nvidia, microsoft and google Updates

Amidst broader market concerns tied to rising inflation and potential tariffs, AI stocks are drawing significant attention. While the Nasdaq reached a record high, the Dow Jones experienced a slowdown, reflecting investor uncertainty. Industry giants like Nvidia, Microsoft, and Google are leading the AI charge, driven by their robust infrastructure and strategic positioning. Nvidia's Blackwell chip continues to garner positive sentiment from Wall Street, with KeyBanc reiterating an "Overweight" rating and analysts projecting further growth. Jensen Huang, Nvidia's CEO, announced that the U.S. government has approved licenses to ship H20 chips to China, opening new market opportunities. Several other companies are also poised to capitalize on the AI boom. Seagate Technology is benefiting from the increased demand for data storage, while Credo Technology and Astera Labs are providing crucial connectivity solutions. GitLab is gaining traction with its AI-assisted coding capabilities. However, not all AI companies are experiencing smooth sailing. Piper Sandler downgraded SoundHound AI, citing concerns about profitability and potential delays in deals related to its Amelia product line. Additionally, Descartes Systems Group, specializing in AI-powered logistics and supply chain software, has seen its stock decline despite a 12% year-over-year revenue increase. Emerging players like CoreWeave and Vast Data are also in the mix, emphasizing the importance of capital efficiency in the AI sector. ASML Holding's upcoming second-quarter earnings report is seen as crucial for its growth plans.

Key Takeaways

• Nvidia, Microsoft, and Google are at the forefront of the AI revolution, leveraging their infrastructure and strategic positions.
• Wall Street analysts remain confident in Nvidia, particularly regarding the potential of its Blackwell chip.
• Jensen Huang announced that the U.S. government approved licenses for Nvidia to ship H20 chips to China.
• Seagate Technology is benefiting from the surge in demand for data storage driven by AI and cloud computing.
• Credo Technology and Astera Labs are key players, providing high-speed connectivity solutions for AI applications.
• GitLab is well-positioned for growth due to the increasing complexity in application development and AI-assisted coding.
• Piper Sandler downgraded SoundHound AI due to concerns about profitability and potential delays in deals.
• Descartes Systems Group, specializing in AI-powered logistics, has seen its stock decline despite revenue growth.
• Capital efficiency is crucial for success in the AI sector, as highlighted by emerging players like CoreWeave and Vast Data.
• ASML Holding's second-quarter earnings report is critical for its 2026 growth plans.

Nasdaq hits record high while Dow drops amid inflation and tariff worries

US stock market futures faced challenges as the Dow Jones and S&P 500 slowed down. The Nasdaq futures decreased after a report showed inflation rising faster than expected. Hopes for Federal Reserve rate cuts are fading, and new tariffs from President Donald Trump are adding market pressure. Traders are reassessing inflation risks and policy direction as Treasury yields rise.

Top 3 AI infrastructure stocks to watch before earnings reports

Seagate Technology, Credo Technology, and Astera Labs are three tech companies that could have strong earnings. Seagate Technology benefits from the demand for data storage driven by AI and cloud computing. Credo Technology is positioned for AI growth with its high-speed connectivity solutions. Astera Labs, backed by Nvidia, provides key connectivity solutions for AI and machine learning.

AI stocks shine amid market concerns Twilio, Sea, and Tencent in focus

Alissa Coram and Ed Carson discussed market activity and key stocks on Stock Market Today. The video focuses on AI stocks, Twilio, Sea, and Tencent.

Descartes Systems AI stock down 21% a potential portfolio game-changer

Descartes Systems Group, a Canadian AI stock specializing in logistics and supply chain software, is down 21% from its high. The company offers AI-powered tools to help businesses with shipping, tracking, and compliance. In the latest quarter, Descartes' revenue grew by 12% year-over-year. Its AI system uses machine learning to improve delivery times and optimize routes.

Nvidia, Microsoft, and Google lead the AI race

Kenny Polcari and William Lee discussed the AI boom and the companies driving it. Nvidia, Microsoft, and Google are central to the AI story due to their infrastructure and strategic positions. Emerging players like CoreWeave and Vast Data are also highlighted. The conversation emphasized that capital efficiency is key to success in the AI sector.

Wall Street remains confident in AI chip leader Nvidia

Wall Street analysts are still positive about Nvidia, which specializes in AI solutions. KeyBanc reiterated an "Overweight" rating on the stock, highlighting Nvidia's Blackwell chip. Analysts predict continued growth with the ramp-up of Blackwell and Blackwell Ultra. The average price target suggests a 6% upside, with some expecting a 52% increase.

SoundHound AI stock downgraded investors need to know

Piper Sandler analyst James Fish downgraded SoundHound AI from Overweight to Neutral. The firm sees challenges for the AI company in the second half of 2025. They are concerned about SoundHound's ability to achieve profitability while investing in its Amelia product line. Some deals may be delayed until 2026, potentially impacting the company's valuation.

Top 10 AI stocks gaining attention on Wall Street now

Nvidia CEO Jensen Huang announced that the U.S. government approved licenses to ship H20 chips to China. Chinese firms are now looking to buy these AI chips. GitLab is well-positioned for growth due to increasing complexity in application development and AI-assisted coding. ASML Holding is expected to report its second-quarter earnings, which are crucial for its 2026 growth plans.

Sources

• US stock market futures today: Nasdaq hits record high as AI stocks rally, but Dow plunges 436 points and S&P dips on hot inflation, Trump tariffs, and bank stock slide
• 3 AI Infrastructure Stocks Worth Owning Ahead of Earnings
• Stock Market Today: AI Plays Mask Market Weakness; Twilio, Sea, Tencent In Focus
• 1 Magnificent AI Stock Down 21% That Could Transform Your Portfolio
• Why Nvidia, Microsoft and Google still dominate the AI trade
• Nvidia (NVDA): Why Wall Street Remains Bullish on AI Chip Leader
• SoundHound AI (SOUN) Downgraded: What Investors Need to Know Now
• 10 AI Stocks Gaining Attention on Wall Street