nvidia, microsoft and amazon Updates

Several companies are making significant strides in the AI space. Nvidia's market value has soared to $4.3 trillion, surpassing Microsoft by $500 billion, fueled by the demand for its GPUs in data centers used by major players like Microsoft, Amazon, and Google. Some analysts predict Nvidia could reach a $5 trillion valuation by 2026. Meanwhile, Hightouch, a data and AI agent platform, has received investments from Snowflake and Capital One Ventures to develop AI agents for marketers, leveraging Snowflake’s AI Data Cloud. Promptfoo, an AI security testing company founded in 2024, secured $18.4 million in Series A funding to enhance its AI security platform, which is already used by over 100,000 developers, including those at more than 30 Fortune 500 companies. Meta is also drawing attention, with analysts anticipating strong second-quarter earnings and viewing the company as a key AI player, planning significant investments of up to $65 billion in AI-related capital expenditures. Microsoft is actively competing with Palantir in the realm of government AI projects, testing AI models with federal agencies. Alphabet's AI strategy is also driving growth, leading some analysts to suggest that breaking up the company could unlock additional shareholder value. Pegasystems Inc, an AI stock, had a strong quarter with revenue growth of 9.5% and a gross margin of 75.5% and Barclays raised the firm’s price target on the stock to $58 from $50.

Key Takeaways

• Nvidia's market value reached $4.3 trillion, exceeding Microsoft's by $500 billion, driven by the AI boom and demand for its GPUs.
• Hightouch received investments from Snowflake and Capital One Ventures to develop AI agents for marketers.
• Promptfoo, an AI security testing company founded in 2024, raised $18.4 million in Series A funding to improve its AI security platform.
• Meta is expected to report strong second-quarter earnings, with revenue potentially growing to $44.7 billion and EPS of $5.86, and plans to invest up to $65 billion in AI.
• Microsoft is competing with Palantir for government AI projects, testing AI models with federal agencies.
• Alphabet's AI strategy is driving growth, with analysts suggesting a potential breakup to unlock shareholder value.
• Pegasystems Inc, an AI stock, had a strong quarter with revenue growth of 9.5% and a gross margin of 75.5%.
• Nvidia's stock has increased by over 1,000% since ChatGPT's debut in 2022.
• Analysts project Palantir's profit growth to be 54% with revenue rising 38% to $937.5 million.
• Only 9.2% of businesses currently use AI, but adoption is expected to increase, with the information sector leading at 24.2%.

Promptfoo gets $18.4M to boost AI security platform

Promptfoo, a company that helps test and secure AI, has raised $18.4 million in funding. Founded in 2024, the company uses techniques like red teaming to find weaknesses in AI systems. Their tools have been used by over 100,000 developers and 30 Fortune 500 companies. The funding will help Promptfoo improve its AI security testing and risk management services, especially for new technologies like Model Context Protocol (MCP).

Promptfoo secures $18.4M to advance AI security testing

Promptfoo, an AI security testing company, has raised $18.4 million in Series A funding led by Insight Partners and Andreessen Horowitz. Founded in 2024, Promptfoo helps developers find and fix security problems in AI systems, like data leaks and prompt injection. Over 100,000 developers use Promptfoo's tools, including those at more than 30 Fortune 500 companies. The new funding will help Promptfoo expand its team and improve its platform to meet the growing demand for AI security solutions.

Promptfoo receives $18.4M for AI security platform

Promptfoo Inc, an AI security platform, has received $18.4 million in Series A funding led by Insight Partners and Andreessen Horowitz. Founded in 2024, Promptfoo offers AI security testing and risk management services, including red teaming and continuous monitoring. The company's tools are used by over 100,000 developers and more than 30 Fortune 500 companies. The funding will help Promptfoo improve its solutions for new AI technologies, such as retrieval-augmented generation and Model Context Protocol.

Hightouch gets investment from Snowflake and Capital One for AI agents

Hightouch, a data and AI agent platform, has received investments from Snowflake and Capital One Ventures. This funding will help Hightouch develop AI agents for marketers, improving how they use data. Hightouch introduced AI Decisioning in 2024, which helps marketers personalize customer experiences. The investment will allow Hightouch to expand its AI agent offerings and improve marketing workflows, using Snowflake’s AI Data Cloud.

Hightouch gains Snowflake and Capital One investment for AI marketing agents

Hightouch, a data and AI agent platform for marketers, has received a strategic investment from Snowflake and Capital One Ventures. This investment will help Hightouch create AI agents that can automatically manage marketing campaigns. Hightouch plans to use the funding to develop its AI agent capabilities and expand its market reach. Snowflake and Capital One Ventures are joining Hightouch’s existing investors to support this effort.

