Nvidia continues to see significant growth in its data center business, with revenue reaching $62.3 billion in the last quarter. Billionaire investor Ken Fisher has increased his investment in Nvidia, purchasing 2,502,033 shares worth almost $590 million. Analysts believe Nvidia's computing is tight, with the company sold out for both 2026 and 2027.
Meanwhile, Alphabet's AI strategy is positioning it for sustained long-term growth. The company's Gemini AI model has 750 million monthly active users and is being integrated across Google services. Alphabet plans to invest up to $185 billion in capital spending this year, mainly on data centers.
Citi has raised its price targets for Intel and AMD, citing potential upside from Intel's ASIC business and a preliminary agreement with Apple. Intel's stock price target has been raised from $95 to $130, while AMD's price target has been raised to $460.
Dolfin, a Barcelona-based AI platform for sales compensation management, has closed a $2.5 million seed round led by Swanlaab. The platform helps finance teams redesign incentive plans quickly and serves companies generating over $1B in annual revenue.
In other news, prediction markets show $19.6M in total volume, with bets on humanoid robot Mars missions, AI IPOs, and geopolitical outcomes. Markets predict whether OpenAI or Anthropic will IPO first, with traders heavily favoring OpenAI. Nvidia's CEO Jensen Huang expects Chinese authorities to allow the import of AI chips from the US.
Key Takeaways
- Nvidia's data center business sees significant growth with $62.3 billion in revenue.
- Ken Fisher increases investment in Nvidia with a $590 million purchase.
- Alphabet's Gemini AI model has 750 million monthly active users.
- Citi raises price targets for Intel and AMD, citing potential upside.
- Dolfin closes $2.5 million seed round for AI sales compensation management.
- Prediction markets bet on humanoid robot Mars missions and AI IPOs.
- Nvidia's CEO expects China to allow US AI chip imports.
- The US considers a secure AI base in Israel's Negev to counter China.
- SoundHound AI's stock price drops after $300 million at-the-market offering.
- SpaceX's potential IPO could benefit AI stocks like Nvidia and Alphabet.
Billionaire Ken Fisher Bets Big on Top AI Stock
Billionaire investor Ken Fisher has increased his investment in Nvidia, a leading AI company, while reducing his exposure to Micron. Fisher believes the AI boom is different from the dot-com bubble and that companies like Nvidia will continue to grow. Nvidia's data center business has seen significant growth, with revenue reaching $62.3 billion in the last quarter. Fisher has purchased 2,502,033 shares of Nvidia, worth almost $590 million. Analysts believe Nvidia's computing is tight, with the company sold out for both 2026 and 2027.
Top Investor Chooses Elite AI Stock to Buy
Top investor Chris Neiger believes Alphabet's AI strategy positions it for sustained long-term growth. Alphabet's Gemini AI model has 750 million monthly active users and is being integrated across Google services. The company plans to invest up to $185 billion in capital spending this year, mainly on data centers. Meanwhile, Micron operates in a historically cyclical industry, and its gains are more closely tied to supply-demand imbalances in the memory market.
Citi Raises Price Targets for AI Stocks Intel and AMD
Citi's Atif Malik has updated his server CPU TAM model, expecting the CPU market to grow from $29.3 billion in 2025 to $131.5 billion by 2030. Malik has raised his price targets for Intel and AMD, citing potential upside from Intel's ASIC business and a preliminary agreement with Apple. Intel's stock price target has been raised from $95 to $130, while AMD's price target has been raised to $460.
AI Sales Compensation Startup Dolfin Raises €2.1M
Dolfin, a Barcelona-based AI platform for sales compensation management, has closed a €2.1 million seed round. The platform uses AI to help revenue operations, finance, and compensation teams design and manage incentive plans without spreadsheets or external consultants. Dolfin plans to use the funding to accelerate product development and expand across Europe and the United States.
