OpenAI GPT-5 Demo, AMD $10B Target, Palantir Stock Jump

Several developments are shaping the AI and tech landscape. Duolingo saw its stock fluctuate after showcasing its Q2 earnings, which included a 40% rise in daily active users to 47.7 million and revenue growth of 41% to $252.3 million, alongside OpenAI's GPT-5 demo that can teach languages. Duolingo is also implementing new AI features and a chess course to boost user engagement. Meanwhile, Barclays is optimistic about AMD, raising its stock target to $200, anticipating the company's MI-series chips to generate $2.3 billion this year and over $10 billion in 2026, positioning AMD as a stronger competitor to NVIDIA. The Browser Company launched Dia Pro, an AI-powered browser subscription for $20/month, offering unlimited access to its AI assistant. AIM Intelligence secured $1.3 million to enhance AI security, developing tools to address issues like data leaks and misuse, already in use by companies like KB Kookmin Card and LG Uplus. In investment news, Stanley Druckenmiller's fund divested from Palantir and Tesla, and invested in DocuSign, drawn to its Intelligent Agreement Management (IAM) platform and its estimated $50 billion market opportunity. A report suggests that Trump's potential Big Beautiful Bill (BBB) could inject $12-$15 trillion into the US economy, potentially benefiting NVIDIA, AMD, Global Foundries Inc. (GFS), and Onsemi (ON), as well as the Vaneck Semiconductor ETF (SMH). Stocks like SoundHound AI, Tempus AI, and Super Micro Computer are also gaining attention. Palantir's stock jumped following strong earnings, though concerns about its valuation remain. Finally, Atlassian, while reducing losses, plans to increase its investment in AI, anticipating disruption and business growth.

Key Takeaways

• Duolingo's daily active users increased by 40% to 47.7 million in Q2, with revenue up 41% to $252.3 million.
• Barclays raised its price target for AMD to $200, projecting $2.3 billion in revenue from MI-series chips this year and over $10 billion in 2026.
• The Browser Company launched Dia Pro, an AI-powered browser subscription, for $20 per month.
• AIM Intelligence received $1.3 million to develop AI security tools, already used by KB Kookmin Card and LG Uplus.
• Stanley Druckenmiller's fund sold Palantir and Tesla shares, investing in DocuSign due to its AI-driven Intelligent Agreement Management (IAM) platform.
• A report suggests Trump's BBB could benefit NVIDIA, AMD, Global Foundries Inc. (GFS), and Onsemi (ON).
• SoundHound AI, Tempus AI, and Super Micro Computer are AI stocks to watch.
• Palantir's stock increased after strong earnings, but valuation concerns persist.
• Atlassian plans to increase AI investment after reducing annual losses.

Duolingo stock jumps then dips after OpenAI's GPT-5 demo

Duolingo's stock price moved up and down quickly on Thursday. The company's good earnings report for the second quarter made the stock jump 30%. But then OpenAI showed off its new GPT-5 model, which can teach French, and Duolingo's stock lost some of those gains. The company said that daily active users rose 40% to 47.7 million and revenue grew 41% to $252.3 million. Duolingo also increased its revenue forecast for the year to over $1 billion.

Duolingo's chess course and AI features boost user growth

Duolingo had strong growth in users and money during the second quarter of 2025. CEO Luis von Ahn said this was because of new features and more people subscribing. Daily active users went up 40% to 47.7 million. The new chess course is growing fast, and Duolingo is adding AI tools like Video Call to help people learn. They also changed the Hearts system to Energy, which rewards users for doing well.

Barclays predicts AMD's AI business will keep growing

Barclays analyst Tom O'Malley thinks AMD's artificial intelligence business will continue to grow. On August 6, 2025, Barclays raised its price target for AMD stock to $200. O'Malley believes AMD's MI-series chips will bring in about $2.3 billion this year. He expects this to increase to over $10 billion in 2026. Barclays is optimistic about AMD because of its strong position in both data centers and the client segment.

