The artificial intelligence sector continues to attract significant investment and attention, though not without its market fluctuations. Venture capitalists have poured a record $192.7 billion into AI startups in 2025, with AI accounting for 53% of all venture capital. Notable deals include NVIDIA's $100 billion pact with OpenAI and Microsoft's $19 billion deal with NBIS, highlighting a shift in traditional investment rules. Despite this enthusiasm, experts caution about intense competition and the profitability challenges many AI firms face. The Nasdaq-100, heavily weighted with AI stocks, recently pulled back over 1% due to profit-taking and market uncertainty. Influential investor Michael Burry, known for his 2008 financial crisis prediction, has placed large bets against AI companies like Palantir and Nvidia, contributing to recent declines in their stock, along with Meta, Tesla, and Microsoft. However, Palantir, Alphabet (Google), and Nvidia still saw significant gains earlier in 2025. Investors are increasingly favoring Nvidia for its broad AI growth potential beyond just data centers, extending into gaming, automotive, and professional graphics. Meanwhile, Iren Limited, an AI infrastructure company, saw its stock drop 22% this week despite reporting a 355% revenue increase in its first fiscal quarter and securing a nearly $10 billion cloud computing contract with Microsoft for AI services. Concerns remain about the realization of planned AI infrastructure investments and Iren's reliance on prepayments from the Microsoft deal. In other developments, Dublin-based Lative, founded in 2022, secured $7.5 million (or €6.4 million) in funding to enhance its AI sales planning platform. This cloud-based tool aims to replace manual spreadsheet planning, with customers like Version 1, Intercom, and Seismic reporting up to a 24% increase in sales productivity. Zscaler, a leader in cloud and AI cybersecurity, is receiving strong analyst support from Wedbush and Barclays, projecting $4.7 billion in revenue and $139.8 million in earnings by 2028, despite facing stiff competition. SoundHound AI reported a 68% rise in Q3 revenue to $42 million, with Annual Recurring Revenue growing 40%, as its audio and AI platform gains traction across industries like restaurants and healthcare. Conversely, BigBear.ai, which provides AI-powered decision tools, saw its shares fall 11.4% as it struggles with consistent profits and securing new contracts. Global AI Inc. also reported a 100% revenue increase to $120,032 for the nine months ending September 30, 2025, but its net loss grew to over $4 million, prompting the company to seek new funding and explore mergers.
Key Takeaways
- Venture capitalists invested a record $192.7 billion into AI startups in 2025, representing 53% of all venture capital.
- NVIDIA secured a $100 billion pact with OpenAI, and Microsoft made a $19 billion deal with NBIS, highlighting major AI investments.
- Lative, an Irish software company, raised $7.5 million (or €6.4 million) to expand its AI sales planning platform, which has boosted user sales productivity by up to 24%.
- Zscaler is projected to reach $4.7 billion in revenue and $139.8 million in earnings by 2028, backed by strong analyst support for its cloud and AI cybersecurity offerings.
- Nvidia is favored by investors for its broad AI growth potential across gaming, automotive, and professional graphics, not just data centers.
- Influential investor Michael Burry has placed significant bets against AI companies like Palantir and Nvidia, contributing to recent stock declines for these firms, as well as Meta, Tesla, and Microsoft.
- Iren Limited's stock dropped 22% despite a 355% revenue increase and securing a nearly $10 billion cloud computing contract with Microsoft for AI services.
- SoundHound AI reported a 68% rise in Q3 revenue to $42 million and 40% Annual Recurring Revenue growth, driven by its audio and AI platform adoption.
- BigBear.ai shares fell 11.4% as the company faces challenges in achieving consistent profits and winning new contracts.
- Global AI Inc. saw revenues increase by 100% to $120,032 in Q3 2025 but reported a net loss of over $4 million, prompting a search for new funding.
Lative secures 7.5 million dollars for AI sales platform
Lative, an Irish software company established in 2022, raised $7.5 million to improve its AI sales planning platform. Cofounders Werner Schmidt and Laura Tortosa Sancho created the cloud-based tool to help businesses understand sales performance and plan better. The funding will support product development and market expansion. Act Venture Capital and Senovo VC co-led the investment. Lative aims to replace slow, manual spreadsheet planning with real-time insights for customers like Version 1 and Intercom.
Lative raises 6.4 million euros for AI sales tool
Dublin-based Lative secured €6.4 million to expand its AI-driven sales planning tool. Users report up to a 24% increase in sales productivity with the platform. Cofounders Werner Schmidt and Laura Tortosa Sancho started Lative in 2022 to fix slow, manual sales planning done with spreadsheets. The cloud-based tool unifies sales strategy and execution, offering real-time insights and automated planning. Act Venture Capital and Senovo VC co-led the funding round, which included other investors like Enterprise Ireland.
Lative gets 6.4 million euros to boost AI sales
Lative, a Dublin-based company, raised €6.4 million to grow its AI-powered sales planning tool. The platform helps sales teams improve productivity by up to 24%. Founded in 2022 by Werner Schmidt and Laura Tortosa Sancho, Lative aims to replace old spreadsheet methods with real-time sales intelligence. The funding round was co-led by Act Venture Capital and Senovo VC, with support from other investors. Lative's system connects sales goals with execution, helping companies make smarter decisions.
Lative raises 7.5 million dollars for AI sales growth
Lative secured $7.5 million in new funding to speed up its AI-powered sales planning platform. The company, founded in 2022 by Werner Schmidt and Laura Tortosa Sancho, helps businesses replace old spreadsheets with real-time intelligence. Customers like Seismic and Intercom use Lative to improve sales planning and have seen productivity rise by up to 24%. Act Venture Capital and Senovo VC co-led the investment, which will help Lative expand its market presence and develop its AI tools further.
