, like scanning AI environments and code. The company's CEO, Niv Braun, says they offer the only platform that can handle the advanced risks of AI agents.

Noma Security raises $100M to protect AI agents

Noma Security, a cybersecurity company, has raised $100 million to help businesses protect against AI risks. The company's platform helps organizations use AI safely. It finds weaknesses, prioritizes risks, and simulates attacks. Noma was started in 2023 by Niv Braun and Alon Tron, who used to work in the IDF's 8200 intelligence unit. They help Fortune 500 companies manage AI risks.

Noma Security gets $100M to lead AI security

Noma Security, an AI and agent security company, has raised $100 million in Series B funding. This makes them the fastest-growing company in AI security. The money will help them expand in North America, EMEA, and Tel Aviv. Noma Security helps companies like Fortune 500 firms secure their AI technologies. Their platform finds and fixes AI risks, helping companies use AI safely.

Noma Security gets $100 million to boost AI protection

Noma Security has raised $100 million to help companies use AI safely. The company's CEO, Niv Braun, says AI is changing quickly, and old security methods can't keep up. Noma Security helps companies find and fix AI risks. Richard Seewald says Noma Security is becoming the main security layer for AI, like Okta for SaaS and CrowdStrike for endpoint protection.

Noma Security raises $100M to secure AI tools

Noma Security, an AI security startup, has raised $100 million to improve its tools. The company's platform helps businesses find and fix security problems in AI applications. It maps out AI applications, finds vulnerabilities, and checks for poisoned datasets. The platform also helps companies follow rules like the EU AI Act. The funding will help Noma grow its team and expand its business.

Noma gets $100M to grow AI agent security

Noma has raised $100 million to improve its AI agent security platform. The company helps businesses secure AI agents, which are becoming more common. Noma's platform helps security teams find and fix risks in AI. The funding will help Noma develop its platform and grow in North America and EMEA. They also plan to support compliance and work better with enterprise security systems.

Microsoft sales soar with cloud and AI demand

Microsoft's revenue and profit grew a lot because of high demand for AI and cloud services. The company made over $27 billion in profit. Azure, Microsoft's cloud platform, made over $75 billion in revenue. Microsoft expects to keep growing, with double-digit revenue growth expected. They are spending a lot on data centers and computer chips to support AI and cloud growth, but they also cut jobs to save money.

Microsoft sales jump with cloud and AI growth

Microsoft's sales beat expectations because of cloud and AI. The company made $76.4 billion in revenue and $27.2 billion in profit. CEO Satya Nadella says cloud and AI are driving growth. Microsoft's cloud business grew by 7% year-over-year. The company is saving money by cutting jobs and plans to spend $10 billion on AI development.

Microsoft sales beat expectations with cloud and AI

Microsoft's sales were better than expected, driven by artificial intelligence and cloud computing. The company made over $27 billion in a three-month period. Microsoft's CEO, Satya Nadella, said cloud and AI are driving business growth. Azure, their cloud platform, made over $75 billion in revenue. Microsoft laid off over 6,300 employees during the quarter.

Microsoft's AI spending excites Wall Street

Microsoft is investing a lot of money in artificial intelligence, and investors are happy. The company's financial results were better than expected. Microsoft is spending over $100 billion on data centers and AI. CEO Satya Nadella says cloud and AI are driving business growth. Analysts predict Microsoft's stock will continue to rise because of AI.

Meta boosts AI investment to $72B, looks to 2026 growth

Meta plans to double its investment in AI, spending $66 billion to $72 billion in 2025. The money will go to data centers and servers. Meta is also working with financial institutions to build data centers. They are building two big AI centers in Ohio and Louisiana. Meta is also hiring AI experts and plans to add AI to smart glasses and VR headsets.

Meta to double AI investment for future growth

Meta plans to nearly double its spending on AI infrastructure in 2025, investing between $66 billion and $72 billion. This is according to their second-quarter earnings report released on July 30.

Apple might buy AI companies, says Tim Cook

Apple's CEO, Tim Cook, said Apple is willing to buy other companies to improve its AI. Apple is increasing its investment in AI. Apple made $94 billion between April and June, a 10 percent increase. Apple is trying to catch up in the AI race and is looking at AI startups for help. They are working on a better version of Siri with AI.