Nvidia hits $4.3T market value thanks to AI boom

Nvidia's market valuation reached $4.3 trillion, surpassing Microsoft by $500 billion due to its lead in AI hardware. Nvidia's GPUs are essential for data centers used by companies like Microsoft, Amazon, and Google. Since ChatGPT's debut in 2022, Nvidia's stock has increased by over 1,000%. The company faces risks from geopolitical tensions and competition, but analysts predict continued growth, potentially reaching a $5 trillion valuation by 2026.

Four reasons to invest in Nvidia now

Nvidia's market value recently hit $4 trillion, showing strong investor confidence in its AI chip production. Nvidia's partnerships with cloud service providers and governments drive this confidence. The upcoming Blackwell Ultra products are expected to boost chip performance. Despite challenges with Chinese export restrictions, Nvidia's data center revenue is growing rapidly, making it a key player in the AI infrastructure market.

Top AI stocks to watch in Singapore in 2025

AI stocks offer investors exposure to advanced machine learning technologies. Singapore is a leading AI ecosystem, ranking among the top globally. Singapore excels in Fintech AI, smart city tech, and cybersecurity. AI companies generate revenue through software subscriptions, custom solutions, and data analytics. Investing in AI stocks requires evaluating financial health, tech capabilities, and market positioning.

Wall Street is positive on Meta's AI potential

Analysts expect Meta to report strong second-quarter earnings, with revenue growing to $44.7 billion and EPS of $5.86. Wall Street sees Meta as a key AI player, planning to roll out AI features and profit from them. Meta plans to spend up to $65 billion on AI-related capital expenditures. Bank of America expects Meta to beat earnings estimates due to its advertising business, while Oppenheimer sees risks in AI innovation and competition.

AI stocks are popular despite low business use

Wall Street analysts are enthusiastic about AI stocks, even though many businesses aren't using AI solutions yet. AI adoption varies across the U.S., with Southern California and Boston leading in AI activity. Currently, only 9.2% of businesses use AI, but this is expected to increase. The information sector, including tech companies, leads in AI adoption with a 24.2% usage rate. Nvidia is a key company in the AI landscape due to its leading GPUs.

Will Microsoft challenge Palantir in government AI projects

Microsoft is competing with Palantir for government AI projects, testing AI models for data analytics with federal agencies like the Department of Defense. Palantir's stock initially fell but then rose slightly. Palantir's stock has increased by about 110% in 2025, ahead of its Q2 earnings report. Analysts project Palantir's profit growth to be 54% with revenue rising 38% to $937.5 million.

Pegasystems delivers strong quarter Is AI stock back

Pegasystems Inc, an AI stock, had a strong quarter with revenue growth of 9.5% and a gross margin of 75.5%. Barclays raised the firm’s price target on the stock to $58 from $50 and kept an “Equal Weight” rating on the shares. The firm believes that the genAI Blueprint offering is starting to work well as a demand generation tool. Pegasystems develops, markets, licenses, hosts, and supports enterprise software.

Alphabet's AI strategy boosts growth analysts see breakup potential

Alphabet Inc's AI strategy is driving growth, but analysts still suggest a potential breakup. DA Davidson analyst Gil Luria raised the price target on the stock to $180 from $160 and kept a “Neutral” rating on the shares. Alphabet's Q2 earnings exceeded expectations, with revenue growth across its business segments. The company's Search business and Google Cloud have contributed to these positive results. Analysts believe breaking up the business could unlock additional shareholder value.

Sources

• Promptfoo raises $18.4M to build AI security and evaluation platform
• Promptfoo Raises $18.4 Million Series A to Build Definitive AI Security Stack
• AI Security Platform Promptfoo Lands $18.4M Series A Funding
• Hightouch Announces Strategic Investment from Snowflake and Capital One To Bring AI Agents to Marketers
• Hightouch Announces Strategic Investment from Snowflake and Capital One To Bring AI Agents to Marketers
• Nvidia Hits $4.3 Trillion: The AI Boom’s Unstoppable Force?
• 4 Reasons To Invest in Nvidia Right Now
• Top AI stocks to watch in Singapore in 2025
• Wall Street is bullish on Meta's Q2 performance ahead of its earnings report: 'One of the best AI opportunity stocks'
• Wall Street Loves AI Hype, but Less Than 1 in 10 Businesses Use It. Here's Who's Winning Anyway. @themotleyfool #stocks $NVDA $MSFT $GOOGL $AAPL $IBM $RIO $ZG $GOOG $KTOS $RDFN
• Will Microsoft's AI Models Break Into Palantir's Government Turf?
• Pegasystems (PEGA) Delivers Another Strong Quarter – Is This AI Stock Back on Track?
• Alphabet’s (GOOGL) AI Strategy Drives Growth — But Analysts Still See Breakup Potential