openai, meta and palantir Updates

The artificial intelligence sector continues to see significant investment and growth, with major tech players and specialized companies reporting strong financial results and strategic expansions. Broadcom is experiencing a surge in AI chip sales, reaching $5.2 billion in its third quarter and projecting $6.2 billion for the fourth quarter. The company has secured a new custom AI data center processor order valued at over $10 billion, with analysts pointing to OpenAI as the likely customer, a deal expected to significantly boost AI revenue starting in 2026. Meanwhile, Meta Platforms is highlighted as a strong AI stock due to its user base and generative AI integration for advertisers, maintaining a solid financial position. Conversely, Palantir Technologies, despite profitability and growth, faces scrutiny over its high valuation and potential market risks. In the infrastructure and hardware space, Hewlett Packard Enterprise (HPE) reported record revenue of $9.14 billion in Q3 FY 2025, with AI systems driving substantial growth in server and networking segments. Nvidia remains a key player, with small language models and multimodal AI driving demand for its specialized semiconductors, though broader market sentiment is influenced by macroeconomic factors like tariffs and interest rate uncertainty. Microsoft is also positioned as an AI leader, with investors advised to balance exposure to such companies with defensive sectors. Marvell Technology is developing custom AI chips for Amazon and Microsoft, showing strong revenue growth but facing some short-term outlook challenges. SAP is making a substantial investment of $23 billion over the next decade to build a European sovereign cloud AI infrastructure, ensuring data privacy under EU rules. Construction firm Emcor also shows potential in the AI data center sector, with its stock rising nearly 40% this year. On the startup front, Inkeep has raised $13 million to simplify AI agent creation for businesses, and MyWay Digital Health secured 3 million for AI-powered chronic disease management solutions. Tuya Inc. is integrating AI into approximately 93% of its products, enhancing developer tools and device performance, and reporting increased revenue and profit.

Key Takeaways

• Broadcom's AI chip revenue reached $5.2 billion in Q3, with projections of $6.2 billion for Q4, and secured over $10 billion in custom AI chip orders, likely from OpenAI, starting in 2026.
• Meta Platforms is recommended as a strong AI stock due to its user base and generative AI integration, while Palantir Technologies faces concerns over its high valuation.
• Hewlett Packard Enterprise (HPE) reported record Q3 FY 2025 revenue of $9.14 billion, with AI systems driving significant growth in servers and networking.
• Nvidia's specialized semiconductors are in high demand due to advancements in small language models and multimodal AI.
• SAP is investing $23 billion over 10 years to establish a European sovereign cloud AI infrastructure, prioritizing EU data privacy rules.
• Marvell Technology designs custom AI chips for Amazon and Microsoft, experiencing revenue growth despite some short-term outlook challenges.
• Startup Inkeep raised $13 million in seed funding to simplify the creation of AI agents for businesses.
• Construction firm Emcor shows strong potential in the AI data center sector, with its stock up nearly 40% this year.
• Tuya Inc. has integrated AI into approximately 93% of its products, boosting developer tools and device performance, and reported increased revenue and profit.
• MyWay Digital Health secured 3 million to develop AI-powered solutions for managing chronic diseases.

Broadcom's AI chip sales surge, boosting quarterly earnings

Broadcom reported strong quarterly earnings, with its AI chip revenue growing by 63% to $5.2 billion. The company expects AI chip sales to reach $6.2 billion in the next quarter. Broadcom also announced new orders for its custom AI data center processors from a fourth major customer, likely OpenAI, with orders valued over $10 billion. CEO Hock Tan extended his contract through 2030, and many analysts raised their price targets for Broadcom stock.

Broadcom stock climbs on strong AI demand and boosted outlook

Broadcom's stock rose after the company exceeded earnings expectations and increased its fourth-quarter guidance, driven by high demand for AI chips. The company reported record revenue of $16 billion, with AI chip revenue up 63% to $5.2 billion. Broadcom also secured over $10 billion in AI rack orders from a new customer. The company confirmed CEO Hock Tan will continue leading through 2030, signaling confidence in its AI strategy.

Broadcom stock soars 15% on $10 billion AI chip order, analysts point to OpenAI

Broadcom's stock jumped 15% after announcing a new $10 billion order for custom AI chips from a fourth major customer, which analysts believe is OpenAI. The company's CEO, Hock Tan, stated this new business will significantly boost AI revenue starting in 2026. Broadcom's AI chip revenue reached $5.2 billion in the third quarter, and the company expects $6.2 billion in the fourth quarter. The company's stock has risen about 130% in the past year.

Invest $200 in these 3 AI stocks for potential growth

This article suggests three artificial intelligence stocks that investors can buy with $200. Marvell Technology, which designs custom AI accelerators for Amazon and Microsoft, saw revenue grow 58% year-over-year, though its future guidance was below expectations. Palo Alto Networks offers cybersecurity solutions and is expanding its software offerings, with strong growth in annual recurring revenue. Applied Materials provides equipment for chip manufacturing, but its recent guidance was impacted by a pullback in orders from China.