Swanlaab Leads Dolfin's $2.5M Seed Funding
Dolfin, an AI platform for sales compensation management, has closed a $2.5 million seed round led by Swanlaab. The platform helps finance teams redesign incentive plans quickly and serves companies generating over $1B in annual revenue. Dolfin is SOC 2 compliant and aims to change how companies manage sales compensation.
NVIDIA Earnings Report Could Signal AI Trading Trends
NVIDIA's upcoming earnings report could influence AI trading momentum amid turbulent market conditions. The company's data center segment accounts for over 90% of revenue and generated record sales of $62.3 billion in the last quarter. NVIDIA's GF Value is $326.26, indicating that the stock is currently undervalued by approximately 30.9%.
India Faces Stock Market Decline Amid AI Investment Shift
India's stock market is experiencing a decline due to a lack of engagement in critical sectors such as chip manufacturing and AI infrastructure. Super Micro Computer Inc operates within the technology sector, focusing on high-performance server technology services for AI data centers. The company's stock is undervalued, with a GF Value of $81.89, indicating a 62.0% margin of safety.
Robot Mars Mission Bets
Prediction markets show $19.6M in total volume, with bets on humanoid robot Mars missions, AI IPOs, and geopolitical outcomes. Humanoid robots are a focus of speculation in future Mars missions. Markets predict whether OpenAI or Anthropic will IPO first, with traders heavily favoring OpenAI.
Expense Tracking Apps and AI Tools Change Investment Behavior
Expense tracking apps, spreadsheets, and AI-generated analysis reveal recurring patterns, unconscious leakages, and hidden habits that shape long-term wealth outcomes. These tools help individuals understand where their money is going and make informed investment decisions. Chennai resident Paranitharan S. used an expense tracking app to increase his SIP from Rs.5,000 to Rs.10,000 and boost his savings.
SpaceX IPO: 2 AI Stocks That Stand to Benefit Big Time
SpaceX's potential IPO could benefit AI stocks like Nvidia and Alphabet. Nvidia's computing toolkit is tailored for off-world logistics, and the company has confirmed bulk orders from SpaceX and Tesla. Alphabet's 6.1% stake in SpaceX could crystallize to over $100 billion if the IPO succeeds.
China Will Open Its Market to AI Chips From US, Nvidia's CEO Says
Nvidia's CEO Jensen Huang expects Chinese authorities to allow the import of AI chips from the US. Huang believes the Chinese government will open its market to AI chips, citing the need to protect the local market.
US Weighs Secure AI Base in Israel's Negev to Counter China
The US is considering establishing a secure AI base in Israel's Negev to counter China's influence. The proposed facility, known as Project Spire, would combine US security standards with Israel's research and engineering culture.
SoundHound AI (SOUN) Is Down 5.3% After $300 Million ATM, OASYS Launch, M&A Push
SoundHound AI's stock price has taken a hit after a $300 million at-the-market offering and the launch of its OASYS agentic AI platform. The company has also announced a partnership with Richtech Robotics and a pending acquisition of LivePerson.
Sources
- Nvidia or Micron: Billionaire Ken Fisher Bets Big on One Top AI Stock
- Alphabet or Micron: Top Investor Chooses the Elite AI Stock to Buy
- Citi Raises Price Targets for AI Stocks Intel and AMD – What’s Driving the Increases
- AI Sales Compensation Startup Dolfin Raises €2.1M to Replace Spreadsheets With Real-Time Incentive Intelligence
- Exclusive: Swanlaab leads Dolfin’s $2.5M seed funding to change how companies manage sales compensation
- NVIDIA (NVDA) Earnings Report Could Signal AI Trading Trends
- India Faces Stock Market Decline Amid AI Investment Shift
- Robot Mars Mission Bets
- Your monthly spend also decides how soon you can retire: Expense tracking apps, AI tools are changing how Indi
- SpaceX IPO: 2 AI stocks that stand benefit big time
- China Will Open Its Market to AI Chips From US, Nvidia’s CEO Says
- US weighs secure AI base in Israel’s Negev to counter China
- SoundHound AI (SOUN) Is Down 5.3% After $300 Million ATM, OASYS Launch, M&A Push
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