July 25, 2025

finance  
Palantir $1T? Google's $85B AI Investment, Meta's 2nm Chips

Several companies are making significant strides and investments in the AI space. Wall Street analysts are optimistic about Palantir and AppLovin, suggesting their stocks could see substantial gains due to AI advancements. Specifically, Wedbush Securities believes Palantir could reach a $1 trillion valuation, while Morgan Stanley raised its price target for AppLovin to $700 per share. Palantir's AIP platform and AppLovin's Axon engine are key drivers. C3.ai's stock has also jumped, increasing 17.9% in a month, while Palantir's shares rose 4% and Snowflake's slipped 4.8%. Alphabet is investing heavily in AI and cloud infrastructure, planning to spend $85 billion in 2025, a 13.3% increase from 2024, with Google Cloud's revenue growing 32% year-over-year. TD Cowen has a Buy rating on Alphabet Class C stock, with a price target of $220.00. MediaTek is also making moves, producing 2nm ASICs for Meta, expected to be in mass production by 2027, and collaborating with NVIDIA on the GB10 Grace Blackwell Superchip. CrowdStrike and Nvidia are also highlighted as AI stocks with strong growth potential. Additionally, Plexision received $365,000 from the Richard King Mellon Foundation to integrate AI into transplant outcome care.

Key Takeaways

  • Analysts predict Palantir's stock could double, potentially reaching a $1 trillion valuation due to its AIP platform.
  • AppLovin's stock could surge, with Morgan Stanley setting a price target of $700 per share, driven by its Axon AI engine.
  • C3.ai's stock jumped 17.9% in a month, reflecting investor enthusiasm for AI, while Palantir's shares rose 4% and Snowflake's slipped 4.8%.
  • Alphabet plans to invest $85 billion in AI and cloud infrastructure in 2025, a 13.3% increase from 2024.
  • Google Cloud's revenue grew 32% year-over-year, with operating margins rising to 20.7% in Q2 2025.
  • TD Cowen has a Buy rating on Alphabet Class C stock, with a price target of $220.00, citing strong financial results and AI investments.
  • MediaTek will produce 2nm ASICs for Meta, with mass production slated for 2027, targeting 10% of the AI ASIC market by 2028.
  • MediaTek is collaborating with NVIDIA to co-develop the GB10 Grace Blackwell Superchip.
  • CrowdStrike and Nvidia are identified as AI stocks with strong growth potential, with CrowdStrike's stock up about 350% over five years and Nvidia's up nearly 1,000% over three years.
  • Plexision received $365,000 to integrate AI into blood tests for improved transplant outcome predictions.

Wall Street says buy these AI stocks Palantir and AppLovin for big gains

Wall Street analysts believe Palantir Technologies and AppLovin are set to benefit from the growth of artificial intelligence. Raymond James analysts think Palantir stock could jump 100% to $30 per share. JMP Securities analysts predict AppLovin stock could surge 184% to $68 per share. Palantir's platforms are used by the U.S. Army and Airbus, while AppLovin's AI helps app developers.

Analysts predict Palantir and AppLovin stocks could soar with AI growth

Analysts say Palantir Technologies and AppLovin are well-positioned to profit from artificial intelligence. Wedbush Securities analyst Dan Ives believes Palantir could become a $1 trillion company in a few years. Morgan Stanley analyst Brian Nowak raised his price target for AppLovin to $700 per share. Palantir's AIP platform helps automate data analytics, while AppLovin's Axon engine uses AI to improve ad targeting.

AI stocks Palantir and AppLovin may jump Wall Street analysts say

Wall Street analysts predict Palantir Technologies and AppLovin could benefit greatly from AI advancements. Wedbush Securities forecasts Palantir could reach a $1 trillion valuation. Morgan Stanley estimates AppLovin's stock could double. Palantir's data analytics software helps customers understand complex information, while AppLovin's AI-powered ad engine helps businesses target ads effectively.

C3.ai stock jumps amid AI boom analysts highlight Palantir and Snowflake

C3.ai's stock rose 17.9% in a month, driven by investor enthusiasm for AI. Palantir Technologies' stock increased 4%, while Snowflake's stock decreased 4.8%. C3.ai offers ready-to-use AI applications for businesses. The company's AI solutions are used by the U.S. Air Force, Shell, and GSK.

C3.ai stock rises analysts spotlight Palantir and Snowflake in AI market

Zacks.com reports C3.ai's shares jumped 17.9% recently, outperforming the S&P 500. Palantir Technologies' shares rose 4%, while Snowflake's slipped 4.8%. C3.ai provides enterprise AI applications and has partnerships with Microsoft Azure, AWS, and Google Cloud. C3.ai's agentic AI business generates about $60 million in annual revenue.

Alphabet invests big in AI and cloud computing for future growth

Alphabet plans to spend $85 billion in 2025 on AI and cloud infrastructure. This is a 13.3% increase from 2024. The investment aims to meet cloud demand and boost AI tools like Gemini. Alphabet's cloud business saw operating margins rise to 20.7% in Q2 2025. Google Cloud's revenue grew 32% year-over-year, outpacing the industry average.

SK Hynix leads Samsung in AI chip market amid data center boom

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MediaTek's AI chip breakthrough challenges rivals and boosts investment

MediaTek will produce 2nm ASICs for Meta, set for mass production in 2027. The 'Arke' chip will support AI inference, reducing Meta's reliance on GPU providers. MediaTek is shifting from mobile chips to AI solutions, targeting 10% of the AI ASIC market by 2028. MediaTek's collaboration with NVIDIA includes co-developing the GB10 Grace Blackwell Superchip.

Alphabet gets buy rating for AI investments and strong performance

TD Cowen has a Buy rating on Alphabet Class C stock, with a price target of $220.00. The rating is based on Alphabet's strong financial results and AI investments. Cloud revenue grew due to AI and non-AI workloads. Alphabet increased its capital expenditure guidance for 2025, showing confidence in AI innovation.

CrowdStrike and Nvidia AI stocks poised for growth analysts say

Analysts say CrowdStrike Holdings and Nvidia are AI stocks with strong potential. CrowdStrike's stock has risen about 350% over the past five years. CrowdStrike's AI platform protects organizations' networks and data. Nvidia's stock has increased nearly 1,000% over the last three years, and analysts expect continued earnings growth.

AI stock C3.ai technical trading plans with risk management

Technical data suggests buying C3.ai (AI) near $25.56 with a target of $33.01 and a stop loss at $25.49. Shorting AI near $33.01 is suggested with a target of $25.56 and a stop loss at $33.11. Swing trading plans include buying AI slightly over $28.28 or shorting near $28.28. Day trading plans involve buying AI slightly over $28.35 or shorting near $28.35.

Plexision gets funding for AI in transplant outcome care

Plexision received $365,000 from the Richard King Mellon Foundation. The funding will help integrate AI and machine learning into Plexision's blood tests. This will improve the accuracy of predicting transplant outcomes. Plexision's tests predict rejection subtypes and post-transplant infections. The tests use a common platform of immune cell function and provide results in 6 to 24 hours.

Sources

AI Stocks Palantir Technologies AppLovin C3.ai Nvidia Alphabet Google Cloud MediaTek CrowdStrike AI Artificial Intelligence Stock Analysis Investment Data Analytics Ad Targeting Cloud Computing AI Chips AI Infrastructure AI Applications AI Solutions Machine Learning Plexision Transplant Outcome Financial Analysis Stock Market Valuation Price Target Revenue Growth Partnerships AI Platform Data Centers AI Inference