microsoft, openai and meta Updates

Bill Gates is making big bets on AI, allocating 25% of his investment portfolio to the sector, primarily through Microsoft. His $10.7 billion investment reflects confidence in Microsoft's Azure cloud platform, a key hub for AI development, hosting models like OpenAI's ChatGPT and Meta's Llama. Azure's growth is significant, with revenue increases partly fueled by AI services. Gates is also investing in companies like Schr\u00f6dinger, which uses AI for drug discovery, and supporting AI ethics through the Gates Foundation. Elsewhere in the AI space, Harmonya, an AI platform enhancing product data for retailers, secured funding from W23 Global. EssilorLuxottica saw Ray-Ban Meta AI glasses sales triple, boosting overall revenue. However, Cisco faced a stock downgrade due to a lack of specific AI revenue disclosures, despite reporting substantial AI network infrastructure orders. Palantir's stock is soaring, driven by excitement around its AI technology, particularly in defense, increasing its market value significantly. Starseer, an AI security company, received $2 million to enhance AI transparency and security. Investors are also eyeing lesser-known AI stocks like Aeluma, GDS Holdings, and MDA Space for potential growth, while Pzena Investment Management is capitalizing on AI-related market fears by investing in companies they believe are undervalued due to AI concerns. Microsoft's Q2 earnings are expected to show growth driven by Azure and Copilot AI, with analysts closely monitoring the impact of AI investments on revenue.

Key Takeaways

• Bill Gates has allocated 25% of his investment portfolio to AI, primarily through Microsoft.
• Microsoft's Azure cloud platform is a key hub for AI development, hosting models like ChatGPT and Llama.
• Harmonya, an AI platform for product data enhancement, received funding from W23 Global.
• Ray-Ban Meta AI glasses sales tripled for EssilorLuxottica, contributing to revenue growth.
• Cisco's stock was downgraded due to a lack of specific AI revenue disclosures.
• Palantir's stock is soaring due to excitement around its AI technology, especially in defense.
• Starseer, an AI security company, received $2 million to enhance AI transparency and security.
• Lesser-known AI stocks like Aeluma, GDS Holdings, and MDA Space are being eyed for potential growth.
• Microsoft's Q2 earnings are expected to show growth driven by Azure and Copilot AI.
• Pzena Investment Management is investing in companies undervalued due to AI concerns.

Bill Gates bets big on AI tech investing 25% of his portfolio

Bill Gates has put 25% of his investments into AI, focusing on its potential and ethical issues. His largest holding is Microsoft, recognizing its key role in AI infrastructure with Azure's AI services growing 33%. Gates also invested in Schr\u00f6dinger, a biotech company using AI for drug discovery. He co-founded NextLadder Ventures, a $1 billion project using AI to help underserved communities. The Gates Foundation supports AI ethics, showing the importance of responsible AI development.

Bill Gates' AI investment strategy shapes future tech investing

Bill Gates' foundation has 25.55% of its $41.8 billion portfolio in Microsoft, showing a big bet on AI. Microsoft's Azure cloud platform is a key spot for AI development, hosting models like ChatGPT and Meta's Llama. Azure's Intelligent Cloud made $26.8 billion in Q3 2025, with half from AI services. Gates also invests in companies like Paccar and FedEx, which could gain from AI in logistics. His strategy focuses on long-term gains and the importance of AI infrastructure.

Bill Gates' $10.7B Microsoft bet a play in the AI race

Bill Gates is investing heavily in Microsoft, with 25% of his portfolio focused on the company. This $10.7 billion bet shows Gates believes Microsoft is a key player in AI. Microsoft's Azure cloud platform is growing fast, with 35% year-over-year growth. Azure is a hub for AI tools like OpenAI's ChatGPT and Meta's Llama. Gates sees Microsoft's AI infrastructure as a strong advantage for the future.

Bill Gates bets on Microsoft's AI power for future tech

Bill Gates has invested heavily in Microsoft, putting 25% of his portfolio into the company, worth $10.7 billion. He believes Microsoft is central to the AI revolution because of its Azure cloud platform. Azure offers many AI tools, like ChatGPT and Grok, attracting developers and businesses. Microsoft's AI efforts are boosting its revenue, with Azure growing 33% in Q3 2025. Gates' investment shows a focus on long-term AI growth.

Harmonya gets W23 Global investment for AI product data insights

Harmonya, an AI platform that helps businesses improve product data, has received investment from W23 Global. W23 Global is a venture capital fund supported by grocery retailers like Ahold Delhaize and Tesco. The investment will help Harmonya expand its platform and provide better shopper insights. Harmonya uses AI to transform product data into useful information for retailers and consumer brands. This helps them make better decisions and grow in the market.

Harmonya gets W23 Global investment for AI product data insights

Harmonya, an AI platform that helps businesses improve product data, has received investment from W23 Global. W23 Global is a venture capital fund supported by grocery retailers like Ahold Delhaize and Tesco. The investment will help Harmonya expand its platform and provide better shopper insights. Harmonya uses AI to transform product data into useful information for retailers and consumer brands. This helps them make better decisions and grow in the market.

