nvidia, amd and openai Updates

Several companies are making significant moves in the AI space, while others face challenges. Nvidia's stock could jump 20% following a deal allowing them and AMD to continue selling certain chips in China, contingent on sharing 15% of the revenue with the government. Wells Fargo increased its price target for Nvidia to $220, anticipating growth from China demand, which is expected to grow from the $8B/qtr level going forward. SoftBank is heavily investing in AI through OpenAI, Arm Holdings, and Ampere Computing, aiming for the computing infrastructure and data innovation sectors, and has raised $12.6 billion to fund these ventures. They plan to list PayPay and Arm in the U.S. to capitalize on higher valuations, with Arm's valuation already increasing significantly after its 2023 U.S. IPO. Meta Platforms is also seeing benefits from AI, reporting strong sales of US$47.52 billion and net income of US$18.34 billion, driven by AI-enhanced user engagement and advertising. Meta has also joined the Global Signal Exchange with Microsoft and others to combat online scams. Alphabet's search business is growing despite AI competition, with cloud revenue up 32% year-over-year, and analysts predict a 20-30% upside due to cloud and AI initiatives. Cisco's AI security is getting a boost through integration with SAFE, providing real-time cyber risk insights, and the company has already achieved $1 billion in AI infrastructure orders ahead of schedule. Gen Digital's stock rose after exceeding first-quarter estimates, driven by demand for AI-driven cyber safety products, and the company launched Norton Deepfake Protection using AI. Kyndryl, despite new AI partnerships with HPE and Nova Intelligence, faces investor concerns about flat revenue growth. The HPE partnership will introduce AI solutions using NVIDIA tech for healthcare and finance. Arm Holdings' first-quarter revenue increased to US$1.05 billion, and the company raised its next quarter's earnings guidance, relying on expanding its CPU and AI data center presence. Amdocs is shifting its focus to AI and cloud solutions amid changes in the telecom industry, using Google Cloud and GenAI in strategic cloud contracts. Monday.com reported 27% revenue growth, driven by AI and platform demand, though Google’s AI search changes impacted lower-tier customer acquisition. However, not all companies are thriving; C3.ai's stock plummeted after a revenue miss and sales overhaul, projecting lower-than-expected revenue and reporting a significant GAAP operating loss. BigBear.ai's stock also crashed after missing Q2 earnings estimates and withdrawing its 2025 EBITDA forecast, citing disruptions in federal contracts. Venture funding is increasing, particularly in AI, but firms like Bain Capital Ventures remain cautious of overhyped AI rounds.

Key Takeaways

• Nvidia's stock may increase by 20% due to a China export deal, with Wells Fargo setting a price target of $220.
• SoftBank is investing heavily in AI via OpenAI, Arm, and Ampere, funding these ventures with $12.6 billion.
• Meta Platforms' sales reached US$47.52 billion, with US$18.34 billion net income, driven by AI-enhanced user engagement.
• Alphabet's cloud revenue increased by 32% year-over-year, with analysts expecting a 20-30% upside from AI initiatives.
• Cisco's AI security is enhanced through SAFE integration, and the company has secured $1 billion in AI infrastructure orders.
• Gen Digital's stock rose due to AI-driven cyber safety product demand, launching Norton Deepfake Protection.
• Kyndryl faces investor concerns about flat revenue growth despite AI partnerships with HPE and Nova Intelligence.
• Arm Holdings' revenue increased to US$1.05 billion, relying on CPU and AI data center expansion for future growth.
• C3.ai's stock plummeted after a revenue miss, projecting revenue between $70.2 million and $70.4 million.
• BigBear.ai's stock crashed after missing Q2 estimates, citing disruptions in federal contracts and lowering 2025 revenue expectations to $125 million - $140 million.

Gen Digital stock jumps after strong earnings report, AI boosts outlook

Gen Digital's stock rose 5.8% after exceeding first-quarter estimates. The company reported US$1.26 billion in revenue and US$0.64 earnings per share. Demand for AI-driven cyber safety products and MoneyLion's integration drove the company to raise its full-year guidance. Gen Digital also launched Norton Deepfake Protection on Norton 360, using AI to fight AI threats. By 2028, Gen Digital expects $5.3 billion in revenue and $1.3 billion in earnings.

