nvidia, google and meta Updates

Nvidia's recent earnings reports show impressive growth, with profits of $26.4 billion and revenue of $46.7 billion, and an expected $54 billion in revenue for the current quarter. However, concerns about an AI chip spending bubble and slowing business in China have caused its stock to dip, even as other AI stocks rally. Broadcom, which designs custom AI processors for companies like Google and Meta, is expected to benefit from the increasing demand for AI data center chips. Alibaba is investing heavily in AI and cloud infrastructure, allocating $53 billion to these areas. This investment has led to a 26% growth in their Cloud Intelligence Group, driven by AI tools like Lingma and the Qwen3 AI model. Despite this growth, Alibaba's e-commerce profits are facing challenges due to increased competition and investments in fast shipping. Iren, a Bitcoin miner that has shifted focus to AI, saw its stock jump after reporting strong earnings and announcing a partnership with Nvidia. Meanwhile, Oracle's stock has declined amid a general pullback in AI stocks, as investors monitor spending on AI infrastructure. Tech stocks like MongoDB, Pure Storage, and Snowflake have surged, reflecting the broader benefits of AI extending to software companies. Pure Storage's stock specifically jumped 32% because of a contract with Meta. The crypto and AI markets are diverging, with institutional investors adjusting their portfolios to favor Ethereum. The crypto market is projected to reach $7.98 trillion by 2030, suggesting a balanced investment approach between AI and crypto.

Key Takeaways

• Nvidia reported a profit of $26.4 billion on revenue of $46.7 billion, but its stock price fell due to concerns about an AI spending bubble.
• Nvidia expects $54 billion in revenue for the current quarter, but sales of its H20 chips to China are expected to be zero.
• Alibaba is investing $53 billion in AI and cloud infrastructure, leading to 26% growth in its Cloud Intelligence Group.
• Alibaba's e-commerce profits fell 21% due to investments in fast shipping and increased competition.
• Broadcom is expected to benefit from AI data center chip sales, designing custom AI processors for companies like Google and Meta.
• Iren, a Bitcoin miner now focused on AI, saw its stock price jump after reporting strong earnings and an Nvidia partnership.
• Oracle's stock declined amid a pullback in AI stocks, as investors monitor AI spending.
• Pure Storage's stock jumped 32% because of a contract with Meta.
• Tech stocks like MongoDB and Snowflake have surged as AI benefits extend to software companies.
• The crypto market is projected to reach $7.98 trillion by 2030, suggesting a balanced investment approach between AI and crypto.

Nvidia's record sales can't stop stock slip amid AI bubble worries

Nvidia, a big AI company, made $26.4 billion in profit but its stock fell. People worry that spending on AI chips might be too high and could drop. Sales of Nvidia's H20 chips, made for China, went down. The company expects $54 billion in revenue next quarter, but no H20 sales. President Trump said Nvidia will pay the US 15% of AI chip sales to China.

Nvidia's record sales can't stop stock slip amid AI bubble worries

Nvidia, a major AI company, had better-than-expected earnings, but its stock price dropped. This is because people are worried about an AI chip spending bubble. There are also concerns that Nvidia's business in China might be slowing down. The company made a profit of $26.4 billion with record revenue of $46.7 billion.

Nvidia's profits beat expectations but shares fall amid AI concerns

Nvidia, a leading AI company, announced its quarterly earnings that were better than expected. However, the company's stock price dropped because of concerns about an AI chip spending bubble. The company's business in China has also slowed down. Nvidia made a profit of $26.4 billion from $46.7 billion in revenue. They expect $54 billion in revenue for the current quarter.

Nvidia's AI chip sales jump but stock dips on spending worries

Nvidia, an AI chipmaker, reported that sales rose 56 percent to $46.74 billion. Profit increased more than 59 percent to $26.42 billion. The company makes chips used in AI data centers. Nvidia expects revenue to rise 54 percent to $54 billion in the current quarter. Shares of Nvidia fell more than 3 percent after-hours because of concerns about spending.

Nvidia's profits beat expectations but shares fall amid AI concerns

Nvidia, a leading AI company, announced its quarterly earnings that were better than expected. However, the company's stock price dropped because of concerns about an AI chip spending bubble. The company's business in China has also slowed down. Nvidia made a profit of $26.4 billion from $46.7 billion in revenue. They expect $54 billion in revenue for the current quarter.

Nvidia's record sales can't stop stock slip amid AI bubble worries

Nvidia, a major AI company, had better-than-expected earnings, but its stock price dropped. This is because people are worried about an AI chip spending bubble. There are also concerns that Nvidia's business in China might be slowing down. The company made a profit of $26.4 billion with record revenue of $46.7 billion.

Nvidia's record sales can't stop stock slip amid AI bubble worries

Nvidia, a big AI company, made $26.4 billion in profit but its stock fell. People worry that spending on AI chips might be too high and could drop. Sales of Nvidia's H20 chips, made for China, went down. The company expects $54 billion in revenue next quarter, but no H20 sales. President Trump said Nvidia will pay the US 15% of AI chip sales to China.

Alibaba's AI strategy boosts investment potential despite challenges

Alibaba's stock rose 9% because of its focus on AI. The company's profits grew 78% and cloud revenue increased 26% due to AI investments. Alibaba plans to spend $53 billion on AI and cloud expansion. They launched Qwen3, an AI model, to strengthen their cloud market share in China. Challenges include a drop in logistics profits and competition from companies like AWS and Microsoft.

