nvidia, meta and amazon Updates

Nvidia's stock experienced volatility as data center revenue disappointed, despite overall earnings exceeding expectations. CEO Jensen Huang anticipates China as a potential $50 billion market, with possible shipments of H20 chips contingent on regulations. Meanwhile, billionaires are increasing investments in Meta and Amazon, drawn by their AI and robotics initiatives, including Meta's Orion smart glasses and Amazon's AI-driven e-commerce and delivery robots. In other AI-related developments, HubSpot is seeing subscription growth fueled by AI, projecting significant revenue and earnings increases by 2028. Axon Enterprise reported a record backlog, driven by AI-powered Officer Safety Plan bundles, leading to an increased revenue outlook. However, Marvell Technology's stock declined due to weaker AI chip demand, while Cloudflare faced a sector-wide selloff. Conversely, Autodesk saw its stock jump after focusing on generative AI tools and exceeding fiscal second-quarter expectations. Alphabet is predicted to outperform Palantir in the AI stock arena over the next decade, due to its reasonable valuation and AI integration in Google Search. Tempus AI gained slightly after acquiring Paige, despite insider selling. Cryptosolo launched AI-powered crypto mining packages, offering passive income opportunities. Snowflake's stock saw a boost after raising its annual revenue forecast.

Key Takeaways

• Nvidia's data center revenue fell short of expectations, impacting its stock despite overall earnings beat.
• Meta and Amazon are attracting billionaire investments due to their AI and robotics projects.
• HubSpot's AI-powered products are driving subscription growth, with revenue projections reaching $4.6 billion by 2028.
• Axon Enterprise's AI-driven Officer Safety Plan bundles contribute to a record backlog of $10.7 billion.
• Marvell Technology's stock declined due to weaker demand for AI chips.
• Autodesk's focus on generative AI tools led to a stock increase and raised price targets from analysts.
• Alphabet is predicted to outperform Palantir in AI stock performance due to its valuation and AI integration in Google Search.
• Tempus AI's stock saw a slight increase after acquiring Paige, an AI pathology company.
• Cryptosolo offers AI-powered crypto mining packages for passive income.
• Snowflake's stock jumped after raising its annual revenue forecast.

Nvidia stock dips after data center revenue disappoints investors

Nvidia's stock decreased after its Q2 data center revenue didn't meet expectations, even though overall earnings beat estimates. CEO Jensen Huang mentioned that China could be a $50 billion market for Nvidia. The company might ship $2 billion to $5 billion of H20 chips to China, pending regulations. Discount retailer Five Below exceeded expectations, while CrowdStrike's outlook caused its stock to fall. Snowflake's stock increased after raising its annual revenue forecast.

S&P 500 futures slip as Nvidia stock falls after earnings report

S&P 500 futures decreased after Nvidia's earnings report showed weaker data center sales. Nvidia's earnings per share were $1.05 and revenue was $46.74 billion, beating expectations, but data center revenue was $41.1 billion, below the StreetAccount estimate. Snowflake's stock jumped 12% after better-than-expected results. Best Buy reaffirmed its full-year guidance due to potential tariff impacts. Dollar General's shares increased after beating earnings expectations and raising guidance.

Nvidia stock dips after data center revenue disappoints investors again

Nvidia's stock fell after its Q2 data center revenue missed expectations, even though the company beat overall estimates. Nvidia forecasts Q3 revenue around $54 billion. Affirm's stock jumped because it beat earnings and revenue estimates. Dell increased its annual forecasts due to strong AI server sales, but its Q3 profit guidance was lower than expected. Best Buy's stock dipped after it maintained its full-year outlook.

Billionaires invest big in Meta and Amazon for AI future

Billionaires are investing in Meta Platforms and Amazon because they believe these companies will shape the future of technology. Meta is working on smart glasses called Orion that could replace smartphones. Amazon is using AI to improve its e-commerce, digital advertising, and cloud computing services. They are also developing humanoid robots for package delivery. These investments show confidence in the long-term potential of AI and robotics.

Billionaires bet on Meta and Amazon for AI and robotics

Billionaires are investing in Meta and Amazon, betting on their potential in AI, robotics, and augmented reality. Meta's smart glasses, Orion, aim to replace smartphones. Amazon is developing humanoid delivery robots and improving warehouse efficiency with AI. These investments highlight the belief that these companies are building the future of technology. Investors should consider if these innovations will lead to sustainable profits.

AI drives HubSpot's subscription growth, changing investment outlook

HubSpot's ability to grow revenue through customer growth and AI-powered products is key for shareholders. Recent subscription revenue and new customers are positive signs. The launch of HubSpot’s deep research connector with ChatGPT helps drive AI adoption. Investors should watch for competition from SaaS and AI platforms. HubSpot projects $4.6 billion in revenue and $388.4 million in earnings by 2028.