Kyndryl's AI partnerships face revenue growth concerns from investors

Kyndryl Holdings' stock is facing investor worries about flat revenue growth, even with new AI partnerships. The company's first-quarter net income rose to US$56 million, but revenue missed expectations. Kyndryl is partnering with HPE and Nova Intelligence to boost AI and cloud services. The HPE partnership will introduce AI solutions using NVIDIA tech for healthcare and finance. Kyndryl projects $16.7 billion in revenue and $1.1 billion in earnings by 2028.

Arm's AI growth potential hinges on earnings guidance

Arm Holdings' first-quarter revenue increased to US$1.05 billion, but net income fell to US$130 million. The company raised its next quarter's earnings guidance, matching analyst expectations. Arm's revenue forecast is between US$1.01 billion and US$1.11 billion. By 2028, Arm Holdings is forecast to reach $7.4 billion in revenue and $2.3 billion in earnings. This growth relies on expanding its CPU and AI data center presence.

Meta's AI investments and safety partnerships boost investment outlook

Meta Platforms had a strong second quarter with US$47.52 billion in sales and US$18.34 billion in net income. Meta joined the Global Signal Exchange with Microsoft and other companies to fight online scams. The company's AI-driven user engagement and advertising growth are driving business. Meta's participation in digital safety partnerships could improve its investment outlook. Meta anticipates $275.3 billion in revenue and $92.0 billion in earnings by 2028.

SoftBank's AI strategy focuses on OpenAI, Arm, and Ampere

SoftBank is focusing its AI strategy on OpenAI, Arm Holdings, and Ampere Computing. The company is targeting computing infrastructure and data innovation. SoftBank raised $12.6 billion through asset sales to fund its AI investments. The company's stock surged 13% in August 2025. Success depends on navigating regulatory and geopolitical risks, but could capture a $1.5T AI infrastructure market by 2030.

SoftBank lists PayPay and Arm in U.S. for higher value

SoftBank plans to list PayPay and Arm in the U.S. to take advantage of higher valuations and liquidity. The U.S. market values tech growth more than Japan's IPO market. PayPay's IPO aims to expand its fintech ecosystem into the U.S. markets. Arm's 2023 U.S. IPO saw its valuation increase by 265%. SoftBank's AI investments, including $30B in OpenAI, strengthen its digital economy position.

C3.ai stock plummets after revenue miss, sales changes

C3.ai's stock dropped 30% after the company released preliminary fiscal first-quarter results. The company projects revenue between $70.2 million and $70.4 million, below expectations. This is a 19% drop from the prior year. C3.ai also announced a sales overhaul and the departure of its chief revenue officer. The company cited a slowdown in customer spending and longer sales cycles.

C3.ai stock falls after weak results, sales team revamp

C3.ai's stock declined 27% after reporting weak preliminary results for its fiscal first quarter. Revenues are expected to be between $70.2 million and $70.4 million. The company's GAAP operating loss is estimated at $124.7 million to $124.9 million. C3.ai announced a sales and services reorganization, hiring Rob Schilling and John Kitchingman. The company ended the quarter with $711.9 million in cash.

BigBear.ai stock crashes after missing Q2 earnings estimates

BigBear.ai's stock plummeted after missing Q2 estimates and withdrawing its 2025 EBITDA forecast. Revenue was down 18% year-over-year. The company posted an adjusted loss of $0.71 per share. BigBear.ai now expects 2025 revenue of $125 million to $140 million. The company cited disruptions in federal contracts as the reason for the lowered guidance.

BigBear.ai stock tumbles after earnings miss, guidance cut

BigBear.ai's stock tumbled 20% after reporting a large earnings and revenue miss. The company lowered its revenue guidance. The AI software firm reported that cuts from the Department of Government Efficiency (DOGE) impacted the business. BigBear.ai CEO Kevin McAleenan said federal contract disruptions affected programs supporting the U.S. Army.

