nvidia, apple and google Updates

The AI landscape is heating up, with major players making significant moves. Nvidia, Apple, and Alphabet are projected to potentially reach $10 trillion in value by 2035, requiring annual growth rates of 8.3%, 11.4%, and 15% respectively. Microsoft, Amazon, and Meta could also join this exclusive club. Nvidia is bolstering AI infrastructure through investments like its nearly $4 billion stake in CoreWeave, while also investing in Arm Holdings, Applied Digital, Nebius and Recursion Pharmaceuticals. Despite potential trade challenges, Meta, Microsoft, and Google are pouring billions into data centers, with Goldman Sachs forecasting a surge in data center power demand due to AI. Microsoft reported a 16% revenue increase driven by Azure and plans to invest $80 billion in AI-enabled data centers. Meta's stock has doubled, fueled by AI and advertising, with Q2 2025 revenue up 22% to $47.5 billion. ARK Invest is increasing its bets on AI and cloud stocks, with its Innovation ETF gaining 33.7% this year. Amazon, Palantir, and Tesla are also investing heavily in AI, with Palantir's revenue up 48.1% and Amazon projecting 11.1% revenue growth. Smaller players like SoundHound AI and BigBear.ai are also vying for position. SoundHound AI, focused on voice recognition, has raised its 2025 revenue forecast, while BigBear.ai, serving U.S. defense clients, has lowered its outlook. However, SoundHound AI's stock is facing valuation concerns and is down 26.5% year-to-date.

Key Takeaways

• Nvidia, Apple, and Alphabet could reach $10 trillion in value by 2035, driven by AI and new products.
• Nvidia's stake in CoreWeave, an AI infrastructure company, is valued at nearly $4 billion.
• Meta's Q2 2025 revenue increased by 22% to $47.5 billion, driven by AI-enhanced advertising.
• Microsoft plans to invest $80 billion in AI-enabled data centers.
• ARK Invest's Innovation ETF, focused on AI and cloud stocks, has gained 33.7% this year.
• Amazon anticipates 11.1% revenue growth, fueled by AWS and advertising investments in AI.
• Palantir's revenue grew 48.1% due to increased adoption of AI in U.S. commercial sector.
• SoundHound AI raised its 2025 revenue forecast but faces valuation concerns; stock is down 26.5% YTD.
• Big tech companies like Meta, Microsoft, and Google are investing billions in data centers despite potential trade risks.
• Goldman Sachs predicts a significant increase in data center power demand due to the expansion of AI.

AI Stocks to explode Nvidia, Apple, and Alphabet could hit $10 Trillion by 2035

Nvidia, Apple, and Alphabet could each be worth over $10 trillion by 2035. Nvidia needs to grow 8.3% yearly, driven by AI chip demand. Apple needs 11.4% growth, boosted by new products like a foldable iPhone and AI glasses. Alphabet needs 15% growth, helped by Google Cloud and AI advancements. Microsoft, Amazon, and Meta could also join the $10 trillion club.

AI Stocks to explode Nvidia, Apple, and Alphabet could hit $10 Trillion by 2035

Nvidia, Apple, and Alphabet could each be worth over $10 trillion by 2035. Nvidia needs to grow 8.3% yearly, driven by AI chip demand. Apple needs 11.4% growth, boosted by new products like a foldable iPhone and AI glasses. Alphabet needs 15% growth, helped by Google Cloud and AI advancements. Microsoft, Amazon, and Meta could also join the $10 trillion club.

SoundHound AI vs BigBear AI stock which is a better buy now

SoundHound AI and BigBear.ai are small companies in the growing AI market. SoundHound AI focuses on voice recognition and had strong Q2 results, raising its revenue forecast for 2025. BigBear.ai, which works with U.S. defense clients, had weaker sales and lowered its outlook. Analysts have a 'Moderate Buy' rating for both, but near-term gains may be limited. SoundHound AI is seen as a high-growth bet, while BigBear.ai has a more stable role in defense.

ARK Invest increases bets on AI and cloud stocks ETF gains 33.7%

ARK Invest is increasing its investments in tech stocks, especially those focused on AI and cloud computing. Top holdings include Tesla and Coinbase. ARK recently bought 725,000 shares of a tech stock after its price dropped. The ARK Innovation ETF has gained 33.7% this year, better than the S&P 500's 9.7%. This strategy shows confidence in the future growth of technology.

Big Tech invests billions in AI Amazon, Palantir, and Tesla lead race

Amazon, Palantir, and Tesla are investing heavily in AI and infrastructure. Palantir's revenue grew 48.1% due to U.S. commercial adoption. Amazon expects 11.1% revenue growth, driven by AWS and advertising. Tesla faces a temporary revenue decline of 5% but is investing in vehicle autonomy and AI. These companies are making big financial decisions to shape their future market positions.

Nvidia invests more in CoreWeave, AI infrastructure company

Nvidia is increasing its investment in AI infrastructure, particularly in CoreWeave. Nvidia's stake in CoreWeave is now worth nearly $4 billion. CoreWeave specializes in providing GPU-accelerated infrastructure for AI. Nvidia also has investments in Arm Holdings, Applied Digital, Nebius, and Recursion Pharmaceuticals. These investments show Nvidia's belief in the long-term growth of AI infrastructure.

Tech companies prioritize AI spending despite trade risks

Tech companies are investing heavily in AI despite potential trade challenges. Meta, Microsoft, and Google are spending billions on data centers and infrastructure. Goldman Sachs predicts data center power demand will increase significantly due to AI. Tariffs could raise construction costs, but large tech firms are expected to continue investing in AI. Companies like Nvidia and TSMC are expanding U.S. operations, which may help them avoid tariffs.

Meta focuses on AI and advertising for growth

Meta's stock has doubled due to its focus on AI and advertising. The company's Q2 2025 revenue rose 22% to $47.5 billion. AI is improving ad targeting, leading to higher prices. Instagram is a key revenue driver for Meta. Meta is investing in AI infrastructure, including a 5-gigawatt data center. Reality Labs, despite losses, could offer future growth opportunities.

Microsoft's AI investments and earnings spark debate

Microsoft's recent earnings and AI investments are generating discussion. The company reported a 16% revenue increase, driven by Azure. Microsoft plans to spend $80 billion on AI-enabled data centers. Some worry about the impact of layoffs and strategic changes on innovation. Others believe these steps are needed for long-term growth. Opinions are divided on Microsoft's future direction.

SoundHound AI stock falls amid valuation concerns

SoundHound AI's stock is declining due to concerns about its valuation and profitability. Despite strong customer growth and revenue forecasts, the company remains unprofitable. Analysts believe the stock's AI optimism may be fully priced in. SoundHound AI's shares are volatile. The stock is down 26.5% since the start of the year.

Sources

• Prediction: These 3 Artificial Intelligence (AI) Stocks Will Be Worth Over $10 Trillion by 2035
• Prediction: These 3 Artificial Intelligence (AI) Stocks Will Be Worth Over $10 Trillion by 2035
• SOUN vs. BBAI: Which AI Stock Is the Better Pick Post Q2 Earnings?
• ARK Invest boosts tech stakes as AI and cloud stocks drive 33.7% ETF gain
• The Race for AI Dominance: Big Tech Bets Billions to Win the Future
• Nvidia quietly buys more stock in AI infrastructure favorite
• Tech Companies Prioritize AI Spending Despite Trade Risks - News and Statistics
• Meta Platforms: Doubling Down On AI And Advertising
• Microsoft Stock (MSFT) Opinions on Earnings and AI Investments
• Why SoundHound AI (SOUN) Shares Are Falling Today