Axon's record backlog and AI adoption boost investor interest

Axon Enterprise reported a strong Q2 2025 with a record backlog of $10.7 billion. Agencies are increasingly using Axon's AI-powered Officer Safety Plan bundles. This increases revenue per user and provides multi-year revenue visibility. Axon raised its full-year revenue outlook to $2.65 billion to $2.73 billion. Investors should consider how AI bundles and the backlog will influence Axon's growth.

Alphabet may beat Palantir in AI stock performance this decade

Alphabet is predicted to outperform Palantir in the next decade, despite Palantir's rapid growth. Palantir provides AI-powered data analytics software, while Alphabet dominates with Google Search. Alphabet's stock is more reasonably priced compared to Palantir's high valuation. Even with Palantir's projected revenue growth, Alphabet's current valuation and potential growth make it a stronger investment. Alphabet is a safer bet due to its established position and lower price.

Alphabet predicted to beat Palantir in AI stock race

Alphabet is expected to outperform Palantir in AI stocks over the next decade. Palantir's stock price already reflects its rapid growth. Alphabet, despite slower growth, has a more reasonable valuation. Alphabet's integration of AI in Google Search keeps it a dominant player. Investors should consider Alphabet's solid foundation and growth potential.

Tempus AI gains on Paige acquisition but faces insider selling

Tempus AI stock increased slightly after acquiring AI pathology company Paige for $81 million. BTIG analysts raised the price target to $85. However, several executives sold shares worth over $1.3 million. Trading volume decreased, showing limited market enthusiasm. The stock's mixed signals reflect uncertainty in the AI healthcare sector.

AI-powered crypto mining offers passive income without the hassle

Cryptosolo launched AI-powered cloud mining packages for investors to earn daily crypto without needing technical skills. Packages range from $200 to $60,000, offering up to 9% daily ROI for BTC, ETH, and XRP. The platform provides security, automated payouts, and uses renewable energy. An affiliate program offers 3.5% commissions on referrals. Cryptosolo aims to provide a stable alternative to volatile crypto trading.

Marvell stock drops as AI chip demand disappoints investors

Marvell Technology's stock decreased after its guidance for the current quarter fell short of expectations. Amazon is reportedly slowing orders for Marvell's custom AI chips. The company's management cited weaker demand for AI chips as the main reason. Investors are concerned about Marvell's ability to compete with larger rivals like Nvidia. The stock's decline shows the challenges Marvell faces in achieving consistent financial performance.

Cloudflare stock falls amid sector selloff and regulatory concerns

Cloudflare's stock dropped 2.84% due to a sector-wide selloff and regulatory uncertainty. Other internet services also declined, except for Akamai. The selloff is driven by regulatory scrutiny and infrastructure shifts. Cloudflare's price action suggests a potential short-term rebound. Traders should monitor key levels and consider options for tactical precision.

Autodesk stock jumps as design software firm focuses on AI

Autodesk's stock increased after beating expectations for its fiscal second quarter. The company earned $2.62 a share on sales of $1.76 billion. Autodesk is leading the industry in generative AI tools. At least 12 Wall Street analysts raised their price targets on Autodesk stock. Autodesk makes design software for industries like architecture, construction, manufacturing, and media.

Autodesk stock jumps as design software firm focuses on AI

Autodesk's stock increased after beating expectations for its fiscal second quarter. The company earned $2.62 a share on sales of $1.76 billion. Autodesk is leading the industry in generative AI tools. At least 12 Wall Street analysts raised their price targets on Autodesk stock. Autodesk makes design software for industries like architecture, construction, manufacturing, and media.

Sources

• Nvidia earnings live: Stock falls on data center revenue miss. Also: Snowflake pops, CrowdStrike drops
• S&P 500 futures fall from record as Nvidia declines following earnings: Live updates
• Earnings live: Nvidia stock falls on data center revenue miss, Snowflake pops, CrowdStrike drops
• Earnings live: Nvidia stock edges lower as investors digest results, Gap and Dell sink, Affirm pops
• Billionaires Buy 2 Monster AI Stocks Shaping the Future of Technology
• Billionaires Buy 2 Monster AI Stocks Shaping the Future of Technology
• Is AI-Driven Subscription Growth Changing the Investment Case for HubSpot (HUBS)?
• Should Axon Enterprise’s (AXON) Record Backlog and AI Bundle Adoption Prompt a Closer Look by Investors?
• Prediction: This Artificial Intelligence (AI) Stock Will Outperform Palantir Over the Next Decade
• Prediction: This Artificial Intelligence (AI) Stock Will Outperform Palantir Over the Next Decade
• Tempus AI Rises on Acquisition and Analyst Hike But Insider Sales and Weak Volume Sink Market Enthusiasm 269th in Activity
• Bitcoin News Today: Investors Get AI-Powered Passive Income Without the Mining Hassle
• Marvell Stock Tumbles. Why the AI Chip Player Keeps Disappointing the Market.
• Cloudflare (NET) Plummets 2.34% Amid AI Security Surge and Insider Selling
• Autodesk Rises As Design Software Firm Focuses On AI