Apple sales rise, but AI progress is uncertain

Apple's sales rose 10% because of strong iPhone and services sales. The company is investing more in AI. CEO Tim Cook says AI is important and they will add new features this year and in 2026. Apple's iPhone sales were $44.58 billion, and services sales were $27.43 billion. Apple's movie, F1 the Movie, was a hit in theaters.

Meta's AI efforts gain momentum before earnings report

Meta is investing heavily in AI, and analysts are positive about the company's future. Guggenheim analyst Michael Morris raised the price target for Meta's stock. The firm believes Meta will continue to invest aggressively in AI growth. A survey showed that most investors expect Meta to spend a lot on AI in 2026.

Snowflake supports Hightouch for AI marketing boost

Snowflake Ventures and Capital One Ventures are investing in Hightouch, a data and AI platform for marketers. Hightouch has an AI product called AI Decisioning that helps marketers improve campaigns. The investment will help Hightouch develop more AI agents for marketing. Hightouch customers use Snowflake's AI Data Cloud and LLM capabilities. Snowflake says Hightouch helps marketers use AI to execute campaigns faster.

Microsoft's value hits $4 trillion with AI growth

Microsoft's stock rose after strong financial results, pushing its value to almost $4 trillion. This is due to excitement about AI investments. Microsoft made $27.2 billion in profit. CEO Satya Nadella says cloud and AI are driving growth. Microsoft has a partnership with OpenAI, the creator of ChatGPT. Azure, Microsoft's cloud platform, is growing because of AI.

Seagate stock rises with AI growth and analyst support

Seagate's stock is doing well because of AI growth. Mizuho increased its price target for Seagate Technology. They believe Seagate's technology is improving profit margins. Seagate makes data storage solutions like hard drives and SSDs. They are a key player in the data storage sector.

Should you buy BigBear.ai stock before August 11

BigBear.ai's stock has gone up a lot recently. The company helps businesses make decisions with AI. The company will release its next earnings report on August 11. The stock hasn't always gone up after past earnings reports. The company has announced deals with airports and the U.S. Army. An analyst says the company needs to improve its financial results.

Cathie Wood chooses AI stock over Bitcoin again

Cathie Wood is selling Bitcoin-related stocks and investing more in AI. Ark Invest sold Block Inc. stock. They used the money to buy AMD stock. AMD is an AI chip company that competes with Nvidia. AMD's new AI chips are priced higher, suggesting they are competitive with Nvidia's. Analysts expect AMD to make $10 billion in AI GPU revenue.

Sources

• Noma Security Raises $100M to Drive Adoption of AI Agent Security
• Noma Security raises $100 million to defend against AI agent vulnerabilities
• Noma Security Secures $100M in Series B Funding to Lead AI and Agent Security Innovation
• Noma Security Raises $100 Million to Propel AI Security
• AI security startup Noma Security closes $100M funding round
• Noma Raises $100M to Expand AI Agent Security Platform
• Microsoft sales smash Wall Street expectations, driven by cloud and AI
• Microsoft sales smash Wall Street expectations, driven by cloud and AI
• Microsoft sales smash Wall Street expectations, driven by cloud and AI
• Wall Street delighted with Microsoft as it spends $100bn on AI
• Meta to double AI investment with $72b in 2025, eyes 2026 growth
• Meta to double AI investment, eyes future growth
• Tim Cook says Apple is ‘open to’ AI acquisitions
• Apple Sales Up 10% Thanks to IPhone and Services, But AI is Still A Question Mark
• Meta’s AI Push Gains Momentum Ahead of Earnings
• Snowflake (SNOW) Backs Hightouch to Advance AI-Driven Marketing Tech
• Microsoft valuation surges above $4 trillion as AI lifts stocks
• Seagate (STX) Shines with AI Growth and Analyst Confidence
• Should You Buy BigBear.ai Stock Before Aug. 11? @themotleyfool #stocks $BBAI
• Cathie Wood bets on AI stock over Bitcoin again