Nvidia, AMD Stocks Surge; Snowflake, Palantir Drive AI Infrastructure

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The artificial intelligence sector continues to see significant activity, with companies like Oracle experiencing substantial stock surges driven by ambitious cloud infrastructure growth projections. Oracle forecasts $114 billion in sales by fiscal 2029 for its cloud business, a development that is positively impacting AI hardware suppliers such as Nvidia, Broadcom, AMD, Micron, and Taiwan Semiconductor Manufacturing. Meanwhile, Snowflake is recognized as a crucial infrastructure provider for AI adoption. In the enterprise AI space, Palantir Technologies is noted for its role, while Google (Alphabet) and Microsoft are highlighted for their extensive AI research and integration across their services and cloud platforms, including Microsoft's partnership with OpenAI and integration into Azure and Microsoft 365. Celestica's stock has also seen a remarkable jump, fueled by demand for AI hardware and a focus on supply chain resilience. Innodata is experiencing revenue and profit growth from new AI contracts, raising its 2025 revenue guidance to at least 45% organic growth, though it faces risks from a concentrated client base. Doximity is reporting strong engagement and profit growth, largely due to its AI and workflow tools for clinicians, with significant future revenue and earnings growth projected. In Europe, ASML is investing $1.5 billion for an 11% stake in French AI startup Mistral AI, aiming to bolster the region's AI capabilities. Scintil Photonics has secured $58 million to advance its integrated photonics technology for AI infrastructure, focusing on energy efficiency and bandwidth for next-generation data centers. In the cryptocurrency space, BingX has launched AI Master, a platform designed to enhance crypto trading with AI insights and expert strategies.

Key Takeaways

Oracle's cloud infrastructure business projects $114 billion in sales by fiscal 2029, boosting stocks of AI hardware suppliers like Nvidia, Broadcom, and AMD.
Snowflake is identified as a key infrastructure provider essential for widespread AI adoption.
Palantir Technologies is recognized for its contributions to enterprise AI solutions.
Google (Alphabet) and Microsoft are noted for their significant investments in AI research and integration into their core services and cloud offerings.
Celestica's stock has surged due to demand for AI hardware and supply chain resilience in electronics manufacturing.
Innodata raised its 2025 revenue guidance to at least 45% organic growth following new AI contracts, despite client concentration risks.
Doximity reported strong Q2 results with revenue up 15.2%, driven by high engagement with its AI and workflow tools for clinicians.
ASML is investing $1.5 billion in Mistral AI, acquiring an 11% stake to strengthen Europe's AI sector.
Scintil Photonics raised $58 million to advance its integrated photonics technology for AI infrastructure, focusing on energy efficiency and bandwidth.
BingX launched AI Master, a cryptocurrency trading platform utilizing AI and expert insights for enhanced trading strategies.

Celestica stock surges on AI hardware demand

Celestica's stock price has seen a significant increase, jumping 26.1% in one week and 151.2% year-to-date. This surge is driven by the global focus on supply chain resilience and advanced electronics manufacturing. Despite high returns, valuation checks suggest the stock might be overvalued, with a Discounted Cash Flow analysis indicating a 41.3% premium and a Price-to-Earnings ratio above industry averages. Investors are encouraged to explore different investment narratives to assess the stock's true worth.

Doximity sees record engagement with AI tools

Doximity reported strong second-quarter results with revenue up 15.2% year-over-year, driven by high engagement with its AI and workflow tools among clinicians. The company highlighted record engagement and profit growth, attributing success to its AI products. While user growth is strong, the monetization of free AI features remains a key consideration for investors. Doximity's outlook projects significant revenue and earnings growth by 2028.

Innodata's AI contracts boost revenue and profit

Innodata's stock price increased by 43.2% following new AI contracts that significantly boosted its revenue and profit. The company raised its 2025 revenue guidance to at least 45% organic growth, reflecting strong demand for its AI data services. While this marks a strengthening market position, Innodata remains exposed to a concentrated client base, posing a risk of revenue volatility if major customers reduce spending. The company projects substantial revenue and earnings growth by 2028.

Top 10 AI Stocks for Investors

This article highlights ten top artificial intelligence stocks across various sectors, including robotics, cloud infrastructure, and chip manufacturing. Companies like Serve Robotics and Oklo offer high-risk, high-reward opportunities, while infrastructure providers such as CoreWeave and Snowflake are crucial for AI adoption. Other notable mentions include Broadcom for custom AI chips, Navitas Semiconductor for power efficiency, Palantir Technologies for enterprise AI, Taiwan Semiconductor Manufacturing for chip production, and ASML Holding for its essential lithography machines.

