nvidia, microsoft and amazon Updates

The AI landscape is seeing both rapid growth and increased scrutiny across various sectors. Wedbush analyst Dan Ives updated his "AI 30" list, highlighting companies expected to lead in AI, with Nvidia, Microsoft, and Amazon at the forefront. New additions include CrowdStrike, Roblox, GE Vernova, and Nebius, while Adobe and C3.ai were removed. Jeff Krumpelman from Mariner Wealth Advisors suggests diversifying AI investments beyond the "Magnificent Seven", recommending stocks like Oracle. UBS strategists warn of potential "overheating risk" in AI investments, noting increased private credit lending for AI data centers, with private debt to the tech sector reaching $450 billion. Microsoft plans to exceed $30 billion in capital expenditures to meet cloud and AI demand. Major companies like Amazon, Google, Meta, and Microsoft are investing heavily in AI infrastructure. In the crypto world, Bitcoin is projected to potentially reach $150,000, driving interest in AI tokens like Ozak AI, which uses AI for real-time trading signals. Ozak AI's presale is underway at $0.005 per token, having raised over $1.95 million. Meta faces challenges as its stock declines amid concerns about its AI strategy, including scrutiny over leaked AI rules and a lawsuit over AI bias. Meta is reportedly planning its fourth AI team restructuring in six months. Alibaba's upcoming earnings report will test its ability to leverage AI for growth amid economic pressures. Alibaba Cloud's AI products are growing rapidly. The Schall Law Firm is investigating C3.ai for potential securities law violations after its stock price dropped following disappointing Q1 2025 financial results. Micron is expanding its high-bandwidth memory (HBM) production for AI data infrastructure, shipping HBM4 to top customers. Google and Kairos Power will deploy an advanced nuclear plant to power Google's data centers by 2030.

Key Takeaways

• Wedbush's "AI 30" list includes Nvidia, Microsoft, and Amazon as leading AI stocks, adding CrowdStrike, Roblox, GE Vernova, and Nebius while removing Adobe and C3.ai.
• Dan Ives' AI 30 list has outperformed the Nasdaq since its launch.
• Analysts predict Bitcoin could reach $150,000, increasing interest in AI tokens like Ozak AI, which has raised over $1.95 million in its presale.
• Meta's stock is declining due to concerns about its AI strategy, including scrutiny over leaked AI rules and team restructures.
• Alibaba's Q2 2025 earnings report will be a key test of its ability to leverage AI for growth amid economic challenges, with Alibaba Cloud's AI products showing rapid growth.
• The Schall Law Firm is investigating C3.ai for potential securities law violations after its stock price dropped following disappointing Q1 2025 financial results.
• Jeff Krumpelman advises AI investors to diversify beyond the "Magnificent Seven", suggesting stocks like Oracle.
• UBS warns of potential "overheating risk" in AI investments, noting increased private credit lending for AI data centers, with private debt to the tech sector reaching $450 billion.
• Micron is expanding its high-bandwidth memory (HBM) production for AI data infrastructure, shipping HBM4 to top customers.
• Google and Kairos Power will deploy an advanced nuclear plant to power Google's data centers by 2030.

Dan Ives updates AI stock picks adding CrowdStrike, Roblox, GE Vernova, Nebius

Wedbush Securities' Dan Ives updated his "AI 30" list, which highlights companies expected to lead in AI. New additions include CrowdStrike for cybersecurity, Roblox for AI-driven platform growth, GE Vernova for energy infrastructure, and Nebius for cloud infrastructure. Adobe and C3.ai were removed from the list due to slower AI progress or restructuring. The AI 30 list has outperformed the Nasdaq since its launch. CyberArk was removed due to being acquired by Palo Alto Networks.

Analyst reveals 30 AI stocks poised to shape tech's future

Wedbush analyst Dan Ives released his AI 30 list, showcasing top AI stocks for future growth. Nvidia leads the list, followed by Microsoft and Amazon. The list includes companies like Google, Broadcom, AMD, Meta, and Taiwan Semiconductor. Some smaller companies like BigBear.ai, SoundHound AI, and Guardforce AI are also mentioned for their high-risk, high-reward potential. Additions to the list include CrowdStrike, Roblox, GE Vernova, and Nebius, while Adobe, C3.ai, CyberArk, and Elastic were removed.