3 AI stocks to buy now for under $200

The article highlights three artificial intelligence stocks suitable for investors with $200. Marvell Technology designs custom AI chips for major tech companies and experienced significant revenue growth, although its short-term outlook faced some challenges. Palo Alto Networks provides cybersecurity solutions and is seeing strong growth in its software-based services, with a high net retention ratio. Applied Materials supplies equipment for chip production and has seen demand increase due to complex chip designs, but faces some uncertainty from reduced orders in China.

Meta Platforms is a top AI stock; Palantir faces risks

Meta Platforms is highlighted as a strong trillion-dollar AI stock to buy in September due to its massive user base, growing ad revenue, and integration of generative AI for advertisers. The company has a strong balance sheet and a reasonable valuation. In contrast, Palantir Technologies, an AI data mining specialist, is profitable and growing rapidly but faces risks due to its high valuation and the potential for an AI bubble burst. Palantir's stock has a very high price-to-sales ratio.

Meta Platforms shines as AI stock; Palantir faces concerns

Meta Platforms is recommended as a top AI stock to buy due to its large user base, effective advertising model, and integration of generative AI. The company maintains a strong financial position and a reasonable valuation. Palantir Technologies, while profitable and growing, is flagged as a stock to avoid due to its extremely high valuation and potential risks associated with the AI market. Palantir's price-to-sales ratio is noted as a significant concern.

Inkeep raises $13 million for easy AI agent creation

Startup Inkeep has raised $13 million in seed funding to make AI agents accessible for businesses. The company's platform allows users, including non-coders, to build AI assistants for tasks like writing content and handling customer service. Inkeep aims to simplify the creation and use of AI agents for teams across various departments. The funding was led by Great Point Ventures, Khosla Ventures, and Y Combinator.

Emcor stock shows strong AI data center potential

Construction leader Emcor is highlighted as a stock with strong potential in the AI data center sector. The company's stock has increased by nearly 40% this year. Emcor is part of the building maintenance and services industry group, which is currently performing very well, ranking sixth out of 197 industry groups tracked by IBD.

SAP invests $23 billion in European sovereign cloud AI

German software company SAP is investing over €20 billion ($23 billion) to build a European sovereign cloud AI infrastructure over the next decade. This initiative aims to ensure data sovereignty under EU privacy rules and position SAP as a key player in Europe's AI development. SAP's cloud stack will allow companies to run business software and AI services within Europe without sharing data with non-EU providers. The company's stock has seen recent gains despite some market jitters.

AI hardware and macroeconomics shape Q3 2025 market

The stock market in Q3 2025 is influenced by AI hardware innovation and economic volatility. Small language models and multimodal AI are driving demand for specialized semiconductors, boosting companies like Nvidia. Macroeconomic factors such as tariffs and potential Fed rate cuts create uncertainty. Investors are advised to balance exposure to AI leaders like Microsoft and Nvidia with defensive sectors. AI is projected to generate significant economic value for S&P 500 companies by 2026.

HPE reports record sales and growth in Q3 FY 2025

Hewlett Packard Enterprise (HPE) announced record revenue of $9.14 billion for Q3 FY 2025, an 18% year-on-year increase. Server revenue grew 16% to $4.94 billion, driven by AI systems, and networking revenue surged 54% to $1.73 billion following the Juniper acquisition. Annualized revenue run-rate (ARR) reached $3.1 billion, up 77%. HPE updated its full-year guidance, expecting revenue growth between 14-16% and non-GAAP EPS of $1.88-$1.92.

Tuya integrates AI into 93% of its products

Global cloud platform provider Tuya Inc. is significantly advancing its AI strategy, with approximately 93% of products shipped on its platform now featuring full AI integration. The company is using AI to enhance its developer tools and improve the performance of connected devices. Tuya reported a 14.7% revenue increase in the first half of 2025 and a net profit of $23.6 million, reversing a loss from the previous year. The company aims to lower the development threshold for AI hardware and promote broader AI innovation.

MyWay Digital Health secures £3 million for AI chronic disease solutions

Digital healthcare startup MyWay Digital Health (MWDH) has raised £3 million to develop AI-powered products for managing chronic diseases. The company's platform, MyWay Diabetes, offers personalized education and insights for patients and clinicians. This funding will accelerate the development of new AI features, including predictive analytics and personalized care pathways. MWDH aims to improve the lives of people with long-term conditions through data-driven technology.

Sources

• AI Chip Business Fuels Broadcom's Strong Quarterly Report
• AVGO: Broadcom Stock Climbs After Tops Estimates and Lifts Q4 Guide
• Broadcom stock jumps 15% on new $10 billion customer that analysts say is OpenAI
• 3 No-Brainer Artificial Intelligence (AI) Stocks to Buy With $200 Right Now
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• This Startup Just Raised $13 Million To Make AI Agents Easy For Any Team
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• Navigating the AI Gold Rush: Strategic Sector Rotation in Q3 2025 Amid Macroeconomic Crosswinds
• HPE Q3 FY 2025 Results Mark Record Sales, ARR Growth, and Server Momentum
• Tuya accelerates AI strategy with 93% of shipped products featuring full AI integration - Bamboo Works - China stock insights for global investors
• MyWay Digital Health raises £3m for AI chronic disease solutions