Lative gets 7.5 million dollars to upgrade sales
Lative received $7.5 million in funding to replace old sales spreadsheets with smart AI tools. The company's cloud platform combines sales goals with team capacity, helping businesses like Seismic and Intercom make better decisions. Cofounders Werner Schmidt and Laura Tortosa Sancho started Lative in 2022 to solve sales planning problems. The platform can be set up quickly and has helped users increase productivity by up to 24%. Act Venture Capital and Senovo VC led the investment round.
Zscaler gains analyst support for AI security
Leading analysts from Wedbush and Barclays are positive about Zscaler's strong position in cloud and AI cybersecurity. Zscaler focuses on large businesses and has improved its Digital Experience ZDX platform with better network intelligence. The company expects to reach $4.7 billion in revenue and $139.8 million in earnings by 2028. However, Zscaler faces strong competition from other cloud providers. Investors are watching to see how its AI-powered security offerings will be adopted by businesses.
BigBear.ai stock drops 11.4 percent
BigBear.ai shares fell 11.4% on Friday. The company, which provides AI-powered decision tools, went public in December 2021. It faces challenges in making consistent profits and winning new contracts. Analysts have mixed opinions, with some seeing long-term potential in defense and intelligence sectors, while others worry about competition. Investors are waiting for updates on the company's financial results and new partnerships.
Investors favor Nvidia for wide AI growth
Major investors are shifting their focus from Broadcom to Nvidia, betting on Nvidia's broader growth in AI. Nvidia is expected to benefit from many AI uses beyond just data centers, including gaming, cars, and professional graphics. Analysts at Morgan Stanley point to Nvidia's strong position in AI training and its diverse market presence. This shows that investors see Nvidia as a main winner in the ongoing AI revolution.
SoundHound AI shows strong growth in Q3
SoundHound AI's stock has seen a recent dip, but its platform is gaining wide use across many industries. The company combines audio and AI to replace human interactions in customer service for sectors like restaurants, insurance, and healthcare. SoundHound AI reported a 68% rise in Q3 revenue to $42 million, with Annual Recurring Revenue growing 40%. While some hope it could be a "millionaire-maker" stock, achieving 100x returns would require it to become a very large software company.
Venture capitalists pour billions into AI in 2025
In 2025, venture capitalists are investing huge amounts into AI startups, changing their usual investment rules. They have poured a record $192.7 billion into AI companies this year, with AI taking 53% of all venture capital. Big deals include NVIDIA's $100 billion pact with OpenAI and Microsoft's $19 billion deal with NBIS. While there is great excitement, experts warn about risks like intense competition and some AI firms not making enough money.
AI stocks see repricing and options trade
The Nasdaq-100, which includes many AI stocks, has pulled back over 1% this week due to profit-taking and market uncertainty. Influential investor Michael Burry has placed bets against AI companies like Palantir and Nvidia. Despite high valuations, AI stocks like Palantir, Alphabet, and Nvidia have seen significant gains in 2025. An options strategy, buying a call spread, is suggested to manage risk while aiming to profit from a potential market rebound by year-end.
Top AI stocks experience a decline
Several leading AI stocks, including Palantir, Nvidia, Meta, Tesla, and Microsoft, have recently fallen. This decline follows influential investor Michael Burry placing large bets against companies like Palantir and Nvidia. Burry is known for correctly predicting the 2008 financial crisis. The market is reacting to these significant moves in the AI sector.
Global AI Inc releases Q3 2025 financial report
Global AI Inc. published its SEC 10-Q report for the third quarter of 2025, detailing its financial and operational progress. The company, which develops and buys AI tech firms, saw revenues increase by 100% to $120,032 for the nine months ending September 30, 2025. However, its net loss grew to $4,045,227 during the same period. Global AI established an R&D lab in December 2024 and expanded into Israel. The company is now seeking new funding and exploring mergers to improve its financial health.
Iren Limited stock falls 22 percent this week
Iren Limited, an AI infrastructure company, saw its stock drop 22% this week. The company, which shifted from Bitcoin mining, reported a 355% revenue increase in its first fiscal quarter and a record $385 million profit. Iren also announced a nearly $10 billion cloud computing contract with Microsoft for AI services. However, investors are concerned about whether all planned AI infrastructure investments will happen and Iren's reliance on prepayments from the Microsoft deal.
Sources
- Lative raises $7.5m in funding to grow AI sales planning platform
- With users reporting 24% productivity gains, Lative secures €6.4 million to scale its AI-driven sales planning tool
- With users reporting 24% productivity gains, Lative secures €6.4 million to scale its AI-driven sales planning tool
- Lative: $7.5 Million Raised To Advance AI-Driven Sales Planning Expansion
- Lative Grabs $7.5 Million to Replace Sales Spreadsheets with AI Intelligence
- Should Analyst Optimism on Zscaler's (ZS) AI Security Strength Influence Investor Decisions?
- BigBear.ai (NYSE:BBAI) Trading Down 11.4%
- Nvidia Bought by Major Investor Betting on 'Broader' AI Growth
- Is SoundHound a Millionaire-Maker Stock?
- AI Investment Frenzy: VCs Ditch Playbooks in 2025 Boom
- The AI trade is getting a big repricing. This options trade captures a bounce while mitigating risk
- AI stocks fall
- Global AI, Inc. SEC 10-Q Report
- Why AI Infrastructure Stock Iren Limited Got Crushed This Week
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