Ray-Ban Meta AI glasses boost EssilorLuxottica sales

EssilorLuxottica, the top eyeglasses maker, reported that sales of Ray-Ban Meta AI glasses tripled, helping to increase profits. The group's revenue rose by 5.5 percent to 14 billion euros in the first half of the year. The Ray-Ban Meta glasses have a camera, headphones, and microphones, allowing users to use Meta's AI by saying "Hey Meta." The company also announced new AI-enabled Oakley glasses in June.

Ray-Ban Meta AI glasses boost EssilorLuxottica sales

EssilorLuxottica, the top eyeglasses maker, reported that sales of Ray-Ban Meta AI glasses tripled, helping to increase profits.

AI fear creates value opportunities for investors

Pzena Investment Management is investing in companies that others fear will be hurt by AI. One example is Concentrix, a call center company, where AI is helping human agents be more efficient. Pzena also sees opportunities in companies affected by tariffs, like Groupe Michelin and Haverty Furniture Companies. They believe small-cap stocks are undervalued compared to large-cap stocks. They also see potential in healthcare, groceries, and China, despite current fears.

Cisco stock downgraded over AI revenue disclosure concerns

An Evercore ISI analyst downgraded Cisco stock because the company hasn't shared specific revenue numbers from its AI products. Cisco's stock has increased 16% this year. The analyst thinks Cisco needs to show how much money it's making from AI to be seen as a true AI winner. Cisco reported over $600 million in AI network infrastructure orders in the last quarter. Cisco is also working to grow its software and services business, including its acquisition of Splunk.

Trending AI stocks on Wall Street include Pegasystems and Hewlett Packard

China is working to create its own AI ecosystem, even after the US reversed its ban on Nvidia's H20 chips. Two new industry groups in China aim to boost AI development. Pegasystems Inc. (PEGA) is a trending AI stock, with Barclays raising its price target to $58. Hewlett Packard Enterprise Company (HPE) is also popular, with Deutsche Bank raising its price target to $26. These stocks are also favored by hedge funds.

3 lesser-known AI stocks with big potential

While many investors focus on well-known AI stocks, some lesser-known companies have explosive upside potential. Aeluma (ALMU) is up 684% in the past year and works on high-performance semiconductor technology. GDS Holdings (GDS), up 239.4%, is a data center company in China. MDA Space (MDALF) is a Canadian space-defense company that builds satellites and robotics. These companies have strong growth potential and could offer significant returns.

AI hype sends Palantir stock soaring into corporate giant territory

Palantir Technologies' stock is up, increasing the company's market value to $375 billion. Investors are excited about Palantir's artificial intelligence technology, especially in defense and national security. Palantir's U.S. government revenue rose 45% last quarter. However, the stock is expensive, trading at 273 times its expected earnings. Founded in 2003, Palantir has become a major player in data and AI.

Microsoft Q2 earnings focus on Azure and Copilot AI growth

Microsoft's Q2 earnings are expected to show revenue growth driven by AI. Analysts predict earnings of $3.35 per share and revenues of $73.71 billion. Investors are watching to see if Microsoft's investments in AI data centers are paying off. Azure and Intelligent Cloud are key areas, with AI services contributing significantly to growth. Microsoft Copilot adoption is also being closely monitored, as it has boosted Microsoft 365 Commercial cloud revenue.

Starseer gets $2M to boost AI security and transparency

Starseer, a company focused on AI security, has received $2 million in funding led by Gula Tech Adventures. Starseer's platform helps organizations make AI systems more transparent and secure. It helps detect and defend against AI risks and meet regulations like the EU AI Act. The funding will help Starseer develop its platform, grow its team, and expand its reach in industries like finance and healthcare.

Sources

• Bill Gates' 25% AI-Focused Bet and Its Implications for Tech Investors
• Bill Gates' AI Portfolio and Its Implications for the Future of Tech Investing
• Bill Gates' 25% AI-Focused Bet in Microsoft: A Strategic Play for the AI Arms Race
• Bill Gates' AI Portfolio and the Future of Tech Investing: A Strategic Bet on Microsoft's AI Ecosystem
• Harmonya Secures Investment from W23 Global to Advance AI-Driven Product Data Attribution and Insights for Retail and CPG
• Harmonya Secures Investment from W23 Global to Advance AI-Driven Product Data Attribution and Insights for Retail and CPG
• AI Ray-Ban Meta glasses help EssilorLuxottica boost sales
• AI Ray-Ban Meta Glasses Help EssilorLuxottica Boost Sales
• The overlooked winners of the AI fear trade
• Cisco Stock Downgraded. Analyst Wants Artificial Intelligence Revenue Numbers.
• 10 Trending AI Stocks on Wall Street
• 3 AI Stocks You Haven’t Heard of With Explosive Upside Potential
• Palantir Joins U.S. Corporate Giants as AI Hype Sends Stock Soaring
• Microsoft Q2 2025 earnings: All eyes on Azure and Copilot AI growth
• Starseer Secures $2M Seed Round Led by Gula Tech Adventures to Revolutionize AI Security and Transparency