Cisco's AI security gets boost from SAFE integration

SAFE announced a new integration with Cisco AI Defense. This combines Cisco's AI security with SAFE's risk management platform. The goal is to provide real-time cyber risk insights for businesses. The partnership will help organizations manage AI vulnerabilities. Cisco achieved $1 billion in AI infrastructure orders ahead of schedule.

Nvidia stock could jump 20% after China export deal

Wells Fargo predicts Nvidia's stock could rise another 20%. The firm increased its price target to $220. Nvidia and AMD agreed to give the government 15% of revenue from selling certain chips in China. This agreement allows them to receive export licenses. China demand is expected to grow from the $8B/qtr level going forward.

Alphabet's AI narrative changes as search business grows

Alphabet's search business is growing despite competition from generative AI. Cloud revenue increased 32% year-over-year. The company's strong balance sheet and buybacks offer support for future investments. Analysts expect 20-30% upside as cloud and AI initiatives reshape Alphabet's narrative.

Monday.com faces challenges in sales, AI, and search impact

Monday.com reported 27% revenue growth in Q2 2025, driven by AI and platform demand. Enterprise expansion reached $100M ARR in monday CRM. Sales hiring surged to 2,867 employees. Google’s AI search changes impacted lower-tier customer acquisition. AI-driven revenue rose via new products and payments, with 46M actions recorded.

Amdocs shifts to AI and cloud amid telecom changes

Amdocs is focusing on AI and cloud solutions in the changing telecom industry. The company reported an 8.4% revenue decline in Q3 2025. Strategic cloud contracts with BT, Elisa, and U.S. providers use Google Cloud and GenAI. A $4.15B backlog and 17.7% operating margin show resilience. Amdocs aims to enable long-term growth in telecom modernization.

AI drives startup funding, but caution remains

Global venture funding has increased, with AI showing the biggest growth. AI is driving increased capital deployment, from venture funding to IPOs. Menlo Ventures entered the AI space with Anthropic. Bain Capital Ventures is cautious of overhyped AI rounds. Valuations are pushing to unprecedented levels, especially for B2B/enterprise AI companies.

Sources

• Gen Digital (GEN) Is Up 5.8% After Beating Q1 Estimates and Raising AI-Driven Guidance
• Will Kyndryl’s (KD) AI Partnerships Offset Investor Worries About Stagnant Revenue Growth?
• Will Arm's (ARM) Latest Earnings Guidance Reveal More About Its Long-Term AI Growth Potential?
• Is Meta's (META) Strong Q2 and Global Signal Exchange Deal Shaping Its AI-Driven Investment Story?
• SoftBank's AI-Driven Strategic Rebalancing: A High-Conviction Play on the Future of Computing and Data Infrastructure
• SoftBank's Strategic U.S. Listing Play: Unlocking Fintech and AI Value Through Market Premiums
• C3.ai Shares Sink 30% on Major Revenue Miss and Sales Overhaul
• C3.ai Posts Q1 Preliminary Results, Revamps Sales Team, Stock Down
• BBAI Earnings: BigBear.ai Stock Crashes 23% on Huge Q2 Miss
• Earnings live: BigBear.ai stock tumbles on large miss, Plug Power slides, AMC stock pops, Monday.com tanks
• Will SAFE's Cisco AI Defense Integration Shift the AI Security Narrative for Cisco Systems (CSCO)?
• Nvidia will jump another 20% after report of China export license agreement, Wells Fargo says
• Alphabet: Changing The AI Narrative - Why It’s A Big Deal (NASDAQ:GOOGL)
• Monday.com's Q2 2025: Navigating Contradictions in Sales Hiring, AI Monetization, and Google Search Impact
• Amdocs (DOX) and the AI-Driven Telecom Transformation: Can Strategic Cloud Investments Offset Near-Term Challenges?
• Startup Funding Outlook: VCs ‘Chasing The AI Wave’ But With Caution