Alibaba's cloud growth driven by AI amid e-commerce struggles

Alibaba's Cloud Intelligence Group grew by 26% in Q1 2025, thanks to AI. They are investing $53 billion in AI infrastructure. However, their e-commerce business is facing challenges with shrinking profits. They are spending $7 billion on subsidies to boost sales. Alibaba Cloud's revenue grew by 18% due to AI tools like Lingma.

Alibaba's AI investments face profitability test amid market challenges

Alibaba is investing $53 billion in AI and cloud, leading to growth in China's cloud market. However, their profits are being squeezed by aggressive pricing and competition. They are developing open-source AI models and in-house AI chips. Despite these efforts, their e-commerce profits fell 21% due to investments in fast shipping. The company faces competition from AWS, Tencent, and ByteDance.

AI stocks rally, but Nvidia misses out despite strong earnings

Nvidia's earnings were good for AI stocks in general, but not for Nvidia itself. Nvidia's growth forecast might be too low, according to an analyst. Tech giants are expected to keep growing, making investors more confident. Nvidia's shares fell almost 1% even after a strong earnings report. Enthusiasm for AI has been boosting the stock market.

Oracle stock drops amid AI stock pullback; investors watch for earnings

Oracle's stock price went down along with other AI stocks. Stocks that have been rising because of AI optimism are mostly trading lower. Oracle is renting systems with AI chips to companies like OpenAI. Investors are watching for any signs about how much companies are spending on AI. Oracle's stock had a big rally but is now down for the month.

Broadcom stock rises before earnings amid AI chip demand

Broadcom stock is rising because of strong demand for AI chips. Nvidia's earnings report also helped boost the stock. Broadcom is expected to show major growth because of AI data center chip sales. The company will release its fiscal third-quarter results soon.

Broadcom expected to benefit from AI in upcoming report

Broadcom, a chip designer, is expected to get a boost from AI data centers. They make custom AI processors for companies like Google and Meta. These chips are used instead of Nvidia's GPUs. Broadcom also has contracts to make AI processors for Apple, OpenAI, and SoftBank. Broadcom's stock dropped after Marvell Technology reported weak AI chip business.

Nvidia's growth forecast slowdown worries investors

Caroline Hyde from Bloomberg discusses how markets are reacting to Nvidia’s slower growth. The CFO says the company needs a plan before paying the Trump administration's 15% commission on chip sales. Snowflake and HP stocks are rising because of their earnings reports.

Crypto and AI markets diverge amid new investment strategies in 2025

AI stocks and crypto assets are now moving in different directions in 2025. Institutional investors are changing their portfolios, favoring Ethereum over Bitcoin. Regulatory clarity and economic changes are boosting crypto and AI infrastructure. The crypto market is expected to reach $7.98 trillion by 2030. Experts suggest a balanced approach with investments in both AI and crypto.

Bitcoin miner Iren stock jumps on earnings, Nvidia partnership

Iren, a Bitcoin miner that now focuses on AI, saw its stock price jump. The company reported better-than-expected profits for the fourth quarter of 2025. Iren also announced that it has been named an 'Nvidia preferred partner'. Iren's earnings were 70 cents per share, up from a loss last year, and revenue grew 228% to $187.3 million.

SOXL: A risky but rewarding way to invest in AI and semiconductors

Geneva Investor, an analyst, talks about SOXL as an AI investment. He discusses why the demand for GPUs is increasing as AI gets better. He explains the different stages of AI and how SOXL can help investors gain exposure to growth in this area.

Tech stocks surge as AI benefits trickle down to software companies

MongoDB, Pure Storage, and Snowflake stocks had a great week, rising due to artificial intelligence. Investors are starting to see how AI is helping tech companies. MongoDB's revenue rose 24% to $591 million. Pure Storage's stock jumped 32% because of a contract with Meta. Snowflake's shares popped 20% after better-than-expected earnings.

Sources

• AI giant Nvidia shares slip despite record sales
• AI giant Nvidia shares slip despite record sales
• AI giant Nvidia beats earnings expectations but shares fall
• Nvidia Earnings Show Sales Jump Amid Strong Demand for A.I. Chips
• AI giant Nvidia beats earnings expectations but shares fall
• AI giant Nvidia shares slip despite record sales
• AI giant Nvidia shares slip despite record sales
• Alibaba’s AI-Driven Turnaround: Assessing the Long-Term Investment Potential of Its Strategic Bets
• Alibaba’s AI-Driven Cloud Growth: A Contrarian Play Amid E-Commerce Headwinds?
• Alibaba’s Strategic AI Push and Its Implications for Long-Term Growth: Can AI Investments Sustain Profitability Amidst Challenges?
• Nvidia Earnings Sustain the AI Stock Rally—Just Without Nvidia
• Oracle Stock Slides In Choppy Market For AI Stocks. What To Watch Next.
• Buyers Push Broadcom Stock Higher Ahead Of Quarterly Results, Along With This Fast-Growing AI Name
• Broadcom Seen Getting AI Lift In Quarterly Report
• Nvidia Investors Digest Decelerating Growth Forecast
• Crypto's Strategic Rebalancing Amid AI and Macro Optimism: A 2025 Investment Analysis
• Bitcoin Miner And AI Play Spikes On Earnings, Nvidia Status
• SOXL: Tactical Bet on AI & Semiconductors
• 'AI may eat software,' but several tech names just wrapped a huge week