May 2, 2025

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Nvidia Stock Rises, AMD Expected to Boost, AI Investments Surge

The tech industry has seen significant developments, with Nvidia's stock rising 4.4% amid a strong market backdrop, driven by Microsoft and Meta's strong quarterly results. Microsoft reported a 53% increase in capital expenditures, while Meta forecasted a significant increase in capex for this year, which could benefit Nvidia in the long run. Other companies, such as Amazon, are also investing heavily in artificial intelligence, with plans to spend $100 billion on capital expenditures this year. Meanwhile, AMD's stock is expected to rise after the company reports its Q1 results, and Oracle's collaboration with Sphere is expected to enhance its AI-driven capabilities. Additionally, startups like Kintsugi are raising funds and doubling their valuations, and the discussion on AI data security has brought attention to privacy concerns surrounding large language models.

Key Takeaways

  • Nvidia's stock rose 4.4% amid a strong market backdrop, driven by Microsoft and Meta's strong quarterly results.
  • Microsoft reported a 53% increase in capital expenditures, while Meta forecasted a significant increase in capex for this year.
  • Amazon plans to spend $100 billion on capital expenditures this year, mostly on AI infrastructure.
  • AMD's stock is expected to rise after the company reports its Q1 results, driven by its data center and client processor businesses.
  • Kintsugi, a Silicon Valley-based startup, has raised $18 million in new funding and doubled its valuation in six months.
  • Oracle's collaboration with Sphere is expected to enhance its AI-driven capabilities and increase demand for its cloud services.
  • The discussion on AI data security has brought attention to privacy concerns surrounding large language models.
  • Microsoft's Azure cloud business grew 33% year-over-year, beating analyst estimates.
  • Meta posted better-than-expected first-quarter results and announced plans to increase spending on artificial intelligence.
  • Amazon's AWS cloud business maintains a 30% market share, leading Microsoft and Google.

Nvidia Stock Jumps

Nvidia's stock rose 4.4% on Thursday amid a strong market backdrop. Microsoft and Meta Platforms reported strong quarterly results, which boosted Nvidia's valuation. Despite today's gains, Nvidia's stock is still down 24% year-to-date. Nvidia's biggest customers, Microsoft and Meta, are spending heavily on artificial intelligence processors, which could benefit Nvidia in the long run. Microsoft reported a 53% increase in capital expenditures, while Meta forecasted a significant increase in capex for this year.

Nvidia Stock Jumps

Nvidia's stock rose 4.4% on Thursday amid a strong market backdrop. Microsoft and Meta Platforms reported strong quarterly results, which boosted Nvidia's valuation. Despite today's gains, Nvidia's stock is still down 24% year-to-date. Nvidia's biggest customers, Microsoft and Meta, are spending heavily on artificial intelligence processors, which could benefit Nvidia in the long run. Microsoft reported a 53% increase in capital expenditures, while Meta forecasted a significant increase in capex for this year.

Microsoft Q3 Results Top Estimates

Microsoft reported better-than-expected fiscal third-quarter results, driven by strong demand for its cloud business. The company's Azure cloud business grew 33% year-over-year, beating analyst estimates. Microsoft's Intelligent Cloud business reported a 21% rise in revenue, also beating estimates. The company's capital expenditures jumped 53% to $16.75 billion, signaling continued investment in artificial intelligence and cloud infrastructure.

Meta Increases AI Spending

Meta posted better-than-expected first-quarter results and announced plans to increase spending on artificial intelligence. Investors view this move favorably, as Meta's AI push is expected to drive growth. The company's financial performance has been improving, and its increased spending on AI is seen as a positive move.

Amazon Stock Faces Tariff Worries

Amazon reports its Q1 earnings with expected revenue of $155.2 billion and EPS of $1.37. The company faces tariff worries, but its investment in artificial intelligence is expected to drive long-term growth. Amazon plans to spend $100 billion on capital expenditures this year, mostly on AI infrastructure. The company's AWS cloud business maintains a 30% market share, leading Microsoft and Google.

AI Dynamic Trading Report

Atrium Mortgage Investment Corporation's stock is expected to trade between $10.79 and $11.20. The company's AI-generated signals suggest a potential buy opportunity near $10.79, with a target price of $11.20. The stock's rating is strong, with a possible stop loss at $10.74.

AMD Stock to Soar

Advanced Micro Devices' stock is expected to rise after the company reports its Q1 results on May 6. The company's financial performance has been improving, driven by its data center and client processor businesses. AMD's revenue is expected to grow 30% year-over-year, with a potential increase in non-GAAP gross margin. The company's valuation is attractive, with a forward earnings multiple of 21.

Kintsugi Startup Doubles Valuation

Kintsugi, a Silicon Valley-based startup, has raised $18 million in new funding and doubled its valuation in six months. The company provides AI-enabled sales tax compliance solutions for businesses. Kintsugi plans to use the funding to enable more small and medium businesses to use its services.

Oracle Powers Sphere's AI Platform

Oracle's stock rose 7% last week, driven by the company's collaboration with Sphere to utilize Oracle Database 23ai on the Oracle Autonomous Database. The partnership is expected to enhance Oracle's AI-driven capabilities and increase demand for its cloud services. Oracle's revenue and earnings are expected to grow substantially, driven by its efforts in AI training and database migration.

AI Data Security Tips for Crypto Traders

The recent discussion on AI data security has brought attention to privacy concerns surrounding large language models. Crypto traders can take steps to protect themselves, such as using two-factor authentication and anonymous email addresses. The market has responded to the discussion, with AI-focused tokens like Render Token and Fetch.ai experiencing price increases. Traders can leverage these insights to make informed investment decisions.

Sources

Nvidia Artificial Intelligence Microsoft Meta Platforms Cloud Computing AI Processors