Bitcoin eyes $150K as traders consider Ozak AI's potential gains

Analysts predict Bitcoin could reach $150,000, leading investors to explore AI tokens like Ozak AI. Ozak AI uses blockchain and AI for real-time trading signals in crypto, stocks, and forex markets. The OZ token provides access to premium features. Ozak AI's presale is underway at $0.005 per token, having already raised over $1.95 million. Investors may see gains up to 2000% during the presale. The presale allocates 30% of tokens, with the rest for ecosystem growth, reserves, liquidity, and the team.

Meta's AI faces scrutiny, overshadowing earnings and pressuring stock

Meta's stock is declining due to concerns about its AI strategy. Senators are calling for an investigation into leaked AI rules that allowed chatbots to have "romantic" conversations with children. Meta is reportedly planning its fourth AI team restructuring in six months amid intense competition. A lawsuit over AI bias, where Meta falsely linked an activist to the January 6 riot, adds to the challenges. Despite strong earnings, regulatory and strategic controversies are impacting investor sentiment.

Alibaba's earnings: Can AI and stimulus boost growth amid challenges?

Alibaba's June 2025 earnings report is a key test of its ability to handle economic challenges while using AI and government support. The end of the U.S.-China trade truce adds pressure. Alibaba's Q2 2025 showed mixed results, with revenue up 5% but adjusted EPS down 4% due to AI investments. AI is becoming a revenue driver, with Alibaba Cloud's AI products growing rapidly. Analysts predict revenue of $32.58 billion and non-GAAP EPS of $2.08 for the June quarter.

C3.ai fraud investigation opportunity for AI investors

The Schall Law Firm is investigating C3.ai, Inc. for potential securities law violations. The investigation focuses on whether C3 issued misleading statements or failed to disclose important information to investors. C3 announced its Q1 2025 financial results on August 8, 2025, revealing revenues below expectations due to sales and service organization issues. Following this news, C3's stock price dropped by over 20% on August 11, 2025. Shareholders who have experienced losses are encouraged to join the investigation.

AI investors should diversify beyond the 'Magnificent Seven'

Jeff Krumpelman from Mariner Wealth Advisors suggests AI investors should diversify beyond the "Magnificent Seven" stocks. While companies like Nvidia and Microsoft look strong, there are other AI-related opportunities. Krumpelman advises considering stocks like Oracle to reduce concentration risk. He emphasizes that the AI trend is ongoing, but diversification is key for investors.

Micron's AI memory advantage is overlooked by the market

The market is underestimating Micron's shift towards AI-driven memory solutions. Micron is rapidly expanding its high-bandwidth memory (HBM) production and focusing on AI data infrastructure. This shift is different from past DRAM cycles, with memory growth now tied to generative AI systems. Micron is shipping HBM4 to top customers, improving power efficiency and performance for AI platforms. AI's increasing demand for memory bandwidth creates a significant opportunity for Micron.

Meta stock dips on AI restructure report, Lilly unaffected by Ozempic price cut

Meta's stock is down following a report of its fourth AI team restructuring in six months. Eli Lilly's shares remain stable despite Novo Nordisk cutting the price of Ozempic. Novo Nordisk lowered Ozempic's price to $499 per month for cash-paying patients. Google and Kairos Power will deploy an advanced nuclear plant to power Google's data centers by 2030. Palo Alto Networks, Home Depot, and Medtronic are set to report earnings this week.

UBS warns of 'overheating risk' in AI investments

UBS strategists are cautioning investors about potential "overheating risk" in the AI industry. Private credit lenders are increasingly funding AI data center construction and development. Private debt to the tech sector has risen to $450 billion. Microsoft plans to exceed $30 billion in capital expenditures to meet cloud and AI demand. Major companies like Amazon, Google, Meta, and Microsoft are investing heavily in AI infrastructure.

Sources

• Dan Ives freshens up list of favorite AI stocks with additions of CrowdStrike, Roblox, GE Vernova, and Nebius
• Veteran analyst names 30 AI stocks shaping future of technology
• Bitcoin to $150K? Traders Eye Ozak AI for 2,000% Side Gains Alongside BTC Rally
• As Meta Faces AI Scrutiny, Mounting Regulatory Risk Overshadows Strong Earnings And Pushes Stock Lower
• Alibaba's June 2025 Earnings: Can AI and Stimulus Fuel a Breakout?
• AI Investors Have Opportunity to Join C3.ai, Inc. Fraud Investigation with the Schall Law Firm
• AI investors should 'stretch out' and 'diversify' beyond Mag 7
• Micron's Hidden AI Memory Edge: Why the Market's Still Sleeping on This Stock
• Meta shares fall on AI restructuring report, while Lilly shrugs off Novo's Ozempic price move
• UBS Strategists Warn of ‘Overheating Risk’ Around AI Investments