Top 10 AI Stocks for Investors

This list presents ten top artificial intelligence stocks, ranging from speculative microcaps to established giants, capitalizing on the growing AI data center chip market. It features companies like Serve Robotics for AI-powered delivery, Oklo Inc. for nuclear microreactors powering data centers, and Poet Technologies for photonic chips. Other key players include Broadcom for custom AI chips, Navitas Semiconductor for power efficiency, CoreWeave for GPU cloud services, Snowflake for data infrastructure, Palantir Technologies for enterprise AI, Taiwan Semiconductor Manufacturing for chip production, and ASML Holding for its critical lithography machines.

ASML invests $1.5B in French AI firm Mistral AI

Dutch chipmaking equipment giant ASML is investing $1.5 billion in French artificial intelligence startup Mistral AI, acquiring an 11% stake. This partnership aims to strengthen Europe's position in AI technology and reduce reliance on U.S. tech. ASML's advanced chipmaking equipment is crucial for cutting-edge AI systems. Mistral AI, known for its Le Chat chatbot, is working to compete with major U.S. and Chinese AI companies. The investment is part of a larger $1.99 billion funding round.

Scintil Photonics secures $58M for AI infrastructure

Scintil Photonics has raised $58 million in Series B funding, led by Yotta Capital Partners, to advance its integrated photonics technology for AI infrastructure. The funds will support production expansion and international presence, particularly in the U.S., to meet the demands of next-generation AI data centers. Scintil's technology features the industry's first single-chip DWDM light engine, designed for energy efficiency and bandwidth, aiming to replace multiple traditional components with a single chip solution.

Oracle's growth projections boost AI stocks

Oracle's massive growth projections for its cloud infrastructure business, forecasting $114 billion in sales by fiscal 2029, are driving significant gains for AI-related stocks. Companies supplying chips and systems for Oracle's expansion, including Nvidia, Broadcom, AMD, Micron, and Taiwan Semiconductor Manufacturing, have seen their stock prices rise. UBS analyst Karl Keirstead noted that Oracle's forecast is bullish for Nvidia and other AI hardware suppliers. Oracle's own cloud infrastructure segment is expected to grow 14 times in five years, largely due to GPU cloud demand.

ETF Prime discusses AI investing strategies

ETF Prime featured discussions on risk-managed ETFs and AI investing strategies. Ben Fulton of WEBs Investments discussed the firm's suite of 13 defined volatility ETFs designed to adjust market exposure based on real-time volatility. Arthur Nowak from Alger shared insights on the firm's approach to investing in innovation and growth, including the Alger AI Enablers & Adopters ETF. Nowak emphasized Alger's active management philosophy focused on 'positive dynamic change' and highlighted the importance of due diligence in the active ETF space.

BingX AI Master enhances crypto trading

BingX AI Master is a new cryptocurrency trading platform that uses artificial intelligence and insights from financial experts. It offers traders over 1,000 trading strategies, real-time investment alerts, AI-driven backtesting, and simplified trade execution. To celebrate its launch, BingX is hosting a trading competition with a $5 million prize pool. The platform emphasizes transparency and compliance in AI-driven trading, aiming to make digital asset trading more accessible and provide enhanced user experiences.

3 AI Stocks to Buy for Long-Term Growth

This article recommends three artificial intelligence stocks for long-term investment: Nvidia, Alphabet, and Microsoft. Nvidia is a leader in AI due to its GPUs, essential for training AI models. Alphabet, Google's parent company, invests heavily in AI research and integrates AI across its services like search and cloud computing. Microsoft has significantly invested in AI through its partnership with OpenAI and is integrating AI into its Azure cloud services and Microsoft 365 suite. These companies are well-positioned to benefit from the ongoing AI revolution.

Dow slips as investors await inflation data; Oracle's AI surge

The Dow Jones Industrial Average finished Wednesday in negative territory, while the S&P 500 and Nasdaq reached record closes. Investors are closely watching upcoming inflation data, the last key economic report before the Federal Reserve's meeting. AI stock Oracle saw a significant surge of 32% on Wednesday, influencing the performance of major stock market indexes. Oracle's strong performance is attributed to its growth projections for its cloud infrastructure business.