AMD's AI growth impresses Barclays analyst, stock target raised

Barclays analyst Tom O'Malley is impressed with AMD's growth in artificial intelligence. He raised the price target for AMD stock to $200. O'Malley thinks AMD's MI300 accelerator will help the company gain a large share of the AI chip market. He expects AMD's data center revenue to increase a lot because of the demand for AI. Barclays believes AMD is becoming a stronger competitor to NVIDIA in the AI chip market.

Dia browser launches $20/month AI subscription plan

The Browser Company is now offering a subscription plan for its AI-powered browser, Dia. The new plan, called Dia Pro, costs $20 per month. With Dia Pro, users get unlimited access to the AI assistant. Free users can still use all the features, but they may have limits depending on how much they use the AI assistant.

AIM Intelligence gets $1.3M to boost AI security

AIM Intelligence received $1.3 million in funding to improve the security of generative AI. The company will use the money to develop tools that make AI systems safer and more reliable. AIM Intelligence's products include AIM Red, AIM Guard, and AIM Supervisor. These tools help find and fix problems like AI making things up, leaking data, or being misused. Companies like KB Kookmin Card and LG Uplus are already using AIM Intelligence's technology.

Billionaire Druckenmiller sells Palantir, Tesla, buys DocuSign

Billionaire Stanley Druckenmiller's fund sold shares of Palantir and Tesla. Instead, the fund invested in DocuSign, a cloud-based software company that uses artificial intelligence. Druckenmiller's fund bought nearly 1.1 million shares of DocuSign. DocuSign offers Intelligent Agreement Management (IAM) platform, which uses AI to improve how businesses handle agreements. Analysts estimate DocuSign has a $50 billion market opportunity.

Trump's plan could boost these AI stocks, says report

A report suggests that President Trump's Big Beautiful Bill (BBB) could bring $12-$15 trillion into the US. This money could boost technology companies, especially those involved in AI. The report recommends investing in NVIDIA, Advanced Micro Devices (AMD), Global Foundries Inc. (GFS), and Onsemi (ON). It also suggests investing in the Vaneck Semiconductor ETF (SMH), which includes many semiconductor manufacturers.

Top artificial intelligence stocks to watch now

SoundHound AI, Tempus AI, and Super Micro Computer are artificial intelligence stocks to watch. These companies develop or use AI technologies like machine learning and natural language processing. The AI sector is growing, and investors are interested in it. MarketBeat provides data and analysis to help investors make smart decisions about AI stocks.

Palantir stock jumps after strong earnings, but is it too pricey

Palantir's stock price increased after a strong second quarter. The company exceeded expectations in many areas. Raymond James analyst Brian Gesuale said Palantir's results were impressive, with strong growth in the U.S. commercial sector. Palantir is gaining momentum with new customers and expanding its business with existing ones. However, the analyst is concerned about the stock's high valuation and is waiting for a better time to buy.

Atlassian plans more AI investment after loss reduction

Atlassian is reducing its annual losses and plans to invest more in artificial intelligence. Co-founder Mike Cannon-Brookes will continue to lead the company. He believes that AI will disrupt its customers and boost Atlassian's business.

Sources

• Duolingo stock soars after earnings, forfeits roughly half its gains after OpenAI GPT-5 demo
• Duolingo Q2 2025: Chess course, AI tools, and subscription growth | EdTech News | ETIH
• AMD’s AI Growth Story Gains Steam—Barclays Sees Room for More Upside
• AMD’s AI Growth Story Gains Steam—Barclays Sees Room for More Upside
• The Dia browser now offers a $20/month subscription plan
• AIM Intelligence secures $1.3M Pre-A to set global standard in generative AI security
• Billionaire Stanley Druckenmiller Sold Shares of Palantir and Tesla in Favor of Another Artificial Intelligence (AI) Stock With a $50 Billion Addressable Opportunity @themotleyfool #stocks $DOCU $TSLA $PLTR
• Trump’s $12-$15 Trillion of New Capital Makes These 4 AI Stocks (and 1 ETF) a Buy
• Artificial Intelligence Stocks To Follow Now
• Palantir (PLTR) Stock Soars on 2Q Blowout—But Is It Too Expensive to Buy Now?
• Atlassian narrows annual losses, plans to boost AI investment